Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PHO 4.35%
2 FIW 3.79%
3 GSFP 3.29%
4 PKB 2.84%
5 SAMT 2.62%
6 FIXT 2.43%
7 FEMA 2.43%
8 VETS 1.90%
9 VTRN 1.78%
10 FTCS 1.77%
11 MPAY 1.58%
12 XMLV 1.18%
13 PXMV 1.16%
14 HWAY 1.14%
15 BKWO 1.08%
16 RNMC 1.07%
17 FSCS 1.07%
18 BECO 1.06%
19 RBLD 1.03%
20 DVOL 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.99M (11.39%) -662.35K
Decreased by -4.42%
Mar 31, 25
2 Vanguard Group Inc 12.72M (9.67%) -79.82K
Decreased by -0.63%
Mar 31, 25
3 PRIMECAP Management Company 10.15M (7.71%) -1.23M
Decreased by -12.15%
Mar 31, 25
4 State Street Corp 5.18M (3.93%) 41.17K
Increased by +0.79%
Mar 31, 25
5 State Street Corporation 5.05M (3.84%) 168.77K
Increased by +3.34%
Mar 31, 24
6 Pictet Asset Manangement SA 4.64M (3.53%) -554.02K
Decreased by -11.93%
Mar 31, 25
7 AllianceBernstein L.P. 3.72M (2.82%) 373.99K
Increased by +10.06%
Dec 31, 24
8 UBS Asset Mgmt Americas Inc 2.58M (1.96%) -95.32K
Decreased by -3.69%
Mar 31, 25
9 Amvescap Plc. 2.46M (1.87%) -522.47K
Decreased by -21.21%
Dec 31, 24
10 Geode Capital Management, LLC 2.37M (1.80%) 93.23K
Increased by +3.94%
Mar 31, 25
11 Barrow Hanley Mewhinney & Strauss LLC 1.97M (1.49%) -240.08K
Decreased by -12.21%
Mar 31, 25
12 Starboard Value LP 1.81M (1.37%) -1.08M
Decreased by -59.70%
Dec 31, 23
13 Findlay Park Partners LLP 1.80M (1.37%) -399.10K
Decreased by -22.16%
Dec 31, 24
14 NORGES BANK 1.78M (1.35%) -24.37K
Decreased by -1.37%
Dec 31, 24
15 Amundi 1.68M (1.28%) 239.61K
Increased by +14.23%
Mar 31, 25
16 Northern Trust Corp 1.66M (1.26%) 580.08K
Increased by +34.84%
Dec 31, 24
17 Bank of America Corp 1.64M (1.25%) 240.23K
Increased by +14.64%
Mar 31, 25
18 JPMorgan Chase & Co 1.54M (1.17%) 440.07K
Increased by +28.64%
Sep 30, 24
19 Impax Asset Management Group PLC 1.50M (1.14%) -33.81K
Decreased by -2.25%
Mar 31, 25
20 Bank of New York Mellon Corp 1.49M (1.13%) -6.15K
Decreased by -0.41%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.30M (3.26%) -13.86K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.26M (3.24%) 59.66K
Increased by +1.40%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 4.26M (3.23%) -61.36K
Decreased by -1.44%
Sep 30, 24
4 Vanguard Capital Opportunity Inv 3.45M (2.62%) -486.79K
Decreased by -14.11%
Mar 31, 25
5 Vanguard Small Cap Index 3.33M (2.53%) 20.22K
Increased by +0.61%
Apr 30, 25
6 Vanguard Small Cap Value Index Inv 2.15M (1.64%) 6.80K
Increased by +0.32%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.06M (1.56%) 9.41K
Increased by +0.46%
Apr 30, 25
8 Pictet-Water I EUR 1.90M (1.45%) -16.32K
Decreased by -0.86%
Jan 31, 25
9 Vanguard PRIMECAP Core Inv 1.86M (1.41%) -153.16K
Decreased by -8.25%
Mar 31, 25
10 Findlay Park American I USD Dist 1.80M (1.37%) -359.90K
Decreased by -19.98%
Dec 31, 24
11 Pictet - Global Envir Opps I USD 1.76M (1.34%) -15.75K
Decreased by -0.89%
Apr 30, 25
12 Pictet Water Segregated Accounts 1.70M (1.29%) 1.70M
Increased by +100.00%
Mar 31, 24
13 First Trust Capital Strength ETF 1.56M (1.18%) 817.00
Increased by +0.05%
Mar 31, 25
14 PRIMECAP Odyssey Stock 1.51M (1.15%) -141.80K
Decreased by -9.38%
Mar 31, 25
15 Impax Water Strategy Composite 1.49M (1.13%) -22.39K
Decreased by -1.50%
Mar 31, 25
16 PRIMECAP Odyssey Aggressive Growth 1.34M (1.02%) -54.41K
Decreased by -4.05%
Mar 31, 25
17 Fidelity® Mid-Cap Stock 1.20M (0.91%) 0.00
Increased by 0.00%
Nov 30, 23
18 PRIMECAP Odyssey Growth 1.08M (0.82%) -91.06K
Decreased by -8.42%
Mar 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 1.05M (0.80%) -11.60K
Decreased by -1.11%
Apr 30, 25
20 Fidelity Mid-Cap Stock 928.52K (0.71%) 0.00
Increased by 0.00%
Mar 31, 25