Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 4.31%
2 UTRN 3.97%
3 IHI 2.31%
4 POWA 2.07%
5 DEF 2.02%
6 XHE 1.89%
7 CSMD 1.84%
8 RUNN 1.83%
9 RSPH 1.74%
10 SWP 1.63%
11 RYH 1.45%
12 TSME 1.40%
13 SMCO 1.17%
14 JOET 0.90%
15 FDMO 0.89%
16 ULVM 0.86%
17 KLDW 0.81%
18 SZNE 0.79%
19 SCIX 0.78%
20 BIBL 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.05M (12.31%) 46.86K
Increased by +0.39%
Sep 30, 24
2 BlackRock Inc 9.10M (9.30%) -82.83K
Decreased by -0.91%
Sep 30, 24
3 Massachusetts Financial Services Company 6.34M (6.47%) -107.30K
Decreased by -1.69%
Sep 30, 24
4 WCM Investment Management 4.50M (4.59%) -183.35K
Decreased by -4.08%
Dec 31, 24
5 State Street Corporation 4.12M (4.21%) -120.30K
Decreased by -2.92%
Mar 31, 24
6 State Street Corp 4.07M (4.15%) -3.01K
Decreased by -0.07%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 3.69M (3.77%) -3.81M
Decreased by -103.43%
Sep 30, 24
8 Generation Investment Management LLP 2.82M (2.88%) -116.48K
Decreased by -4.13%
Sep 30, 24
9 Apg All Pensions Group 2.73M (2.79%) -961.60K
Decreased by -35.16%
Sep 30, 24
10 Geode Capital Management, LLC 2.30M (2.35%) 17.01K
Increased by +0.74%
Sep 30, 24
11 JPMorgan Chase & Co 2.03M (2.08%) -5.55K
Decreased by -0.27%
Sep 30, 24
12 T. Rowe Price Associates, Inc. 1.74M (1.78%) 120.62K
Increased by +6.94%
Mar 31, 24
13 HHG PLC 1.69M (1.72%) -1.61K
Decreased by -0.10%
Sep 30, 24
14 AllianceBernstein L.P. 1.45M (1.48%) -53.23K
Decreased by -3.68%
Sep 30, 24
15 Sustainable Growth Advisers, LP 1.44M (1.47%) -24.13K
Decreased by -1.68%
Sep 30, 24
16 Goldman Sachs Group Inc 1.21M (1.23%) 856.08K
Increased by +70.88%
Dec 31, 23
17 NORGES BANK 1.16M (1.18%) 150.96K
Increased by +13.06%
Jun 30, 24
18 Bessemer Group Inc 1.14M (1.16%) 19.12K
Increased by +1.68%
Sep 30, 24
19 Northern Trust Corp 1.13M (1.15%) -33.27K
Decreased by -2.95%
Sep 30, 24
20 Impax Asset Management Group PLC 1.11M (1.14%) -35.93K
Decreased by -3.22%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.10M (3.17%) 2.70K
Increased by +0.09%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 2.67M (2.73%) 22.20K
Increased by +0.83%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 2.12M (2.17%) 19.14K
Increased by +0.90%
Dec 31, 24
4 WCM Focused International Growth Instl 1.74M (1.78%) -151.64K
Decreased by -8.72%
Dec 31, 24
5 WCM Inv Mgt Focused Growth Intl 1.74M (1.78%) -151.64K
Decreased by -8.72%
Dec 31, 24
6 MS INVF Global Brands A USD 1.25M (1.28%) -24.52K
Decreased by -1.96%
Jun 30, 24
7 Fidelity 500 Index 1.23M (1.25%) 6.71K
Increased by +0.55%
Dec 31, 24
8 SPDR® S&P 500® ETF Trust 1.22M (1.24%) -58.00
Decreased by -0.00%
Jan 30, 25
9 MS INVF Global Brands A 1.19M (1.22%) -17.94K
Decreased by -1.50%
Sep 30, 24
10 Morgan Stanley Glbl Franchise 1.19M (1.22%) -57.53K
Decreased by -4.82%
Sep 30, 24
11 SPDR® S&P 500 ETF Trust 1.17M (1.19%) 2.65K
Increased by +0.23%
Apr 30, 24
12 iShares Core S&P 500 ETF 1.15M (1.18%) -1.97K
Decreased by -0.17%
Jan 29, 25
13 Fidelity® 500 Index 1.15M (1.17%) 7.32K
Increased by +0.64%
Nov 30, 23
14 Franklin Rising Dividends A 1.07M (1.09%) 118.00K
Increased by +11.02%
Dec 31, 24
15 MFS Mid Cap Growth Equity 1.03M (1.05%) 0.00
Increased by 0.00%
Sep 30, 24
16 MFS Large Cap Growth Equity 1.01M (1.03%) -33.62K
Decreased by -3.33%
Dec 31, 24
17 MFS Massachusetts Inv Gr Stk A 1.01M (1.03%) -14.05K
Decreased by -1.39%
Dec 31, 24
18 MFS Mid Cap Growth A 1.01M (1.03%) -20.24K
Decreased by -2.01%
Oct 31, 24
19 Champlain Mid Cap Fund, LLC 874.47K (0.89%) -21.69K
Decreased by -2.48%
Aug 31, 24
20 Vanguard Value Index Inv 840.98K (0.86%) 419.25K
Increased by +49.85%
Dec 31, 24