Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.17%
2 PKB 4.78%
3 BEEZ 3.83%
4 UTRN 3.78%
5 BCUS 3.42%
6 QQQN 3.07%
7 CSMD 2.70%
8 YALL 2.49%
9 QQJG 2.47%
10 PPIE 2.29%
11 DEF 2.16%
12 TUSA 2.01%
13 POWA 2.01%
14 MBOX 2.00%
15 DMDV 2.00%
16 FTDS 1.96%
17 RSPD 1.96%
18 RCD 1.95%
19 ILOW 1.93%
20 TSME 1.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.00M (12.21%) 92.93K
Increased by +0.71%
Sep 30, 24
2 BlackRock Inc 9.77M (9.18%) 350.67K
Increased by +3.59%
Sep 30, 24
3 Wellington Management Company LLP 4.74M (4.45%) 161.50K
Increased by +3.41%
Sep 30, 24
4 State Street Corp 4.52M (4.24%) 47.95K
Increased by +1.06%
Sep 30, 24
5 State Street Corporation 4.48M (4.21%) -149.12K
Decreased by -3.33%
Mar 31, 24
6 AllianceBernstein L.P. 4.42M (4.15%) 101.98K
Increased by +2.31%
Sep 30, 24
7 Capital World Investors 3.86M (3.62%) 21.45K
Increased by +0.56%
Sep 30, 24
8 Capital Research & Mgmt Co - Division 3 3.55M (3.33%) -1.35M
Decreased by -37.90%
Sep 30, 24
9 Geode Capital Management, LLC 2.89M (2.71%) 44.00K
Increased by +1.52%
Sep 30, 24
10 T. Rowe Price Associates, Inc. 2.69M (2.52%) -98.35K
Decreased by -3.66%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 2.62M (2.46%) -1.35M
Decreased by -51.44%
Sep 30, 24
12 JPMorgan Chase & Co 2.20M (2.07%) -25.24K
Decreased by -1.15%
Sep 30, 24
13 Amvescap Plc. 1.73M (1.62%) -143.39K
Decreased by -8.31%
Sep 30, 24
14 Stifel Financial Corp 1.65M (1.55%) 2.13K
Increased by +0.13%
Sep 30, 24
15 Capital Research Global Investors 1.52M (1.43%) 1.42M
Increased by +93.49%
Sep 30, 24
16 Select Equity Group LP 1.52M (1.42%) -43.20K
Decreased by -2.85%
Sep 30, 24
17 Goldman Sachs Group Inc 1.32M (1.24%) 816.03K
Increased by +61.62%
Dec 31, 23
18 NORGES BANK 1.30M (1.22%) 89.39K
Increased by +6.87%
Jun 30, 24
19 Wells Fargo & Co 1.22M (1.14%) -641.00
Decreased by -0.05%
Sep 30, 24
20 Amundi 1.15M (1.08%) 9.26K
Increased by +0.80%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.75M (15.73%) -221.98K
Decreased by -1.33%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 14.47M (13.59%) -33.19K
Decreased by -0.23%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 11.49M (10.79%) -16.10K
Decreased by -0.14%
Dec 31, 24
4 American Funds Growth Fund of Amer A 9.97M (9.36%) -2.29M
Decreased by -23.00%
Dec 31, 24
5 SPDR® S&P 500® ETF Trust 6.72M (6.31%) 77.56K
Increased by +1.15%
Dec 31, 24
6 American Funds Invmt Co of Amer A 6.39M (6.00%) 0.00
Increased by 0.00%
Dec 31, 24
7 iShares Core S&P 500 ETF 6.34M (5.96%) 4.45K
Increased by +0.07%
Dec 31, 24
8 American Funds Washington Mutual A 5.86M (5.51%) 0.00
Increased by 0.00%
Dec 31, 24
9 AF High Growth (AFRIS) 5.05M (4.75%) 5.05M
Increased by +100.00%
Feb 29, 24
10 American Funds American Balanced A 5.00M (4.70%) 0.00
Increased by 0.00%
Dec 31, 24
11 Vanguard Value Index Inv 4.55M (4.28%) 2.25M
Increased by +49.36%
Dec 31, 24
12 iShares MSCI USA Quality Factor ETF 4.39M (4.12%) 32.19K
Increased by +0.73%
Dec 31, 24
13 Vanguard Mid-Cap Growth ETF 3.96M (3.72%) 129.08K
Increased by +3.26%
Dec 31, 24
14 American Funds Capital Income Bldr A 3.88M (3.64%) 0.00
Increased by 0.00%
Dec 31, 24
15 The Consumer Discret Sel SectSPDR® ETF 3.38M (3.18%) 18.16K
Increased by +0.54%
Dec 31, 24
16 Vanguard Institutional Index I 3.37M (3.17%) -41.19K
Decreased by -1.22%
Dec 31, 24
17 American Funds IS® Growth 1 3.33M (3.12%) 0.00
Increased by 0.00%
Dec 31, 24
18 JPM US Mid Cap Growth-Composite 3.29M (3.09%) -17.86K
Decreased by -0.54%
Dec 31, 24
19 iShares Russell Mid-Cap Growth ETF 3.11M (2.92%) 0.00
Increased by 0.00%
Dec 31, 24
20 T. Rowe Price U.S. Value Equity Tr-Z 2.96M (2.78%) 1.53M
Increased by +51.62%
Dec 31, 24