Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 4.92%
2 OCFS 2.08%
3 GVIP 2.08%
4 SOVF 1.79%
5 SSPX 1.60%
6 PRN 1.23%
7 BOUT 1.11%
8 LSAF 1.02%
9 DVLU 1.02%
10 TMSL 0.91%
11 HWAY 0.69%
12 PDP 0.58%
13 AIEQ 0.57%
14 PSC 0.49%
15 FNY 0.46%
16 IQSM 0.46%
17 IWO 0.42%
18 JHSC 0.41%
19 VTWG 0.39%
20 USVM 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.12M (10.53%) 127.04K
Increased by +0.55%
Dec 31, 24
2 Viking Global Investors LP 21.54M (9.81%) -4.17M
Decreased by -19.38%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 15.63M (7.12%) 2.60M
Increased by +16.66%
Dec 31, 24
4 Capital Research Global Investors 10.95M (4.99%) 5.93M
Increased by +54.18%
Dec 31, 24
5 BlackRock Inc 10.11M (4.61%) 135.15K
Increased by +1.34%
Dec 31, 24
6 HHG PLC 10.00M (4.56%) 1.61M
Increased by +16.11%
Dec 31, 24
7 Allspring Global Investments Holdings, LLC 6.54M (2.98%) -356.84K
Decreased by -5.45%
Dec 31, 24
8 Findlay Park Partners LLP 6.36M (2.90%) 661.20K
Increased by +10.40%
Dec 31, 24
9 ADW Capital Management, LLC 5.95M (2.71%) 0.00
Increased by 0.00%
Jun 30, 24
10 Gates Capital Management Inc 5.01M (2.28%) -833.32K
Decreased by -16.62%
Dec 31, 24
11 Durable Capital Partners LP 5.01M (2.28%) 3.34M
Increased by +66.65%
Dec 31, 24
12 State Street Corporation 4.65M (2.12%) 113.13K
Increased by +2.43%
Mar 31, 24
13 Alua Capital Management LP 4.53M (2.06%) -826.17K
Decreased by -18.23%
Sep 30, 24
14 Egerton Capital LLP 4.08M (1.86%) 4.08M
Increased by +100.00%
Mar 31, 24
15 Cooke & Bieler LP 3.93M (1.79%) -91.12K
Decreased by -2.32%
Mar 31, 25
16 State Street Corp 3.91M (1.78%) 183.67K
Increased by +4.70%
Dec 31, 24
17 T. Rowe Price Investment Management,Inc. 3.86M (1.76%) 1.94M
Increased by +50.17%
Dec 31, 24
18 Geode Capital Management, LLC 3.74M (1.70%) 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 (1.59%) 3.49M
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.86M (3.58%) 43.20K
Increased by +0.55%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 7.84M (3.57%) 5.43K
Increased by +0.07%
Sep 30, 24
3 Janus Henderson Enterprise D 6.60M (3.01%) 0.00
Increased by 0.00%
Feb 28, 25
4 Findlay Park American I USD Dist 6.36M (2.90%) 763.20K
Increased by +12.00%
Dec 31, 24
5 Janus Inst Mid Cap Growth CF 6.35M (2.89%) 837.63K
Increased by +13.18%
Dec 31, 24
6 Vanguard Small Cap Index 6.23M (2.84%) -80.07K
Decreased by -1.28%
Mar 31, 25
7 iShares Russell 2000 ETF 4.84M (2.21%) 36.78K
Increased by +0.76%
May 30, 24
8 T. Rowe Price Mid-Cap Value 4.83M (2.20%) -1.19K
Decreased by -0.02%
Mar 31, 25
9 T. Rowe Price US Mid-Cap Value Equity 4.83M (2.20%) 77.10K
Increased by +1.60%
Mar 31, 25
10 Fidelity Small Cap America Sr B 4.82M (2.20%) 0.00
Increased by 0.00%
Jun 30, 23
11 Vanguard Small Cap Value Index Inv 4.04M (1.84%) -117.23K
Decreased by -2.90%
Mar 31, 25
12 Allspring Special Mid Cap Value Inst 3.99M (1.82%) 79.00K
Increased by +1.98%
Mar 31, 25
13 Allspring Special US Mid Cap Value Eq 3.99M (1.82%) 79.00K
Increased by +1.98%
Mar 31, 25
14 Allspring Mid Value SMA 3.91M (1.78%) 3.91M
Increased by +99.99%
Dec 31, 24
15 T. Rowe Price New Horizons 3.82M (1.74%) -51.59K
Decreased by -1.35%
Mar 31, 25
16 US Small-Cap Growth II Equity Comp 3.82M (1.74%) 197.76K
Increased by +5.18%
Mar 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 3.76M (1.71%) 82.88K
Increased by +2.21%
Mar 31, 25
18 T. Rowe Price Integrated US SmCapGrEq 3.04M (1.38%) 1.47M
Increased by +48.46%
Dec 31, 24
19 American Funds Growth Fund of Amer A 2.82M (1.28%) -5.89M
Decreased by -209.11%
Mar 31, 25
20 Capital Group Growth Fnd of Amer Comp 2.82M (1.28%) -5.89M
Decreased by -209.11%
Mar 31, 25