Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 THNR 4.91%
2 UTRN 3.89%
3 EQWM 3.17%
4 KMID 3.15%
5 SMAP 2.86%
6 PXMG 2.82%
7 MDCP 2.32%
8 KONG 1.91%
9 RYH 1.77%
10 RSPH 1.65%
11 MID 1.59%
12 GDOC 1.39%
13 RISN 1.28%
14 SMCO 1.25%
15 PEXL 1.11%
16 QOWZ 1.05%
17 BMED 1.03%
18 MEDI 0.97%
19 LQAI 0.89%
20 FXH 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.99M (12.60%) -1.51K
Decreased by -0.02%
Dec 31, 24
2 BlackRock Inc 7.45M (10.45%) 173.48K
Increased by +2.33%
Dec 31, 24
3 Bank of New York Mellon Corp 3.45M (4.84%) 203.20K
Increased by +5.89%
Dec 31, 24
4 State Street Corp 3.25M (4.55%) 32.27K
Increased by +0.99%
Dec 31, 24
5 State Street Corporation 3.22M (4.51%) -52.95K
Decreased by -1.64%
Mar 31, 24
6 Artisan Partners Limited Partnership 3.11M (4.36%) 44.38K
Increased by +1.43%
Dec 31, 24
7 AllianceBernstein L.P. 2.59M (3.64%) -11.06K
Decreased by -0.43%
Dec 31, 24
8 Brown Advisory Holdings Inc 2.55M (3.58%) 266.49K
Increased by +10.44%
Dec 31, 24
9 Franklin Resources Inc 1.78M (2.50%) -503.00K
Decreased by -28.24%
Dec 31, 24
10 Geode Capital Management, LLC 1.78M (2.49%) 38.76K
Increased by +2.18%
Dec 31, 24
11 Citadel Advisors Llc 1.55M (2.18%) 498.45K
Increased by +32.12%
Sep 30, 23
12 Apg All Pensions Group 1.44M (2.02%) -871.45K
Decreased by -60.63%
Dec 31, 24
13 T. Rowe Price Associates, Inc. 1.26M (1.77%) -432.35K
Decreased by -34.27%
Sep 30, 24
14 ProShare Advisors LLC 1.11M (1.56%) 644.75K
Increased by +58.00%
Sep 30, 24
15 FMR Inc 1.09M (1.53%) 494.83K
Increased by +45.37%
Dec 31, 24
16 Durable Capital Partners LP 1.09M (1.52%) 45.40K
Increased by +4.18%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 1.03M (1.45%) 61.69K
Increased by +5.97%
Dec 31, 24
18 NORGES BANK 887.18K (1.24%) 20.81K
Increased by +2.35%
Dec 31, 24
19 Goldman Sachs Group Inc 868.38K (1.22%) 394.08K
Increased by +45.38%
Dec 31, 23
20 Findlay Park Partners LLP 834.71K (1.17%) 7.00K
Increased by +0.84%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.31M (3.23%) 1.67K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.29M (3.21%) 8.60K
Increased by +0.38%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 2.01M (2.82%) 3.08K
Increased by +0.15%
Mar 31, 25
4 Vanguard Mid Cap Index Institutional 1.56M (2.18%) -7.38K
Decreased by -0.47%
Mar 31, 25
5 VanEck Morningstar Wide Moat 1.34M (1.88%) 717.22K
Increased by +53.43%
Mar 31, 25
6 VanEck Morningstar Wide Moat ETF 1.28M (1.80%) -1.32K
Decreased by -0.10%
Apr 30, 25
7 Vanguard Growth Index Investor 974.25K (1.37%) 165.75K
Increased by +17.01%
Mar 31, 25
8 Franklin Rising Dividends A 963.50K (1.35%) -8.50K
Decreased by -0.88%
Dec 31, 24
9 Brown Advisory Sustainable Growth I 925.45K (1.30%) -22.05K
Decreased by -2.38%
Mar 31, 25
10 Fidelity 500 Index 908.61K (1.27%) 1.57K
Increased by +0.17%
Mar 31, 25
11 SPDR® S&P 500 ETF 901.61K (1.26%) -13.33K
Decreased by -1.48%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 892.61K (1.25%) -6.95K
Decreased by -0.78%
Mar 31, 24
13 SPDR® S&P 500® ETF 878.86K (1.23%) 731.00
Increased by +0.08%
Apr 30, 25
14 SPDR® S&P 500® ETF Trust 877.48K (1.23%) -4.64K
Decreased by -0.53%
Mar 31, 25
15 AllianceBernstein US L/C Growth Eqty MF 871.90K (1.22%) 38.37K
Increased by +4.40%
Jan 31, 25
16 Fidelity® 500 Index 860.69K (1.21%) 5.48K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 858.54K (1.20%) -903.00
Decreased by -0.11%
Apr 30, 25
18 Franklin Rising Dividends Fund A 858.50K (1.20%) 0.00
Increased by 0.00%
Mar 31, 25
19 Findlay Park American I USD Dist 834.71K (1.17%) 11.20K
Increased by +1.34%
Dec 31, 24
20 T. Rowe Price New Horizons 789.08K (1.11%) -210.87K
Decreased by -26.72%
Sep 30, 24