Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 4.79%
2 SMHX 4.27%
3 QQQA 4.15%
4 UTRN 3.97%
5 IVRS 3.43%
6 STNC 3.30%
7 CLOD 3.29%
8 BCUS 3.19%
9 DIP 3.12%
10 AIBU 3.08%
11 SMH 2.99%
12 SHOC 2.91%
13 KONG 2.89%
14 LCG 2.81%
15 LRGG 2.80%
16 ARVR 2.80%
17 AIPI 2.68%
18 ENTR 2.68%
19 XOVR 2.68%
20 LOUP 2.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.36M (9.42%) 227.02K
Increased by +1.58%
Sep 30, 24
2 BlackRock Inc 12.83M (8.41%) 324.71K
Increased by +2.53%
Jun 30, 24
3 Capital World Investors 7.17M (4.70%) -230.01K
Decreased by -3.21%
Sep 30, 24
4 State Street Corp 6.95M (4.56%) 119.06K
Increased by +1.71%
Sep 30, 24
5 State Street Corporation 6.70M (4.39%) -79.24K
Decreased by -1.18%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 4.86M (3.18%) -690.67K
Decreased by -14.22%
Sep 30, 24
7 JPMorgan Chase & Co 4.05M (2.66%) -1.86M
Decreased by -45.96%
Sep 30, 24
8 Franklin Resources Inc 3.66M (2.40%) -293.26K
Decreased by -8.01%
Sep 30, 24
9 FMR Inc 3.47M (2.28%) -935.21K
Decreased by -26.91%
Sep 30, 24
10 Geode Capital Management, LLC 3.28M (2.15%) 61.80K
Increased by +1.88%
Sep 30, 24
11 Edgewood Management LLC 3.07M (2.01%) 487.02K
Increased by +15.86%
Sep 30, 24
12 Jackson Square Partners, LLC 2.79M (1.83%) 2.79M
Increased by +100.00%
Sep 30, 23
13 GQG Partners LLC 2.20M (1.44%) 101.33K
Increased by +4.61%
Jun 30, 24
14 NORGES BANK 2.06M (1.35%) -411.09K
Decreased by -19.96%
Jun 30, 24
15 Massachusetts Financial Services Company 2.01M (1.32%) -437.57K
Decreased by -21.74%
Sep 30, 24
16 Amvescap Plc. 1.79M (1.17%) -680.21K
Decreased by -38.04%
Dec 31, 23
17 Sustainable Growth Advisers, LP 1.78M (1.17%) 823.05K
Increased by +46.13%
Sep 30, 24
18 Pictet Asset Manangement SA 1.70M (1.11%) -229.74K
Decreased by -13.52%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 1.56M (1.02%) -1.41M
Decreased by -90.65%
Sep 30, 24
20 Swedbank AB 1.55M (1.02%) -312.67K
Decreased by -20.13%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Cap App & Income Comp 12.77M (8.37%) 12.76M
Increased by +100.00%
Mar 31, 24
2 Performer (AFRIS) 5.35M (3.51%) 5.35M
Increased by +100.00%
Feb 29, 24
3 Vanguard Total Stock Mkt Idx Inv 4.85M (3.18%) -17.22K
Decreased by -0.36%
Oct 31, 24
4 Vanguard Institutional 500 Index Trust 4.06M (2.66%) 48.40K
Increased by +1.19%
Oct 31, 24
5 Invesco QQQ Trust 3.05M (2.00%) 7.13K
Increased by +0.23%
Nov 27, 24
6 American Funds Growth Fund of Amer A 2.64M (1.73%) -60.64K
Decreased by -2.30%
Sep 30, 24
7 Capital Group Growth Fnd of Amer Comp 2.64M (1.73%) -60.64K
Decreased by -2.30%
Sep 30, 24
8 Fidelity 500 Index 1.88M (1.23%) 4.18K
Increased by +0.22%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 1.88M (1.23%) -10.44K
Decreased by -0.56%
Nov 27, 24
10 SPDR® S&P 500 ETF Trust 1.80M (1.18%) 4.09K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 1.77M (1.16%) 11.28K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 1.73M (1.13%) 5.37K
Increased by +0.31%
Nov 27, 24
13 Edgewood Growth Instl 1.66M (1.09%) 282.71K
Increased by +16.99%
Sep 30, 24
14 JPM US Large Cap Growth-MA 1.64M (1.07%) 1.51M
Increased by +91.95%
Sep 30, 23
15 Vanguard Growth Index Investor 1.62M (1.06%) 9.94K
Increased by +0.61%
Oct 31, 24
16 American Funds New Perspective A 1.57M (1.03%) 0.00
Increased by 0.00%
Sep 30, 24
17 Capital Group New Perspective Comp 1.57M (1.03%) 0.00
Increased by 0.00%
Sep 30, 24
18 VanEck Semiconductor ETF 1.45M (0.95%) 1.45K
Increased by +0.10%
Nov 28, 24
19 Franklin DynaTech Fund A 1.25M (0.82%) 0.00
Increased by 0.00%
Jul 31, 24
20 Franklin Innovation Composite 1.25M (0.82%) 0.00
Increased by 0.00%
Jun 30, 24