Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJO 4.89%
2 MJJ 4.89%
3 THCX 4.25%
4 IVEG 4.20%
5 PHO 4.13%
6 FIW 4.12%
7 UTRN 3.93%
8 STNC 3.70%
9 PIO 3.58%
10 FBT 3.52%
11 IBB 2.15%
12 DEF 2.14%
13 POWA 2.06%
14 RSPH 1.87%
15 AHOY 1.86%
16 CAMX 1.85%
17 BMED 1.85%
18 IMED 1.72%
19 RYH 1.39%
20 LCLG 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.08M (11.95%) 57.60K
Increased by +0.81%
Sep 30, 24
2 BlackRock Inc 5.65M (9.55%) 74.39K
Increased by +1.32%
Jun 30, 24
3 Fundsmith LLP 3.65M (6.16%) -8.45K
Decreased by -0.23%
Sep 30, 24
4 State Street Corporation 2.54M (4.29%) 22.79K
Increased by +0.90%
Mar 31, 24
5 State Street Corp 2.53M (4.27%) -8.95K
Decreased by -0.35%
Jun 30, 24
6 AllianceBernstein L.P. 2.36M (3.98%) 70.52K
Increased by +2.99%
Jun 30, 24
7 Massachusetts Financial Services Company 2.14M (3.61%) -278.98K
Decreased by -13.04%
Sep 30, 24
8 Bank of New York Mellon Corp 2.08M (3.51%) -1.32M
Decreased by -63.63%
Jun 30, 24
9 Generation Investment Management LLP 1.81M (3.05%) -5.62K
Decreased by -0.31%
Sep 30, 24
10 Geode Capital Management, LLC 1.40M (2.36%) 46.77K
Increased by +3.34%
Jun 30, 24
11 FUNDSMITH INVESTMENT SERVICES LTD. 1.23M (2.07%) 741.00
Increased by +0.06%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 1.05M (1.77%) -89.82K
Decreased by -8.58%
Jun 30, 24
13 Wellington Management Company LLP 1.01M (1.71%) 200.73K
Increased by +19.82%
Mar 31, 24
14 Amvescap Plc. 1.01M (1.70%) 73.79K
Increased by +7.33%
Jun 30, 24
15 GuardCap Asset Management Limited 917.53K (1.55%) -66.05K
Decreased by -7.20%
Sep 30, 24
16 HHG PLC 879.34K (1.48%) 173.48K
Increased by +19.73%
Jun 30, 24
17 Nordea Investment Mgmt Bank Demark A/s 871.08K (1.47%) -52.14K
Decreased by -5.99%
Jun 30, 24
18 American Century Companies Inc 832.89K (1.41%) 212.75K
Increased by +25.54%
Sep 30, 23
19 Ako Capital Llp 790.21K (1.33%) -88.44K
Decreased by -11.19%
Sep 30, 24
20 Champlain Investment Partners, LLC 744.23K (1.26%) -12.89K
Decreased by -1.73%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fundsmith Equity I Acc 3.37M (5.69%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.87M (3.16%) -6.81K
Decreased by -0.36%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 1.57M (2.66%) 18.06K
Increased by +1.15%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 1.26M (2.13%) 2.26K
Increased by +0.18%
Oct 31, 24
5 Fidelity 500 Index 729.74K (1.23%) -1.07K
Decreased by -0.15%
Sep 30, 24
6 Vanguard Growth Index Investor 725.20K (1.22%) 4.52K
Increased by +0.62%
Oct 31, 24
7 SPDR® S&P 500® ETF Trust 723.67K (1.22%) 3.78K
Increased by +0.52%
Oct 31, 24
8 Champlain Mid Cap Fund, LLC 700.67K (1.18%) -29.11K
Decreased by -4.15%
Oct 31, 24
9 SPDR® S&P 500 ETF Trust 700.07K (1.18%) 1.57K
Increased by +0.22%
Apr 30, 24
10 Fidelity® 500 Index 688.72K (1.16%) 4.38K
Increased by +0.64%
Nov 30, 23
11 Vanguard Health Care Inv 666.88K (1.13%) 0.00
Increased by 0.00%
Mar 31, 24
12 Janus Henderson Enterprise D 666.46K (1.13%) 0.00
Increased by 0.00%
Aug 31, 24
13 Janus Inst Mid Cap Growth CF 666.46K (1.13%) 0.00
Increased by 0.00%
Sep 30, 24
14 iShares Core S&P 500 ETF 660.80K (1.12%) 1.01K
Increased by +0.15%
Oct 31, 24
15 American Century US Premier Lg Cp Gr 659.00K (1.11%) 145.00K
Increased by +22.00%
Sep 30, 23
16 American Century Ultra® Inv 659.00K (1.11%) 145.00K
Increased by +22.00%
Sep 30, 23
17 VanEck Morningstar Wide Moat 598.18K (1.01%) 4.05K
Increased by +0.68%
Sep 30, 24
18 Impax Leaders Strategy Composite 593.70K (1.00%) -7.52K
Decreased by -1.27%
Sep 30, 24
19 VanEck Morningstar Wide Moat ETF 593.14K (1.00%) -1.98K
Decreased by -0.33%
Oct 31, 24
20 AllianceBernstein US L/C Growth Eqty MF 578.11K (0.98%) 2.96K
Increased by +0.51%
Sep 30, 24