Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 OCFS 9.32%
3 EPRE 8.17%
4 NETZ 7.78%
5 ADPV 6.16%
6 NOPE 5.71%
7 WBIL 4.60%
8 FCUS 3.91%
9 PRN 3.71%
10 AIFD 3.64%
11 FFTY 3.56%
12 FRTY 3.48%
13 AIEQ 3.22%
14 LOUP 3.03%
15 ATFV 2.99%
16 GRZZ 2.78%
17 DARP 2.78%
18 VPN 2.63%
19 DTCR 2.63%
20 IVES 2.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.11M (9.58%) 1.46M
Increased by +4.17%
Sep 30, 24
2 BlackRock Inc 34.13M (9.31%) 6.70M
Increased by +19.64%
Jun 30, 24
3 JPMorgan Chase & Co 16.43M (4.48%) 13.82M
Increased by +84.08%
Jun 30, 24
4 FMR Inc 12.19M (3.33%) -11.67M
Decreased by -95.74%
Sep 30, 24
5 Coatue Management LLC 9.04M (2.47%) -202.43K
Decreased by -2.24%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 8.83M (2.41%) -91.77K
Decreased by -1.04%
Jun 30, 24
7 Amvescap Plc. 8.62M (2.35%) 604.01K
Increased by +7.01%
Jun 30, 24
8 Platinum Equity Advisors, LLC/DE 7.96M (2.17%) 0.00
Increased by 0.00%
Dec 31, 23
9 State Street Corp 7.33M (2.00%) 199.06K
Increased by +2.72%
Jun 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 5.54M (1.51%) 22.99K
Increased by +0.41%
Jun 30, 24
13 Bank of America Corp 5.54M (1.51%) 3.27M
Increased by +58.92%
Jun 30, 24
14 Two Sigma Investments LLC 5.21M (1.42%) 2.99M
Increased by +57.50%
Sep 30, 23
15 PointState Capital LP 5.15M (1.40%) -1.24M
Decreased by -24.02%
Sep 30, 23
16 ClearBridge Advisors, LLC 5.03M (1.37%) -2.98M
Decreased by -59.21%
Sep 30, 23
17 Jennison Associates LLC 4.60M (1.26%) 4.56M
Increased by +99.08%
Sep 30, 24
18 NORGES BANK 4.30M (1.17%) 443.58K
Increased by +10.31%
Jun 30, 24
19 T. Rowe Price Associates, Inc. 4.17M (1.14%) -609.88K
Decreased by -14.64%
Jun 30, 24
20 Starboard Value LP 4.12M (1.12%) -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 11.24M (3.07%) -41.84K
Decreased by -0.37%
Oct 31, 24
2 Vanguard Mid Cap Index Institutional 7.56M (2.06%) 13.72K
Increased by +0.18%
Oct 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 5.60M (1.53%) 341.58K
Increased by +6.10%
Sep 30, 24
5 JPMorgan Large Cap Growth I 5.34M (1.46%) 0.00
Increased by 0.00%
Sep 30, 24
6 Fidelity OTC 4.84M (1.32%) -350.50K
Decreased by -7.25%
May 31, 24
7 Vanguard Small Cap Index 4.63M (1.26%) -4.22M
Decreased by -91.26%
Mar 31, 24
8 BlackRock Mid-Cap Growth Equity Instl 4.51M (1.23%) 26.77K
Increased by +0.59%
Sep 30, 24
9 Fidelity Advisor® Growth Opps M 4.38M (1.19%) 0.00
Increased by 0.00%
Nov 30, 23
10 Vanguard Growth Index Investor 4.16M (1.13%) 26.75K
Increased by +0.64%
Oct 31, 24
11 Fidelity Advisor Growth Opps M 3.72M (1.01%) -136.90K
Decreased by -3.68%
Feb 29, 24
12 Baron Opp. Small Cap Growth Strategy 3.55M (0.97%) -250.00K
Decreased by -7.04%
Sep 30, 24
13 Fidelity Canadian Growth Company Sr B 3.43M (0.94%) -73.80K
Decreased by -2.15%
Dec 31, 23
14 Bridge Builder Large Cap Value 3.08M (0.84%) -663.06K
Decreased by -21.50%
Mar 31, 24
15 Baron Small Cap Retail 2.85M (0.78%) 0.00
Increased by 0.00%
Sep 30, 24
16 Janus Henderson Contrarian D 2.75M (0.75%) 164.19K
Increased by +5.97%
Aug 31, 24
17 Janus Henderson US Opportunistic Alpha 2.75M (0.75%) 366.52K
Increased by +13.32%
Sep 30, 24
18 Vanguard Small Cap Growth Index Inv 2.62M (0.71%) -2.34M
Decreased by -89.52%
Mar 31, 24
19 Vanguard Mid-Cap Growth ETF 2.52M (0.69%) 6.62K
Increased by +0.26%
Oct 31, 24
20 Janus Henderson Opportunistic Alpha MA 2.39M (0.65%) 2.39M
Increased by +99.99%
Jun 30, 24