Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.21%
2 TXS 4.08%
3 FCUS 3.94%
4 PTH 3.88%
5 RJMG 2.69%
6 DVLU 2.65%
7 IHF 2.53%
8 XMMO 2.34%
9 XMHQ 2.28%
10 FXH 2.14%
11 RFV 2.12%
12 XHS 2.00%
13 SHRT 1.90%
14 GVIP 1.76%
15 CPAI 1.71%
16 BLCR 1.56%
17 RAYD 1.53%
18 FLOW 1.45%
19 GURU 1.37%
20 XMVM 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.12M (10.77%) -254.79K
Decreased by -2.52%
Sep 30, 24
2 BlackRock Inc 9.88M (10.51%) -529.22K
Decreased by -5.35%
Jun 30, 24
3 T. Rowe Price Associates, Inc. 8.02M (8.53%) 105.51K
Increased by +1.32%
Jun 30, 24
4 FMR Inc 7.70M (8.19%) 3.60M
Increased by +46.80%
Sep 30, 24
5 Amvescap Plc. 5.65M (6.01%) -98.95K
Decreased by -1.75%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 4.59M (4.88%) 617.06K
Increased by +13.45%
Jun 30, 24
7 State Street Corporation 3.04M (3.24%) 23.76K
Increased by +0.78%
Mar 31, 24
8 State Street Corp 2.94M (3.13%) -100.06K
Decreased by -3.40%
Jun 30, 24
9 Glenview Capital Management LLC 2.66M (2.83%) -2.01M
Decreased by -75.48%
Sep 30, 24
10 Citadel Advisors Llc 2.14M (2.27%) 2.09M
Increased by +97.81%
Jun 30, 24
11 Bank of America Corp 1.99M (2.12%) -16.25K
Decreased by -0.82%
Jun 30, 24
12 Camber Capital Management LLC 1.90M (2.02%) -1.84M
Decreased by -97.11%
Mar 31, 24
13 NORGES BANK 1.78M (1.90%) 748.52K
Increased by +41.96%
Jun 30, 24
14 Geode Capital Management, LLC 1.65M (1.76%) -16.02K
Decreased by -0.97%
Jun 30, 24
15 Millennium Management LLC 1.56M (1.66%) -445.46K
Decreased by -28.47%
Jun 30, 24
16 Nuveen Asset Management, LLC 1.39M (1.48%) 871.27K
Increased by +62.66%
Jun 30, 24
17 Arrowstreet Capital Limited Partnership 1.38M (1.47%) -87.43K
Decreased by -6.34%
Jun 30, 24
18 Greenlight Capital, Inc 1.32M (1.40%) 404.19K
Increased by +30.71%
Dec 31, 23
19 Dimensional Fund Advisors, Inc. 1.22M (1.30%) -84.83K
Decreased by -6.95%
Sep 30, 24
20 Orbimed Advisors, LLC 1.17M (1.25%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.03M (3.23%) -11.23K
Decreased by -0.37%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 3.02M (3.21%) 1.63K
Increased by +0.05%
Oct 31, 24
3 Vanguard Small Cap Index 2.40M (2.56%) 4.70K
Increased by +0.20%
Oct 31, 24
4 T. Rowe Price U.S. Value Equity Tr-Z 2.10M (2.23%) 5.31K
Increased by +0.25%
Sep 30, 24
5 T. Rowe Price US Value Equity Composite 1.95M (2.08%) -64.51K
Decreased by -3.30%
Sep 30, 24
6 T. Rowe Price Value 1.95M (2.08%) 0.00
Increased by 0.00%
Sep 30, 24
7 Fidelity Contrafund 1.66M (1.76%) 180.34K
Increased by +10.87%
Sep 30, 24
8 Vanguard Small Cap Value Index Inv 1.62M (1.73%) -560.00
Decreased by -0.03%
Oct 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.43M (1.52%) -61.03K
Decreased by -4.27%
Sep 30, 24
10 Invesco Discovery Mid Cap Growth Y 879.79K (0.94%) 18.39K
Increased by +2.09%
Sep 30, 24
11 Invesco Mid Cap Growth 879.79K (0.94%) -20.09K
Decreased by -2.28%
Sep 30, 24
12 Invesco S&P MidCap Quality ETF 875.03K (0.93%) 760.00
Increased by +0.09%
Oct 31, 24
13 T. Rowe Price Health Sciences 829.09K (0.88%) -37.56K
Decreased by -4.53%
Sep 30, 24
14 Worldwide Healthcare Ord 822.80K (0.88%) -139.50K
Decreased by -16.95%
Jul 31, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 753.67K (0.80%) -11.10K
Decreased by -1.47%
Oct 31, 24
16 BlackRock Large Cap Core (SMA) 700.24K (0.74%) -96.80K
Decreased by -13.82%
Sep 30, 24
17 T. Rowe Price Integrated US Sm Gr Eq 698.94K (0.74%) 26.64K
Increased by +3.81%
Jun 30, 24
18 Fidelity Contrafund Commingled Pl S 670.46K (0.71%) 66.52K
Increased by +9.92%
Sep 30, 24
19 Invesco Main Street A 631.18K (0.67%) -65.73K
Decreased by -10.41%
Sep 30, 24
20 Invesco OFI Large Cap Core 631.18K (0.67%) -146.15K
Decreased by -23.16%
Sep 30, 24