Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 4.34%
2 OCFS 2.08%
3 GVIP 2.08%
4 BOUT 2.08%
5 SOVF 1.48%
6 SSPX 1.38%
7 PRN 1.23%
8 LSAF 1.02%
9 DVLU 1.02%
10 TMSL 0.69%
11 HWAY 0.60%
12 PDP 0.58%
13 AIEQ 0.57%
14 PSC 0.49%
15 FNY 0.46%
16 IWO 0.42%
17 JHSC 0.41%
18 VTWG 0.39%
19 USVM 0.38%
20 IQSM 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.12M (10.48%) 127.04K
Increased by +0.55%
Dec 31, 24
2 Viking Global Investors LP 21.54M (9.76%) -4.17M
Decreased by -19.38%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 15.63M (7.08%) 2.60M
Increased by +16.66%
Dec 31, 24
4 Capital Research Global Investors 10.95M (4.96%) 5.93M
Increased by +54.18%
Dec 31, 24
5 BlackRock Inc 10.11M (4.58%) 135.15K
Increased by +1.34%
Dec 31, 24
6 HHG PLC 10.00M (4.53%) 1.61M
Increased by +16.11%
Dec 31, 24
7 Allspring Global Investments Holdings, LLC 6.54M (2.97%) -356.84K
Decreased by -5.45%
Dec 31, 24
8 Findlay Park Partners LLP 6.36M (2.88%) 661.20K
Increased by +10.40%
Dec 31, 24
9 ADW Capital Management, LLC 5.95M (2.70%) 0.00
Increased by 0.00%
Jun 30, 24
10 Gates Capital Management Inc 5.01M (2.27%) -833.32K
Decreased by -16.62%
Dec 31, 24
11 Durable Capital Partners LP 5.01M (2.27%) 3.34M
Increased by +66.65%
Dec 31, 24
12 State Street Corporation 4.65M (2.11%) 113.13K
Increased by +2.43%
Mar 31, 24
13 Alua Capital Management LP 4.53M (2.05%) -826.17K
Decreased by -18.23%
Sep 30, 24
14 Egerton Capital LLP 4.08M (1.85%) 4.08M
Increased by +100.00%
Mar 31, 24
15 Cooke & Bieler LP 4.02M (1.82%) 132.71K
Increased by +3.30%
Dec 31, 24
16 State Street Corp 3.91M (1.77%) 183.67K
Increased by +4.70%
Dec 31, 24
17 T. Rowe Price Investment Management,Inc. 3.86M (1.75%) 1.94M
Increased by +50.17%
Dec 31, 24
18 Geode Capital Management, LLC 3.74M (1.69%) 9.29K
Increased by +0.25%
Dec 31, 24
19 Blackstone Inc 3.54M (1.61%) 3.54M
Increased by +100.00%
Mar 31, 24
20 Artisan Partners Limited Partnership 3.49M (1.58%) 3.49M
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 8.70M (3.94%) 5.82M
Increased by +66.92%
Dec 31, 24
2 Capital Group Growth Fnd of Amer Comp 8.70M (3.94%) 5.82M
Increased by +66.92%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 7.81M (3.54%) 4.26K
Increased by +0.05%
Feb 28, 25
4 Janus Henderson Enterprise D 6.60M (2.99%) 249.71K
Increased by +3.78%
Jan 31, 25
5 Findlay Park American I USD Dist 6.36M (2.88%) 763.20K
Increased by +12.00%
Dec 31, 24
6 Janus Inst Mid Cap Growth CF 6.35M (2.88%) 837.63K
Increased by +13.18%
Dec 31, 24
7 Vanguard Small Cap Index 6.31M (2.86%) 5.14K
Increased by +0.08%
Feb 28, 25
8 iShares Russell 2000 ETF 4.84M (2.19%) 36.78K
Increased by +0.76%
May 30, 24
9 Fidelity Small Cap America Sr B 4.82M (2.18%) 0.00
Increased by 0.00%
Jun 30, 23
10 T. Rowe Price US Mid-Cap Value Equity 4.75M (2.15%) 465.22K
Increased by +9.79%
Dec 31, 24
11 T. Rowe Price Mid-Cap Value 4.75M (2.15%) -3.51K
Decreased by -0.07%
Jan 31, 25
12 Vanguard Small Cap Value Index Inv 4.16M (1.88%) -14.44K
Decreased by -0.35%
Feb 28, 25
13 Allspring Mid Value SMA 3.91M (1.77%) 3.91M
Increased by +99.99%
Dec 31, 24
14 Allspring Special Mid Cap Value Inst 3.91M (1.77%) 0.00
Increased by 0.00%
Feb 28, 25
15 Allspring Special US Mid Cap Value Eq 3.91M (1.77%) 0.00
Increased by 0.00%
Dec 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 3.67M (1.66%) 9.01K
Increased by +0.25%
Feb 28, 25
17 US Small-Cap Growth II Equity Comp 3.62M (1.64%) 1.38M
Increased by +38.03%
Dec 31, 24
18 T. Rowe Price New Horizons 3.62M (1.64%) -1.04K
Decreased by -0.03%
Jan 31, 25
19 T. Rowe Price Integrated US SmCapGrEq 3.04M (1.38%) 1.47M
Increased by +48.46%
Dec 31, 24
20 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 2.47M (1.12%) 210.75K
Increased by +8.53%
Dec 31, 24