Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EKG 8.85%
2 LGHT 6.79%
3 LCG 5.10%
4 EDOC 4.21%
5 UTRN 4.02%
6 IHF 3.77%
7 CLDL 3.63%
8 IMED 3.24%
9 NEWZ 3.15%
10 FMED 2.85%
11 SGLC 2.75%
12 RISN 2.73%
13 EASI 2.73%
14 GDOC 2.47%
15 JMID 2.35%
16 USRD 2.22%
17 JTEK 2.02%
18 GFGF 1.91%
19 WCLD 1.71%
20 FDN 1.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.45M (9.68%) 32.03K
Increased by +0.22%
Dec 31, 24
2 BlackRock Inc 10.16M (6.81%) 494.94K
Increased by +4.87%
Dec 31, 24
3 T. Rowe Price Investment Management,Inc. 5.17M (3.47%) 177.20K
Increased by +3.43%
Dec 31, 24
4 AllianceBernstein L.P. 4.97M (3.33%) -1.24M
Decreased by -24.94%
Dec 31, 24
5 State Street Corp 3.41M (2.29%) 117.36K
Increased by +3.44%
Dec 31, 24
6 T. Rowe Price Associates, Inc. 3.30M (2.21%) 4.54K
Increased by +0.14%
Dec 31, 24
7 Massachusetts Financial Services Company 3.22M (2.16%) -326.74K
Decreased by -10.15%
Dec 31, 24
8 FMR Inc 3.21M (2.15%) 232.12K
Increased by +7.22%
Dec 31, 24
9 State Street Corporation 3.21M (2.15%) 40.47K
Increased by +1.26%
Mar 31, 24
10 JPMorgan Chase & Co 3.01M (2.01%) -2.11M
Decreased by -70.25%
Dec 31, 24
11 Principal Financial Group Inc 2.96M (1.99%) 784.74K
Increased by +26.48%
Dec 31, 24
12 Geode Capital Management, LLC 2.80M (1.88%) 38.11K
Increased by +1.36%
Dec 31, 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 Van Eck Associates Corporation 2.13M (1.43%) 135.49K
Increased by +6.36%
Dec 31, 24
16 Wellington Management Company LLP 1.78M (1.19%) -4.35K
Decreased by -0.25%
Dec 31, 24
17 Franklin Resources Inc 1.75M (1.17%) 226.17K
Increased by +12.96%
Dec 31, 24
18 Nuveen Asset Management, LLC 1.67M (1.12%) -85.86K
Decreased by -5.13%
Dec 31, 24
19 Brown Capital Management, LLC 1.58M (1.06%) -18.65K
Decreased by -1.18%
Sep 30, 23
20 SEI Investments Co 1.50M (1.01%) -47.21K
Decreased by -3.15%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.59M (3.08%) 7.59K
Increased by +0.17%
Feb 28, 25
2 Vanguard Mid Cap Index Institutional 3.15M (2.11%) 13.43K
Increased by +0.43%
Feb 28, 25
3 T. Rowe Price US Mid-Cap Growth Equity 2.50M (1.68%) 81.60K
Increased by +3.26%
Dec 31, 24
4 T. Rowe Price Mid-Cap Growth 2.50M (1.68%) 0.00
Increased by 0.00%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 2.26M (1.52%) 8.04K
Increased by +0.36%
Feb 28, 25
6 T. Rowe Price New Horizons 2.26M (1.51%) 0.00
Increased by 0.00%
Feb 28, 25
7 AllianceBernstein US L/C Growth Eqty MF 2.11M (1.41%) 257.89K
Increased by +12.25%
Jan 31, 25
8 US Small-Cap Growth II Equity Comp 2.09M (1.40%) -69.61K
Decreased by -3.33%
Dec 31, 24
9 Principal MidCap R5 2.09M (1.40%) 3.91K
Increased by +0.19%
Feb 28, 25
10 Principal Aligned MidCap Equity 2.03M (1.36%) 432.36K
Increased by +21.32%
Dec 31, 24
11 VanEck Morningstar Wide Moat 1.74M (1.17%) -58.56K
Decreased by -3.37%
Dec 31, 24
12 Vanguard Growth Index Investor 1.57M (1.05%) 901.00
Increased by +0.06%
Feb 28, 25
13 VanEck Morningstar Wide Moat ETF 1.50M (1.01%) -1.96K
Decreased by -0.13%
Mar 29, 25
14 AB Large Cap Growth A 1.36M (0.91%) -19.79K
Decreased by -1.45%
Feb 28, 25
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 (0.78%) -60.39K
Decreased by -5.18%
Dec 31, 24
20 ArtisanGlobal Opportunities Trust Tier 1 1.14M (0.76%) -54.77K
Decreased by -4.81%
Sep 30, 23

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