Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMHX 5.27%
2 FCTE 4.79%
3 QQQA 4.15%
4 UTRN 3.97%
5 IVRS 3.67%
6 AIBU 3.44%
7 STNC 3.30%
8 SMH 3.21%
9 AIPI 3.19%
10 DIP 3.12%
11 CLOD 3.11%
12 XOVR 3.00%
13 ENTR 3.00%
14 BCUS 2.96%
15 SHOC 2.85%
16 LCG 2.70%
17 ARVR 2.65%
18 LOUP 2.62%
19 PTF 2.60%
20 KONG 2.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.48M (9.43%) 120.58K
Increased by +0.83%
Dec 31, 24
2 BlackRock Inc 13.20M (8.60%) -47.80K
Decreased by -0.36%
Dec 31, 24
3 Capital World Investors 7.28M (4.74%) 114.89K
Increased by +1.58%
Dec 31, 24
4 State Street Corp 7.10M (4.62%) 149.16K
Increased by +2.10%
Dec 31, 24
5 State Street Corporation 6.70M (4.36%) -79.24K
Decreased by -1.18%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 5.90M (3.84%) 1.05M
Increased by +17.71%
Dec 31, 24
7 Franklin Resources Inc 3.38M (2.20%) -267.06K
Decreased by -7.89%
Dec 31, 24
8 Geode Capital Management, LLC 3.36M (2.19%) 75.30K
Increased by +2.24%
Dec 31, 24
9 Edgewood Management LLC 3.05M (1.99%) -19.44K
Decreased by -0.64%
Dec 31, 24
10 FMR Inc 3.00M (1.96%) -472.03K
Decreased by -15.72%
Dec 31, 24
11 Jackson Square Partners, LLC 2.79M (1.82%) 2.79M
Increased by +100.00%
Sep 30, 23
12 JPMorgan Chase & Co 2.69M (1.75%) -5.41M
Decreased by -201.00%
Dec 31, 24
13 GQG Partners LLC 2.20M (1.43%) 101.33K
Increased by +4.61%
Jun 30, 24
14 NORGES BANK 2.06M (1.34%) -411.09K
Decreased by -19.96%
Jun 30, 24
15 Massachusetts Financial Services Company 2.01M (1.31%) -437.57K
Decreased by -21.74%
Sep 30, 24
16 Ameriprise Financial Inc 1.89M (1.23%) 391.68K
Increased by +20.74%
Dec 31, 24
17 Amvescap Plc. 1.79M (1.16%) -680.21K
Decreased by -38.04%
Dec 31, 23
18 Pictet Asset Manangement SA 1.76M (1.15%) 60.12K
Increased by +3.42%
Dec 31, 24
19 Nuveen Asset Management, LLC 1.69M (1.10%) 182.12K
Increased by +10.77%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 1.69M (1.10%) 135.72K
Increased by +8.02%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Cap App & Income Comp 12.77M (8.31%) 12.76M
Increased by +100.00%
Mar 31, 24
2 Performer (AFRIS) 5.35M (3.48%) 5.35M
Increased by +100.00%
Feb 29, 24
3 Vanguard Total Stock Mkt Idx Inv 4.84M (3.16%) 17.59K
Increased by +0.36%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 4.26M (2.77%) 28.50K
Increased by +0.67%
Feb 28, 25
5 Invesco QQQ Trust 3.18M (2.07%) -249.00
Decreased by -0.01%
Feb 28, 25
6 American Funds Growth Fund of Amer A 2.97M (1.94%) 334.44K
Increased by +11.26%
Dec 31, 24
7 Capital Group Growth Fnd of Amer Comp 2.97M (1.94%) 334.44K
Increased by +11.26%
Dec 31, 24
8 Fidelity 500 Index 1.92M (1.25%) 8.45K
Increased by +0.44%
Jan 31, 25
9 SPDR® S&P 500® ETF Trust 1.90M (1.24%) -14.04K
Decreased by -0.74%
Feb 28, 25
10 iShares Core S&P 500 ETF 1.80M (1.18%) -91.00
Decreased by -0.01%
Feb 28, 25
11 SPDR® S&P 500 ETF Trust 1.80M (1.17%) 4.09K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 1.77M (1.15%) 11.28K
Increased by +0.64%
Nov 30, 23
13 JPM US Large Cap Growth-MA 1.64M (1.07%) 1.51M
Increased by +91.95%
Sep 30, 23
14 Edgewood Growth Instl 1.64M (1.07%) -29.07K
Decreased by -1.78%
Dec 31, 24
15 American Funds New Perspective A 1.63M (1.06%) 64.10K
Increased by +3.93%
Dec 31, 24
16 Capital Group New Perspective Comp 1.63M (1.06%) 64.10K
Increased by +3.93%
Dec 31, 24
17 Vanguard Growth Index Investor 1.60M (1.04%) 1.20K
Increased by +0.08%
Feb 28, 25
18 VanEck Semiconductor ETF 1.39M (0.91%) -14.33K
Decreased by -1.03%
Feb 28, 25
19 The Technology Select Sector SPDR® ETF 1.20M (0.78%) -8.06K
Decreased by -0.67%
Feb 28, 25
20 MFS Growth B 1.16M (0.76%) -46.60K
Decreased by -4.02%
Aug 31, 24