Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 THNR 4.69%
2 KMID 4.01%
3 UTRN 3.83%
4 MDCP 3.36%
5 EQWM 3.17%
6 KONG 3.15%
7 PXMG 2.82%
8 SMAP 2.66%
9 RYH 1.77%
10 RSPH 1.75%
11 HRTS 1.60%
12 MID 1.50%
13 BMED 1.46%
14 GDOC 1.43%
15 QOWZ 1.33%
16 RISN 1.28%
17 PEXL 1.11%
18 SMCO 1.09%
19 FMED 1.01%
20 LQAI 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.99M (12.49%) 45.11K
Increased by +0.50%
Sep 30, 24
2 BlackRock Inc 7.28M (10.12%) -301.90K
Decreased by -4.15%
Sep 30, 24
3 Bank of New York Mellon Corp 3.25M (4.51%) -27.33K
Decreased by -0.84%
Sep 30, 24
4 State Street Corporation 3.22M (4.47%) -52.95K
Decreased by -1.64%
Mar 31, 24
5 State Street Corp 3.21M (4.47%) 10.06K
Increased by +0.31%
Sep 30, 24
6 Artisan Partners Limited Partnership 3.07M (4.26%) 574.63K
Increased by +18.74%
Sep 30, 24
7 AllianceBernstein L.P. 2.60M (3.62%) 374.33K
Increased by +14.38%
Sep 30, 24
8 Apg All Pensions Group 2.31M (3.21%) -24.19K
Decreased by -1.05%
Sep 30, 24
9 Brown Advisory Holdings Inc 2.29M (3.18%) 528.15K
Increased by +23.11%
Sep 30, 24
10 Franklin Resources Inc 2.28M (3.17%) -182.86K
Decreased by -8.01%
Sep 30, 24
11 Geode Capital Management, LLC 1.74M (2.42%) 12.85K
Increased by +0.74%
Sep 30, 24
12 Citadel Advisors Llc 1.55M (2.16%) 498.45K
Increased by +32.12%
Sep 30, 23
13 T. Rowe Price Associates, Inc. 1.26M (1.75%) -432.35K
Decreased by -34.27%
Sep 30, 24
14 ProShare Advisors LLC 1.11M (1.55%) 644.75K
Increased by +58.00%
Sep 30, 24
15 FMR Inc 1.10M (1.52%) -72.68K
Decreased by -6.63%
Sep 30, 23
16 Durable Capital Partners LP 1.09M (1.51%) 45.40K
Increased by +4.18%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 971.49K (1.35%) -368.59K
Decreased by -37.94%
Sep 30, 24
18 JPMorgan Chase & Co 968.42K (1.35%) 59.34K
Increased by +6.13%
Sep 30, 24
19 Goldman Sachs Group Inc 868.38K (1.21%) 394.08K
Increased by +45.38%
Dec 31, 23
20 NORGES BANK 866.37K (1.20%) 13.68K
Increased by +1.58%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.28M (3.16%) 2.05K
Increased by +0.09%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 1.96M (2.73%) 10.74K
Increased by +0.55%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 1.56M (2.16%) 10.13K
Increased by +0.65%
Dec 31, 24
4 Franklin Rising Dividends Fund A 972.00K (1.35%) -100.00K
Decreased by -10.29%
Nov 30, 24
5 Franklin Rising Dividends A 963.50K (1.34%) -8.50K
Decreased by -0.88%
Dec 31, 24
6 SPDR® S&P 500® ETF Trust 910.89K (1.27%) 10.62K
Increased by +1.17%
Dec 31, 24
7 Fidelity 500 Index 896.39K (1.25%) 6.09K
Increased by +0.68%
Nov 30, 24
8 SPDR® S&P 500 ETF Trust 892.61K (1.24%) -6.95K
Decreased by -0.78%
Mar 31, 24
9 Fidelity® 500 Index 860.69K (1.20%) 5.48K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 850.34K (1.18%) 602.00
Increased by +0.07%
Dec 31, 24
11 AllianceBernstein US L/C Growth Eqty MF 826.31K (1.15%) 0.00
Increased by 0.00%
Nov 29, 24
12 Findlay Park American I USD Dist 823.51K (1.14%) -4.20K
Decreased by -0.51%
Oct 31, 24
13 Vanguard Growth Index Investor 805.22K (1.12%) -69.75K
Decreased by -8.66%
Dec 31, 24
14 T. Rowe Price New Horizons 789.08K (1.10%) -210.87K
Decreased by -26.72%
Sep 30, 24
15 US Small-Cap Growth II Equity Comp 789.08K (1.10%) -245.17K
Decreased by -31.07%
Sep 30, 24
16 Brown Advisory Sustainable Growth I 763.62K (1.06%) -24.08K
Decreased by -3.15%
Dec 31, 24
17 AB Large Cap Growth A 690.64K (0.96%) -9.72K
Decreased by -1.41%
Nov 30, 24
18 VanEck Morningstar Wide Moat 625.17K (0.87%) 625.17K
Increased by +100.00%
Dec 31, 24
19 VanEck Morningstar Wide Moat ETF 624.79K (0.87%) 0.00
Increased by 0.00%
Dec 31, 24
20 BlackRock Mid-Cap Growth Equity Instl 607.90K (0.84%) 61.75K
Increased by +10.16%
Nov 30, 24