Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 7.10%
2 NBDS 6.45%
3 TPMN 5.50%
4 FDD 5.37%
5 BCDF 4.87%
6 WBIF 4.45%
7 WBIG 4.42%
8 UTRN 4.11%
9 FFTY 2.99%
10 RJMG 2.82%
11 DVOL 2.08%
12 IAI 2.04%
13 WBIL 2.04%
14 KCE 1.86%
15 EVSTC_old 1.85%
16 FDFF 1.80%
17 FXO 1.63%
18 IMOM 1.57%
19 BIDD 1.54%
20 FRTY 1.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.41M (9.84%) 60.12K
Increased by +0.53%
Dec 31, 24
2 Wellington Management Company LLP 9.91M (8.55%) -412.57K
Decreased by -4.16%
Dec 31, 24
3 BlackRock Inc 9.64M (8.32%) -96.50K
Decreased by -1.00%
Dec 31, 24
4 T. Rowe Price Associates, Inc. 6.88M (5.94%) -4.22M
Decreased by -61.30%
Dec 31, 24
5 Franklin Resources Inc 3.85M (3.32%) -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 (1.90%) 289.61K
Increased by +13.17%
Sep 30, 23
10 Artisan Partners Limited Partnership 2.16M (1.87%) -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 (1.72%) 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 (1.69%) 19.09K
Increased by +0.97%
Dec 31, 24
15 Bessemer Group Inc 1.94M (1.68%) 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 (1.52%) -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 Total Stock Mkt Idx Inv 3.66M (3.16%) 2.09K
Increased by +0.06%
Feb 28, 25
2 Vanguard Mid Cap Index Institutional 2.51M (2.17%) 11.23K
Increased by +0.45%
Feb 28, 25
3 VanEck Morningstar Wide Moat ETF 2.11M (1.82%) 1.42K
Increased by +0.07%
Nov 30, 23
4 Franklin DynaTech A 2.00M (1.73%) 0.00
Increased by 0.00%
Dec 31, 24
5 Franklin DynaTech Fund A 2.00M (1.73%) 0.00
Increased by 0.00%
Feb 28, 25
6 Franklin Innovation Composite 2.00M (1.73%) 0.00
Increased by 0.00%
Dec 31, 24
7 VanEck Morningstar Wide Moat 1.98M (1.71%) 281.80K
Increased by +14.22%
Sep 30, 23
8 BlackRock Mid-Cap Growth Equity Instl 1.81M (1.56%) -139.01K
Decreased by -7.67%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.77M (1.52%) 7.47K
Increased by +0.42%
Feb 28, 25
10 Vanguard US Growth Investor 1.57M (1.36%) -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 (1.18%) 1.23K
Increased by +0.09%
Feb 28, 25
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 US Mid-Cap Growth Equity 1.27M (1.10%) -5.40K
Decreased by -0.43%
Dec 31, 24
16 T. Rowe Price Mid-Cap Growth 1.27M (1.09%) -600.00
Decreased by -0.05%
Jan 31, 25
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