Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 3.31%
2 PBJ 2.49%
3 PEJ 2.38%
4 SWP 2.33%
5 QLTY 2.31%
6 BOUT 1.53%
7 SOVF 1.29%
8 XMVM 1.10%
9 XMLV 1.09%
10 RWK 0.83%
11 IJJ 0.79%
12 MDYV 0.79%
13 IVOV 0.68%
14 RFV 0.65%
15 SMDY 0.62%
16 FNY 0.61%
17 PAMC 0.56%
18 DVAL 0.52%
19 MIDE 0.51%
20 IQSM 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.43M (10.41%) -71.31K
Decreased by -0.28%
Mar 31, 25
2 Capital Research & Mgmt Co - Division 3 23.58M (9.65%) 1.76M
Increased by +7.48%
Mar 31, 25
3 BlackRock Inc 23.36M (9.56%) -685.84K
Decreased by -2.94%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 17.71M (7.25%) 1.27M
Increased by +7.16%
Mar 31, 25
5 Massachusetts Financial Services Company 17.61M (7.21%) 4.01M
Increased by +22.79%
Mar 31, 25
6 HHG PLC 16.53M (6.76%) 257.53K
Increased by +1.56%
Mar 31, 25
7 Farallon Capital Management, L.L.C. 16.24M (6.65%) 4.83M
Increased by +29.75%
Mar 31, 25
8 Fiduciary Management, Inc. of Milwaukee 13.04M (5.34%) 1.58M
Increased by +12.14%
Mar 31, 25
9 Mantle Ridge LP 12.66M (5.18%) 0.00
Increased by 0.00%
Dec 31, 23
10 State Street Corp 8.14M (3.33%) -41.26K
Decreased by -0.51%
Mar 31, 25
11 Franklin Resources Inc 8.08M (3.31%) -433.84K
Decreased by -5.37%
Mar 31, 25
12 State Street Corporation 7.76M (3.17%) 536.98K
Increased by +6.92%
Mar 31, 24
13 Barrow Hanley Mewhinney & Strauss LLC 7.25M (2.97%) -3.62M
Decreased by -49.91%
Dec 31, 24
14 Fidelity International Ltd 5.91M (2.42%) 172.97K
Increased by +2.93%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 5.76M (2.36%) 809.79K
Increased by +14.05%
Mar 31, 25
16 Marshall Wace Asset Management Ltd 5.25M (2.15%) 4.39M
Increased by +83.53%
Sep 30, 23
17 FMR Inc 5.05M (2.07%) -157.03K
Decreased by -3.11%
Mar 31, 25
18 Geode Capital Management, LLC 4.59M (1.88%) 222.86K
Increased by +4.86%
Mar 31, 25
19 Goldman Sachs Group Inc 4.56M (1.87%) 3.60M
Increased by +78.95%
Sep 30, 23
20 Sarasin & Partners LLP 3.98M (1.63%) 259.03K
Increased by +6.50%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 14.37M (5.88%) 0.00
Increased by 0.00%
Mar 31, 25
2 Janus Henderson Enterprise D 9.16M (3.75%) 0.00
Increased by 0.00%
Mar 31, 25
3 Janus Inst Mid Cap Growth CF 9.16M (3.75%) 0.00
Increased by 0.00%
Dec 31, 24
4 Eaton Vance Atlanta Capital SMID-Cap I 8.72M (3.57%) 0.00
Increased by 0.00%
Mar 31, 25
5 iShares Core S&P Mid-Cap ETF 8.58M (3.51%) -27.68K
Decreased by -0.32%
Apr 30, 25
6 Vanguard Total Stock Mkt Idx Inv 8.49M (3.47%) 158.75K
Increased by +1.87%
Apr 30, 25
7 Vanguard US Total Market Shares ETF 8.30M (3.40%) 6.25K
Increased by +0.08%
Sep 30, 24
8 Vanguard Small Cap Index 6.66M (2.72%) 39.68K
Increased by +0.60%
Apr 30, 25
9 Vanguard Small Cap Value Index Inv 4.30M (1.76%) 13.56K
Increased by +0.32%
Apr 30, 25
10 MFS Mid Cap Value A 4.10M (1.68%) 239.62K
Increased by +5.84%
Mar 31, 25
11 MFS Mid Cap Value Equity 4.10M (1.68%) 239.62K
Increased by +5.84%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 4.10M (1.68%) 20.24K
Increased by +0.49%
Apr 30, 25
13 Templeton Growth A 3.72M (1.52%) 0.00
Increased by 0.00%
Apr 30, 25
14 Templeton Growth Inc A 3.72M (1.52%) 0.00
Increased by 0.00%
Mar 31, 25
15 Templeton Growth (Euro) I(acc)EUR 3.55M (1.45%) 0.00
Increased by 0.00%
Apr 30, 25
16 American Funds IS® Growth 1 3.22M (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
17 Capital Group Growth Composite 3.22M (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
18 FMI Common Stock Investor 3.08M (1.26%) 675.00K
Increased by +21.95%
Mar 31, 25
19 Barrow Hanley Global Value Equity 3.00M (1.23%) -1.63M
Decreased by -54.27%
Jun 30, 24
20 American Funds Growth Fund of Amer A 2.91M (1.19%) -4.86K
Decreased by -0.17%
Mar 31, 25