Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJJ 9.90%
2 MJO 9.90%
3 TINY 5.12%
4 GNOM 4.75%
5 AHOY 4.18%
6 UTRN 4.03%
7 FIW 3.78%
8 EDOC 3.71%
9 BEEZ 3.47%
10 CVRD 2.80%
11 SAMM 2.45%
12 AMID 2.13%
13 VSDA 2.05%
14 KSEA 2.00%
15 HTEC 1.61%
16 HFGIC 1.60%
17 RSPH 1.59%
18 RYH 1.51%
19 GDOC 1.42%
20 INAU 1.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.17M (11.67%) -281.15K
Decreased by -0.85%
Dec 31, 24
2 BlackRock Inc 26.41M (9.29%) 125.41K
Increased by +0.47%
Dec 31, 24
3 State Street Corp 12.71M (4.47%) -105.89K
Decreased by -0.83%
Dec 31, 24
4 State Street Corporation 12.68M (4.46%) 41.21K
Increased by +0.33%
Mar 31, 24
5 Massachusetts Financial Services Company 12.44M (4.38%) -3.15M
Decreased by -25.29%
Dec 31, 24
6 Wellington Management Company LLP 9.31M (3.28%) 59.78K
Increased by +0.64%
Dec 31, 24
7 T. Rowe Price Investment Management,Inc. 8.23M (2.90%) -6.73K
Decreased by -0.08%
Dec 31, 24
8 Geode Capital Management, LLC 7.00M (2.46%) 53.99K
Increased by +0.77%
Dec 31, 24
9 Pictet Asset Manangement SA 5.17M (1.82%) -174.80K
Decreased by -3.38%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 4.50M (1.58%) 208.03K
Increased by +4.62%
Dec 31, 24
11 Goldman Sachs Group Inc 4.46M (1.57%) 2.82M
Increased by +63.26%
Dec 31, 23
12 Deutsche Bank AG 4.44M (1.56%) 38.35K
Increased by +0.86%
Dec 31, 24
13 Northern Trust Corp 4.19M (1.48%) 457.71K
Increased by +10.92%
Dec 31, 24
14 Generation Investment Management LLP 4.16M (1.46%) 1.13M
Increased by +27.05%
Dec 31, 24
15 State Farm Mutual Automobile Ins Co 3.83M (1.35%) 0.00
Increased by 0.00%
Dec 31, 24
16 JPMorgan Chase & Co 3.63M (1.28%) -438.53K
Decreased by -12.08%
Sep 30, 24
17 Brown Advisory Holdings Inc 3.56M (1.25%) -39.01K
Decreased by -1.10%
Sep 30, 24
18 NORGES BANK 3.40M (1.20%) 295.46K
Increased by +8.69%
Dec 31, 24
19 Cantillon Capital Management LLC 3.32M (1.17%) 17.63K
Increased by +0.53%
Dec 31, 24
20 Van Eck Associates Corporation 3.24M (1.14%) 258.36K
Increased by +7.99%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.06M (3.19%) 36.10K
Increased by +0.40%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 7.97M (2.80%) 55.82K
Increased by +0.70%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 6.21M (2.18%) 26.63K
Increased by +0.43%
Feb 28, 25
4 T. Rowe Price US Mid-Cap Growth Equity 3.97M (1.40%) -17.20K
Decreased by -0.43%
Dec 31, 24
5 T. Rowe Price Mid-Cap Growth 3.65M (1.28%) -323.20K
Decreased by -8.86%
Jan 31, 25
6 Fidelity 500 Index 3.58M (1.26%) 15.81K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 3.55M (1.25%) -26.36K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 3.46M (1.22%) 7.83K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 3.44M (1.21%) 21.91K
Increased by +0.64%
Nov 30, 23
10 Vanguard Health Care Inv 3.43M (1.21%) 2.35K
Increased by +0.07%
Dec 31, 24
11 iShares Core S&P 500 ETF 3.37M (1.19%) -170.00
Decreased by -0.01%
Feb 28, 25
12 Vanguard Growth Index Investor 2.83M (1.00%) 41.25K
Increased by +1.46%
Apr 30, 24
13 VanEck Morningstar Wide Moat 2.78M (0.98%) 54.71K
Increased by +1.97%
Dec 31, 24
14 VanEck Morningstar Wide Moat ETF 2.67M (0.94%) -5.09K
Decreased by -0.19%
Feb 28, 25
15 Vanguard Value Index Inv 2.48M (0.87%) 17.26K
Increased by +0.70%
Feb 28, 25
16 Impax Leaders Strategy Composite 2.34M (0.82%) -8.25K
Decreased by -0.35%
Jan 31, 25
17 MFS International Intrinsic Value A 2.24M (0.79%) 0.00
Increased by 0.00%
Feb 28, 25
18 Vanguard Mid-Cap Growth ETF 2.16M (0.76%) 17.34K
Increased by +0.80%
Feb 28, 25
19 Health Care Select Sector SPDR® ETF 2.13M (0.75%) -2.77K
Decreased by -0.13%
Apr 30, 24
20 The Health Care Select Sector SPDR® ETF 2.10M (0.74%) 27.58K
Increased by +1.31%
Feb 28, 25