Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 4.81%
2 ZIG 3.42%
3 XHB 3.28%
4 AMID 3.03%
5 FOVL 2.89%
6 BOUT 2.82%
7 NVQ 2.57%
8 NVQ_old 2.57%
9 MVPA 2.50%
10 PRN 2.34%
11 BMVP 2.29%
12 PWC 2.29%
13 BUL 2.22%
14 SMRI 2.05%
15 FRTY 1.85%
16 VNMC 1.82%
17 NAIL 1.81%
18 GVIP 1.78%
19 ECML 1.74%
20 FLOW 1.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.71M (12.17%) -200.72K
Decreased by -1.46%
Dec 31, 24
2 FMR Inc 10.16M (9.02%) 3.19M
Increased by +31.37%
Sep 30, 24
3 BlackRock Inc 9.98M (8.87%) -1.36M
Decreased by -13.61%
Sep 30, 24
4 State Street Corporation 5.64M (5.01%) -164.91K
Decreased by -2.92%
Mar 31, 24
5 State Street Corp 5.12M (4.55%) -412.57K
Decreased by -8.06%
Sep 30, 24
6 Geode Capital Management, LLC 2.82M (2.51%) -97.68K
Decreased by -3.46%
Sep 30, 24
7 Pacer Advisors, INC. 2.33M (2.07%) 277.02K
Increased by +11.90%
Dec 31, 24
8 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 2.30M (2.05%) 676.13K
Increased by +29.33%
Sep 30, 24
9 Wellington Management Company LLP 2.26M (2.00%) -1.20M
Decreased by -53.24%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 2.24M (1.99%) 77.67K
Increased by +3.47%
Dec 31, 24
11 Amvescap Plc. 2.23M (1.98%) -23.02K
Decreased by -1.03%
Sep 30, 24
12 Boston Partners Global Investors, Inc 1.99M (1.77%) -915.66K
Decreased by -46.07%
Dec 31, 24
13 Diamond Hill Capital Management Inc 1.94M (1.73%) 623.58K
Increased by +32.09%
Dec 31, 24
14 Baillie Gifford & Co Limited. 1.66M (1.48%) 285.46K
Increased by +17.16%
Dec 31, 24
15 JPMorgan Chase & Co 1.59M (1.41%) 151.00K
Increased by +9.52%
Sep 30, 24
16 Massachusetts Financial Services Company 1.58M (1.40%) 120.40K
Increased by +7.63%
Dec 31, 24
17 NORGES BANK 1.40M (1.24%) 124.54K
Increased by +8.90%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 1.39M (1.23%) -1.36M
Decreased by -98.37%
Sep 30, 24
19 Westfield Capital Management Company, LP 1.38M (1.23%) -35.33K
Decreased by -2.56%
Mar 31, 24
20 Ameriprise Financial Inc 1.35M (1.20%) 126.28K
Increased by +9.33%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.61M (3.21%) -55.27K
Decreased by -1.53%
Dec 31, 24
2 Fidelity Advisor Growth Opps M 3.43M (3.05%) 673.80K
Increased by +19.62%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 3.12M (2.77%) -13.12K
Decreased by -0.42%
Dec 31, 24
4 Vanguard Small Cap Index 2.93M (2.60%) -7.41K
Decreased by -0.25%
Dec 31, 24
5 Pacer US Cash Cows 100 ETF 2.30M (2.04%) 522.00
Increased by +0.02%
Jan 31, 25
6 Vanguard Small Cap Value Index Inv 1.95M (1.73%) -40.84K
Decreased by -2.10%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.81M (1.61%) 35.84K
Increased by +1.98%
Nov 30, 23
8 SPDR® S&P 500 ETF Trust 1.45M (1.29%) -3.14K
Decreased by -0.22%
Apr 30, 24
9 Fidelity 500 Index 1.43M (1.27%) -10.39K
Decreased by -0.73%
Dec 31, 24
10 Diamond Hill Large Cap Equity 1.40M (1.25%) 41.52K
Increased by +2.96%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 1.40M (1.25%) -13.87K
Decreased by -0.99%
Jan 31, 25
12 iShares Core S&P 500 ETF 1.35M (1.20%) 1.99K
Increased by +0.15%
Jan 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 1.00M (0.89%) -8.63K
Decreased by -0.86%
Nov 30, 23
14 JHancock Disciplined Value I 940.63K (0.84%) 0.00
Increased by 0.00%
Sep 30, 24
15 American Funds Capital World Gr&Inc A 907.55K (0.81%) 907.55K
Increased by +100.00%
Sep 30, 24
16 Capital Group World Growth & Inc Cmp 907.55K (0.81%) 907.55K
Increased by +100.00%
Sep 30, 24
17 Invesco S&P 500® Equal Weight ETF 878.00K (0.78%) 2.81K
Increased by +0.32%
Jan 31, 25
18 Diamond Hill Large Cap Inv 851.83K (0.76%) 30.09K
Increased by +3.53%
Jan 31, 25
19 Global X US Infrastructure Dev ETF 844.14K (0.75%) 1.22K
Increased by +0.14%
Jan 31, 25
20 American Funds SMALLCAP World A 760.23K (0.68%) 0.00
Increased by 0.00%
Dec 31, 24