Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJJ 9.90%
2 MJO 9.90%
3 TINY 4.82%
4 GNOM 4.26%
5 AHOY 4.18%
6 UTRN 4.03%
7 EDOC 3.71%
8 FIW 3.43%
9 BEEZ 3.18%
10 CVRD 2.84%
11 SAMM 2.45%
12 VSDA 2.05%
13 AMID 1.98%
14 KSEA 1.81%
15 HFGIC 1.60%
16 RSPH 1.53%
17 RYH 1.51%
18 HTEC 1.50%
19 INAU 1.41%
20 HAPY 1.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.17M (11.67%) -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 US Total Market Shares ETF 9.23M (3.25%) -40.90K
Decreased by -0.44%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.06M (3.19%) 36.10K
Increased by +0.40%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 7.97M (2.80%) 55.82K
Increased by +0.70%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 6.21M (2.18%) 26.63K
Increased by +0.43%
Feb 28, 25
5 T. Rowe Price US Mid-Cap Growth Equity 3.97M (1.40%) -17.20K
Decreased by -0.43%
Dec 31, 24
6 T. Rowe Price Mid-Cap Growth 3.65M (1.28%) 0.00
Increased by 0.00%
Feb 28, 25
7 Fidelity 500 Index 3.60M (1.27%) 16.02K
Increased by +0.45%
Feb 28, 25
8 SPDR® S&P 500 ETF 3.55M (1.25%) -79.65K
Decreased by -2.24%
Mar 31, 25
9 iShares Core S&P 500 ETF 3.48M (1.23%) 10.08K
Increased by +0.29%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 3.46M (1.22%) 7.83K
Increased by +0.23%
Apr 30, 24
11 SPDR® S&P 500® ETF Trust 3.45M (1.22%) -18.14K
Decreased by -0.53%
Mar 31, 25
12 Fidelity® 500 Index 3.44M (1.21%) 21.91K
Increased by +0.64%
Nov 30, 23
13 Vanguard Health Care Inv 3.43M (1.21%) 2.35K
Increased by +0.07%
Dec 31, 24
14 SPDR® S&P 500® ETF 3.42M (1.20%) -57.46K
Decreased by -1.68%
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 ETF 2.72M (0.96%) -3.55K
Decreased by -0.13%
Mar 29, 25
17 VanEck Morningstar Wide Moat 2.71M (0.96%) -66.56K
Decreased by -2.45%
Mar 31, 25
18 Impax Leaders Strategy Composite 2.53M (0.89%) 198.42K
Increased by +7.83%
Feb 28, 25
19 Vanguard Value Index Inv 2.48M (0.87%) 17.26K
Increased by +0.70%
Feb 28, 25
20 MFS International Intrinsic Value A 2.24M (0.79%) 0.00
Increased by 0.00%
Feb 28, 25