Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.98%
2 MDCP 2.95%
3 KONG 2.89%
4 BMED 2.47%
5 RYH 1.77%
6 RSPH 1.71%
7 GDOC 1.26%
8 RISN 1.03%
9 RPG 1.01%
10 PSET 1.01%
11 PEXL 0.99%
12 FDMO 0.88%
13 SZNE 0.81%
14 IWP 0.80%
15 VOT 0.78%
16 BIBL 0.74%
17 JOET 0.73%
18 SXQG 0.72%
19 AGOX 0.62%
20 XLV 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.00M (12.44%) 104.74K
Increased by +1.16%
Dec 31, 23
2 BlackRock Inc 7.78M (10.75%) -127.82K
Decreased by -1.64%
Dec 31, 23
3 Bank of New York Mellon Corp 3.33M (4.60%) -57.77K
Decreased by -1.73%
Dec 31, 23
4 State Street Corporation 3.27M (4.52%) 53.42K
Increased by +1.63%
Dec 31, 23
5 T. Rowe Price Associates, Inc. 2.33M (3.22%) -179.74K
Decreased by -7.72%
Dec 31, 23
6 Apg All Pensions Group 2.30M (3.18%) 193.45K
Increased by +8.41%
Dec 31, 23
7 Franklin Resources Inc 2.11M (2.91%) 28.01K
Increased by +1.33%
Dec 31, 23
8 Artisan Partners Limited Partnership 1.96M (2.71%) 369.79K
Increased by +18.86%
Dec 31, 23
9 Geode Capital Management, LLC 1.67M (2.31%) 49.58K
Increased by +2.97%
Dec 31, 23
10 Citadel Advisors Llc 1.55M (2.14%) 498.45K
Increased by +32.12%
Sep 30, 23
11 Brown Advisory Holdings Inc 1.41M (1.96%) 109.37K
Increased by +7.73%
Dec 31, 23
12 T. Rowe Price Investment Management,Inc. 1.24M (1.72%) -381.06K
Decreased by -30.61%
Dec 31, 23
13 Durable Capital Partners LP 1.14M (1.57%) -63.34K
Decreased by -5.56%
Dec 31, 23
14 FMR Inc 1.10M (1.52%) -72.68K
Decreased by -6.63%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 1.02M (1.42%) 273.55K
Increased by +26.72%
Dec 31, 23
16 BAMCO Inc 997.82K (1.38%) -52.36K
Decreased by -5.25%
Dec 31, 23
17 Amvescap Plc. 942.67K (1.30%) 161.90K
Increased by +17.18%
Dec 31, 23
18 JPMorgan Chase & Co 880.07K (1.22%) -29.84K
Decreased by -3.39%
Dec 31, 23
19 Goldman Sachs Group Inc 868.38K (1.20%) 394.08K
Increased by +45.38%
Dec 31, 23
20 NORGES BANK 852.69K (1.18%) -155.88K
Decreased by -18.28%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.32M (3.21%) -5.01K
Decreased by -0.22%
Feb 29, 24
2 Vanguard Institutional 500 Index Trust 1.87M (2.58%) 17.46K
Increased by +0.94%
Mar 31, 24
3 Vanguard Mid Cap Index Institutional 1.59M (2.20%) -61.19K
Decreased by -3.84%
Mar 31, 24
4 Franklin Rising Dividends A 1.32M (1.83%) 0.00
Increased by 0.00%
Dec 31, 23
5 Franklin Rising Dividends Fund A 1.32M (1.83%) 0.00
Increased by 0.00%
Feb 29, 24
6 T. Rowe Price New Horizons 1.04M (1.43%) -7.72K
Decreased by -0.74%
Mar 31, 24
7 US Small-Cap Growth II Equity Comp 1.04M (1.43%) -7.72K
Decreased by -0.74%
Mar 31, 24
8 SPDR® S&P 500 ETF Trust 892.61K (1.23%) -6.95K
Decreased by -0.78%
Mar 31, 24
9 Fidelity 500 Index 887.39K (1.23%) 8.93K
Increased by +1.01%
Feb 29, 24
10 BlackRock Mid-Cap Growth Equity Instl 878.09K (1.21%) -31.10K
Decreased by -3.54%
Feb 29, 24
11 Fidelity® 500 Index 860.69K (1.19%) 5.48K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 766.97K (1.06%) 5.63K
Increased by +0.73%
Mar 28, 24
13 Vanguard Growth Index Investor 699.96K (0.97%) 12.37K
Increased by +1.77%
Mar 31, 24
14 Brown Advisory Sustainable Growth I 660.78K (0.91%) 0.00
Increased by 0.00%
Mar 31, 24
15 Health Care Select Sector SPDR® ETF 555.53K (0.77%) -2.80K
Decreased by -0.50%
Mar 31, 24
16 Findlay Park American I USD Dist 545.11K (0.75%) 87.80K
Increased by +16.11%
Jan 31, 24
17 MFS Mid Cap Growth A 544.98K (0.75%) 37.51K
Increased by +6.88%
Feb 29, 24
18 Vanguard Mid-Cap Growth ETF 520.68K (0.72%) -10.11K
Decreased by -1.94%
Mar 31, 24
19 MFS Mid Cap Growth Equity 507.46K (0.70%) 67.84K
Increased by +13.37%
Dec 31, 23
20 T. Rowe Price Mid-Cap Growth 499.10K (0.69%) -84.80K
Decreased by -16.99%
Mar 31, 24