Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 4.22%
2 UTRN 4.20%
3 GCIG 3.43%
4 VNMC 3.02%
5 SMAP 3.00%
6 NBSM 2.76%
7 EASI 2.73%
8 FEMA 2.19%
9 FIXT 2.19%
10 SWIN_old 2.01%
11 GTEK 1.86%
12 WBIL 1.73%
13 EQUL 1.60%
14 RYT 1.58%
15 RSPT 1.42%
16 TXS 1.32%
17 AOTG 1.29%
18 TMFX 1.28%
19 FDLO 1.21%
20 FXL 1.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.25M (12.34%) 87.26K
Increased by +1.66%
Sep 30, 24
2 BlackRock Inc 3.24M (7.63%) 51.15K
Increased by +1.58%
Jun 30, 24
3 State Street Corp 1.75M (4.11%) 25.07K
Increased by +1.43%
Sep 30, 24
4 State Street Corporation 1.69M (3.98%) 40.23K
Increased by +2.38%
Mar 31, 24
5 T. Rowe Price Investment Management,Inc. 1.58M (3.72%) -21.19K
Decreased by -1.34%
Sep 30, 24
6 Principal Financial Group Inc 1.29M (3.04%) -18.91K
Decreased by -1.46%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 1.17M (2.76%) -1.39M
Decreased by -118.31%
Sep 30, 24
8 Amvescap Plc. 1.17M (2.75%) 79.94K
Increased by +6.83%
Sep 30, 24
9 Apg All Pensions Group 1.16M (2.72%) -350.43K
Decreased by -30.30%
Sep 30, 24
10 Geode Capital Management, LLC 1.11M (2.61%) 24.28K
Increased by +2.19%
Sep 30, 24
11 Artisan Partners Limited Partnership 1.01M (2.38%) -176.00K
Decreased by -17.38%
Sep 30, 24
12 Franklin Resources Inc 912.75K (2.15%) 17.94K
Increased by +1.97%
Sep 30, 24
13 Massachusetts Financial Services Company 904.17K (2.13%) 36.07K
Increased by +3.99%
Sep 30, 24
14 NORGES BANK 895.15K (2.10%) -204.27K
Decreased by -22.82%
Jun 30, 24
15 AllianceBernstein L.P. 710.10K (1.67%) -649.25K
Decreased by -91.43%
Dec 31, 23
16 Holocene Advisors, LP 704.84K (1.66%) 109.00K
Increased by +15.46%
Jun 30, 24
17 Echo Street Capital Management LLC 650.73K (1.53%) 104.36K
Increased by +16.04%
Sep 30, 23
18 Ownership Capital BV 576.24K (1.35%) -39.44K
Decreased by -6.84%
Mar 31, 24
19 HHG PLC 566.17K (1.33%) -34.26K
Decreased by -6.05%
Sep 30, 24
20 Van Eck Associates Corporation 481.51K (1.13%) -441.43K
Decreased by -91.68%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.35M (3.17%) -4.80K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 1.13M (2.66%) 13.53K
Increased by +1.20%
Oct 31, 24
3 Principal Aligned MidCap Equity 910.41K (2.14%) 9.62K
Increased by +1.06%
Sep 30, 24
4 Principal MidCap R5 905.64K (2.13%) -5.97K
Decreased by -0.66%
Oct 31, 24
5 Vanguard Mid Cap Index Institutional 905.36K (2.13%) 1.65K
Increased by +0.18%
Oct 31, 24
6 T. Rowe Price US Mid-Cap Growth Equity 736.30K (1.73%) -2.10K
Decreased by -0.29%
Sep 30, 24
7 T. Rowe Price Mid-Cap Growth 735.60K (1.73%) -700.00
Decreased by -0.10%
Oct 31, 24
8 MFS Mid Cap Growth A 560.91K (1.32%) 19.85K
Increased by +3.54%
Oct 31, 24
9 MFS Mid Cap Growth Equity 541.05K (1.27%) 36.92K
Increased by +6.82%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 527.39K (1.24%) 3.10K
Increased by +0.59%
Nov 30, 24
11 Fidelity 500 Index 523.72K (1.23%) -860.00
Decreased by -0.16%
Oct 31, 24
12 Vanguard Growth Index Investor 500.43K (1.18%) 3.12K
Increased by +0.62%
Oct 31, 24
13 SPDR® S&P 500 ETF Trust 493.99K (1.16%) 1.13K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 490.33K (1.15%) 3.12K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 482.22K (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
16 Swedbank Robur Technology A 450.00K (1.06%) 0.00
Increased by 0.00%
Nov 30, 24
17 VanEck Morningstar Wide Moat 429.00K (1.01%) -416.85K
Decreased by -97.17%
Jun 30, 24
18 VanEck Morningstar Wide Moat ETF 429.00K (1.01%) -129.00
Decreased by -0.03%
Jun 29, 24
19 Eaton Vance Atlanta Capital SMID-Cap I 393.06K (0.92%) 0.00
Increased by 0.00%
Oct 31, 24
20 Vanguard Information Technology ETF 340.18K (0.80%) 1.57K
Increased by +0.46%
Oct 31, 24