Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 7.55%
2 BIDS 7.10%
3 NBDS 5.14%
4 BCDF 4.50%
5 WBIF 4.45%
6 WBIG 4.42%
7 UTRN 4.11%
8 FDD 3.50%
9 RJMG 2.82%
10 WBIL 2.04%
11 IAI 1.86%
12 EVSTC_old 1.85%
13 EFAS 1.83%
14 BOUT 1.63%
15 KCE 1.60%
16 IMOM 1.57%
17 FDFF 1.49%
18 PLAT 1.44%
19 HAPY 1.33%
20 FXO 1.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 11.92M (10.27%) 2.88M
Increased by +24.14%
Jun 30, 24
2 Vanguard Group Inc 11.35M (9.78%) 99.42K
Increased by +0.88%
Sep 30, 24
3 BlackRock Inc 10.49M (9.04%) 62.51K
Increased by +0.60%
Jun 30, 24
4 Wellington Management Company LLP 8.23M (7.09%) 2.65M
Increased by +32.21%
Jun 30, 24
5 Franklin Resources Inc 4.05M (3.49%) -296.69K
Decreased by -7.32%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 3.89M (3.35%) 88.00
Increased by +0.00%
Jun 30, 24
7 T. Rowe Price Investment Management,Inc. 2.64M (2.27%) -238.64K
Decreased by -9.04%
Sep 30, 24
8 Artisan Partners Limited Partnership 2.61M (2.25%) -113.35K
Decreased by -4.34%
Jun 30, 24
9 State Street Corp 2.52M (2.17%) 69.19K
Increased by +2.75%
Jun 30, 24
10 State Street Corporation 2.45M (2.11%) 24.50K
Increased by +1.00%
Mar 31, 24
11 Allspring Global Investments Holdings, LLC 2.24M (1.93%) -109.38K
Decreased by -4.88%
Jun 30, 24
12 Van Eck Associates Corporation 2.20M (1.89%) 289.61K
Increased by +13.17%
Sep 30, 23
13 Axiom Investors 2.04M (1.76%) -25.20K
Decreased by -1.23%
Sep 30, 24
14 JPMorgan Chase & Co 1.92M (1.65%) 183.01K
Increased by +9.54%
Jun 30, 24
15 Geode Capital Management, LLC 1.91M (1.65%) 57.88K
Increased by +3.03%
Jun 30, 24
16 Bessemer Group Inc 1.89M (1.63%) -18.19K
Decreased by -0.96%
Jun 30, 24
17 William Blair Investment Management, LLC 1.82M (1.57%) -123.03K
Decreased by -6.75%
Mar 31, 24
18 Harding Loevner L.P. 1.79M (1.54%) -56.48K
Decreased by -3.16%
Jun 30, 24
19 Champlain Investment Partners, LLC 1.76M (1.51%) -47.99K
Decreased by -2.73%
Sep 30, 24
20 American Century Companies Inc 1.75M (1.51%) 320.31K
Increased by +18.27%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.66M (3.15%) -14.94K
Decreased by -0.41%
Oct 31, 24
2 Vanguard Mid Cap Index Institutional 2.47M (2.13%) 4.41K
Increased by +0.18%
Oct 31, 24
3 BlackRock Mid-Cap Growth Equity Instl 2.32M (2.00%) -69.06K
Decreased by -2.98%
Sep 30, 24
4 Franklin DynaTech Fund A 2.20M (1.90%) -150.00K
Decreased by -6.82%
Jun 30, 24
5 Franklin Innovation Composite 2.20M (1.90%) -300.00K
Decreased by -13.64%
Jun 30, 24
6 VanEck Morningstar Wide Moat ETF 2.11M (1.82%) 1.42K
Increased by +0.07%
Nov 30, 23
7 Franklin DynaTech A 2.00M (1.72%) 0.00
Increased by 0.00%
Sep 30, 24
8 VanEck Morningstar Wide Moat 1.98M (1.71%) 281.80K
Increased by +14.22%
Sep 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 1.74M (1.50%) -36.10K
Decreased by -2.08%
Sep 30, 24
10 Vanguard US Growth Investor 1.60M (1.38%) -62.07K
Decreased by -3.88%
Sep 30, 24
11 Vanguard Growth Index Investor 1.56M (1.34%) 9.93K
Increased by +0.64%
Oct 31, 24
12 American Funds IS® Global Growth 1 1.53M (1.32%) 0.00
Increased by 0.00%
Dec 31, 23
13 Capital Group Global Composite 1.53M (1.32%) 0.00
Increased by 0.00%
Dec 31, 23
14 T. Rowe Price Global Focused Gr Eq Pool 1.33M (1.14%) 415.57K
Increased by +31.31%
Jun 30, 24
15 T. Rowe Price Mid-Cap Growth 1.27M (1.10%) -122.20K
Decreased by -9.58%
Sep 30, 24
16 T. Rowe Price US Mid-Cap Growth Equity 1.27M (1.10%) -123.10K
Decreased by -9.65%
Sep 30, 24
17 Vanguard Explorer Inv 1.26M (1.08%) 0.00
Increased by 0.00%
Sep 30, 24
18 American Century US Premier Lg Cp Gr 1.24M (1.07%) 237.00K
Increased by +19.13%
Sep 30, 24
19 American Century Ultra® Inv 1.24M (1.07%) 237.00K
Increased by +19.13%
Sep 30, 24
20 Champlain Mid Cap Fund, LLC 1.20M (1.03%) -529.54K
Decreased by -44.21%
Oct 31, 24