Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 XKFF 6.15%
3 KMID 4.45%
4 MDCP 4.25%
5 ROKT 4.12%
6 UTRN 3.81%
7 KSEA 3.59%
8 BOTT 3.53%
9 EQWM 3.08%
10 AIVL 2.95%
11 PXMG 2.73%
12 IBOT 2.44%
13 NATO 2.38%
14 SMCO 2.05%
15 XKFS 2.00%
16 HUSV 1.84%
17 RUNN 1.83%
18 MADE 1.70%
19 FITE 1.65%
20 RYT 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.57M (11.91%) 5.05K
Increased by +0.09%
Sep 30, 24
2 T. Rowe Price Associates, Inc. 4.56M (9.74%) 215.86K
Increased by +4.74%
Sep 30, 24
3 BlackRock Inc 3.65M (7.80%) 75.61K
Increased by +2.07%
Sep 30, 24
4 State Street Corp 2.04M (4.37%) 37.88K
Increased by +1.86%
Sep 30, 24
5 Aristotle Capital Management LLC 2.02M (4.31%) -4.61K
Decreased by -0.23%
Sep 30, 24
6 State Street Corporation 1.99M (4.26%) 38.11K
Increased by +1.91%
Mar 31, 24
7 HHG PLC 1.71M (3.66%) 9.37K
Increased by +0.55%
Sep 30, 24
8 T. Rowe Price Investment Management,Inc. 1.52M (3.26%) -1.33M
Decreased by -87.32%
Sep 30, 24
9 Kayne Anderson Rudnick Investment Management LLC 1.30M (2.77%) 58.10K
Increased by +4.48%
Sep 30, 24
10 Geode Capital Management, LLC 1.19M (2.55%) 28.22K
Increased by +2.37%
Sep 30, 24
11 JPMorgan Chase & Co 1.15M (2.46%) 64.62K
Increased by +5.62%
Sep 30, 24
12 Bank of America Corp 736.87K (1.58%) 42.96K
Increased by +5.83%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 695.32K (1.49%) 29.71K
Increased by +4.27%
Jun 30, 24
14 Macquarie Group Ltd 628.19K (1.34%) -37.94K
Decreased by -6.04%
Sep 30, 24
15 Amvescap Plc. 599.07K (1.28%) -21.92K
Decreased by -3.66%
Sep 30, 24
16 Durable Capital Partners LP 573.36K (1.23%) 1.91K
Increased by +0.33%
Dec 31, 23
17 King Luther Capital Management Corp 569.99K (1.22%) -10.74K
Decreased by -1.88%
Sep 30, 24
18 Select Equity Group LP 556.71K (1.19%) -423.06K
Decreased by -75.99%
Sep 30, 24
19 NORGES BANK 531.18K (1.14%) -13.56K
Decreased by -2.55%
Jun 30, 24
20 Northern Trust Corp 460.32K (0.98%) 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 1.46M (3.12%) -9.13K
Decreased by -0.63%
Dec 31, 24
2 T. Rowe Price New Horizons 1.27M (2.72%) -267.00
Decreased by -0.02%
Nov 30, 24
3 Vanguard Institutional 500 Index Trust 1.26M (2.70%) 4.18K
Increased by +0.33%
Dec 31, 24
4 US Small-Cap Growth II Equity Comp 1.25M (2.66%) -114.18K
Decreased by -9.17%
Sep 30, 24
5 T. Rowe Price U.S. Growth Stock SMA 1.10M (2.36%) 1.10M
Increased by +99.98%
Dec 31, 23
6 Janus Henderson Enterprise D 1.04M (2.23%) 0.00
Increased by 0.00%
Nov 30, 24
7 Janus Inst Mid Cap Growth CF 1.04M (2.23%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Mid Cap Index Institutional 1.00M (2.14%) 4.26K
Increased by +0.42%
Dec 31, 24
9 T. Rowe Price Growth Stock 932.87K (2.00%) -13.38K
Decreased by -1.43%
Nov 30, 24
10 T. Rowe Price US Growth Stock Composite 862.47K (1.84%) -149.23K
Decreased by -17.30%
Dec 31, 24
11 T. Rowe Price Growth Stock Tr-B 610.13K (1.31%) -84.13K
Decreased by -13.79%
Dec 31, 24
12 T. Rowe Price Capital Appreciation 593.32K (1.27%) -86.60K
Decreased by -14.60%
Dec 31, 24
13 SPDR® S&P 500® ETF Trust 585.56K (1.25%) 6.67K
Increased by +1.14%
Dec 31, 24
14 Fidelity 500 Index 578.10K (1.24%) 3.93K
Increased by +0.68%
Nov 30, 24
15 SPDR® S&P 500 ETF Trust 556.68K (1.19%) 1.26K
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 548.56K (1.17%) 3.49K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 547.26K (1.17%) 378.00
Increased by +0.07%
Dec 31, 24
18 Vanguard Windsor™ II Inv 540.00K (1.16%) 0.00
Increased by 0.00%
Sep 30, 24
19 Nissay Space Related Global Stock MF 478.00K (1.02%) 424.79K
Increased by +88.87%
Apr 25, 23
20 BlackRock Mid-Cap Growth Equity Instl 468.13K (1.00%) 0.00
Increased by 0.00%
Dec 31, 23