Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 16.64%
2 BIDS 7.10%
3 NBDS 4.56%
4 BCDF 4.51%
5 WBIF 4.45%
6 WBIG 4.42%
7 UTRN 4.11%
8 FDD 2.84%
9 RJMG 2.82%
10 WBIL 2.04%
11 EVSTC_old 1.85%
12 DVOL 1.83%
13 KCE 1.71%
14 BOUT 1.63%
15 IAI 1.59%
16 EFAS 1.58%
17 BIDD 1.58%
18 IMOM 1.57%
19 PLAT 1.44%
20 FDFF 1.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.35M (9.78%) 99.42K
Increased by +0.88%
Sep 30, 24
2 T. Rowe Price Associates, Inc. 11.10M (9.57%) -820.53K
Decreased by -7.39%
Sep 30, 24
3 Wellington Management Company LLP 10.32M (8.90%) 2.10M
Increased by +20.33%
Sep 30, 24
4 BlackRock Inc 9.74M (8.39%) -753.36K
Decreased by -7.74%
Sep 30, 24
5 Franklin Resources Inc 3.88M (3.35%) -168.84K
Decreased by -4.35%
Sep 30, 24
6 JPMorgan Chase & Co 3.38M (2.91%) -458.32K
Decreased by -13.57%
Sep 30, 24
7 T. Rowe Price Investment Management,Inc. 2.64M (2.28%) -238.64K
Decreased by -9.04%
Sep 30, 24
8 State Street Corp 2.56M (2.21%) 40.53K
Increased by +1.58%
Sep 30, 24
9 State Street Corporation 2.45M (2.11%) 24.50K
Increased by +1.00%
Mar 31, 24
10 Artisan Partners Limited Partnership 2.25M (1.94%) -358.91K
Decreased by -15.93%
Sep 30, 24
11 Van Eck Associates Corporation 2.20M (1.90%) 289.61K
Increased by +13.17%
Sep 30, 23
12 Axiom Investors 2.04M (1.76%) -25.20K
Decreased by -1.23%
Sep 30, 24
13 Allspring Global Investments Holdings, LLC 2.02M (1.74%) -190.56K
Decreased by -9.44%
Dec 31, 24
14 Geode Capital Management, LLC 1.94M (1.67%) 26.89K
Increased by +1.39%
Sep 30, 24
15 Bessemer Group Inc 1.93M (1.66%) 32.22K
Increased by +1.67%
Sep 30, 24
16 William Blair Investment Management, LLC 1.82M (1.57%) -123.03K
Decreased by -6.75%
Mar 31, 24
17 Champlain Investment Partners, LLC 1.76M (1.52%) -47.99K
Decreased by -2.73%
Sep 30, 24
18 American Century Companies Inc 1.75M (1.51%) 320.31K
Increased by +18.27%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 1.75M (1.51%) -2.14M
Decreased by -122.27%
Sep 30, 24
20 Harding Loevner L.P. 1.74M (1.50%) -44.56K
Decreased by -2.56%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.65M (3.15%) 3.33K
Increased by +0.09%
Dec 31, 24
2 Vanguard Mid Cap Index Institutional 2.50M (2.15%) 18.44K
Increased by +0.74%
Dec 31, 24
3 Franklin DynaTech Fund A 2.20M (1.90%) -150.00K
Decreased by -6.82%
Jun 30, 24
4 VanEck Morningstar Wide Moat ETF 2.11M (1.82%) 1.42K
Increased by +0.07%
Nov 30, 23
5 BlackRock Mid-Cap Growth Equity Instl 2.09M (1.80%) -9.23K
Decreased by -0.44%
Dec 31, 24
6 Franklin DynaTech A 2.00M (1.72%) 0.00
Increased by 0.00%
Dec 31, 24
7 Franklin Innovation Composite 2.00M (1.72%) 0.00
Increased by 0.00%
Dec 31, 24
8 VanEck Morningstar Wide Moat 1.98M (1.71%) 281.80K
Increased by +14.22%
Sep 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 1.76M (1.51%) 17.71K
Increased by +1.01%
Dec 31, 24
10 Vanguard US Growth Investor 1.57M (1.35%) -27.85K
Decreased by -1.77%
Dec 31, 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 1.36M (1.17%) -206.03K
Decreased by -15.18%
Dec 31, 24
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 (1.09%) 0.00
Increased by 0.00%
Dec 31, 24
16 T. Rowe Price US Mid-Cap Growth Equity 1.27M (1.09%) -5.40K
Decreased by -0.43%
Dec 31, 24
17 American Century US Premier Lg Cp Gr 1.24M (1.07%) 0.00
Increased by 0.00%
Dec 31, 24
18 American Century Ultra® Inv 1.24M (1.07%) 0.00
Increased by 0.00%
Dec 31, 24
19 T. Rowe Price Glb Focused Growth Equity 1.13M (0.97%) -201.28K
Decreased by -17.88%
Sep 30, 24
20 T. Rowe Price Global Stock 1.13M (0.97%) -20.56K
Decreased by -1.83%
Sep 30, 24