Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPRX 2.54%
2 AIEQ 1.64%
3 XSD 1.48%
4 FFND 1.40%
5 PBW 1.33%
6 ACES 1.00%
7 PSCT 0.58%
8 PBD 0.54%
9 QCLN 0.49%
10 GSFP 0.42%
11 CARZ 0.35%
12 ACTV 0.33%
13 GRZZ 0.32%
14 PAMC 0.14%
15 ISMD 0.13%
16 VIOO 0.13%
17 VIOV 0.13%
18 SFYX 0.13%
19 SOXX 0.12%
20 IJJ 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.62M (12.35%) 2.10M
Increased by +13.45%
Sep 30, 24
2 BlackRock Inc 13.23M (10.45%) -3.22M
Decreased by -24.36%
Jun 30, 24
3 Capital Research Global Investors 9.28M (7.33%) -2.47M
Decreased by -26.62%
Sep 30, 24
4 Capital Research & Mgmt Co - Division 3 7.80M (6.16%) -4.81M
Decreased by -61.66%
Sep 30, 24
5 NORGES BANK 7.09M (5.61%) 3.86M
Increased by +54.43%
Dec 31, 23
6 PRIMECAP Management Company 6.35M (5.02%) 303.87K
Increased by +4.79%
Sep 30, 24
7 Jana Partners Management LP 6.17M (4.87%) 0.00
Increased by 0.00%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 6.08M (4.80%) 325.41K
Increased by +5.35%
Jun 30, 24
9 State Street Corp 5.44M (4.30%) 331.02K
Increased by +6.09%
Jun 30, 24
10 State Street Corporation 5.11M (4.04%) 596.04K
Increased by +11.67%
Mar 31, 24
11 ClearBridge Advisors, LLC 4.60M (3.63%) -196.26K
Decreased by -4.27%
Jun 30, 24
12 Capital World Investors 3.18M (2.51%) 0.00
Increased by 0.00%
Jun 30, 24
13 Artisan Partners Limited Partnership 3.02M (2.38%) -56.68K
Decreased by -1.88%
Jun 30, 24
14 UBS Group AG 2.54M (2.01%) 1.16M
Increased by +45.74%
Jun 30, 24
15 William Blair Investment Management, LLC 2.27M (1.80%) -30.30K
Decreased by -1.33%
Sep 30, 23
16 Geode Capital Management, LLC 2.07M (1.63%) 51.03K
Increased by +2.47%
Jun 30, 24
17 UBS Asset Mgmt Americas Inc 1.88M (1.48%) -5.25M
Decreased by -279.66%
Sep 30, 24
18 Thrivent Financial For Lutherans 1.87M (1.48%) -36.81K
Decreased by -1.96%
Dec 31, 23
19 FMR Inc 1.65M (1.31%) 149.19K
Increased by +9.02%
Sep 30, 24
20 Bank of America Corp 1.64M (1.30%) -39.11K
Decreased by -2.38%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.03M (6.35%) 7.88K
Increased by +0.10%
Oct 31, 24
2 American Funds Growth Fund of Amer A 6.31M (4.98%) -2.50M
Decreased by -39.63%
Sep 30, 24
3 Capital Group Growth Fnd of Amer Comp 6.31M (4.98%) -2.50M
Decreased by -39.63%
Sep 30, 24
4 T. Rowe Price Mid-Cap Value 4.56M (3.61%) 1.46M
Increased by +31.98%
Sep 30, 24
5 T. Rowe Price US Mid-Cap Value Equity 4.56M (3.61%) 4.56M
Increased by +100.00%
Sep 30, 24
6 American Funds Fundamental Invs A 4.49M (3.55%) -2.04K
Decreased by -0.05%
Jun 30, 24
7 Capital Group Fundamental Invtrs Comp 4.49M (3.55%) -2.04K
Decreased by -0.05%
Jun 30, 24
8 iShares Core S&P Mid-Cap ETF 3.99M (3.15%) -552.00
Decreased by -0.01%
Aug 28, 24
9 Vanguard Total Stock Mkt Idx Inv 3.95M (3.12%) -6.55K
Decreased by -0.17%
Oct 31, 24
10 Vanguard Small Cap Index 3.19M (2.52%) 6.25K
Increased by +0.20%
Oct 31, 24
11 Vanguard Capital Opportunity Inv 3.13M (2.47%) 84.30K
Increased by +2.69%
Sep 30, 24
12 American Funds SMALLCAP World A 3.00M (2.37%) -862.60K
Decreased by -28.78%
Sep 30, 24
13 Vanguard Information Technology ETF 2.83M (2.23%) 12.26K
Increased by +0.43%
Oct 31, 24
14 SPDR® S&P Semiconductor ETF 2.68M (2.12%) -36.10K
Decreased by -1.35%
Oct 31, 24
15 Artisan International Small-Mid Investor 2.41M (1.91%) 542.70K
Increased by +22.51%
Sep 30, 24
16 Artisan Non-U.S. Small-Mid Growth Comp 2.41M (1.91%) 542.70K
Increased by +22.51%
Sep 30, 24
17 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 2.41M (1.90%) 2.41M
Increased by +100.00%
Sep 30, 24
18 ClearBridge Aggressive Growth 2.39M (1.89%) 0.00
Increased by 0.00%
Mar 31, 24
19 ClearBridge Aggressive Growth A 2.39M (1.89%) 0.00
Increased by 0.00%
Mar 31, 24
20 American Funds New Perspective A 2.26M (1.78%) 0.00
Increased by 0.00%
Sep 30, 24