Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCV 1000.00%
2 EUSA 1000.00%
3 IWS 1000.00%
4 IWR 1000.00%
5 IWD 1000.00%
6 URTH 1000.00%
7 IWB 1000.00%
8 IVV 1000.00%
9 IVE 1000.00%
10 IUSV 1000.00%
11 ITOT 1000.00%
12 TOK 1000.00%
13 ISCB 1000.00%
14 ACWI 1000.00%
15 RXI 1000.00%
16 LRGF 1000.00%
17 CRBN 1000.00%
18 JKL 1000.00%
19 JKJ 1000.00%
20 SUSL 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.48M (14.12%) 86.10K
Increased by +0.31%
Jun 30, 24
2 BlackRock Inc 15.78M (8.11%) -408.31K
Decreased by -2.59%
Jun 30, 24
3 Third Point, LLC 11.97M (6.15%) -875.00K
Decreased by -7.31%
Jun 30, 24
4 Lone Pine Capital LLC 11.32M (5.82%) 1.55M
Increased by +13.68%
Jun 30, 24
5 T. Rowe Price Investment Management,Inc. 9.83M (5.05%) -1.98M
Decreased by -20.19%
Jun 30, 24
6 State Street Corporation 9.67M (4.97%) -249.22K
Decreased by -2.58%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 7.11M (3.65%) -25.68K
Decreased by -0.36%
Jun 30, 24
8 JPMorgan Chase & Co 7.07M (3.63%) -469.22K
Decreased by -6.64%
Mar 31, 24
9 PRIMECAP Management Company 5.54M (2.85%) -46.37K
Decreased by -0.84%
Jun 30, 24
10 Geode Capital Management, LLC 5.25M (2.70%) 119.81K
Increased by +2.28%
Mar 31, 24
11 Champlain Investment Partners, LLC 4.68M (2.41%) -130.13K
Decreased by -2.78%
Mar 31, 24
12 Steadfast Capital Management LLC 4.17M (2.14%) -630.50K
Decreased by -15.14%
Jun 30, 24
13 Amvescap Plc. 4.12M (2.12%) 232.61K
Increased by +5.65%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 3.96M (2.03%) -382.99K
Decreased by -9.68%
Mar 31, 24
15 GMT Capital Corp 3.71M (1.90%) 299.00K
Increased by +8.07%
Jun 30, 24
16 Point72 Asset Management, L.P. 3.54M (1.82%) -422.00K
Decreased by -11.93%
Jun 30, 24
17 Atreides Management, LP 3.34M (1.72%) -49.55K
Decreased by -1.48%
Jun 30, 24
18 AllianceBernstein L.P. 3.29M (1.69%) 15.24K
Increased by +0.46%
Mar 31, 24
19 Darsana Capital Partners LP 3.00M (1.54%) 750.00K
Increased by +25.00%
Mar 31, 24
20 Anomaly Capital Management, LP 2.92M (1.50%) 2.92M
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.02M (3.61%) -15.35K
Decreased by -0.22%
Jul 31, 24
2 Vanguard Institutional 500 Index Trust 5.80M (2.98%) 53.27K
Increased by +0.92%
Jul 31, 24
3 Vanguard Small Cap Index 5.65M (2.90%) 23.39K
Increased by +0.41%
Jul 31, 24
4 T. Rowe Price Mid-Cap Growth 4.75M (2.44%) -1.00M
Decreased by -21.07%
Jun 30, 24
5 T. Rowe Price US Mid-Cap Growth Equity 4.75M (2.44%) -1.00M
Decreased by -21.07%
Jun 30, 24
6 Vanguard Small Cap Value Index Inv 3.80M (1.95%) 12.59K
Increased by +0.33%
Jul 31, 24
7 T. Rowe Price Mid-Cap Value 3.57M (1.83%) -9.27K
Decreased by -0.26%
Jun 30, 24
8 T. Rowe Price US Mid-Cap Value Equity 3.57M (1.83%) -9.27K
Decreased by -0.26%
Jun 30, 24
9 Vanguard PRIMECAP Inv 3.48M (1.79%) -4.10K
Decreased by -0.12%
Jun 30, 24
10 Fidelity 500 Index 2.73M (1.41%) -16.43K
Decreased by -0.60%
Jun 30, 24
11 SPDR® S&P 500 ETF Trust 2.72M (1.40%) 18.76K
Increased by +0.69%
May 30, 24
12 SPDR® S&P 500® ETF Trust 2.72M (1.40%) 5.99K
Increased by +0.22%
Aug 29, 24
13 Fidelity® 500 Index 2.67M (1.37%) 16.98K
Increased by +0.64%
Nov 30, 23
14 Invesco S&P 500® Equal Weight ETF 2.64M (1.36%) -3.83K
Decreased by -0.14%
Aug 29, 24
15 iShares Core S&P 500 ETF 2.45M (1.26%) -2.53K
Decreased by -0.10%
Aug 28, 24
16 Champlain Mid Cap Fund, LLC 2.33M (1.20%) -2.23M
Decreased by -95.80%
Jun 30, 24
17 Champlain Mid Cap Adv 2.30M (1.18%) -70.00K
Decreased by -3.04%
Mar 31, 24
18 JPM US Mid Cap Value-Composite 2.30M (1.18%) -267.83K
Decreased by -11.67%
Jun 30, 24
19 JPM US Mid Cap Value-MA 2.30M (1.18%) -267.83K
Decreased by -11.67%
Jun 30, 24
20 JPMorgan Mid Cap Value L 2.30M (1.18%) 0.00
Increased by 0.00%
Jul 31, 24