Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 3.39%
2 PBJ 2.49%
3 PEJ 2.38%
4 BOUT 2.37%
5 SWP 2.33%
6 QLTY 2.31%
7 SOVF 1.29%
8 XMLV 0.98%
9 XMVM 0.94%
10 RWK 0.81%
11 MDYV 0.69%
12 IJJ 0.67%
13 IVOV 0.67%
14 RFV 0.62%
15 SMDY 0.62%
16 FNY 0.61%
17 PAMC 0.56%
18 DVAL 0.52%
19 IQSM 0.51%
20 MIDE 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.50M (10.19%) 178.15K
Increased by +0.70%
Dec 31, 24
2 BlackRock Inc 24.04M (9.61%) 1.44M
Increased by +5.99%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 21.82M (8.72%) -299.16K
Decreased by -1.37%
Dec 31, 24
4 Massachusetts Financial Services Company 17.61M (7.04%) 4.01M
Increased by +22.79%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 16.44M (6.57%) 1.09M
Increased by +6.62%
Dec 31, 24
6 HHG PLC 16.27M (6.50%) 554.24K
Increased by +3.41%
Dec 31, 24
7 Mantle Ridge LP 12.66M (5.06%) 0.00
Increased by 0.00%
Dec 31, 23
8 Fiduciary Management, Inc. of Milwaukee 11.45M (4.58%) 860.18K
Increased by +7.51%
Dec 31, 24
9 Farallon Capital Management, L.L.C. 11.41M (4.56%) -226.60K
Decreased by -1.99%
Dec 31, 24
10 Franklin Resources Inc 8.51M (3.40%) 1.94M
Increased by +22.80%
Dec 31, 24
11 State Street Corp 8.18M (3.27%) 313.51K
Increased by +3.83%
Dec 31, 24
12 State Street Corporation 7.76M (3.10%) 536.98K
Increased by +6.92%
Mar 31, 24
13 Barrow Hanley Mewhinney & Strauss LLC 7.25M (2.90%) -3.62M
Decreased by -49.91%
Dec 31, 24
14 Fidelity International Ltd 5.74M (2.29%) 31.40K
Increased by +0.55%
Dec 31, 24
15 Marshall Wace Asset Management Ltd 5.25M (2.10%) 4.39M
Increased by +83.53%
Sep 30, 23
16 FMR Inc 5.21M (2.08%) -1.44M
Decreased by -27.74%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 4.95M (1.98%) 19.20K
Increased by +0.39%
Dec 31, 24
18 Goldman Sachs Group Inc 4.56M (1.82%) 3.60M
Increased by +78.95%
Sep 30, 23
19 Geode Capital Management, LLC 4.36M (1.74%) -420.00
Decreased by -0.01%
Dec 31, 24
20 T. Rowe Price Associates, Inc. 4.10M (1.64%) -860.32K
Decreased by -20.96%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 14.37M (5.75%) 0.00
Increased by 0.00%
Mar 31, 25
2 Janus Henderson Enterprise D 9.16M (3.66%) 0.00
Increased by 0.00%
Feb 28, 25
3 Janus Inst Mid Cap Growth CF 9.16M (3.66%) 0.00
Increased by 0.00%
Dec 31, 24
4 Eaton Vance Atlanta Capital SMID-Cap I 8.72M (3.49%) 0.00
Increased by 0.00%
Feb 28, 25
5 iShares Core S&P Mid-Cap ETF 8.58M (3.43%) -27.68K
Decreased by -0.32%
Apr 30, 25
6 Vanguard Total Stock Mkt Idx Inv 8.33M (3.33%) 24.50K
Increased by +0.29%
Mar 31, 25
7 Vanguard US Total Market Shares ETF 8.30M (3.32%) 6.25K
Increased by +0.08%
Sep 30, 24
8 Vanguard Small Cap Index 6.62M (2.65%) -123.06K
Decreased by -1.86%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 4.29M (1.71%) -149.16K
Decreased by -3.48%
Mar 31, 25
10 MFS Mid Cap Value A 4.10M (1.64%) 239.62K
Increased by +5.84%
Mar 31, 25
11 MFS Mid Cap Value Equity 4.10M (1.64%) 239.62K
Increased by +5.84%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 4.08M (1.63%) 76.25K
Increased by +1.87%
Mar 31, 25
13 Templeton Growth A 3.72M (1.49%) 0.00
Increased by 0.00%
Dec 31, 24
14 Templeton Growth Inc A 3.72M (1.49%) 0.00
Increased by 0.00%
Mar 31, 25
15 Templeton Growth (Euro) I(acc)EUR 3.55M (1.42%) 0.00
Increased by 0.00%
Mar 31, 25
16 American Funds IS® Growth 1 3.22M (1.29%) 0.00
Increased by 0.00%
Mar 31, 25
17 Capital Group Growth Composite 3.22M (1.29%) 0.00
Increased by 0.00%
Mar 31, 25
18 Barrow Hanley Global Value Equity 3.00M (1.20%) -1.63M
Decreased by -54.27%
Jun 30, 24
19 American Funds Growth Fund of Amer A 2.91M (1.16%) -4.86K
Decreased by -0.17%
Mar 31, 25
20 Capital Group Growth Fnd of Amer Comp 2.91M (1.16%) -4.86K
Decreased by -0.17%
Mar 31, 25