Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJO 4.89%
2 MJJ 4.89%
3 IVEG 4.53%
4 PHO 4.36%
5 FIW 4.35%
6 THCX 4.25%
7 UTRN 3.93%
8 PIO 3.80%
9 STNC 3.70%
10 FBT 3.47%
11 IBB 2.25%
12 DEF 2.14%
13 UPGD 2.14%
14 RYJ 2.12%
15 POWA 2.09%
16 RSPH 2.00%
17 BMED 1.98%
18 AHOY 1.86%
19 CAMX 1.85%
20 IMED 1.72%

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 Corp 2.58M (4.35%) 49.19K
Increased by +1.91%
Sep 30, 24
5 State Street Corporation 2.54M (4.29%) 22.79K
Increased by +0.90%
Mar 31, 24
6 AllianceBernstein L.P. 2.44M (4.12%) 85.81K
Increased by +3.51%
Sep 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 2.02M (3.41%) -58.70K
Decreased by -2.91%
Sep 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 1.42M (2.39%) 16.70K
Increased by +1.18%
Sep 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 (1.71%) 4.51K
Increased by +0.45%
Sep 30, 24
15 GuardCap Asset Management Limited 917.53K (1.55%) -66.05K
Decreased by -7.20%
Sep 30, 24
16 HHG PLC 885.59K (1.50%) 6.26K
Increased by +0.71%
Sep 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 SPDR® S&P 500® ETF Trust 733.85K (1.24%) 4.34K
Increased by +0.59%
Nov 30, 24
6 Fidelity 500 Index 728.54K (1.23%) -1.20K
Decreased by -0.16%
Oct 31, 24
7 Vanguard Growth Index Investor 725.20K (1.22%) 4.52K
Increased by +0.62%
Oct 31, 24
8 SPDR® S&P 500 ETF Trust 700.07K (1.18%) 1.57K
Increased by +0.22%
Apr 30, 24
9 Fidelity® 500 Index 688.72K (1.16%) 4.38K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 670.88K (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
11 AllianceBernstein US L/C Growth Eqty MF 669.02K (1.13%) 90.91K
Increased by +13.59%
Oct 31, 24
12 Vanguard Health Care Inv 666.88K (1.13%) 0.00
Increased by 0.00%
Mar 31, 24
13 Janus Henderson Enterprise D 666.46K (1.13%) 0.00
Increased by 0.00%
Sep 30, 24
14 Janus Inst Mid Cap Growth CF 666.46K (1.13%) 0.00
Increased by 0.00%
Sep 30, 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 VanEck Morningstar Wide Moat ETF 593.61K (1.00%) 0.00
Increased by 0.00%
Nov 30, 24
19 Impax Leaders Strategy Composite 583.79K (0.99%) -9.91K
Decreased by -1.70%
Oct 31, 24
20 AB Large Cap Growth A 570.92K (0.96%) 76.17K
Increased by +13.34%
Oct 31, 24