Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.04%
2 USSE 3.47%
3 EVX 3.46%
4 IHI 2.54%
5 DEF 2.02%
6 CSMD 1.80%
7 POWA 1.79%
8 XHE 1.57%
9 RSPH 1.50%
10 RUNN 1.45%
11 RYH 1.45%
12 SMCO 1.15%
13 JOET 0.90%
14 FDMO 0.89%
15 ULVM 0.86%
16 KLDW 0.85%
17 SZNE 0.79%
18 SCIX 0.78%
19 BIBL 0.56%
20 BMED 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.00M (12.20%) 162.16K
Increased by +1.35%
Jun 30, 24
2 BlackRock Inc 9.19M (9.34%) -639.34K
Decreased by -6.96%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 7.50M (7.63%) -272.36K
Decreased by -3.63%
Jun 30, 24
4 Massachusetts Financial Services Company 6.44M (6.55%) 778.61K
Increased by +12.09%
Jun 30, 24
5 WCM Investment Management 4.71M (4.79%) -31.24K
Decreased by -0.66%
Jun 30, 24
6 State Street Corporation 4.12M (4.19%) -120.30K
Decreased by -2.92%
Mar 31, 24
7 State Street Corp 4.07M (4.14%) -49.03K
Decreased by -1.20%
Jun 30, 24
8 Apg All Pensions Group 3.70M (3.76%) -36.20K
Decreased by -0.98%
Jun 30, 24
9 Generation Investment Management LLP 2.94M (2.99%) 799.35K
Increased by +27.19%
Jun 30, 24
10 Geode Capital Management, LLC 2.29M (2.33%) 39.62K
Increased by +1.73%
Jun 30, 24
11 T. Rowe Price Associates, Inc. 1.74M (1.77%) 120.62K
Increased by +6.94%
Mar 31, 24
12 HHG PLC 1.69M (1.72%) -313.02K
Decreased by -18.54%
Jun 30, 24
13 AllianceBernstein L.P. 1.50M (1.53%) 243.60K
Increased by +16.24%
Jun 30, 24
14 Sustainable Growth Advisers, LP 1.44M (1.46%) -24.13K
Decreased by -1.68%
Sep 30, 24
15 Goldman Sachs Group Inc 1.21M (1.23%) 856.08K
Increased by +70.88%
Dec 31, 23
16 Northern Trust Corp 1.16M (1.18%) 48.90K
Increased by +4.21%
Jun 30, 24
17 NORGES BANK 1.16M (1.18%) 150.96K
Increased by +13.06%
Jun 30, 24
18 Impax Asset Management Group PLC 1.15M (1.17%) 263.38K
Increased by +22.89%
Jun 30, 24
19 Pictet Asset Manangement SA 1.12M (1.14%) -86.78K
Decreased by -7.76%
Jun 30, 24
20 Bessemer Group Inc 1.12M (1.14%) 156.35K
Increased by +14.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.12M (3.17%) -18.21K
Decreased by -0.58%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 2.58M (2.63%) -2.49K
Decreased by -0.10%
Sep 30, 24
3 Vanguard Mid Cap Index Institutional 2.09M (2.12%) -27.88K
Decreased by -1.33%
Sep 30, 24
4 WCM Focused International Growth Instl 1.89M (1.92%) -31.46K
Decreased by -1.66%
Sep 30, 24
5 WCM Inv Mgt Focused Growth Intl 1.89M (1.92%) -31.46K
Decreased by -1.66%
Sep 30, 24
6 MS INVF Global Brands A 1.25M (1.27%) -24.52K
Decreased by -1.96%
Jun 30, 24
7 MS INVF Global Brands A USD 1.25M (1.27%) -24.52K
Decreased by -1.96%
Jun 30, 24
8 Morgan Stanley Glbl Franchise 1.25M (1.27%) -61.48K
Decreased by -4.91%
Jun 30, 24
9 Fidelity 500 Index 1.21M (1.23%) -5.07K
Decreased by -0.42%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 1.20M (1.22%) 6.26K
Increased by +0.52%
Oct 31, 24
11 SPDR® S&P 500 ETF Trust 1.17M (1.19%) 2.65K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 1.15M (1.17%) 7.32K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 1.10M (1.12%) 1.68K
Increased by +0.15%
Oct 31, 24
14 MFS Large Cap Growth Equity 1.04M (1.06%) -28.50K
Decreased by -2.73%
Sep 30, 24
15 MFS Massachusetts Inv Gr Stk A 1.04M (1.06%) -5.84K
Decreased by -0.56%
Sep 30, 24
16 MFS Mid Cap Growth A 1.03M (1.04%) 0.00
Increased by 0.00%
Sep 30, 24
17 MFS Mid Cap Growth Equity 1.03M (1.04%) 0.00
Increased by 0.00%
Sep 30, 24
18 Champlain Mid Cap Fund, LLC 874.47K (0.89%) -21.69K
Decreased by -2.48%
Aug 31, 24
19 Touchstone Mid Cap Y 846.60K (0.86%) 17.46K
Increased by +2.06%
Sep 30, 24
20 BlackRock Mid-Cap Growth Equity Instl 823.78K (0.84%) 0.00
Increased by 0.00%
Mar 31, 24