Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PPH 7.76%
2 AADR 6.38%
3 GK 6.35%
4 FPXI 4.44%
5 QINC 3.59%
6 WINN 2.86%
7 IDVO 2.66%
8 PTIN 2.14%
9 FFTY 1.88%
10 ESGY 1.56%
11 AVDE 1.52%
12 ALFI 1.46%
13 AVSD 1.44%
14 NUGO 1.31%
15 GINN 0.79%
16 PID 0.73%
17 ESGA 0.70%
18 EQOP 0.65%
19 AVIV 0.62%
20 FVL 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Jennison Associates LLC 23.42M (0.71%) 35.61K
Increased by +0.15%
Sep 30, 23
2 Renaissance Technologies Corp 16.23M (0.49%) -2.51M
Decreased by -15.48%
Sep 30, 23
3 Fisher Asset Management, LLC 14.75M (0.45%) -491.66K
Decreased by -3.33%
Sep 30, 23
4 Bank of America Corp 12.78M (0.39%) 323.24K
Increased by +2.53%
Sep 30, 23
5 FMR Inc 12.08M (0.37%) 1.23M
Increased by +10.20%
Sep 30, 23
6 Fayez Sarofim & Company 11.60M (0.35%) 1.36M
Increased by +11.76%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 9.22M (0.28%) -162.70K
Decreased by -1.77%
Sep 30, 23
8 Loomis, Sayles & Company LP 9.10M (0.28%) -396.08K
Decreased by -4.35%
Sep 30, 23
9 Folketrygdfondet 8.41M (0.25%) -256.63K
Decreased by -3.05%
Sep 30, 23
10 T. Rowe Price Associates, Inc. 8.23M (0.25%) 576.02K
Increased by +7.00%
Sep 30, 23
11 BlackRock Inc 8.05M (0.24%) -364.33K
Decreased by -4.52%
Sep 30, 23
12 Polen Capital 7.91M (0.24%) 7.91M
Increased by +100.00%
Sep 30, 23
13 State Farm Mutual Automobile Ins Co 6.76M (0.20%) 0.00
Increased by 0.00%
Sep 30, 23
14 State Street Corporation 6.68M (0.20%) -106.58K
Decreased by -1.60%
Sep 30, 23
15 Everett Harris & Co 6.54M (0.20%) -45.59K
Decreased by -0.70%
Sep 30, 23
16 WCM Investment Management 6.53M (0.20%) -406.41K
Decreased by -6.22%
Sep 30, 23
17 Capital Research & Mgmt Co - Division 3 5.82M (0.18%) -1.13M
Decreased by -19.48%
Sep 30, 23
18 Goldman Sachs Group Inc 4.28M (0.13%) 565.47K
Increased by +13.21%
Sep 30, 23
19 Capital World Investors 3.97M (0.12%) 2.36K
Increased by +0.06%
Sep 30, 23
20 Wells Fargo & Co 3.68M (0.11%) 335.61K
Increased by +9.13%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Harbor Capital Appreciation Instl 5.83M (0.18%) -119.20K
Decreased by -2.05%
Sep 30, 23
2 American Funds Washington Mutual A 3.44M (0.10%) -9.35K
Decreased by -0.27%
Sep 30, 23
3 Capital Group Wash Mutual Invtrs Comp 3.44M (0.10%) -9.35K
Decreased by -0.27%
Sep 30, 23
4 Bridge Builder Large Cap Growth 3.42M (0.10%) 417.94K
Increased by +12.22%
Dec 31, 23
5 Vanguard US Growth Investor 2.54M (0.08%) -171.83K
Decreased by -6.77%
Sep 30, 23
6 Jennison Concentrated LC Growth Equity 2.43M (0.07%) -110.28K
Decreased by -4.54%
Dec 31, 23
7 Loomis Sayles Growth Y 2.37M (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
8 CREF Growth R1 2.20M (0.07%) -218.79K
Decreased by -9.94%
Nov 30, 23
9 Fidelity® Blue Chip Growth 2.17M (0.07%) -47.30K
Decreased by -2.18%
Nov 30, 23
10 T. Rowe Price International Growth Eq 2.10M (0.06%) -45.15K
Decreased by -2.15%
Sep 30, 23
11 T. Rowe Price International Stock 2.10M (0.06%) -45.15K
Decreased by -2.15%
Sep 30, 23
12 Amana Growth Investor 2.00M (0.06%) 0.00
Increased by 0.00%
Dec 31, 23
13 Harbor Capital Appreciation CIT 4 1.97M (0.06%) 105.20K
Increased by +5.34%
Sep 30, 23
14 Fidelity Growth Compy Commingled Pl O 1.78M (0.05%) 23.55K
Increased by +1.32%
Nov 30, 23
15 T. Rowe Price International Gr Eq Tr-D 1.60M (0.05%) -21.18K
Decreased by -1.33%
Sep 30, 23
16 PGIM Jennison Growth A 1.57M (0.05%) -10.21K
Decreased by -0.65%
Nov 30, 23
17 T. Rowe Price Health Sciences 1.57M (0.05%) 1.57M
Increased by +100.00%
Sep 30, 23
18 Polen Growth Institutional 1.55M (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity® Growth Company 1.39M (0.04%) 50.30K
Increased by +3.62%
Nov 30, 23
20 Dynamic Global Dividend Series F 1.28M (0.04%) 0.00
Increased by 0.00%
Sep 30, 23