Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EKG 7.89%
2 IHF 5.47%
3 LGHT 5.01%
4 LCG 4.27%
5 UTRN 4.02%
6 BOUT 3.79%
7 IMED 3.24%
8 CLDL 3.13%
9 SGLC 2.75%
10 EASI 2.73%
11 GDOC 2.26%
12 FMED 2.16%
13 USRD 2.07%
14 GFGF 1.96%
15 JMID 1.96%
16 JTEK 1.75%
17 JDOC 1.48%
18 FDN 1.48%
19 WCLD 1.41%
20 DRUP 1.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.41M (9.71%) 21.93K
Increased by +0.15%
Sep 30, 24
2 BlackRock Inc 9.48M (6.39%) 162.14K
Increased by +1.71%
Jun 30, 24
3 AllianceBernstein L.P. 6.21M (4.18%) -760.42K
Decreased by -12.25%
Sep 30, 24
4 T. Rowe Price Investment Management,Inc. 4.99M (3.36%) -24.04K
Decreased by -0.48%
Sep 30, 24
5 Massachusetts Financial Services Company 3.55M (2.39%) 1.39M
Increased by +39.27%
Sep 30, 24
6 T. Rowe Price Associates, Inc. 3.30M (2.22%) 60.73K
Increased by +1.84%
Sep 30, 24
7 State Street Corp 3.29M (2.22%) 47.87K
Increased by +1.45%
Sep 30, 24
8 State Street Corporation 3.21M (2.16%) 40.47K
Increased by +1.26%
Mar 31, 24
9 FMR Inc 2.98M (2.01%) 610.02K
Increased by +20.46%
Sep 30, 24
10 Geode Capital Management, LLC 2.77M (1.86%) 149.81K
Increased by +5.42%
Sep 30, 24
11 Artisan Partners Limited Partnership 2.62M (1.76%) -770.76K
Decreased by -29.42%
Sep 30, 24
12 JPMorgan Chase & Co 2.56M (1.72%) 1.08M
Increased by +42.17%
Sep 30, 24
13 Goldman Sachs Group Inc 2.46M (1.65%) 1.56M
Increased by +63.56%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 2.39M (1.61%) -1.08M
Decreased by -45.02%
Jun 30, 24
15 Principal Financial Group Inc 2.18M (1.47%) 1.27M
Increased by +58.14%
Sep 30, 24
16 Van Eck Associates Corporation 1.92M (1.30%) -10.67K
Decreased by -0.55%
Jun 30, 24
17 Wellington Management Company LLP 1.78M (1.20%) 26.55K
Increased by +1.49%
Sep 30, 24
18 Nuveen Asset Management, LLC 1.76M (1.19%) -75.24K
Decreased by -4.28%
Sep 30, 24
19 Brown Capital Management, LLC 1.58M (1.07%) -18.65K
Decreased by -1.18%
Sep 30, 23
20 Franklin Resources Inc 1.52M (1.02%) -68.97K
Decreased by -4.54%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.58M (3.09%) -17.32K
Decreased by -0.38%
Oct 31, 24
2 Vanguard Mid Cap Index Institutional 3.09M (2.08%) 5.63K
Increased by +0.18%
Oct 31, 24
3 T. Rowe Price Mid-Cap Growth 2.42M (1.63%) -5.10K
Decreased by -0.21%
Sep 30, 24
4 T. Rowe Price US Mid-Cap Growth Equity 2.42M (1.63%) -6.60K
Decreased by -0.27%
Sep 30, 24
5 AllianceBernstein US L/C Growth Eqty MF 2.26M (1.52%) 51.29K
Increased by +2.27%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 2.21M (1.49%) -12.42K
Decreased by -0.56%
Oct 31, 24
7 T. Rowe Price New Horizons 2.16M (1.46%) -6.81K
Decreased by -0.32%
Sep 30, 24
8 US Small-Cap Growth II Equity Comp 2.16M (1.46%) -7.68K
Decreased by -0.36%
Sep 30, 24
9 Principal MidCap R5 1.93M (1.30%) 335.12K
Increased by +17.36%
Oct 31, 24
10 VanEck Morningstar Wide Moat 1.80M (1.21%) 59.75K
Increased by +3.32%
Sep 30, 24
11 VanEck Morningstar Wide Moat ETF 1.79M (1.20%) -541.00
Decreased by -0.03%
Nov 28, 24
12 Vanguard Growth Index Investor 1.65M (1.11%) 10.51K
Increased by +0.64%
Oct 31, 24
13 Principal Aligned MidCap Equity 1.60M (1.08%) 927.19K
Increased by +58.10%
Sep 30, 24
14 AB Large Cap Growth A 1.52M (1.03%) -18.77K
Decreased by -1.23%
Sep 30, 24
15 American Funds Growth Fund of Amer A 1.20M (0.81%) -72.05K
Decreased by -5.99%
Sep 30, 24
16 Capital Group Growth Fnd of Amer Comp 1.20M (0.81%) -72.05K
Decreased by -5.99%
Sep 30, 24
17 Artisan Mid Cap Investor 1.18M (0.79%) -31.59K
Decreased by -2.68%
Sep 30, 23
18 Artisan U.S. Mid-Cap Growth 1.18M (0.79%) -31.59K
Decreased by -2.68%
Sep 30, 23
19 Pictet - Robotics I dy EUR 1.17M (0.79%) 5.72K
Increased by +0.49%
Aug 31, 24
20 ArtisanGlobal Opportunities Trust Tier 1 1.14M (0.77%) -54.77K
Decreased by -4.81%
Sep 30, 23