Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 7.10%
2 NBDS 5.03%
3 BCDF 4.60%
4 WBIF 4.45%
5 WBIG 4.42%
6 TPMN 4.25%
7 UTRN 4.11%
8 FDD 3.33%
9 RJMG 2.82%
10 WBIL 2.04%
11 IAI 1.86%
12 EVSTC_old 1.85%
13 EFAS 1.80%
14 KCE 1.64%
15 BOUT 1.63%
16 IMOM 1.57%
17 FDFF 1.47%
18 BIDD 1.46%
19 PLAT 1.44%
20 HAPY 1.33%

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 BlackRock Inc 10.49M (9.04%) 62.51K
Increased by +0.60%
Jun 30, 24
4 Wellington Management Company LLP 10.32M (8.90%) 2.10M
Increased by +20.33%
Sep 30, 24
5 Franklin Resources Inc 3.88M (3.35%) -168.84K
Decreased by -4.35%
Sep 30, 24
6 T. Rowe Price Investment Management,Inc. 2.64M (2.27%) -238.64K
Decreased by -9.04%
Sep 30, 24
7 State Street Corp 2.56M (2.21%) 40.53K
Increased by +1.58%
Sep 30, 24
8 State Street Corporation 2.45M (2.11%) 24.50K
Increased by +1.00%
Mar 31, 24
9 Artisan Partners Limited Partnership 2.25M (1.94%) -358.91K
Decreased by -15.93%
Sep 30, 24
10 Allspring Global Investments Holdings, LLC 2.21M (1.90%) -34.53K
Decreased by -1.56%
Sep 30, 24
11 Van Eck Associates Corporation 2.20M (1.89%) 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 Geode Capital Management, LLC 1.94M (1.67%) 26.89K
Increased by +1.39%
Sep 30, 24
14 Bessemer Group Inc 1.93M (1.66%) 32.22K
Increased by +1.67%
Sep 30, 24
15 William Blair Investment Management, LLC 1.82M (1.57%) -123.03K
Decreased by -6.75%
Mar 31, 24
16 Champlain Investment Partners, LLC 1.76M (1.51%) -47.99K
Decreased by -2.73%
Sep 30, 24
17 American Century Companies Inc 1.75M (1.51%) 320.31K
Increased by +18.27%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 1.75M (1.51%) -2.14M
Decreased by -122.27%
Sep 30, 24
19 Harding Loevner L.P. 1.74M (1.50%) -44.56K
Decreased by -2.56%
Sep 30, 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 (3.15%) -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 2.22M (1.91%) -97.14K
Decreased by -4.38%
Oct 31, 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%
Oct 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 1.73M (1.49%) -10.66K
Decreased by -0.62%
Oct 31, 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 US Mid-Cap Growth Equity 1.27M (1.10%) -123.10K
Decreased by -9.65%
Sep 30, 24
16 T. Rowe Price Mid-Cap Growth 1.27M (1.10%) -1.20K
Decreased by -0.09%
Oct 31, 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 Franklin Growth A 1.13M (0.97%) 0.00
Increased by 0.00%
Oct 31, 24