Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.72%
2 USSE 3.71%
3 XTH 3.64%
4 DAT 3.35%
5 MAKX 3.08%
6 USRD 2.50%
7 EQWM 2.46%
8 SAEF 2.20%
9 QQQN 1.86%
10 FTXD 1.79%
11 TSME 1.66%
12 RYT 1.60%
13 RYJ 1.54%
14 UPGD 1.54%
15 OCFS 1.47%
16 QQJG 1.44%
17 ROBO 1.39%
18 RSPT 1.34%
19 ISHP 1.16%
20 PFUT 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.26M (12.28%) 55.13K
Increased by +0.88%
Dec 31, 24
2 BlackRock Inc 4.58M (8.99%) 127.61K
Increased by +2.78%
Dec 31, 24
3 State Street Corp 2.19M (4.30%) 43.13K
Increased by +1.97%
Dec 31, 24
4 State Street Corporation 2.09M (4.09%) 36.90K
Increased by +1.77%
Mar 31, 24
5 Macquarie Group Ltd 1.62M (3.18%) -134.48K
Decreased by -8.30%
Dec 31, 24
6 Kayne Anderson Rudnick Investment Management LLC 1.49M (2.92%) -1.97K
Decreased by -0.13%
Dec 31, 24
7 Amvescap Plc. 1.42M (2.79%) 20.99K
Increased by +1.48%
Dec 31, 24
8 T. Rowe Price Associates, Inc. 1.30M (2.54%) 86.77K
Increased by +6.69%
Dec 31, 24
9 Geode Capital Management, LLC 1.28M (2.50%) 30.50K
Increased by +2.39%
Dec 31, 24
10 Boston Partners Global Investors, Inc 1.26M (2.47%) -63.46K
Decreased by -5.03%
Dec 31, 24
11 Schroder Investment Management Group 983.72K (1.93%) 379.49K
Increased by +38.58%
Dec 31, 24
12 JPMorgan Chase & Co 934.61K (1.83%) -879.52K
Decreased by -94.11%
Dec 31, 24
13 Victory Capital Management Inc. 928.52K (1.82%) -108.01K
Decreased by -11.63%
Dec 31, 24
14 Apg All Pensions Group 866.23K (1.70%) -1.29M
Decreased by -148.72%
Dec 31, 24
15 FMR Inc 775.68K (1.52%) 499.74K
Increased by +64.43%
Dec 31, 24
16 Neuberger Berman Group LLC 770.09K (1.51%) -57.76K
Decreased by -7.50%
Sep 30, 23
17 Ameriprise Financial Inc 632.97K (1.24%) -558.22K
Decreased by -88.19%
Dec 31, 23
18 Pictet Asset Manangement SA 577.98K (1.13%) 577.98K
Increased by +100.00%
Sep 30, 23
19 Black Creek Investment Management Inc 572.98K (1.12%) -428.50K
Decreased by -74.79%
Jun 30, 24
20 Franklin Resources Inc 561.11K (1.10%) 19.94K
Increased by +3.55%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.63M (3.19%) 4.75K
Increased by +0.29%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 1.43M (2.81%) 10.04K
Increased by +0.70%
Feb 28, 25
3 UBS: Global Equity 1.26M (2.46%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Mid Cap Index Institutional 1.11M (2.19%) 4.92K
Increased by +0.44%
Feb 28, 25
5 JHancock Disciplined Value Mid Cap I 839.25K (1.65%) -66.17K
Decreased by -7.88%
Jan 31, 25
6 Macquarie Science and Technology 776.74K (1.52%) 2.09K
Increased by +0.27%
Dec 31, 24
7 Delaware Ivy Science and Technology C 774.65K (1.52%) 0.00
Increased by 0.00%
Oct 31, 24
8 Ivy Science/Technology Composite 774.65K (1.52%) 176.98K
Increased by +22.85%
Sep 30, 24
9 Macquarie Science and Technology C 774.65K (1.52%) 0.00
Increased by 0.00%
Nov 30, 24
10 Fidelity 500 Index 643.13K (1.26%) 2.84K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 636.04K (1.25%) -4.68K
Decreased by -0.74%
Feb 28, 25
12 SPDR® S&P 500 ETF Trust 607.11K (1.19%) 1.35K
Increased by +0.22%
Apr 30, 24
13 iShares Core S&P 500 ETF 605.85K (1.19%) -30.00
Decreased by -0.00%
Feb 28, 25
14 Fidelity® 500 Index 598.23K (1.17%) 3.81K
Increased by +0.64%
Nov 30, 23
15 AZ InvestEd Ivy Science & Tech E 586.55K (1.15%) -190.19K
Decreased by -32.42%
Jan 31, 25
16 Victory Sycamore Established Value R 585.00K (1.15%) -55.00K
Decreased by -9.40%
Dec 31, 24
17 Vanguard Information Technology ETF 477.45K (0.94%) 1.29K
Increased by +0.27%
Feb 28, 25
18 Nordea 1 - Global Climate & Envir BI EUR 458.13K (0.90%) -5.29K
Decreased by -1.15%
Dec 31, 23
19 Vanguard Value Index Inv 444.73K (0.87%) 1.88K
Increased by +0.42%
Feb 28, 25
20 MFS Mid Cap Value A 431.63K (0.85%) -3.22K
Decreased by -0.75%
Jun 30, 24