Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.97%
2 EVX 3.47%
3 IHI 2.43%
4 DEF 2.02%
5 POWA 1.98%
6 CSMD 1.72%
7 RUNN 1.70%
8 SWP 1.62%
9 XHE 1.54%
10 RSPH 1.50%
11 RYH 1.45%
12 SMCO 1.12%
13 JOET 0.90%
14 FDMO 0.89%
15 ULVM 0.86%
16 KLDW 0.81%
17 SZNE 0.79%
18 SCIX 0.78%
19 BIBL 0.54%
20 BMED 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.05M (12.25%) 46.86K
Increased by +0.39%
Sep 30, 24
2 BlackRock Inc 9.19M (9.34%) -639.34K
Decreased by -6.96%
Jun 30, 24
3 Massachusetts Financial Services Company 6.34M (6.44%) -107.30K
Decreased by -1.69%
Sep 30, 24
4 WCM Investment Management 4.68M (4.76%) -25.42K
Decreased by -0.54%
Sep 30, 24
5 State Street Corporation 4.12M (4.19%) -120.30K
Decreased by -2.92%
Mar 31, 24
6 State Street Corp 4.07M (4.13%) -3.01K
Decreased by -0.07%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 3.69M (3.75%) -3.81M
Decreased by -103.43%
Sep 30, 24
8 Generation Investment Management LLP 2.82M (2.87%) -116.48K
Decreased by -4.13%
Sep 30, 24
9 Apg All Pensions Group 2.73M (2.78%) -961.60K
Decreased by -35.16%
Sep 30, 24
10 Geode Capital Management, LLC 2.30M (2.34%) 17.01K
Increased by +0.74%
Sep 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%) -1.61K
Decreased by -0.10%
Sep 30, 24
13 AllianceBernstein L.P. 1.45M (1.47%) -53.23K
Decreased by -3.68%
Sep 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 NORGES BANK 1.16M (1.18%) 150.96K
Increased by +13.06%
Jun 30, 24
17 Bessemer Group Inc 1.14M (1.15%) 19.12K
Increased by +1.68%
Sep 30, 24
18 Northern Trust Corp 1.13M (1.15%) -33.27K
Decreased by -2.95%
Sep 30, 24
19 Impax Asset Management Group PLC 1.11M (1.13%) -35.93K
Decreased by -3.22%
Sep 30, 24
20 Principal Financial Group Inc 1.11M (1.13%) 96.34K
Increased by +8.65%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.11M (3.16%) -11.46K
Decreased by -0.37%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 2.61M (2.66%) 30.47K
Increased by +1.17%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 2.09M (2.13%) 3.82K
Increased by +0.18%
Oct 31, 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 USD 1.25M (1.27%) -24.52K
Decreased by -1.96%
Jun 30, 24
7 Morgan Stanley Glbl Franchise 1.25M (1.27%) -61.48K
Decreased by -4.91%
Jun 30, 24
8 SPDR® S&P 500® ETF Trust 1.21M (1.23%) -6.73K
Decreased by -0.55%
Nov 27, 24
9 Fidelity 500 Index 1.21M (1.23%) -5.07K
Decreased by -0.42%
Sep 30, 24
10 MS INVF Global Brands A 1.19M (1.21%) -17.94K
Decreased by -1.50%
Sep 30, 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 1.11M (1.13%) 3.42K
Increased by +0.31%
Nov 27, 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 1.03M (1.05%) -13.32K
Decreased by -1.29%
Oct 31, 24
16 MFS Mid Cap Growth Equity 1.03M (1.04%) 0.00
Increased by 0.00%
Sep 30, 24
17 MFS Mid Cap Growth A 1.01M (1.02%) -20.24K
Decreased by -2.01%
Oct 31, 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