Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 EPRE 8.17%
3 ADPV 6.16%
4 NOPE 5.71%
5 NETZ 5.52%
6 OCFS 5.06%
7 DECO 4.09%
8 HECO 4.05%
9 FCUS 3.91%
10 VOLT 3.89%
11 ARTY 3.76%
12 TEKX 3.61%
13 ATFV 3.43%
14 LOUP 3.29%
15 AIEQ 3.22%
16 PRN 3.03%
17 BELT 2.93%
18 ULTY 2.68%
19 AIFD 2.65%
20 GRZZ 2.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 37.08M (10.11%) 2.95M
Increased by +7.94%
Sep 30, 24
2 Vanguard Group Inc 35.11M (9.58%) 1.46M
Increased by +4.17%
Sep 30, 24
3 JPMorgan Chase & Co 14.90M (4.06%) -1.54M
Decreased by -10.30%
Sep 30, 24
4 FMR Inc 12.19M (3.33%) -11.67M
Decreased by -95.74%
Sep 30, 24
5 Amvescap Plc. 8.76M (2.39%) 137.58K
Increased by +1.57%
Sep 30, 24
6 Platinum Equity Advisors, LLC/DE 7.96M (2.17%) 0.00
Increased by 0.00%
Dec 31, 23
7 Bank of America Corp 7.85M (2.14%) 2.31M
Increased by +29.42%
Sep 30, 24
8 Coatue Management LLC 7.72M (2.11%) -1.33M
Decreased by -17.20%
Sep 30, 24
9 State Street Corp 7.64M (2.08%) 308.70K
Increased by +4.04%
Sep 30, 24
10 State Street Corporation 7.13M (1.94%) 46.03K
Increased by +0.65%
Mar 31, 24
11 Barrow Hanley Mewhinney & Strauss LLC 6.89M (1.88%) 970.65K
Increased by +14.08%
Sep 30, 24
12 Geode Capital Management, LLC 5.95M (1.62%) 408.05K
Increased by +6.86%
Sep 30, 24
13 Two Sigma Investments LLC 5.21M (1.42%) 2.99M
Increased by +57.50%
Sep 30, 23
14 PointState Capital LP 5.15M (1.40%) -1.24M
Decreased by -24.02%
Sep 30, 23
15 Jennison Associates LLC 4.60M (1.26%) 4.56M
Increased by +99.08%
Sep 30, 24
16 NORGES BANK 4.30M (1.17%) 443.58K
Increased by +10.31%
Jun 30, 24
17 T. Rowe Price Associates, Inc. 4.17M (1.14%) -609.88K
Decreased by -14.64%
Jun 30, 24
18 Morgan Stanley - Brokerage Accounts 4.12M (1.12%) -4.70M
Decreased by -114.11%
Sep 30, 24
19 Starboard Value LP 4.12M (1.12%) -11.82M
Decreased by -286.96%
Sep 30, 23
20 Wellington Management Company LLP 3.92M (1.07%) 2.86M
Increased by +73.05%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.77M (3.21%) 567.39K
Increased by +4.82%
Dec 31, 24
2 Vanguard Mid Cap Index Institutional 8.07M (2.20%) 469.62K
Increased by +5.82%
Dec 31, 24
3 Fidelity® OTC 6.51M (1.78%) 577.90K
Increased by +8.87%
Nov 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 5.68M (1.55%) 61.72K
Increased by +1.09%
Dec 31, 24
5 Fidelity OTC 4.84M (1.32%) -350.50K
Decreased by -7.25%
May 31, 24
6 Vanguard Small Cap Index 4.63M (1.26%) -4.22M
Decreased by -91.26%
Mar 31, 24
7 Fidelity Advisor® Growth Opps M 4.38M (1.19%) 0.00
Increased by 0.00%
Nov 30, 23
8 JPMorgan Large Cap Growth I 4.21M (1.15%) -1.12M
Decreased by -26.68%
Nov 30, 24
9 Vanguard Growth Index Investor 3.96M (1.08%) -217.78K
Decreased by -5.49%
Dec 31, 24
10 Fidelity Advisor Growth Opps M 3.72M (1.01%) -136.90K
Decreased by -3.68%
Feb 29, 24
11 BlackRock Mid-Cap Growth Equity Instl 3.55M (0.97%) -335.45K
Decreased by -9.44%
Nov 30, 24
12 Fidelity Canadian Growth Company Sr B 3.43M (0.94%) -73.80K
Decreased by -2.15%
Dec 31, 23
13 Bridge Builder Large Cap Value 3.08M (0.84%) -663.06K
Decreased by -21.50%
Mar 31, 24
14 Vanguard Mid-Cap Growth ETF 2.78M (0.76%) 250.88K
Increased by +9.02%
Dec 31, 24
15 Janus Henderson US Opportunistic Alpha 2.75M (0.75%) 366.52K
Increased by +13.32%
Sep 30, 24
16 Baron Opp. Small Cap Growth Strategy 2.75M (0.75%) -800.00K
Decreased by -29.09%
Dec 31, 24
17 Baron Small Cap Retail 2.75M (0.75%) -100.00K
Decreased by -3.64%
Dec 31, 24
18 Vanguard Small Cap Growth Index Inv 2.62M (0.71%) -2.34M
Decreased by -89.52%
Mar 31, 24
19 Janus Henderson Opportunistic Alpha MA 2.39M (0.65%) 2.39M
Increased by +99.99%
Jun 30, 24
20 Fidelity® Series Large Cap Stock 2.26M (0.62%) 0.00
Increased by 0.00%
Nov 30, 23