Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 EPRE 8.17%
3 NETZ 6.81%
4 ADPV 6.16%
5 NOPE 5.71%
6 ARTY 4.07%
7 VOLT 3.98%
8 FCUS 3.91%
9 DECO 3.85%
10 HECO 3.69%
11 AIEQ 3.22%
12 TEKX 3.12%
13 LOUP 2.88%
14 GRZZ 2.88%
15 BELT 2.87%
16 DARP 2.80%
17 DTCR 2.59%
18 VPN 2.49%
19 FFTY 2.41%
20 AIFD 2.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.36M (9.71%) 1.24M
Increased by +3.42%
Dec 31, 24
2 BlackRock Inc 34.05M (9.10%) -3.02M
Decreased by -8.88%
Dec 31, 24
3 JPMorgan Chase & Co 13.05M (3.49%) -16.75M
Decreased by -128.35%
Dec 31, 24
4 FMR Inc 11.54M (3.08%) -643.95K
Decreased by -5.58%
Dec 31, 24
5 Bank of America Corp 9.00M (2.41%) 1.15M
Increased by +12.78%
Dec 31, 24
6 Platinum Equity Advisors, LLC/DE 7.96M (2.13%) 0.00
Increased by 0.00%
Dec 31, 23
7 State Street Corp 7.83M (2.09%) 197.90K
Increased by +2.53%
Dec 31, 24
8 Jennison Associates LLC 7.75M (2.07%) 3.15M
Increased by +40.67%
Dec 31, 24
9 State Street Corporation 7.13M (1.90%) 46.03K
Increased by +0.65%
Mar 31, 24
10 Amvescap Plc. 7.12M (1.90%) -1.64M
Decreased by -23.08%
Dec 31, 24
11 Barrow Hanley Mewhinney & Strauss LLC 6.89M (1.84%) 970.65K
Increased by +14.08%
Sep 30, 24
12 Coatue Management LLC 6.38M (1.70%) -1.34M
Decreased by -21.02%
Dec 31, 24
13 Geode Capital Management, LLC 6.05M (1.62%) 99.18K
Increased by +1.64%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 5.70M (1.52%) 1.58M
Increased by +27.66%
Dec 31, 24
15 Massachusetts Financial Services Company 5.26M (1.40%) 5.26M
Increased by +100.00%
Dec 31, 24
16 Two Sigma Investments LLC 5.21M (1.39%) 2.99M
Increased by +57.50%
Sep 30, 23
17 PointState Capital LP 5.15M (1.38%) -1.24M
Decreased by -24.02%
Sep 30, 23
18 Wellington Management Company LLP 4.91M (1.31%) 990.36K
Increased by +20.19%
Dec 31, 24
19 T. Rowe Price Associates, Inc. 4.17M (1.11%) -609.88K
Decreased by -14.64%
Jun 30, 24
20 Starboard Value LP 4.12M (1.10%) -11.82M
Decreased by -286.96%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.84M (3.16%) 45.98K
Increased by +0.39%
Feb 28, 25
2 Vanguard Mid Cap Index Institutional 8.11M (2.17%) 34.79K
Increased by +0.43%
Feb 28, 25
3 Fidelity® OTC 6.51M (1.74%) 577.90K
Increased by +8.87%
Nov 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 5.70M (1.52%) 15.77K
Increased by +0.28%
Feb 28, 25
5 Fidelity OTC 4.84M (1.29%) -350.50K
Decreased by -7.25%
May 31, 24
6 Vanguard Small Cap Index 4.63M (1.24%) -4.22M
Decreased by -91.26%
Mar 31, 24
7 Fidelity Advisor® Growth Opps M 4.38M (1.17%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Growth Index Investor 3.98M (1.06%) 2.78K
Increased by +0.07%
Feb 28, 25
9 Fidelity Advisor Growth Opps M 3.72M (0.99%) -136.90K
Decreased by -3.68%
Feb 29, 24
10 Fidelity Canadian Growth Company Sr B 3.43M (0.92%) -73.80K
Decreased by -2.15%
Dec 31, 23
11 Bridge Builder Large Cap Value 3.08M (0.82%) -663.06K
Decreased by -21.50%
Mar 31, 24
12 JPMorgan Large Cap Growth I 3.08M (0.82%) -1.14M
Decreased by -36.97%
Jan 31, 25
13 BlackRock Mid-Cap Growth Equity Instl 3.00M (0.80%) -88.25K
Decreased by -2.94%
Feb 28, 25
14 Vanguard Mid-Cap Growth ETF 2.82M (0.75%) 22.66K
Increased by +0.80%
Feb 28, 25
15 Janus Henderson US Opportunistic Alpha 2.75M (0.74%) 366.52K
Increased by +13.32%
Sep 30, 24
16 Baron Opp. Small Cap Growth Strategy 2.75M (0.73%) -800.00K
Decreased by -29.09%
Dec 31, 24
17 Baron Small Cap Retail 2.75M (0.73%) -100.00K
Decreased by -3.64%
Dec 31, 24
18 Vanguard Small Cap Growth Index Inv 2.62M (0.70%) -2.34M
Decreased by -89.52%
Mar 31, 24
19 Janus Henderson Opportunistic Alpha MA 2.39M (0.64%) 2.39M
Increased by +99.99%
Jun 30, 24
20 Fidelity® Series Large Cap Stock 2.26M (0.60%) 0.00
Increased by 0.00%
Nov 30, 23