Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 5.06%
2 MVPA 4.55%
3 XHB 3.56%
4 ZIG 3.51%
5 FOVL 2.89%
6 BOUT 2.82%
7 NVQ 2.57%
8 NVQ_old 2.57%
9 ITB 2.35%
10 PRN 2.34%
11 BMVP 2.29%
12 PWC 2.29%
13 BUL 2.22%
14 AMID 2.20%
15 SMRI 2.05%
16 NAIL 1.87%
17 FRTY 1.85%
18 VNMC 1.82%
19 GVIP 1.78%
20 ECML 1.74%

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 ING Investment Management LLC 3.68M (3.42%) 2.26M
Increased by +61.52%
Mar 31, 25
7 Wellington Management Company LLP 3.22M (2.99%) 960.60K
Increased by +29.86%
Mar 31, 25
8 Geode Capital Management, LLC 2.95M (2.75%) 195.42K
Increased by +6.61%
Mar 31, 25
9 Amvescap Plc. 2.52M (2.34%) 265.87K
Increased by +10.55%
Mar 31, 25
10 Pacer Advisors, INC. 2.33M (2.16%) 277.02K
Increased by +11.90%
Dec 31, 24
11 Diamond Hill Capital Management Inc 2.27M (2.11%) 326.92K
Increased by +14.40%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 2.24M (2.09%) 6.45K
Increased by +0.29%
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 3.92M (3.65%) 136.40K
Increased by +3.48%
May 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%) 2.27K
Increased by +0.06%
May 31, 25
4 Vanguard Institutional 500 Index Trust 3.27M (3.04%) 20.53K
Increased by +0.63%
May 31, 25
5 Vanguard Small Cap Index 2.87M (2.67%) 13.40K
Increased by +0.47%
May 31, 25
6 Vanguard Small Cap Value Index Inv 1.84M (1.71%) -1.54K
Decreased by -0.08%
May 31, 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 1.75M (1.62%) -10.81K
Decreased by -0.62%
Jun 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 1.45M (1.35%) 6.11K
Increased by +0.42%
May 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 1.33M (1.24%) -4.68K
Decreased by -0.35%
Jun 30, 25
14 iShares Core S&P 500 ETF 1.31M (1.22%) 2.08K
Increased by +0.16%
Jun 30, 25
15 Invesco S&P 500® Equal Weight ETF 1.25M (1.16%) 14.54K
Increased by +1.16%
Jun 30, 25
16 Vanguard Windsor Investor Shares 1.15M (1.06%) 742.23K
Increased by +64.82%
Mar 31, 25
17 Diamond Hill Large Cap Inv 1.06M (0.98%) 0.00
Increased by 0.00%
Jun 30, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 1.00M (0.93%) -8.63K
Decreased by -0.86%
Nov 30, 23
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