Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 2.92%
2 PBJ 2.49%
3 PEJ 2.38%
4 SWP 2.33%
5 BOUT 2.22%
6 QLTY 2.05%
7 SOVF 1.29%
8 LSEQ 1.27%
9 XMLV 1.09%
10 XMMO 0.97%
11 RWK 0.80%
12 PXMV 0.74%
13 XMVM 0.74%
14 IJJ 0.71%
15 MDYV 0.71%
16 NUSC 0.68%
17 IVOV 0.68%
18 SMDY 0.62%
19 FNY 0.61%
20 RFV 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.06M (9.58%) -367.98K
Decreased by -1.47%
Jun 30, 25
2 Capital Research & Mgmt Co - Division 3 24.07M (9.21%) 482.92K
Increased by +2.01%
Jun 30, 25
3 BlackRock Inc 23.30M (8.91%) -56.86K
Decreased by -0.24%
Jun 30, 25
4 Massachusetts Financial Services Company 18.67M (7.14%) 1.07M
Increased by +5.71%
Jun 30, 25
5 HHG PLC 17.96M (6.87%) 1.44M
Increased by +8.00%
Jun 30, 25
6 Morgan Stanley - Brokerage Accounts 17.80M (6.81%) 92.04K
Increased by +0.52%
Jun 30, 25
7 Farallon Capital Management, L.L.C. 12.90M (4.93%) -3.34M
Decreased by -25.91%
Jun 30, 25
8 Mantle Ridge LP 12.66M (4.84%) 0.00
Increased by 0.00%
Dec 31, 23
9 Fiduciary Management, Inc. of Milwaukee 12.66M (4.84%) -378.37K
Decreased by -2.99%
Jun 30, 25
10 Franklin Resources Inc 8.06M (3.08%) -15.68K
Decreased by -0.19%
Jun 30, 25
11 State Street Corp 7.96M (3.04%) -183.19K
Decreased by -2.30%
Jun 30, 25
12 State Street Corporation 7.76M (2.97%) 536.98K
Increased by +6.92%
Mar 31, 24
13 Barrow Hanley Mewhinney & Strauss LLC 7.25M (2.77%) -3.62M
Decreased by -49.91%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 5.94M (2.27%) 179.61K
Increased by +3.02%
Jun 30, 25
15 Fidelity International Ltd 5.85M (2.24%) -61.92K
Decreased by -1.06%
Jun 30, 25
16 Marshall Wace Asset Management Ltd 5.25M (2.01%) 4.39M
Increased by +83.53%
Sep 30, 23
17 Goldman Sachs Group Inc 4.56M (1.75%) 3.60M
Increased by +78.95%
Sep 30, 23
18 Geode Capital Management, LLC 4.54M (1.74%) -43.84K
Decreased by -0.97%
Jun 30, 25
19 FMR Inc 4.08M (1.56%) -969.10K
Decreased by -23.75%
Jun 30, 25
20 Sarasin & Partners LLP 3.98M (1.52%) 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 (5.50%) 0.00
Increased by 0.00%
Jun 30, 25
2 Janus Henderson Enterprise D 10.08M (3.86%) 0.00
Increased by 0.00%
Jun 30, 25
3 Janus Inst Mid Cap Growth CF 10.08M (3.86%) 921.28K
Increased by +9.14%
Jun 30, 25
4 Eaton Vance Atlanta Capital SMID-Cap I 8.66M (3.31%) 0.00
Increased by 0.00%
Jul 31, 25
5 iShares Core S&P Mid-Cap ETF 8.53M (3.26%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard US Total Market Shares ETF 8.30M (3.18%) 6.25K
Increased by +0.08%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 8.23M (3.15%) -191.66K
Decreased by -2.33%
Jul 31, 25
8 Vanguard Small Cap Index 6.36M (2.43%) -41.41K
Decreased by -0.65%
Jul 31, 25
9 MFS Mid Cap Value Equity 4.26M (1.63%) 156.05K
Increased by +3.66%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 4.09M (1.57%) 6.55K
Increased by +0.16%
Jul 31, 25
11 MFS Mid Cap Value A 3.80M (1.45%) -457.54K
Decreased by -12.03%
Jul 31, 25
12 Templeton Growth A 3.72M (1.42%) 0.00
Increased by 0.00%
Jul 31, 25
13 Templeton Growth Inc A 3.72M (1.42%) 0.00
Increased by 0.00%
Jun 30, 25
14 Templeton Growth (Euro) I(acc)EUR 3.55M (1.36%) 0.00
Increased by 0.00%
Jul 31, 25
15 American Funds IS® Growth 1 3.22M (1.23%) 0.00
Increased by 0.00%
Jun 30, 25
16 Capital Group Growth Composite 3.22M (1.23%) 0.00
Increased by 0.00%
Jun 30, 25
17 FMI Common Stock Investor 3.08M (1.18%) 0.00
Increased by 0.00%
Jun 30, 25
18 Barrow Hanley Global Value Equity 3.00M (1.15%) -1.63M
Decreased by -54.27%
Jun 30, 24
19 American Funds Growth Fund of Amer A 2.91M (1.11%) 0.00
Increased by 0.00%
Jun 30, 25
20 Capital Group Growth Fnd of Amer Comp 2.91M (1.11%) 0.00
Increased by 0.00%
Jun 30, 25