Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQQA 4.79%
2 CLOD 4.33%
3 BTEK 3.58%
4 JTEK 3.40%
5 LCG 3.38%
6 STNC 3.30%
7 PTF 3.29%
8 SMH 3.17%
9 DIP 3.12%
10 ARVR 2.97%
11 IVRS 2.94%
12 CAML 2.89%
13 ENTR 2.74%
14 QTEC 2.53%
15 BIBL 2.44%
16 SXQG 2.33%
17 IWFG 2.27%
18 RUFF 2.07%
19 WBIL 1.91%
20 SEMI 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.35M (8.82%) 8.63K
Increased by +0.06%
Sep 30, 23
2 BlackRock Inc 11.70M (7.73%) -44.16K
Decreased by -0.38%
Sep 30, 23
3 State Street Corporation 6.54M (4.32%) -147.97K
Decreased by -2.26%
Sep 30, 23
4 Capital World Investors 6.52M (4.31%) 321.47K
Increased by +4.93%
Sep 30, 23
5 JPMorgan Chase & Co 4.75M (3.14%) 560.74K
Increased by +11.79%
Sep 30, 23
6 T. Rowe Price Associates, Inc. 4.51M (2.98%) -566.98K
Decreased by -12.56%
Sep 30, 23
7 FMR Inc 4.03M (2.66%) 330.21K
Increased by +8.19%
Sep 30, 23
8 Franklin Resources Inc 3.35M (2.21%) -229.85K
Decreased by -6.87%
Sep 30, 23
9 Geode Capital Management, LLC 3.31M (2.18%) 394.39K
Increased by +11.93%
Sep 30, 23
10 Pictet Asset Manangement SA 2.88M (1.90%) 2.88M
Increased by +100.00%
Sep 30, 23
11 Jackson Square Partners, LLC 2.79M (1.84%) 2.79M
Increased by +100.00%
Sep 30, 23
12 Nuveen Asset Management, LLC 2.78M (1.84%) 125.20K
Increased by +4.50%
Sep 30, 23
13 Massachusetts Financial Services Company 2.57M (1.69%) 153.05K
Increased by +5.97%
Dec 31, 23
14 NORGES BANK 2.47M (1.63%) -321.54K
Decreased by -13.01%
Dec 31, 23
15 Amvescap Plc. 2.47M (1.63%) -3.41K
Decreased by -0.14%
Sep 30, 23
16 Ameriprise Financial Inc 2.04M (1.35%) 344.43K
Increased by +16.87%
Sep 30, 23
17 Northern Trust Corp 1.69M (1.11%) 78.85K
Increased by +4.67%
Sep 30, 23
18 AllianceBernstein L.P. 1.39M (0.92%) -167.92K
Decreased by -12.09%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 1.37M (0.91%) -74.59K
Decreased by -5.43%
Sep 30, 23
20 Nordea Investment Mgmt Bank Demark A/s 1.24M (0.82%) -24.07K
Decreased by -1.93%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.78M (3.16%) 6.46K
Increased by +0.14%
Jan 31, 24
2 Vanguard Institutional 500 Index Trust 3.76M (2.48%) 44.94K
Increased by +1.20%
Jan 31, 24
3 Invesco QQQ Trust 2.85M (1.88%) 2.73K
Increased by +0.10%
Jan 31, 24
4 American Funds Growth Fund of Amer A 2.70M (1.78%) 0.00
Increased by 0.00%
Dec 31, 23
5 Capital Group Growth Fnd of Amer Comp 2.70M (1.78%) 0.00
Increased by 0.00%
Dec 31, 23
6 JPMorgan Large Cap Growth I 1.90M (1.26%) 0.00
Increased by 0.00%
Dec 31, 23
7 SPDR® S&P 500 ETF Trust 1.81M (1.20%) 13.59K
Increased by +0.75%
Jan 31, 24
8 Fidelity 500 Index 1.79M (1.18%) 14.09K
Increased by +0.79%
Dec 31, 23
9 Fidelity® 500 Index 1.77M (1.17%) 11.28K
Increased by +0.64%
Nov 30, 23
10 JPM US Large Cap Growth-MA 1.64M (1.08%) 1.51M
Increased by +91.95%
Sep 30, 23
11 iShares Core S&P 500 ETF 1.56M (1.03%) 1.27K
Increased by +0.08%
Jan 31, 24
12 Vanguard Growth Index Investor 1.40M (0.93%) 6.86K
Increased by +0.49%
Jan 31, 24
13 T. Rowe Price Blue Chip Growth 1.29M (0.85%) -87.10K
Decreased by -6.73%
Dec 31, 23
14 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 1.29M (0.85%) -87.10K
Decreased by -6.73%
Dec 31, 23
15 Franklin DynaTech A 1.25M (0.83%) 0.00
Increased by 0.00%
Dec 31, 23
16 Franklin Innovation Composite 1.25M (0.83%) 0.00
Increased by 0.00%
Dec 31, 23
17 MFS Growth B 1.19M (0.79%) -4.95K
Decreased by -0.42%
Dec 31, 23
18 MFS Growth Equity 1.19M (0.79%) 95.57K
Increased by +8.02%
Dec 31, 23
19 American Funds New Perspective A 1.13M (0.75%) 0.00
Increased by 0.00%
Dec 31, 23
20 Capital Group New Perspective Comp 1.13M (0.75%) 0.00
Increased by 0.00%
Dec 31, 23