Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 4.52%
2 ZIG 3.29%
3 XHB 3.26%
4 FOVL 2.89%
5 BOUT 2.82%
6 AMID 2.72%
7 NVQ_old 2.57%
8 NVQ 2.57%
9 MVPA 2.48%
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 GVIP 1.78%
18 ECML 1.74%
19 NAIL 1.53%
20 RPG 1.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.71M (12.33%) -200.72K
Decreased by -1.46%
Dec 31, 24
2 FMR Inc 10.90M (9.80%) 740.21K
Increased by +6.79%
Dec 31, 24
3 BlackRock Inc 9.78M (8.80%) -200.39K
Decreased by -2.05%
Dec 31, 24
4 State Street Corporation 5.64M (5.08%) -164.91K
Decreased by -2.92%
Mar 31, 24
5 State Street Corp 5.12M (4.61%) 1.04K
Increased by +0.02%
Dec 31, 24
6 Geode Capital Management, LLC 2.76M (2.48%) -63.60K
Decreased by -2.31%
Dec 31, 24
7 Pacer Advisors, INC. 2.33M (2.09%) 277.02K
Increased by +11.90%
Dec 31, 24
8 Wellington Management Company LLP 2.26M (2.03%) -1.20M
Decreased by -53.24%
Dec 31, 24
9 Amvescap Plc. 2.25M (2.03%) 26.31K
Increased by +1.17%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 2.24M (2.01%) 77.67K
Increased by +3.47%
Dec 31, 24
11 Boston Partners Global Investors, Inc 1.99M (1.79%) -915.66K
Decreased by -46.07%
Dec 31, 24
12 Diamond Hill Capital Management Inc 1.94M (1.75%) 623.58K
Increased by +32.09%
Dec 31, 24
13 Baillie Gifford & Co Limited. 1.66M (1.50%) 285.46K
Increased by +17.16%
Dec 31, 24
14 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 1.66M (1.49%) -645.13K
Decreased by -38.87%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 1.61M (1.45%) 221.20K
Increased by +13.75%
Dec 31, 24
16 JPMorgan Chase & Co 1.59M (1.43%) 151.00K
Increased by +9.52%
Sep 30, 24
17 Massachusetts Financial Services Company 1.58M (1.42%) 120.40K
Increased by +7.63%
Dec 31, 24
18 ING Investment Management LLC 1.42M (1.27%) 899.84K
Increased by +63.54%
Dec 31, 24
19 NORGES BANK 1.40M (1.26%) 124.54K
Increased by +8.90%
Dec 31, 24
20 Westfield Capital Management Company, LP 1.38M (1.24%) -35.33K
Decreased by -2.56%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.63M (3.26%) 10.12K
Increased by +0.28%
Feb 28, 25
2 Fidelity Advisor Growth Opps M 3.62M (3.26%) 187.90K
Increased by +5.19%
Jan 31, 25
3 Vanguard Institutional 500 Index Trust 3.19M (2.87%) 22.49K
Increased by +0.70%
Feb 28, 25
4 Vanguard Small Cap Index 2.94M (2.64%) 2.39K
Increased by +0.08%
Feb 28, 25
5 Pacer US Cash Cows 100 ETF 2.30M (2.07%) 3.39K
Increased by +0.15%
Feb 28, 25
6 Vanguard Small Cap Value Index Inv 1.94M (1.74%) -6.80K
Decreased by -0.35%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.81M (1.63%) 35.84K
Increased by +1.98%
Nov 30, 23
8 Diamond Hill Large Cap Equity 1.47M (1.33%) 70.65K
Increased by +4.79%
Feb 28, 25
9 SPDR® S&P 500 ETF Trust 1.45M (1.31%) -3.14K
Decreased by -0.22%
Apr 30, 24
10 Fidelity 500 Index 1.43M (1.29%) 6.33K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 1.42M (1.28%) -10.61K
Decreased by -0.75%
Feb 28, 25
12 iShares Core S&P 500 ETF 1.35M (1.22%) -68.00
Decreased by -0.01%
Feb 28, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 1.00M (0.90%) -8.63K
Decreased by -0.86%
Nov 30, 23
14 JHancock Disciplined Value I 940.63K (0.85%) 0.00
Increased by 0.00%
Sep 30, 24
15 Diamond Hill Large Cap Inv 914.40K (0.82%) 62.57K
Increased by +6.84%
Feb 28, 25
16 American Funds Capital World Gr&Inc A 907.55K (0.82%) 907.55K
Increased by +100.00%
Sep 30, 24
17 Capital Group World Growth & Inc Cmp 907.55K (0.82%) 907.55K
Increased by +100.00%
Sep 30, 24
18 Invesco S&P 500® Equal Weight ETF 886.32K (0.80%) 987.00
Increased by +0.11%
Feb 28, 25
19 American Funds SMALLCAP World A 760.23K (0.68%) 0.00
Increased by 0.00%
Dec 31, 24
20 Allianz Global Artfcl Intlgc W EUR 749.71K (0.67%) 218.74K
Increased by +29.18%
Jan 31, 25