Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SYNB 5.24%
2 GERM 4.75%
3 UTRN 3.98%
4 BTEC 2.38%
5 RSPH 1.78%
6 HTEC 1.48%
7 SAEF 1.39%
8 RYH 1.38%
9 MEDI 1.04%
10 SZNE 0.91%
11 NIXT 0.69%
12 RFV 0.58%
13 RPV 0.52%
14 FXH 0.50%
15 GVLU 0.48%
16 XT 0.44%
17 PSM 0.44%
18 MIDZ 0.44%
19 SHRT 0.43%
20 RBUS 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.01M (9.85%) 81.75K
Increased by +4.06%
Dec 31, 24
2 Vanguard Group Inc 1.92M (9.40%) 12.17K
Increased by +0.63%
Dec 31, 24
3 Wealthfront Advisers LLC 1.04M (5.11%) 1.04M
Increased by +100.00%
Dec 31, 24
4 Veritas Asset Management LLP 976.83K (4.78%) -109.65K
Decreased by -11.23%
Dec 31, 24
5 Brown Advisory Holdings Inc 955.73K (4.68%) 28.72K
Increased by +3.01%
Sep 30, 23
6 State Street Corporation 873.67K (4.28%) -1.24K
Decreased by -0.14%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 746.12K (3.65%) 91.69K
Increased by +12.29%
Dec 31, 24
8 Van Eck Associates Corporation 723.47K (3.54%) -580.28K
Decreased by -80.21%
Dec 31, 24
9 Arnhold & S. Bleichroeder Advisers, LLC 713.50K (3.49%) 505.00
Increased by +0.07%
Dec 31, 24
10 State Street Corp 690.16K (3.38%) 54.25K
Increased by +7.86%
Dec 31, 24
11 Earnest Partners LLC 618.05K (3.03%) 12.50K
Increased by +2.02%
Dec 31, 24
12 Ariel Investments, LLC 560.52K (2.74%) 181.83K
Increased by +32.44%
Dec 31, 24
13 Amvescap Plc. 548.05K (2.68%) 87.04K
Increased by +15.88%
Jun 30, 24
14 Select Equity Group LP 460.66K (2.26%) -247.79K
Decreased by -53.79%
Dec 31, 24
15 AllianceBernstein L.P. 441.70K (2.16%) 6.95K
Increased by +1.57%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 434.03K (2.13%) -70.65K
Decreased by -16.28%
Jun 30, 24
17 Bank of America Corp 427.29K (2.09%) -44.74K
Decreased by -10.47%
Dec 31, 24
18 UBS Asset Mgmt Americas Inc 388.63K (1.90%) -52.47K
Decreased by -13.50%
Dec 31, 24
19 Ninety One UK Limited 387.31K (1.90%) -33.29K
Decreased by -8.60%
Jun 30, 24
20 Millennium Management LLC 379.08K (1.86%) -204.72K
Decreased by -54.01%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VanEck Morningstar Wide Moat 1.17M (5.74%) -72.48K
Decreased by -6.18%
Dec 31, 24
2 VanEck Morningstar Wide Moat ETF 1.13M (5.51%) -2.15K
Decreased by -0.19%
Feb 28, 25
3 First Eagle Global A 1.01M (4.95%) 485.95K
Increased by +48.05%
Feb 28, 25
4 UBS: Global Equity 695.49K (3.41%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 626.05K (3.07%) 460.00
Increased by +0.07%
Feb 28, 25
6 Vanguard Total Stock Mkt Idx Inv 611.55K (2.99%) 436.00
Increased by +0.07%
Feb 28, 25
7 Vanguard Institutional 500 Index Trust 533.54K (2.61%) 4.24K
Increased by +0.80%
Aug 31, 24
8 Vanguard Small Cap Index 497.41K (2.44%) 399.00
Increased by +0.08%
Feb 28, 25
9 Invesco S&P 500® Equal Weight ETF 381.52K (1.87%) 1.54K
Increased by +0.40%
Jun 28, 24
10 Vanguard Small Cap Value Index Inv 327.72K (1.60%) -1.05K
Decreased by -0.32%
Feb 28, 25
11 Parnassus Value Equity Investor 317.44K (1.55%) 6.70K
Increased by +2.11%
Feb 28, 25
12 Parnassus Value Equity Fund Composite 310.73K (1.52%) 0.00
Increased by 0.00%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 292.30K (1.43%) 404.00
Increased by +0.14%
Feb 28, 25
14 Fidelity 500 Index 251.30K (1.23%) 1.95K
Increased by +0.77%
Aug 31, 24
15 SPDR® S&P 500® ETF Trust 248.74K (1.22%) 2.27K
Increased by +0.91%
Jun 30, 24
16 SPDR® S&P 500 ETF Trust 246.97K (1.21%) 540.00
Increased by +0.22%
Apr 30, 24
17 Fidelity® 500 Index 243.35K (1.19%) 1.55K
Increased by +0.64%
Nov 30, 23
18 EARNEST Partners Smid Cap Core Founders 240.48K (1.18%) -3.30K
Decreased by -1.37%
Feb 28, 25
19 Ariel Fund Investor 233.12K (1.14%) 74.51K
Increased by +31.96%
Dec 31, 24
20 Vanguard Mid Cap Index Institutional 228.90K (1.12%) -464.00
Decreased by -0.20%
Jan 31, 24