Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 7.10%
2 NBDS 5.56%
3 FDD 5.24%
4 TPMN 5.03%
5 WBIF 4.45%
6 WBIG 4.42%
7 BCDF 4.30%
8 UTRN 4.11%
9 RJMG 2.82%
10 WBIL 2.04%
11 DVOL 2.02%
12 EVSTC_old 1.85%
13 IAI 1.82%
14 BIDD 1.66%
15 FDFF 1.62%
16 KCE 1.61%
17 IMOM 1.57%
18 FXO 1.56%
19 EFAS 1.48%
20 FRTY 1.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.41M (9.81%) 60.12K
Increased by +0.53%
Dec 31, 24
2 Wellington Management Company LLP 9.91M (8.52%) -412.57K
Decreased by -4.16%
Dec 31, 24
3 BlackRock Inc 9.64M (8.29%) -96.50K
Decreased by -1.00%
Dec 31, 24
4 T. Rowe Price Associates, Inc. 6.88M (5.92%) -4.22M
Decreased by -61.30%
Dec 31, 24
5 Franklin Resources Inc 3.85M (3.31%) -32.60K
Decreased by -0.85%
Dec 31, 24
6 T. Rowe Price Investment Management,Inc. 2.61M (2.25%) -28.45K
Decreased by -1.09%
Dec 31, 24
7 State Street Corp 2.58M (2.22%) 18.30K
Increased by +0.71%
Dec 31, 24
8 State Street Corporation 2.45M (2.11%) 24.50K
Increased by +1.00%
Mar 31, 24
9 Van Eck Associates Corporation 2.20M (1.89%) 289.61K
Increased by +13.17%
Sep 30, 23
10 Artisan Partners Limited Partnership 2.16M (1.86%) -89.62K
Decreased by -4.14%
Dec 31, 24
11 Allspring Global Investments Holdings, LLC 2.02M (1.74%) -190.56K
Decreased by -9.44%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 1.99M (1.71%) 241.29K
Increased by +12.12%
Dec 31, 24
13 Axiom Investors 1.97M (1.70%) -70.41K
Decreased by -3.57%
Dec 31, 24
14 Geode Capital Management, LLC 1.96M (1.68%) 19.09K
Increased by +0.97%
Dec 31, 24
15 Bessemer Group Inc 1.94M (1.67%) 19.45K
Increased by +1.00%
Dec 31, 24
16 William Blair Investment Management, LLC 1.82M (1.57%) -123.03K
Decreased by -6.75%
Mar 31, 24
17 JPMorgan Chase & Co 1.78M (1.53%) -1.60M
Decreased by -89.83%
Dec 31, 24
18 Champlain Investment Partners, LLC 1.76M (1.51%) -47.99K
Decreased by -2.73%
Sep 30, 24
19 American Century Companies Inc 1.74M (1.50%) -14.58K
Decreased by -0.84%
Dec 31, 24
20 Ownership Capital BV 1.70M (1.46%) -829.09K
Decreased by -48.85%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.67M (3.16%) 2.94K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.67M (3.16%) 10.73K
Increased by +0.29%
Mar 31, 25
3 Vanguard Mid Cap Index Institutional 2.50M (2.15%) -8.98K
Decreased by -0.36%
Mar 31, 25
4 VanEck Morningstar Wide Moat ETF 2.11M (1.81%) 1.42K
Increased by +0.07%
Nov 30, 23
5 Franklin DynaTech A 2.00M (1.72%) 0.00
Increased by 0.00%
Dec 31, 24
6 Franklin DynaTech Fund A 2.00M (1.72%) 0.00
Increased by 0.00%
Mar 31, 25
7 Franklin Innovation Composite 2.00M (1.72%) 0.00
Increased by 0.00%
Dec 31, 24
8 VanEck Morningstar Wide Moat 1.98M (1.70%) 281.80K
Increased by +14.22%
Sep 30, 23
9 Vanguard US Growth Investor 1.90M (1.63%) -48.03K
Decreased by -2.53%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.79M (1.54%) 22.07K
Increased by +1.23%
Mar 31, 25
11 BlackRock Mid-Cap Growth Equity Instl 1.68M (1.45%) -127.83K
Decreased by -7.59%
Mar 31, 25
12 American Funds Growth Fund of Amer A 1.61M (1.38%) 582.32K
Increased by +36.22%
Mar 31, 25
13 Capital Group Growth Fnd of Amer Comp 1.61M (1.38%) 582.32K
Increased by +36.22%
Mar 31, 25
14 Vanguard Growth Index Investor 1.60M (1.37%) 234.31K
Increased by +14.67%
Mar 31, 25
15 American Funds IS® Global Growth 1 1.53M (1.31%) 0.00
Increased by 0.00%
Dec 31, 23
16 Capital Group Global Composite 1.53M (1.31%) 0.00
Increased by 0.00%
Dec 31, 23
17 T. Rowe Price Global Focused Gr Eq Pool 1.33M (1.14%) 415.57K
Increased by +31.31%
Jun 30, 24
18 American Century US Premier Lg Cp Gr 1.24M (1.07%) 0.00
Increased by 0.00%
Mar 31, 25
19 American Century Ultra® Inv 1.24M (1.07%) 0.00
Increased by 0.00%
Mar 31, 25
20 T. Rowe Price Mid-Cap Growth 1.18M (1.01%) -94.00K
Decreased by -8.00%
Mar 31, 25