Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 3.88%
2 ZIG 3.44%
3 TPMN 2.78%
4 COWS 2.23%
5 RSPD 2.19%
6 RCD 2.19%
7 SPDV 1.50%
8 DWSH 1.39%
9 XRT 1.35%
10 MPAY 1.31%
11 LSEQ 1.15%
12 SURE 0.99%
13 ALTL 0.95%
14 RETL 0.87%
15 WBIG 0.86%
16 AIEQ 0.86%
17 HIDV 0.85%
18 FXD 0.79%
19 PY 0.77%
20 LSAF 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.20M (13.26%) 208.04K
Increased by +0.74%
Dec 31, 24
2 BlackRock Inc 27.99M (13.16%) -1.16M
Decreased by -4.13%
Dec 31, 24
3 Third Point, LLC 11.79M (5.54%) -190.00K
Decreased by -1.61%
Sep 30, 24
4 Lone Pine Capital LLC 11.32M (5.32%) 1.55M
Increased by +13.68%
Jun 30, 24
5 T. Rowe Price Investment Management,Inc. 10.24M (4.81%) 422.97K
Increased by +4.13%
Dec 31, 24
6 State Street Corporation 9.67M (4.55%) -249.22K
Decreased by -2.58%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 8.49M (3.99%) 445.89K
Increased by +5.25%
Dec 31, 24
8 State Street Corp 7.75M (3.64%) -1.38M
Decreased by -17.79%
Dec 31, 24
9 JPMorgan Chase & Co 6.99M (3.29%) -9.48M
Decreased by -135.70%
Dec 31, 24
10 PRIMECAP Management Company 5.34M (2.51%) -83.95K
Decreased by -1.57%
Dec 31, 24
11 AllianceBernstein L.P. 5.18M (2.44%) 1.36M
Increased by +26.27%
Dec 31, 24
12 Anomaly Capital Management, LP 4.86M (2.29%) 1.35M
Increased by +27.71%
Dec 31, 24
13 Champlain Investment Partners, LLC 4.68M (2.20%) -130.13K
Decreased by -2.78%
Mar 31, 24
14 Steadfast Capital Management LLC 4.17M (1.96%) -630.50K
Decreased by -15.14%
Jun 30, 24
15 Amvescap Plc. 4.01M (1.89%) -109.03K
Decreased by -2.72%
Jun 30, 24
16 Morgan Stanley - Brokerage Accounts 3.90M (1.83%) -526.03K
Decreased by -13.49%
Dec 31, 24
17 Arrowstreet Capital Limited Partnership 3.88M (1.83%) 1.72M
Increased by +44.18%
Dec 31, 24
18 Point72 Asset Management, L.P. 3.87M (1.82%) -1.14M
Decreased by -29.48%
Dec 31, 24
19 Geode Capital Management, LLC 3.59M (1.69%) -3.84K
Decreased by -0.11%
Dec 31, 24
20 GMT Capital Corp 3.48M (1.64%) -390.90K
Decreased by -11.23%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.97M (6.57%) -2.92K
Decreased by -0.02%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 7.07M (3.33%) 12.39K
Increased by +0.18%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 6.83M (3.21%) 31.15K
Increased by +0.46%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 5.85M (2.75%) 43.78K
Increased by +0.75%
Aug 31, 24
5 Vanguard Small Cap Index 5.53M (2.60%) 4.54K
Increased by +0.08%
Feb 28, 25
6 Invesco S&P 500® Equal Weight ETF 4.63M (2.18%) 2.69K
Increased by +0.06%
Sep 30, 24
7 T. Rowe Price US Mid-Cap Growth Equity 4.30M (2.02%) -435.50K
Decreased by -10.13%
Dec 31, 24
8 T. Rowe Price Mid-Cap Growth 4.30M (2.02%) 0.00
Increased by 0.00%
Feb 28, 25
9 T. Rowe Price US Mid-Cap Value Equity 4.17M (1.96%) 251.55K
Increased by +6.04%
Dec 31, 24
10 T. Rowe Price Mid-Cap Value 4.16M (1.96%) 0.00
Increased by 0.00%
Feb 28, 25
11 Vanguard Small Cap Value Index Inv 3.64M (1.71%) -12.83K
Decreased by -0.35%
Feb 28, 25
12 Vanguard Equity-Income Inv 3.49M (1.64%) 393.52K
Increased by +11.26%
Dec 31, 24
13 Vanguard PRIMECAP Inv 3.48M (1.64%) 0.00
Increased by 0.00%
Dec 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 3.33M (1.57%) 10.64K
Increased by +0.32%
Feb 28, 25
15 Fidelity 500 Index 2.74M (1.29%) -11.33K
Decreased by -0.41%
Sep 30, 24
16 SPDR® S&P 500 ETF Trust 2.72M (1.28%) 18.76K
Increased by +0.69%
May 30, 24
17 SPDR® S&P 500® ETF Trust 2.71M (1.28%) -2.51K
Decreased by -0.09%
Sep 30, 24
18 Fidelity® 500 Index 2.67M (1.25%) 16.98K
Increased by +0.64%
Nov 30, 23
19 iShares Core S&P 500 ETF 2.45M (1.15%) 133.00
Increased by +0.01%
Aug 30, 24
20 Champlain Mid Cap Fund, LLC 2.33M (1.10%) -2.23M
Decreased by -95.80%
Jun 30, 24