Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 4.66%
2 UTRN 3.90%
3 GCIG 3.43%
4 SMAP 3.25%
5 VNMC 3.02%
6 EASI 2.73%
7 NBSM 2.69%
8 GTEK 2.34%
9 FEMA 2.19%
10 FIXT 2.19%
11 BOUT 2.11%
12 SWIN_old 2.01%
13 WBIL 1.73%
14 EQUL 1.60%
15 RYT 1.58%
16 RSPT 1.45%
17 TXS 1.37%
18 AOTG 1.35%
19 TMFX 1.27%
20 FDLO 1.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.25M (12.32%) 87.26K
Increased by +1.66%
Sep 30, 24
2 BlackRock Inc 3.36M (7.88%) 113.84K
Increased by +3.39%
Sep 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 (3.97%) 40.23K
Increased by +2.38%
Mar 31, 24
5 T. Rowe Price Investment Management,Inc. 1.58M (3.71%) -21.19K
Decreased by -1.34%
Sep 30, 24
6 Principal Financial Group Inc 1.28M (3.00%) -14.37K
Decreased by -1.12%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 1.17M (2.75%) -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 (2.71%) -350.43K
Decreased by -30.30%
Sep 30, 24
10 Geode Capital Management, LLC 1.11M (2.60%) 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 JPMorgan Chase & Co 922.94K (2.17%) 551.02K
Increased by +59.70%
Sep 30, 24
13 Franklin Resources Inc 912.75K (2.14%) 17.94K
Increased by +1.97%
Sep 30, 24
14 Massachusetts Financial Services Company 904.17K (2.12%) 36.07K
Increased by +3.99%
Sep 30, 24
15 NORGES BANK 895.15K (2.10%) -204.27K
Decreased by -22.82%
Jun 30, 24
16 AllianceBernstein L.P. 710.10K (1.67%) -649.25K
Decreased by -91.43%
Dec 31, 23
17 Holocene Advisors, LP 704.84K (1.65%) 109.00K
Increased by +15.46%
Jun 30, 24
18 Echo Street Capital Management LLC 650.73K (1.53%) 104.36K
Increased by +16.04%
Sep 30, 23
19 Ownership Capital BV 576.24K (1.35%) -39.44K
Decreased by -6.84%
Mar 31, 24
20 HHG PLC 566.17K (1.33%) -34.26K
Decreased by -6.05%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.34M (3.15%) 1.17K
Increased by +0.09%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 1.16M (2.72%) 12.34K
Increased by +1.06%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 920.25K (2.16%) 10.15K
Increased by +1.10%
Dec 31, 24
4 Principal Aligned MidCap Equity 900.85K (2.11%) -9.57K
Decreased by -1.06%
Dec 31, 24
5 Principal MidCap R5 900.85K (2.11%) -4.80K
Decreased by -0.53%
Dec 31, 24
6 T. Rowe Price Mid-Cap Growth 733.10K (1.72%) 0.00
Increased by 0.00%
Dec 31, 24
7 T. Rowe Price US Mid-Cap Growth Equity 733.10K (1.72%) -3.20K
Decreased by -0.44%
Dec 31, 24
8 MFS Mid Cap Growth A 559.32K (1.31%) 0.00
Increased by 0.00%
Dec 31, 24
9 MFS Mid Cap Growth Equity 559.32K (1.31%) 18.27K
Increased by +3.27%
Dec 31, 24
10 Fidelity 500 Index 531.29K (1.25%) 3.98K
Increased by +0.75%
Dec 31, 24
11 SPDR® S&P 500® ETF Trust 524.26K (1.23%) -2.33K
Decreased by -0.44%
Jan 31, 25
12 iShares Core S&P 500 ETF 501.94K (1.18%) 686.00
Increased by +0.14%
Jan 31, 25
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 Vanguard Growth Index Investor 470.30K (1.10%) -32.74K
Decreased by -6.96%
Dec 31, 24
16 Swedbank Robur Technology A 450.00K (1.06%) 0.00
Increased by 0.00%
Jan 31, 25
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 386.72K (0.91%) 0.00
Increased by 0.00%
Dec 31, 24
20 Vanguard Information Technology ETF 350.25K (0.82%) 5.07K
Increased by +1.45%
Dec 31, 24