Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RVER 5.05%
2 NBCC 4.39%
3 RUFF 4.18%
4 UTRN 3.82%
5 UGCE 3.81%
6 RSPD 1.93%
7 RCD 1.89%
8 PXLG 1.83%
9 RUNN 1.83%
10 QQQN 1.68%
11 SPGP 1.68%
12 BOUT 1.53%
13 QQJG 1.50%
14 XRT 1.35%
15 RTH 1.13%
16 QQQJ 1.12%
17 MPAY 1.08%
18 DEMZ 0.98%
19 TMFX 0.96%
20 FDWM 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.57M (12.02%) 21.27K
Increased by +0.38%
Jun 30, 24
2 BlackRock Inc 4.45M (9.61%) -432.41K
Decreased by -9.72%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 2.38M (5.14%) -255.83K
Decreased by -10.75%
Jun 30, 24
4 State Street Corp 2.35M (5.07%) 136.09K
Increased by +5.80%
Jun 30, 24
5 State Street Corporation 2.21M (4.78%) 186.83K
Increased by +8.45%
Mar 31, 24
6 T. Rowe Price Investment Management,Inc. 1.41M (3.05%) 382.84K
Increased by +27.15%
Jun 30, 24
7 International Assets Investment Management, LLC 1.24M (2.68%) 1.24M
Increased by +99.94%
Sep 30, 24
8 Geode Capital Management, LLC 1.18M (2.55%) 14.71K
Increased by +1.25%
Jun 30, 24
9 Jennison Associates LLC 1.13M (2.44%) -274.31K
Decreased by -24.27%
Sep 30, 23
10 T. Rowe Price Associates, Inc. 777.08K (1.68%) -98.97K
Decreased by -12.74%
Jun 30, 24
11 Amvescap Plc. 756.05K (1.63%) 293.43K
Increased by +38.81%
Jun 30, 24
12 Berkshire Hathaway Inc 690.11K (1.49%) 690.11K
Increased by +100.00%
Jun 30, 24
13 Goldman Sachs Group Inc 678.40K (1.47%) 26.57K
Increased by +3.92%
Jun 30, 24
14 ING Investment Management LLC 659.48K (1.42%) 28.00K
Increased by +4.25%
Mar 31, 24
15 Alyeska Investment Group, L.P. 619.50K (1.34%) 154.73K
Increased by +24.98%
Jun 30, 24
16 TD Asset Management Inc 601.47K (1.30%) -19.33K
Decreased by -3.21%
Sep 30, 24
17 Amundi 582.46K (1.26%) -126.70K
Decreased by -21.75%
Mar 31, 24
18 Champlain Investment Partners, LLC 578.86K (1.25%) 276.75K
Increased by +47.81%
Jun 30, 24
19 NORGES BANK 557.08K (1.20%) 19.94K
Increased by +3.58%
Jun 30, 24
20 Arrowstreet Capital Limited Partnership 550.20K (1.19%) -197.06K
Decreased by -35.82%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.51M (3.26%) 1.20K
Increased by +0.08%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 1.25M (2.70%) -4.24K
Decreased by -0.34%
Sep 30, 24
3 Vanguard Mid Cap Index Institutional 1.01M (2.18%) -10.54K
Decreased by -1.04%
Sep 30, 24
4 T. Rowe Price Mid-Cap Growth 635.00K (1.37%) -39.70K
Decreased by -6.25%
Sep 30, 24
5 T. Rowe Price US Mid-Cap Growth Equity 635.00K (1.37%) -4.10K
Decreased by -0.65%
Sep 30, 24
6 Champlain Mid Cap Fund, LLC 599.03K (1.29%) -7.78K
Decreased by -1.30%
Sep 30, 24
7 Vanguard Growth Index Investor 591.60K (1.28%) 43.62K
Increased by +7.37%
Sep 30, 24
8 Fidelity 500 Index 586.58K (1.27%) -3.97K
Decreased by -0.68%
Sep 30, 24
9 SPDR® S&P 500 ETF Trust 582.00K (1.26%) 1.30K
Increased by +0.22%
Apr 30, 24
10 SPDR® S&P 500® ETF Trust 581.61K (1.26%) 3.02K
Increased by +0.52%
Oct 31, 24
11 Fidelity® 500 Index 580.33K (1.25%) 3.69K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 531.00K (1.15%) 812.00
Increased by +0.15%
Oct 31, 24
13 iShares MSCI USA Quality Factor ETF 428.16K (0.93%) 1.54K
Increased by +0.36%
Oct 31, 24
14 Eaton Vance Atlanta Capital SMID-Cap I 400.86K (0.87%) 0.00
Increased by 0.00%
Sep 30, 24
15 Allianz Income and Growth IT H2 EUR 386.79K (0.84%) -463.00
Decreased by -0.12%
Mar 31, 24
16 MFS Mid Cap Growth A 385.22K (0.83%) 40.27K
Increased by +10.45%
Mar 31, 24
17 MFS Mid Cap Growth Equity 385.22K (0.83%) 106.71K
Increased by +27.70%
Mar 31, 24
18 Invesco S&P 500® Equal Weight ETF 343.34K (0.74%) 1.53K
Increased by +0.45%
Oct 31, 24
19 Vanguard Mid-Cap Growth ETF 336.03K (0.73%) -6.90K
Decreased by -2.05%
Sep 30, 24
20 T. Rowe Price U.S. Value Equity Tr-Z 303.23K (0.66%) -15.16K
Decreased by -5.00%
Mar 31, 24