Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 5.27%
2 UTRN 3.90%
3 GCIG 3.43%
4 SMAP 3.21%
5 VNMC 3.02%
6 BOUT 2.95%
7 EASI 2.73%
8 NBSM 2.44%
9 FIXT 2.19%
10 FEMA 2.19%
11 AMID 2.16%
12 SWIN_old 2.01%
13 WBIL 1.73%
14 EQUL 1.60%
15 RYT 1.58%
16 GTEK 1.57%
17 RSPT 1.57%
18 TMFX 1.51%
19 AOTG 1.49%
20 TXS 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.31M (12.41%) 62.42K
Increased by +1.18%
Dec 31, 24
2 BlackRock Inc 4.07M (9.51%) 713.08K
Increased by +17.52%
Dec 31, 24
3 State Street Corp 1.82M (4.25%) 68.37K
Increased by +3.76%
Dec 31, 24
4 State Street Corporation 1.69M (3.95%) 40.23K
Increased by +2.38%
Mar 31, 24
5 T. Rowe Price Investment Management,Inc. 1.58M (3.69%) -2.05K
Decreased by -0.13%
Dec 31, 24
6 Principal Financial Group Inc 1.28M (2.99%) -14.37K
Decreased by -1.12%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 1.22M (2.86%) 50.88K
Increased by +4.16%
Dec 31, 24
8 Geode Capital Management, LLC 1.14M (2.66%) 27.83K
Increased by +2.45%
Dec 31, 24
9 Amvescap Plc. 1.08M (2.52%) -92.50K
Decreased by -8.58%
Dec 31, 24
10 Franklin Resources Inc 984.62K (2.30%) 71.87K
Increased by +7.30%
Dec 31, 24
11 Massachusetts Financial Services Company 939.37K (2.20%) 35.20K
Increased by +3.75%
Dec 31, 24
12 Artisan Partners Limited Partnership 926.75K (2.17%) -85.81K
Decreased by -9.26%
Dec 31, 24
13 NORGES BANK 916.46K (2.14%) 21.31K
Increased by +2.32%
Dec 31, 24
14 Apg All Pensions Group 786.99K (1.84%) -369.65K
Decreased by -46.97%
Dec 31, 24
15 AllianceBernstein L.P. 710.10K (1.66%) -649.25K
Decreased by -91.43%
Dec 31, 23
16 Echo Street Capital Management LLC 650.73K (1.52%) 104.36K
Increased by +16.04%
Sep 30, 23
17 Ownership Capital BV 576.24K (1.35%) -39.44K
Decreased by -6.84%
Mar 31, 24
18 Van Eck Associates Corporation 550.58K (1.29%) 524.26K
Increased by +95.22%
Dec 31, 24
19 HHG PLC 520.56K (1.22%) -45.61K
Decreased by -8.76%
Dec 31, 24
20 Northern Trust Corp 497.37K (1.16%) 60.65K
Increased by +12.20%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.35M (3.15%) 2.73K
Increased by +0.20%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 1.19M (2.77%) 8.25K
Increased by +0.69%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 924.33K (2.16%) 3.90K
Increased by +0.42%
Feb 28, 25
4 Principal Aligned MidCap Equity 900.85K (2.11%) -9.57K
Decreased by -1.06%
Dec 31, 24
5 Principal MidCap R5 898.90K (2.10%) -1.95K
Decreased by -0.22%
Feb 28, 25
6 T. Rowe Price Mid-Cap Growth 759.70K (1.78%) 0.00
Increased by 0.00%
Feb 28, 25
7 T. Rowe Price US Mid-Cap Growth Equity 733.10K (1.71%) -3.20K
Decreased by -0.44%
Dec 31, 24
8 MFS Mid Cap Growth Equity 559.32K (1.31%) 18.27K
Increased by +3.27%
Dec 31, 24
9 MFS Mid Cap Growth A 553.29K (1.29%) -3.59K
Decreased by -0.65%
Feb 28, 25
10 Fidelity 500 Index 536.03K (1.25%) 2.39K
Increased by +0.45%
Feb 28, 25
11 iShares Core S&P 500 ETF 522.06K (1.22%) 1.50K
Increased by +0.29%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 518.16K (1.21%) -2.70K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 493.99K (1.15%) 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 Vanguard Growth Index Investor 472.23K (1.10%) 425.00
Increased by +0.09%
Feb 28, 25
16 Swedbank Robur Technology A 450.00K (1.05%) 0.00
Increased by 0.00%
Feb 28, 25
17 VanEck Morningstar Wide Moat 429.00K (1.00%) -416.85K
Decreased by -97.17%
Jun 30, 24
18 VanEck Morningstar Wide Moat ETF 429.00K (1.00%) -129.00
Decreased by -0.03%
Jun 29, 24
19 Eaton Vance Atlanta Capital SMID-Cap I 386.72K (0.90%) 0.00
Increased by 0.00%
Jan 31, 25
20 Vanguard Information Technology ETF 356.77K (0.83%) 977.00
Increased by +0.27%
Feb 28, 25