Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJO 9.90%
2 MJJ 9.90%
3 TINY 4.60%
4 AHOY 4.18%
5 UTRN 4.03%
6 BEEZ 3.99%
7 EDOC 3.71%
8 FIW 3.45%
9 CVRD 2.94%
10 SAMM 2.45%
11 GNOM 2.20%
12 VSDA 2.05%
13 AMID 2.04%
14 KSEA 1.79%
15 RSPH 1.62%
16 HFGIC 1.60%
17 HTEC 1.55%
18 RYH 1.51%
19 INAU 1.41%
20 HAPY 1.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.17M (11.72%) -281.15K
Decreased by -0.85%
Dec 31, 24
2 BlackRock Inc 26.41M (9.33%) 125.41K
Increased by +0.47%
Dec 31, 24
3 State Street Corp 12.71M (4.49%) -105.89K
Decreased by -0.83%
Dec 31, 24
4 State Street Corporation 12.68M (4.48%) 41.21K
Increased by +0.33%
Mar 31, 24
5 Massachusetts Financial Services Company 12.44M (4.40%) -3.15M
Decreased by -25.29%
Dec 31, 24
6 Wellington Management Company LLP 9.31M (3.29%) 59.78K
Increased by +0.64%
Dec 31, 24
7 T. Rowe Price Investment Management,Inc. 8.23M (2.91%) -6.73K
Decreased by -0.08%
Dec 31, 24
8 Geode Capital Management, LLC 7.00M (2.47%) 53.99K
Increased by +0.77%
Dec 31, 24
9 Pictet Asset Manangement SA 5.17M (1.83%) -174.80K
Decreased by -3.38%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 4.50M (1.59%) 208.03K
Increased by +4.62%
Dec 31, 24
11 Goldman Sachs Group Inc 4.46M (1.58%) 2.82M
Increased by +63.26%
Dec 31, 23
12 Deutsche Bank AG 4.44M (1.57%) 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 (1.47%) 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 (1.26%) -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 US Total Market Shares ETF 9.23M (3.26%) -40.90K
Decreased by -0.44%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.16M (3.24%) 134.35K
Increased by +1.47%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 8.06M (2.85%) 128.56K
Increased by +1.60%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 6.20M (2.19%) 59.64K
Increased by +0.96%
Apr 30, 25
5 T. Rowe Price Mid-Cap Growth 3.65M (1.29%) -4.40K
Decreased by -0.12%
Mar 31, 25
6 T. Rowe Price US Mid-Cap Growth Equity 3.65M (1.29%) -327.60K
Decreased by -8.99%
Mar 31, 25
7 Fidelity 500 Index 3.58M (1.26%) -19.35K
Decreased by -0.54%
Mar 31, 25
8 SPDR® S&P 500 ETF 3.55M (1.25%) -79.65K
Decreased by -2.24%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 3.46M (1.22%) 7.83K
Increased by +0.23%
Apr 30, 24
10 SPDR® S&P 500® ETF Trust 3.45M (1.22%) -18.14K
Decreased by -0.53%
Mar 31, 25
11 Fidelity® 500 Index 3.44M (1.22%) 21.91K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500® ETF 3.44M (1.21%) -20.66K
Decreased by -0.60%
Apr 30, 25
13 iShares Core S&P 500 ETF 3.38M (1.19%) -3.53K
Decreased by -0.10%
Apr 30, 25
14 Vanguard Health Care Inv 3.15M (1.11%) -274.60K
Decreased by -8.71%
Mar 31, 25
15 Vanguard Growth Index Investor 2.83M (1.00%) 41.25K
Increased by +1.46%
Apr 30, 24
16 VanEck Morningstar Wide Moat 2.71M (0.96%) -66.56K
Decreased by -2.45%
Mar 31, 25
17 VanEck Morningstar Wide Moat ETF 2.59M (0.91%) -2.66K
Decreased by -0.10%
Apr 30, 25
18 Vanguard Value Index Inv 2.51M (0.89%) 3.65K
Increased by +0.15%
Apr 30, 25
19 Impax Leaders Strategy Composite 2.48M (0.88%) -51.82K
Decreased by -2.09%
Mar 31, 25
20 MFS International Intrinsic Value A 2.24M (0.79%) 0.00
Increased by 0.00%
Apr 30, 25