Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RVER 5.01%
2 RUFF 4.18%
3 UTRN 3.82%
4 UGCE 3.81%
5 NBCC 3.37%
6 RSPD 2.27%
7 RCD 2.27%
8 SPGP 1.87%
9 PXLG 1.83%
10 RUNN 1.83%
11 QQJG 1.77%
12 JMID 1.76%
13 QQQN 1.68%
14 XRT 1.57%
15 BOUT 1.53%
16 QQQJ 1.19%
17 MPAY 1.08%
18 RTH 1.05%
19 RETL 1.00%
20 FDWM 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.48M (12.15%) -100.01K
Decreased by -1.82%
Dec 31, 24
2 BlackRock Inc 4.30M (9.52%) -5.78K
Decreased by -0.13%
Dec 31, 24
3 State Street Corp 2.34M (5.18%) 25.60K
Increased by +1.09%
Dec 31, 24
4 State Street Corporation 2.21M (4.90%) 186.83K
Increased by +8.45%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 1.33M (2.94%) 154.41K
Increased by +11.63%
Dec 31, 24
6 International Assets Investment Management, LLC 1.24M (2.74%) 1.24M
Increased by +99.94%
Sep 30, 24
7 Geode Capital Management, LLC 1.20M (2.66%) 11.21K
Increased by +0.93%
Dec 31, 24
8 Jennison Associates LLC 1.13M (2.50%) -274.31K
Decreased by -24.27%
Sep 30, 23
9 Capital World Investors 990.22K (2.19%) 990.22K
Increased by +100.00%
Dec 31, 24
10 Ontario Teachers Pension Plan Board 923.83K (2.05%) 923.83K
Increased by +100.00%
Sep 30, 24
11 Amvescap Plc. 733.97K (1.63%) -10.31K
Decreased by -1.41%
Dec 31, 24
12 Berkshire Hathaway Inc 690.11K (1.53%) 690.11K
Increased by +100.00%
Jun 30, 24
13 ING Investment Management LLC 659.48K (1.46%) 28.00K
Increased by +4.25%
Mar 31, 24
14 Deutsche Bank AG 655.56K (1.45%) 9.29K
Increased by +1.42%
Dec 31, 24
15 Goldman Sachs Group Inc 626.20K (1.39%) -52.20K
Decreased by -8.34%
Sep 30, 24
16 Amundi 582.46K (1.29%) -126.70K
Decreased by -21.75%
Mar 31, 24
17 T. Rowe Price Investment Management,Inc. 565.41K (1.25%) -858.01K
Decreased by -151.75%
Dec 31, 24
18 Northern Trust Corp 562.15K (1.25%) 72.00K
Increased by +12.81%
Dec 31, 24
19 Champlain Investment Partners, LLC 560.74K (1.24%) -49.66K
Decreased by -8.86%
Dec 31, 24
20 NORGES BANK 550.51K (1.22%) -6.57K
Decreased by -1.19%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.49M (3.29%) 4.27K
Increased by +0.29%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 1.31M (2.90%) 9.49K
Increased by +0.73%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 1.02M (2.25%) 4.28K
Increased by +0.42%
Feb 28, 25
4 Fidelity 500 Index 590.09K (1.31%) 2.63K
Increased by +0.45%
Feb 28, 25
5 SPDR® S&P 500 ETF Trust 582.00K (1.29%) 1.30K
Increased by +0.22%
Apr 30, 24
6 Fidelity® 500 Index 580.33K (1.29%) 3.69K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 565.48K (1.25%) 1.62K
Increased by +0.29%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 561.52K (1.24%) -2.92K
Decreased by -0.52%
Mar 31, 25
9 American Funds Growth Fund of Amer A 500.00K (1.11%) 500.00K
Increased by +100.00%
Dec 31, 24
10 Capital Group Growth Fnd of Amer Comp 500.00K (1.11%) 500.00K
Increased by +100.00%
Dec 31, 24
11 iShares MSCI USA Quality Factor ETF 452.61K (1.00%) 2.13K
Increased by +0.47%
Mar 31, 25
12 Champlain Mid Cap Fund, LLC 448.59K (0.99%) -19.21K
Decreased by -4.28%
Feb 28, 25
13 Invesco S&P 500® Equal Weight ETF 431.48K (0.96%) 890.00
Increased by +0.21%
Mar 31, 25
14 T. Rowe Price Mid-Cap Growth 425.00K (0.94%) 150.10K
Increased by +35.32%
Feb 28, 25
15 Eaton Vance Atlanta Capital SMID-Cap I 394.38K (0.87%) 0.00
Increased by 0.00%
Jan 31, 25
16 Allianz Income and Growth IT H2 EUR 386.79K (0.86%) -463.00
Decreased by -0.12%
Mar 31, 24
17 MFS Mid Cap Growth A 385.22K (0.85%) 40.27K
Increased by +10.45%
Mar 31, 24
18 MFS Mid Cap Growth Equity 385.22K (0.85%) 106.71K
Increased by +27.70%
Mar 31, 24
19 T. Rowe Price US Large-Cap Core 377.68K (0.84%) 27.45K
Increased by +7.27%
Feb 28, 25
20 Vanguard Mid-Cap Growth ETF 353.77K (0.78%) 2.84K
Increased by +0.80%
Feb 28, 25