Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OCFS 3.17%
2 SYNB 2.47%
3 VNMC 1.24%
4 SYG 1.22%
5 JHAC 1.12%
6 ILDR 1.03%
7 BLCR 0.99%
8 PINK 0.91%
9 BKWO 0.80%
10 IJJ 0.59%
11 MDYV 0.59%
12 IVOV 0.54%
13 LSEQ 0.54%
14 MDY 0.52%
15 QVMM 0.51%
16 SPMD 0.49%
17 IJH 0.49%
18 IVOO 0.45%
19 TCAF 0.45%
20 MDYG 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 68.42M (10.10%) 3.05M
Increased by +4.46%
Sep 30, 24
2 T. Rowe Price Investment Management,Inc. 67.10M (9.90%) -2.57M
Decreased by -3.83%
Sep 30, 24
3 Vanguard Group Inc 62.76M (9.26%) -1.49M
Decreased by -2.38%
Sep 30, 24
4 BlackRock Inc 44.01M (6.49%) 1.25M
Increased by +2.83%
Jun 30, 24
5 State Street Corp 22.37M (3.30%) 8.21M
Increased by +36.69%
Sep 30, 24
6 Barrow Hanley Mewhinney & Strauss LLC 21.59M (3.19%) -689.69K
Decreased by -3.19%
Sep 30, 24
7 Canada Pension Plan Investment Board 20.92M (3.09%) -2.00M
Decreased by -9.57%
Sep 30, 24
8 T. Rowe Price Associates, Inc. 19.54M (2.88%) -3.76M
Decreased by -19.23%
Dec 31, 23
9 Boston Partners Global Investors, Inc 19.13M (2.82%) -104.57K
Decreased by -0.55%
Sep 30, 24
10 HHG PLC 17.69M (2.61%) 2.72M
Increased by +15.37%
Sep 30, 24
11 New Mountain Capital, L.L.C. 14.00M (2.07%) 0.00
Increased by 0.00%
Sep 30, 24
12 State Street Corporation 13.97M (2.06%) 193.69K
Increased by +1.39%
Mar 31, 24
13 Geode Capital Management, LLC 11.15M (1.65%) 739.67K
Increased by +6.63%
Sep 30, 24
14 Millennium Management LLC 10.18M (1.50%) 2.85M
Increased by +27.95%
Dec 31, 23
15 Amvescap Plc. 9.47M (1.40%) -402.25K
Decreased by -4.25%
Sep 30, 24
16 Artemis Investment Management LLP 9.12M (1.35%) 1.18M
Increased by +12.95%
Mar 31, 24
17 1832 Asset Management L.P 9.05M (1.34%) 520.90K
Increased by +5.76%
Sep 30, 24
18 Wellington Management Company LLP 9.03M (1.33%) -3.55M
Decreased by -39.28%
Sep 30, 23
19 Meritage Group LP 8.90M (1.31%) -2.37M
Decreased by -26.61%
Sep 30, 23
20 NORGES BANK 8.12M (1.20%) 1.26M
Increased by +15.56%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 45.49M (6.71%) 2.93M
Increased by +6.44%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 21.83M (3.22%) 0.00
Increased by 0.00%
Nov 30, 24
3 Vanguard Total Stock Mkt Idx Inv 20.38M (3.01%) -74.47K
Decreased by -0.37%
Oct 31, 24
4 T. Rowe Price US Mid-Cap Growth Equity 19.83M (2.93%) -54.80K
Decreased by -0.28%
Sep 30, 24
5 T. Rowe Price Mid-Cap Growth 19.81M (2.92%) -19.40K
Decreased by -0.10%
Oct 31, 24
6 UBS: Global Equity 15.16M (2.24%) 0.00
Increased by 0.00%
Jun 30, 24
7 Vanguard Mid Cap Index Institutional 13.70M (2.02%) 24.29K
Increased by +0.18%
Oct 31, 24
8 Janus Henderson Enterprise D 12.45M (1.84%) 0.00
Increased by 0.00%
Sep 30, 24
9 Janus Inst Mid Cap Growth CF 12.45M (1.84%) 2.02M
Increased by +16.22%
Sep 30, 24
10 T. Rowe Price Capital Appreciation 12.06M (1.78%) -5.40M
Decreased by -44.79%
Oct 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 10.09M (1.49%) -63.04K
Decreased by -0.63%
Oct 31, 24
12 Parnassus Mid-Cap 6.94M (1.02%) 0.00
Increased by 0.00%
Dec 31, 23
13 RobecoSAM Sustainable Water B EUR 6.86M (1.01%) 240.00K
Increased by +3.50%
Oct 31, 24
14 T. Rowe Price Growth Stock 6.19M (0.91%) -927.96K
Decreased by -15.00%
Dec 31, 23
15 T. Rowe Price U.S. Growth Stock SMA 6.19M (0.91%) 6.19M
Increased by +100.00%
Dec 31, 23
16 T. Rowe Price US Growth Stock Composite 6.19M (0.91%) -927.96K
Decreased by -15.00%
Dec 31, 23
17 JHancock Disciplined Value I 5.74M (0.85%) 0.00
Increased by 0.00%
May 31, 24
18 JNL/T. Rowe Price Capital Appreciation A 5.50M (0.81%) -363.00K
Decreased by -6.60%
Sep 30, 23
19 Vanguard Value Index Inv 5.49M (0.81%) 13.93K
Increased by +0.25%
Oct 31, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 5.35M (0.79%) -78.73K
Decreased by -1.47%
Oct 31, 24