Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.89%
2 EQWM 3.17%
3 THNR 2.87%
4 PXMG 2.82%
5 KMID 2.59%
6 MDCP 2.24%
7 KONG 1.97%
8 RYH 1.77%
9 SMAP 1.72%
10 MID 1.50%
11 RISN 1.28%
12 PEXL 1.11%
13 RSPH 1.10%
14 MEDI 0.97%
15 BMED 0.94%
16 LQAI 0.91%
17 SZNE 0.90%
18 GDOC 0.88%
19 FDMO 0.88%
20 QOWZ 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.99M (12.52%) 45.11K
Increased by +0.50%
Sep 30, 24
2 BlackRock Inc 7.28M (10.13%) -301.90K
Decreased by -4.15%
Sep 30, 24
3 Bank of New York Mellon Corp 3.45M (4.80%) 203.20K
Increased by +5.89%
Dec 31, 24
4 State Street Corporation 3.22M (4.48%) -52.95K
Decreased by -1.64%
Mar 31, 24
5 State Street Corp 3.21M (4.48%) 10.06K
Increased by +0.31%
Sep 30, 24
6 Artisan Partners Limited Partnership 3.07M (4.27%) 574.63K
Increased by +18.74%
Sep 30, 24
7 AllianceBernstein L.P. 2.60M (3.63%) 374.33K
Increased by +14.38%
Sep 30, 24
8 Apg All Pensions Group 2.31M (3.22%) -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 (3.18%) -182.86K
Decreased by -8.01%
Sep 30, 24
11 JPMorgan Chase & Co 1.94M (2.70%) 115.18K
Increased by +5.95%
Sep 30, 24
12 Geode Capital Management, LLC 1.74M (2.42%) 12.85K
Increased by +0.74%
Sep 30, 24
13 Citadel Advisors Llc 1.55M (2.16%) 498.45K
Increased by +32.12%
Sep 30, 23
14 T. Rowe Price Associates, Inc. 1.26M (1.76%) -432.35K
Decreased by -34.27%
Sep 30, 24
15 ProShare Advisors LLC 1.11M (1.55%) 644.75K
Increased by +58.00%
Sep 30, 24
16 FMR Inc 1.10M (1.53%) -72.68K
Decreased by -6.63%
Sep 30, 23
17 Durable Capital Partners LP 1.09M (1.51%) 45.40K
Increased by +4.18%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 971.49K (1.35%) -368.59K
Decreased by -37.94%
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 (1.21%) 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 (3.17%) 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 (2.17%) 10.13K
Increased by +0.65%
Dec 31, 24
4 Franklin Rising Dividends A 963.50K (1.34%) -8.50K
Decreased by -0.88%
Dec 31, 24
5 Franklin Rising Dividends Fund A 963.50K (1.34%) -8.50K
Decreased by -0.88%
Dec 31, 24
6 Fidelity 500 Index 899.02K (1.25%) 2.63K
Increased by +0.29%
Dec 31, 24
7 SPDR® S&P 500 ETF Trust 892.61K (1.24%) -6.95K
Decreased by -0.78%
Mar 31, 24
8 SPDR® S&P 500® ETF Trust 887.98K (1.24%) -4.00K
Decreased by -0.45%
Jan 31, 25
9 Fidelity® 500 Index 860.69K (1.20%) 5.48K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 849.35K (1.18%) 1.29K
Increased by +0.15%
Jan 31, 25
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 (1.15%) -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 676.58K (0.94%) -14.06K
Decreased by -2.08%
Dec 31, 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 614.83K (0.86%) 764.00
Increased by +0.12%
Jan 31, 25
20 BlackRock Mid-Cap Growth Equity Instl 605.22K (0.84%) -2.68K
Decreased by -0.44%
Dec 31, 24