Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 XKFF 6.15%
3 KMID 4.10%
4 UTRN 4.08%
5 ROKT 3.95%
6 MDCP 3.88%
7 KSEA 3.40%
8 BOTT 3.32%
9 EQWM 3.08%
10 NATO 2.75%
11 PXMG 2.73%
12 IBOT 2.49%
13 AIVL 2.09%
14 XKFS 2.00%
15 SMCO 1.94%
16 RUNN 1.82%
17 MADE 1.82%
18 HUSV 1.81%
19 FITE 1.66%
20 RYT 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.57M (12.09%) 5.05K
Increased by +0.09%
Sep 30, 24
2 T. Rowe Price Associates, Inc. 4.56M (9.90%) 215.86K
Increased by +4.74%
Sep 30, 24
3 BlackRock Inc 3.57M (7.76%) -226.73K
Decreased by -6.35%
Jun 30, 24
4 State Street Corp 2.04M (4.43%) 37.88K
Increased by +1.86%
Sep 30, 24
5 Aristotle Capital Management LLC 2.02M (4.38%) -4.61K
Decreased by -0.23%
Sep 30, 24
6 State Street Corporation 1.99M (4.33%) 38.11K
Increased by +1.91%
Mar 31, 24
7 HHG PLC 1.71M (3.71%) 9.37K
Increased by +0.55%
Sep 30, 24
8 T. Rowe Price Investment Management,Inc. 1.52M (3.31%) -1.33M
Decreased by -87.32%
Sep 30, 24
9 Kayne Anderson Rudnick Investment Management LLC 1.30M (2.82%) 58.10K
Increased by +4.48%
Sep 30, 24
10 Geode Capital Management, LLC 1.19M (2.59%) 28.22K
Increased by +2.37%
Sep 30, 24
11 JPMorgan Chase & Co 1.15M (2.50%) 64.62K
Increased by +5.62%
Sep 30, 24
12 Bank of America Corp 736.87K (1.60%) 42.96K
Increased by +5.83%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 695.32K (1.51%) 29.71K
Increased by +4.27%
Jun 30, 24
14 Macquarie Group Ltd 628.19K (1.36%) -37.94K
Decreased by -6.04%
Sep 30, 24
15 Amvescap Plc. 599.07K (1.30%) -21.92K
Decreased by -3.66%
Sep 30, 24
16 Durable Capital Partners LP 573.36K (1.25%) 1.91K
Increased by +0.33%
Dec 31, 23
17 King Luther Capital Management Corp 569.99K (1.24%) -10.74K
Decreased by -1.88%
Sep 30, 24
18 Select Equity Group LP 556.71K (1.21%) -423.06K
Decreased by -75.99%
Sep 30, 24
19 NORGES BANK 531.18K (1.15%) -13.56K
Decreased by -2.55%
Jun 30, 24
20 Northern Trust Corp 460.32K (1.00%) 2.91K
Increased by +0.63%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.47M (3.20%) -5.23K
Decreased by -0.35%
Oct 31, 24
2 T. Rowe Price New Horizons 1.27M (2.76%) 25.54K
Increased by +2.01%
Oct 31, 24
3 US Small-Cap Growth II Equity Comp 1.25M (2.71%) -114.18K
Decreased by -9.17%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 1.24M (2.69%) 14.66K
Increased by +1.18%
Oct 31, 24
5 T. Rowe Price U.S. Growth Stock SMA 1.10M (2.40%) 1.10M
Increased by +99.98%
Dec 31, 23
6 Janus Henderson Enterprise D 1.04M (2.27%) 0.00
Increased by 0.00%
Sep 30, 24
7 Janus Inst Mid Cap Growth CF 1.04M (2.27%) 0.00
Increased by 0.00%
Sep 30, 24
8 T. Rowe Price US Growth Stock Composite 1.01M (2.20%) 19.99K
Increased by +1.98%
Sep 30, 24
9 Vanguard Mid Cap Index Institutional 992.57K (2.16%) 1.77K
Increased by +0.18%
Oct 31, 24
10 T. Rowe Price Growth Stock 946.25K (2.06%) -65.45K
Decreased by -6.92%
Oct 31, 24
11 T. Rowe Price Growth Stock Tr-B 694.26K (1.51%) 9.18K
Increased by +1.32%
Sep 30, 24
12 T. Rowe Price Capital Appreciation 679.92K (1.48%) 0.00
Increased by 0.00%
Oct 31, 24
13 SPDR® S&P 500® ETF Trust 578.83K (1.26%) 3.47K
Increased by +0.60%
Nov 30, 24
14 Fidelity 500 Index 574.18K (1.25%) -943.00
Decreased by -0.16%
Oct 31, 24
15 SPDR® S&P 500 ETF Trust 556.68K (1.21%) 1.26K
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 548.56K (1.19%) 3.49K
Increased by +0.64%
Nov 30, 23
17 Vanguard Windsor™ II Inv 540.00K (1.17%) 0.00
Increased by 0.00%
Sep 30, 24
18 iShares Core S&P 500 ETF 528.57K (1.15%) 0.00
Increased by 0.00%
Nov 30, 24
19 Nissay Space Related Global Stock MF 478.00K (1.04%) 424.79K
Increased by +88.87%
Apr 25, 23
20 BlackRock Mid-Cap Growth Equity Instl 468.13K (1.02%) 0.00
Increased by 0.00%
Dec 31, 23