Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 XKFF 6.15%
3 KMID 4.62%
4 ROKT 4.47%
5 MDCP 4.34%
6 BOTT 3.99%
7 UTRN 3.85%
8 KSEA 3.73%
9 EQWM 3.08%
10 AIVL 3.02%
11 IBOT 2.80%
12 PXMG 2.73%
13 SMCO 2.53%
14 NATO 2.19%
15 XKFS 2.00%
16 MADE 1.91%
17 FITE 1.87%
18 RUNN 1.86%
19 HUSV 1.82%
20 RYT 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.61M (12.12%) 46.48K
Increased by +0.83%
Dec 31, 24
2 T. Rowe Price Associates, Inc. 4.18M (9.03%) -373.52K
Decreased by -8.93%
Dec 31, 24
3 BlackRock Inc 3.86M (8.35%) 216.73K
Increased by +5.61%
Dec 31, 24
4 State Street Corp 2.08M (4.50%) 43.74K
Increased by +2.10%
Dec 31, 24
5 State Street Corporation 1.99M (4.30%) 38.11K
Increased by +1.91%
Mar 31, 24
6 Aristotle Capital Management LLC 1.98M (4.27%) -39.76K
Decreased by -2.01%
Dec 31, 24
7 HHG PLC 1.72M (3.72%) 13.61K
Increased by +0.79%
Dec 31, 24
8 Kayne Anderson Rudnick Investment Management LLC 1.32M (2.84%) 20.16K
Increased by +1.53%
Dec 31, 24
9 T. Rowe Price Investment Management,Inc. 1.31M (2.84%) -209.67K
Decreased by -15.97%
Dec 31, 24
10 Geode Capital Management, LLC 1.18M (2.55%) -12.65K
Decreased by -1.07%
Dec 31, 24
11 JPMorgan Chase & Co 1.03M (2.22%) -1.27M
Decreased by -123.36%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 695.32K (1.50%) 29.71K
Increased by +4.27%
Jun 30, 24
13 Bank of America Corp 685.10K (1.48%) -51.76K
Decreased by -7.56%
Dec 31, 24
14 NORGES BANK 659.39K (1.42%) 128.21K
Increased by +19.44%
Dec 31, 24
15 Amvescap Plc. 626.52K (1.35%) 27.45K
Increased by +4.38%
Dec 31, 24
16 Durable Capital Partners LP 573.36K (1.24%) 1.91K
Increased by +0.33%
Dec 31, 23
17 King Luther Capital Management Corp 565.68K (1.22%) -4.32K
Decreased by -0.76%
Dec 31, 24
18 Northern Trust Corp 536.87K (1.16%) 76.55K
Increased by +14.26%
Dec 31, 24
19 Macquarie Group Ltd 513.73K (1.11%) -114.47K
Decreased by -22.28%
Dec 31, 24
20 Select Equity Group LP 505.38K (1.09%) -51.34K
Decreased by -10.16%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.47M (3.17%) 4.90K
Increased by +0.33%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 1.29M (2.79%) 9.07K
Increased by +0.70%
Feb 28, 25
3 US Small-Cap Growth II Equity Comp 1.18M (2.54%) -68.13K
Decreased by -5.79%
Dec 31, 24
4 T. Rowe Price New Horizons 1.18M (2.54%) -340.00
Decreased by -0.03%
Jan 31, 25
5 T. Rowe Price U.S. Growth Stock SMA 1.10M (2.38%) 1.10M
Increased by +99.98%
Dec 31, 23
6 Janus Henderson Enterprise D 1.04M (2.26%) 0.00
Increased by 0.00%
Jan 31, 25
7 Janus Inst Mid Cap Growth CF 1.04M (2.26%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Mid Cap Index Institutional 1.01M (2.17%) 4.28K
Increased by +0.42%
Feb 28, 25
9 T. Rowe Price US Growth Stock Composite 862.47K (1.86%) -149.23K
Decreased by -17.30%
Dec 31, 24
10 T. Rowe Price Growth Stock 853.22K (1.84%) -9.26K
Decreased by -1.09%
Jan 31, 25
11 T. Rowe Price Growth Stock Tr-B 610.13K (1.32%) -84.13K
Decreased by -13.79%
Dec 31, 24
12 Fidelity 500 Index 581.06K (1.26%) 2.56K
Increased by +0.44%
Jan 31, 25
13 SPDR® S&P 500® ETF Trust 576.06K (1.24%) -4.21K
Decreased by -0.73%
Feb 28, 25
14 SPDR® S&P 500 ETF Trust 556.68K (1.20%) 1.26K
Increased by +0.23%
Apr 30, 24
15 Fidelity® 500 Index 548.56K (1.18%) 3.49K
Increased by +0.64%
Nov 30, 23
16 iShares Core S&P 500 ETF 547.40K (1.18%) -28.00
Decreased by -0.01%
Feb 28, 25
17 Vanguard Windsor™ II Inv 540.00K (1.17%) 0.00
Increased by 0.00%
Dec 31, 24
18 T. Rowe Price Capital Appreciation 517.50K (1.12%) -75.82K
Decreased by -14.65%
Jan 31, 25
19 Nissay Space Related Global Stock MF 478.00K (1.03%) 424.79K
Increased by +88.87%
Apr 25, 23
20 BlackRock Mid-Cap Growth Equity Instl 468.13K (1.01%) 0.00
Increased by 0.00%
Dec 31, 23