Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 4.25%
2 ZIG 2.90%
3 FOVL 2.89%
4 XHB 2.87%
5 BOUT 2.82%
6 NVQ 2.57%
7 NVQ_old 2.57%
8 PRN 2.34%
9 BMVP 2.29%
10 PWC 2.29%
11 AMID 2.25%
12 BUL 2.22%
13 SMRI 2.05%
14 MVPA 2.00%
15 FRTY 1.85%
16 VNMC 1.82%
17 GVIP 1.78%
18 ECML 1.74%
19 NAIL 1.56%
20 RPG 1.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.36M (12.43%) -343.55K
Decreased by -2.57%
Mar 31, 25
2 FMR Inc 10.72M (9.97%) -174.89K
Decreased by -1.63%
Mar 31, 25
3 BlackRock Inc 9.62M (8.95%) -158.15K
Decreased by -1.64%
Mar 31, 25
4 State Street Corporation 5.64M (5.25%) -164.91K
Decreased by -2.92%
Mar 31, 24
5 State Street Corp 5.00M (4.65%) -123.49K
Decreased by -2.47%
Mar 31, 25
6 Wellington Management Company LLP 3.22M (2.99%) 960.60K
Increased by +29.86%
Mar 31, 25
7 Geode Capital Management, LLC 2.95M (2.75%) 195.42K
Increased by +6.61%
Mar 31, 25
8 Pacer Advisors, INC. 2.33M (2.17%) 277.02K
Increased by +11.90%
Dec 31, 24
9 Diamond Hill Capital Management Inc 2.27M (2.11%) 326.92K
Increased by +14.40%
Mar 31, 25
10 Amvescap Plc. 2.25M (2.10%) 26.31K
Increased by +1.17%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 2.24M (2.09%) 6.45K
Increased by +0.29%
Mar 31, 25
12 ING Investment Management LLC 1.84M (1.71%) 423.89K
Increased by +23.04%
Mar 31, 25
13 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 1.61M (1.50%) -47.90K
Decreased by -2.97%
Mar 31, 25
14 Boston Partners Global Investors, Inc 1.59M (1.48%) -399.27K
Decreased by -25.14%
Mar 31, 25
15 JPMorgan Chase & Co 1.59M (1.48%) 151.00K
Increased by +9.52%
Sep 30, 24
16 Baillie Gifford & Co Limited. 1.56M (1.45%) -102.44K
Decreased by -6.56%
Mar 31, 25
17 Massachusetts Financial Services Company 1.48M (1.38%) -97.19K
Decreased by -6.56%
Mar 31, 25
18 NORGES BANK 1.40M (1.30%) 124.54K
Increased by +8.90%
Dec 31, 24
19 Westfield Capital Management Company, LP 1.38M (1.28%) -35.33K
Decreased by -2.56%
Mar 31, 24
20 Ameriprise Financial Inc 1.35M (1.26%) 126.28K
Increased by +9.33%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Advisor Growth Opps M 4.04M (3.76%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 3.70M (3.44%) -154.58K
Decreased by -4.17%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.65M (3.39%) 57.52K
Increased by +1.58%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 3.25M (3.02%) 51.76K
Increased by +1.59%
Apr 30, 25
5 Vanguard Small Cap Index 2.85M (2.65%) 17.05K
Increased by +0.60%
Apr 30, 25
6 Vanguard Small Cap Value Index Inv 1.84M (1.72%) 5.79K
Increased by +0.31%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.81M (1.68%) 35.84K
Increased by +1.98%
Nov 30, 23
8 Diamond Hill Large Cap Equity 1.64M (1.53%) 82.73K
Increased by +5.04%
Apr 30, 25
9 SPDR® S&P 500 ETF Trust 1.45M (1.35%) -3.14K
Decreased by -0.22%
Apr 30, 24
10 Fidelity 500 Index 1.44M (1.34%) 2.49K
Increased by +0.17%
Mar 31, 25
11 SPDR® S&P 500 ETF 1.43M (1.33%) -21.08K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 1.39M (1.30%) -7.34K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 1.39M (1.29%) -8.36K
Decreased by -0.60%
Apr 30, 25
14 iShares Core S&P 500 ETF 1.36M (1.27%) -1.43K
Decreased by -0.10%
Apr 30, 25
15 Vanguard Windsor Investor Shares 1.15M (1.07%) 742.23K
Increased by +64.82%
Mar 31, 25
16 Invesco S&P 500® Equal Weight ETF 1.09M (1.01%) -3.51K
Decreased by -0.32%
Apr 30, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 1.00M (0.93%) -8.63K
Decreased by -0.86%
Nov 30, 23
18 Diamond Hill Large Cap Inv 981.20K (0.91%) 33.99K
Increased by +3.46%
Apr 30, 25
19 Sands Capital Global Growth Equity 957.38K (0.89%) 957.38K
Increased by +100.00%
Mar 31, 25
20 JHancock Disciplined Value I 940.63K (0.87%) 0.00
Increased by 0.00%
Sep 30, 24