Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 4.35%
2 TPMN 2.78%
3 ZIG 2.24%
4 COWS 2.23%
5 RCD 2.19%
6 RSPD 2.19%
7 SPDV 1.50%
8 XRT 1.47%
9 DWSH 1.39%
10 LSEQ 1.39%
11 MPAY 1.31%
12 RETL 1.09%
13 SURE 0.99%
14 PY 0.96%
15 ALTL 0.95%
16 DSMC 0.88%
17 WBIG 0.86%
18 AIEQ 0.86%
19 HIDV 0.85%
20 FXD 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 29.14M (13.53%) 13.36M
Increased by +45.86%
Sep 30, 24
2 Vanguard Group Inc 28.20M (13.09%) 208.04K
Increased by +0.74%
Dec 31, 24
3 JPMorgan Chase & Co 16.47M (7.65%) 2.45M
Increased by +14.88%
Sep 30, 24
4 Third Point, LLC 11.79M (5.47%) -190.00K
Decreased by -1.61%
Sep 30, 24
5 Lone Pine Capital LLC 11.32M (5.25%) 1.55M
Increased by +13.68%
Jun 30, 24
6 T. Rowe Price Investment Management,Inc. 9.81M (4.56%) -13.53K
Decreased by -0.14%
Sep 30, 24
7 State Street Corporation 9.67M (4.49%) -249.22K
Decreased by -2.58%
Mar 31, 24
8 State Street Corp 9.13M (4.24%) -752.90K
Decreased by -8.25%
Sep 30, 24
9 T. Rowe Price Associates, Inc. 8.05M (3.74%) 940.77K
Increased by +11.69%
Sep 30, 24
10 PRIMECAP Management Company 5.34M (2.48%) -83.95K
Decreased by -1.57%
Dec 31, 24
11 Point72 Asset Management, L.P. 5.02M (2.33%) 1.48M
Increased by +29.45%
Sep 30, 24
12 Anomaly Capital Management, LP 4.86M (2.26%) 1.35M
Increased by +27.71%
Dec 31, 24
13 Champlain Investment Partners, LLC 4.68M (2.17%) -130.13K
Decreased by -2.78%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 4.43M (2.05%) -2.39M
Decreased by -53.95%
Sep 30, 24
15 Steadfast Capital Management LLC 4.17M (1.93%) -630.50K
Decreased by -15.14%
Jun 30, 24
16 Amvescap Plc. 4.01M (1.86%) -109.03K
Decreased by -2.72%
Jun 30, 24
17 AllianceBernstein L.P. 3.82M (1.77%) 687.87K
Increased by +18.02%
Sep 30, 24
18 Geode Capital Management, LLC 3.60M (1.67%) -1.74M
Decreased by -48.53%
Sep 30, 24
19 GMT Capital Corp 3.48M (1.62%) -390.90K
Decreased by -11.23%
Dec 31, 24
20 Atreides Management, LP 3.34M (1.55%) -49.55K
Decreased by -1.48%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 14.08M (6.54%) 31.84K
Increased by +0.23%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 6.77M (3.14%) -83.71K
Decreased by -1.24%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 5.85M (2.71%) 43.78K
Increased by +0.75%
Aug 31, 24
4 Vanguard Small Cap Index 5.52M (2.56%) -12.50K
Decreased by -0.23%
Dec 31, 24
5 Invesco S&P 500® Equal Weight ETF 4.63M (2.15%) 2.69K
Increased by +0.06%
Sep 30, 24
6 T. Rowe Price Mid-Cap Growth 4.30M (2.00%) -415.10K
Decreased by -9.65%
Dec 31, 24
7 T. Rowe Price US Mid-Cap Growth Equity 4.30M (2.00%) -435.50K
Decreased by -10.13%
Dec 31, 24
8 T. Rowe Price Mid-Cap Value 4.17M (1.93%) 0.00
Increased by 0.00%
Dec 31, 24
9 T. Rowe Price US Mid-Cap Value Equity 4.17M (1.93%) 251.55K
Increased by +6.04%
Dec 31, 24
10 Vanguard Small Cap Value Index Inv 3.66M (1.70%) -76.36K
Decreased by -2.09%
Dec 31, 24
11 Vanguard Equity-Income Inv 3.49M (1.62%) 393.52K
Increased by +11.26%
Dec 31, 24
12 Vanguard PRIMECAP Inv 3.48M (1.62%) 0.00
Increased by 0.00%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 3.32M (1.54%) -18.97K
Decreased by -0.57%
Dec 31, 24
14 Fidelity 500 Index 2.74M (1.27%) -11.33K
Decreased by -0.41%
Sep 30, 24
15 SPDR® S&P 500 ETF Trust 2.72M (1.26%) 18.76K
Increased by +0.69%
May 30, 24
16 SPDR® S&P 500® ETF Trust 2.71M (1.26%) -2.51K
Decreased by -0.09%
Sep 30, 24
17 Fidelity® 500 Index 2.67M (1.24%) 16.98K
Increased by +0.64%
Nov 30, 23
18 iShares Core S&P 500 ETF 2.45M (1.14%) 133.00
Increased by +0.01%
Aug 30, 24
19 Champlain Mid Cap Fund, LLC 2.33M (1.08%) -2.23M
Decreased by -95.80%
Jun 30, 24
20 Champlain Mid Cap Adv 2.30M (1.07%) -70.00K
Decreased by -3.04%
Mar 31, 24