Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 7.10%
2 NBDS 4.83%
3 WBIF 4.45%
4 FDD 4.42%
5 WBIG 4.42%
6 UTRN 4.11%
7 RJMG 2.82%
8 EFAS 2.28%
9 IAI 2.01%
10 JHID 1.99%
11 EVSTC_old 1.85%
12 WBIL 1.82%
13 KCE 1.75%
14 BOUT 1.63%
15 CGV 1.46%
16 PLAT 1.44%
17 ILDR 1.39%
18 HAPY 1.33%
19 DVOL 1.14%
20 FXO 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.72M (9.24%) 136.06K
Increased by +1.27%
Mar 31, 24
2 BlackRock Inc 10.43M (8.98%) 28.68K
Increased by +0.28%
Mar 31, 24
3 T. Rowe Price Associates, Inc. 9.05M (7.79%) 1.01M
Increased by +11.21%
Mar 31, 24
4 Wellington Management Company LLP 5.58M (4.80%) -708.42K
Decreased by -12.71%
Mar 31, 24
5 Franklin Resources Inc 4.35M (3.75%) 151.99K
Increased by +3.49%
Mar 31, 24
6 T. Rowe Price Investment Management,Inc. 4.30M (3.70%) -3.12M
Decreased by -72.70%
Mar 31, 24
7 Artisan Partners Limited Partnership 2.73M (2.35%) -11.82K
Decreased by -0.43%
Mar 31, 24
8 Ownership Capital BV 2.53M (2.18%) -226.58K
Decreased by -8.97%
Mar 31, 24
9 State Street Corporation 2.45M (2.11%) 24.50K
Increased by +1.00%
Mar 31, 24
10 Allspring Global Investments Holdings, LLC 2.35M (2.03%) -118.54K
Decreased by -5.04%
Mar 31, 24
11 Van Eck Associates Corporation 2.20M (1.89%) 289.61K
Increased by +13.17%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 1.94M (1.68%) 278.51K
Increased by +14.32%
Mar 31, 24
13 Bessemer Group Inc 1.91M (1.65%) 22.30K
Increased by +1.17%
Mar 31, 24
14 Geode Capital Management, LLC 1.86M (1.60%) 69.55K
Increased by +3.75%
Mar 31, 24
15 Harding Loevner L.P. 1.84M (1.59%) -150.93K
Decreased by -8.18%
Mar 31, 24
16 Champlain Investment Partners, LLC 1.84M (1.58%) -42.58K
Decreased by -2.32%
Mar 31, 24
17 William Blair Investment Management, LLC 1.82M (1.57%) -123.03K
Decreased by -6.75%
Mar 31, 24
18 ING Investment Management LLC 1.80M (1.55%) -439.76K
Decreased by -24.49%
Mar 31, 24
19 JPMorgan Chase & Co 1.73M (1.49%) -30.62K
Decreased by -1.77%
Mar 31, 24
20 Axiom Investors 1.61M (1.39%) 1.61M
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.65M (3.14%) 2.38K
Increased by +0.07%
Jun 30, 24
2 BlackRock Mid-Cap Growth Equity Instl 2.68M (2.31%) -113.82K
Decreased by -4.25%
Jun 30, 24
3 Franklin Innovation Composite 2.50M (2.15%) 0.00
Increased by 0.00%
Mar 31, 24
4 Vanguard Mid Cap Index Institutional 2.49M (2.14%) -25.91K
Decreased by -1.04%
Jun 30, 24
5 Franklin DynaTech A 2.45M (2.11%) -50.00K
Decreased by -2.04%
Apr 30, 24
6 Franklin DynaTech Fund A 2.20M (1.90%) -150.00K
Decreased by -6.82%
Jun 30, 24
7 VanEck Morningstar Wide Moat ETF 2.11M (1.82%) 1.42K
Increased by +0.07%
Nov 30, 23
8 VanEck Morningstar Wide Moat 1.98M (1.71%) 281.80K
Increased by +14.22%
Sep 30, 23
9 Champlain Mid Cap Fund, LLC 1.78M (1.53%) -9.86K
Decreased by -0.56%
Jun 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.76M (1.52%) 15.13K
Increased by +0.86%
Jun 30, 24
11 American Funds IS® Global Growth 1 1.53M (1.32%) 0.00
Increased by 0.00%
Dec 31, 23
12 Capital Group Global Composite 1.53M (1.32%) 0.00
Increased by 0.00%
Dec 31, 23
13 Vanguard Growth Index Investor 1.41M (1.22%) 264.59K
Increased by +18.73%
Jun 30, 24
14 T. Rowe Price Mid-Cap Growth 1.40M (1.20%) -699.10K
Decreased by -50.00%
Jun 30, 24
15 T. Rowe Price US Mid-Cap Growth Equity 1.40M (1.20%) -699.10K
Decreased by -50.00%
Jun 30, 24
16 T. Rowe Price Glb Focused Growth Equity 1.33M (1.14%) 415.57K
Increased by +31.31%
Jun 30, 24
17 T. Rowe Price Global Focused Gr Eq Pool 1.33M (1.14%) 415.57K
Increased by +31.31%
Jun 30, 24
18 T. Rowe Price Global Stock 1.33M (1.14%) 415.57K
Increased by +31.31%
Jun 30, 24
19 Vanguard Explorer Inv 1.27M (1.09%) 0.00
Increased by 0.00%
Mar 31, 24
20 Hartford Growth Opportunities Y 1.17M (1.01%) 0.00
Increased by 0.00%
May 31, 24