Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UFO 4.22%
2 VSL 4.00%
3 UTRN 3.98%
4 KSEA 3.86%
5 IVEG 3.64%
6 XTH 3.47%
7 YUMY 3.31%
8 XKST 2.59%
9 SHFT 2.56%
10 USRD 1.99%
11 FRTY 1.80%
12 QQJG 1.79%
13 RYT 1.51%
14 ANEW 1.50%
15 QQQN 1.47%
16 RSPT 1.43%
17 HAPY 1.36%
18 FXR 1.26%
19 KROP 1.23%
20 ROBO 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.71M (12.14%) 183.15K
Increased by +0.62%
Dec 31, 24
2 BlackRock Inc 19.32M (7.90%) 168.63K
Increased by +0.87%
Sep 30, 24
3 Capital Research & Mgmt Co - Division 3 12.72M (5.20%) -120.34K
Decreased by -0.95%
Mar 31, 24
4 Morgan Stanley - Brokerage Accounts 11.72M (4.79%) -8.78M
Decreased by -74.96%
Sep 30, 24
5 State Street Corporation 10.78M (4.41%) -58.14K
Decreased by -0.54%
Mar 31, 24
6 State Street Corp 10.47M (4.28%) 559.00
Increased by +0.01%
Sep 30, 24
7 Impax Asset Management Group PLC 9.68M (3.96%) -926.27K
Decreased by -9.56%
Sep 30, 23
8 Generation Investment Management LLP 9.37M (3.83%) -2.53M
Decreased by -26.98%
Dec 31, 24
9 Select Equity Group LP 8.30M (3.39%) -409.08K
Decreased by -4.93%
Sep 30, 24
10 Geode Capital Management, LLC 5.90M (2.41%) 39.07K
Increased by +0.66%
Sep 30, 24
11 Victory Capital Management Inc. 5.67M (2.32%) 222.68K
Increased by +3.93%
Dec 31, 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 (2.09%) -198.58K
Decreased by -3.88%
Jun 30, 24
14 Sumitomo Mitsui Trust Group Inc 4.64M (1.90%) -133.43K
Decreased by -2.87%
Dec 31, 24
15 Contour Asset Management LLC 4.48M (1.83%) 487.46K
Increased by +10.87%
Sep 30, 24
16 Fidelity International Ltd 4.44M (1.81%) 825.56K
Increased by +18.59%
Sep 30, 24
17 PRIMECAP Management Company 4.43M (1.81%) -103.51K
Decreased by -2.34%
Dec 31, 24
18 T. Rowe Price Associates, Inc. 4.35M (1.78%) -5.65M
Decreased by -129.98%
Sep 30, 23
19 King Luther Capital Management Corp 4.25M (1.74%) -24.15K
Decreased by -0.57%
Dec 31, 24
20 Jana Partners Management LP 4.18M (1.71%) -702.86K
Decreased by -16.82%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.62M (3.11%) -60.50K
Decreased by -0.79%
Dec 31, 24
2 Eaton Vance Atlanta Capital SMID-Cap I 6.68M (2.73%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 6.61M (2.70%) 41.93K
Increased by +0.63%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 5.25M (2.15%) 42.11K
Increased by +0.80%
Dec 31, 24
5 Victory Sycamore Established Value R 3.87M (1.58%) 161.00K
Increased by +4.16%
Dec 31, 24
6 American Funds New Perspective A 3.78M (1.54%) -236.44K
Decreased by -6.26%
Mar 31, 24
7 Capital Group New Perspective Comp 3.78M (1.54%) -236.44K
Decreased by -6.26%
Mar 31, 24
8 Vanguard Capital Opportunity Inv 3.13M (1.28%) 0.00
Increased by 0.00%
Dec 31, 24
9 Impax Water Strategy Composite 3.05M (1.25%) -335.53K
Decreased by -10.99%
Nov 30, 23
10 Fidelity 500 Index 3.03M (1.24%) 13.86K
Increased by +0.46%
Dec 31, 24
11 SPDR® S&P 500® ETF Trust 2.99M (1.22%) -29.38K
Decreased by -0.98%
Jan 31, 25
12 SPDR® S&P 500 ETF Trust 2.94M (1.20%) 6.66K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 2.89M (1.18%) 18.41K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 2.86M (1.17%) 576.00
Increased by +0.02%
Jan 31, 25
15 Fidelity Global Technology A-Dis-EUR 2.79M (1.14%) 729.00
Increased by +0.03%
Dec 31, 24
16 American Funds Growth Fund of Amer A 2.73M (1.12%) 0.00
Increased by 0.00%
Mar 31, 24
17 Capital Group Growth Fnd of Amer Comp 2.73M (1.12%) 0.00
Increased by 0.00%
Mar 31, 24
18 Lazard Global Robotics & Automation 2.61M (1.07%) 74.76K
Increased by +2.86%
Dec 31, 24
19 Loomis Sayles Strategic Alpha 2.58M (1.05%) 2.58M
Increased by +100.00%
Dec 31, 24
20 Vanguard Information Technology ETF 2.35M (0.96%) 33.68K
Increased by +1.43%
Dec 31, 24