Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVEG 5.30%
2 UFO 5.08%
3 VSL 4.00%
4 UTRN 3.98%
5 KSEA 3.93%
6 XTH 3.47%
7 YUMY 3.31%
8 XKST 2.59%
9 SHFT 2.56%
10 USRD 2.29%
11 QQJG 1.90%
12 RSPT 1.74%
13 KROP 1.68%
14 RYT 1.51%
15 ROBO 1.51%
16 HAIL 1.48%
17 QQQN 1.47%
18 HAPY 1.32%
19 QQQJ 1.15%
20 CZA 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.52M (12.10%) 561.36K
Increased by +1.90%
Sep 30, 24
2 Morgan Stanley - Brokerage Accounts 20.50M (8.40%) 3.53M
Increased by +17.24%
Jun 30, 24
3 BlackRock Inc 19.15M (7.85%) 177.03K
Increased by +0.92%
Jun 30, 24
4 Capital Research & Mgmt Co - Division 3 12.72M (5.21%) -120.34K
Decreased by -0.95%
Mar 31, 24
5 Generation Investment Management LLP 11.90M (4.88%) 809.44K
Increased by +6.80%
Sep 30, 24
6 State Street Corporation 10.78M (4.42%) -58.14K
Decreased by -0.54%
Mar 31, 24
7 State Street Corp 10.47M (4.29%) -313.48K
Decreased by -2.99%
Jun 30, 24
8 Impax Asset Management Group PLC 9.68M (3.97%) -926.27K
Decreased by -9.56%
Sep 30, 23
9 Select Equity Group LP 8.30M (3.40%) -409.08K
Decreased by -4.93%
Sep 30, 24
10 Geode Capital Management, LLC 5.86M (2.40%) 15.13K
Increased by +0.26%
Jun 30, 24
11 Victory Capital Management Inc. 5.44M (2.23%) 1.59M
Increased by +29.30%
Sep 30, 24
12 UBS Asset Mgmt Americas Inc 5.40M (2.21%) -154.25K
Decreased by -2.86%
Sep 30, 24
13 Sumitomo Mitsui Trust Holdings Inc 5.12M (2.10%) -198.58K
Decreased by -3.88%
Jun 30, 24
14 Jana Partners Management LP 4.88M (2.00%) 703.40K
Increased by +14.41%
Sep 30, 24
15 Sumitomo Mitsui Trust Group Inc 4.78M (1.96%) -340.53K
Decreased by -7.13%
Sep 30, 24
16 PRIMECAP Management Company 4.53M (1.86%) -155.20K
Decreased by -3.43%
Sep 30, 24
17 T. Rowe Price Associates, Inc. 4.35M (1.78%) -5.65M
Decreased by -129.98%
Sep 30, 23
18 King Luther Capital Management Corp 4.27M (1.75%) -110.09K
Decreased by -2.58%
Sep 30, 24
19 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 4.00M (1.64%) -24.61K
Decreased by -0.62%
Jun 30, 24
20 Contour Asset Management LLC 4.00M (1.64%) 408.36K
Increased by +10.22%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.72M (3.16%) -25.85K
Decreased by -0.33%
Oct 31, 24
2 Eaton Vance Atlanta Capital SMID-Cap I 6.79M (2.78%) 682.00K
Increased by +10.04%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.47M (2.65%) 74.51K
Increased by +1.15%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 5.18M (2.12%) 9.73K
Increased by +0.19%
Oct 31, 24
5 American Funds New Perspective A 3.78M (1.55%) -236.44K
Decreased by -6.26%
Mar 31, 24
6 Capital Group New Perspective Comp 3.78M (1.55%) -236.44K
Decreased by -6.26%
Mar 31, 24
7 Victory Sycamore Established Value R 3.71M (1.52%) 1.22M
Increased by +32.92%
Sep 30, 24
8 Vanguard Capital Opportunity Inv 3.13M (1.28%) -59.20K
Decreased by -1.89%
Sep 30, 24
9 Impax Water Strategy Composite 3.05M (1.25%) -335.53K
Decreased by -10.99%
Nov 30, 23
10 Fidelity 500 Index 3.00M (1.23%) -6.55K
Decreased by -0.22%
Sep 30, 24
11 SPDR® S&P 500® ETF Trust 2.98M (1.22%) 15.55K
Increased by +0.52%
Oct 31, 24
12 SPDR® S&P 500 ETF Trust 2.94M (1.21%) 6.66K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 2.89M (1.19%) 18.41K
Increased by +0.64%
Nov 30, 23
14 Fidelity Global Technology A-Dis-EUR 2.79M (1.14%) -364.00
Decreased by -0.01%
Sep 30, 24
15 American Funds Growth Fund of Amer A 2.73M (1.12%) 0.00
Increased by 0.00%
Mar 31, 24
16 Capital Group Growth Fnd of Amer Comp 2.73M (1.12%) 0.00
Increased by 0.00%
Mar 31, 24
17 iShares Core S&P 500 ETF 2.72M (1.11%) 4.18K
Increased by +0.15%
Oct 31, 24
18 Lazard Global Robotics & Automation 2.54M (1.04%) 141.56K
Increased by +5.58%
Sep 30, 24
19 Vanguard Information Technology ETF 2.42M (0.99%) 11.07K
Increased by +0.46%
Oct 31, 24
20 Invesco S&P 500® Equal Weight ETF 2.30M (0.94%) 10.54K
Increased by +0.46%
Oct 31, 24