Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EKG 7.86%
2 LGHT 4.81%
3 IHF 4.62%
4 LCG 4.22%
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 FMED 2.11%
12 POWA 2.07%
13 GDOC 2.06%
14 USRD 2.03%
15 GFGF 1.92%
16 JTEK 1.84%
17 FDN 1.56%
18 JMID 1.44%
19 WCLD 1.42%
20 DRUP 1.32%

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. 6.97M (4.69%) 145.77K
Increased by +2.09%
Jun 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 Artisan Partners Limited Partnership 3.39M (2.28%) -1.86M
Decreased by -54.88%
Jun 30, 24
7 State Street Corp 3.25M (2.19%) 33.46K
Increased by +1.03%
Jun 30, 24
8 T. Rowe Price Associates, Inc. 3.24M (2.18%) -2.45M
Decreased by -75.70%
Jun 30, 24
9 State Street Corporation 3.21M (2.16%) 40.47K
Increased by +1.26%
Mar 31, 24
10 FMR Inc 2.98M (2.01%) 610.02K
Increased by +20.46%
Sep 30, 24
11 Geode Capital Management, LLC 2.62M (1.76%) 90.98K
Increased by +3.48%
Jun 30, 24
12 Goldman Sachs Group Inc 2.46M (1.65%) 1.56M
Increased by +63.56%
Dec 31, 23
13 Morgan Stanley - Brokerage Accounts 2.39M (1.61%) -1.08M
Decreased by -45.02%
Jun 30, 24
14 Principal Financial Group Inc 2.18M (1.47%) 1.27M
Increased by +58.14%
Sep 30, 24
15 Van Eck Associates Corporation 1.92M (1.30%) -10.67K
Decreased by -0.55%
Jun 30, 24
16 Nuveen Asset Management, LLC 1.83M (1.24%) 107.65K
Increased by +5.87%
Jun 30, 24
17 Wellington Management Company LLP 1.75M (1.18%) 6.61K
Increased by +0.38%
Jun 30, 24
18 Franklin Resources Inc 1.59M (1.07%) -164.84K
Decreased by -10.38%
Jun 30, 24
19 Brown Capital Management, LLC 1.58M (1.07%) -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 4.58M (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 2.22M (1.50%) -23.28K
Decreased by -1.05%
Sep 30, 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 VanEck Morningstar Wide Moat 1.80M (1.21%) 59.75K
Increased by +3.32%
Sep 30, 24
10 VanEck Morningstar Wide Moat ETF 1.78M (1.20%) -5.94K
Decreased by -0.33%
Oct 31, 24
11 Vanguard Growth Index Investor 1.65M (1.11%) 10.51K
Increased by +0.64%
Oct 31, 24
12 Principal Aligned MidCap Equity 1.60M (1.08%) 927.19K
Increased by +58.10%
Sep 30, 24
13 Principal MidCap R5 1.60M (1.08%) 372.15K
Increased by +23.32%
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 1.16M (0.78%) 396.86K
Increased by +34.14%
Jul 31, 24
20 ArtisanGlobal Opportunities Trust Tier 1 1.14M (0.77%) -54.77K
Decreased by -4.81%
Sep 30, 23