Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 4.09%
2 GOAU 3.96%
3 PSP 3.07%
4 SGDM 3.06%
5 GINX 2.28%
6 DDIV 2.17%
7 AMID 2.04%
8 KCE 1.73%
9 GOEX 1.65%
10 LIVR 1.29%
11 RING 1.07%
12 PAMC 0.83%
13 GDXJ 0.71%
14 DON 0.68%
15 CCNR 0.67%
16 CDL 0.58%
17 CDC 0.58%
18 USVT 0.54%
19 IQSM 0.51%
20 IVOV 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.01M (9.25%) 2.67M
Increased by +11.11%
Dec 31, 24
2 Vanguard Group Inc 23.16M (8.93%) 180.76K
Increased by +0.78%
Dec 31, 24
3 Capital World Investors 19.78M (7.62%) 50.78K
Increased by +0.26%
Dec 31, 24
4 William Blair Investment Management, LLC 13.25M (5.11%) 1.77M
Increased by +13.38%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 11.34M (4.37%) -1.33M
Decreased by -11.71%
Dec 31, 24
6 State Street Corporation 8.07M (3.11%) 165.81K
Increased by +2.05%
Mar 31, 24
7 State Street Corp 7.79M (3.00%) 169.21K
Increased by +2.17%
Dec 31, 24
8 Boston Partners Global Investors, Inc 7.10M (2.74%) 467.77K
Increased by +6.59%
Dec 31, 24
9 Massachusetts Financial Services Company 6.35M (2.45%) 4.24M
Increased by +66.82%
Dec 31, 24
10 Vulcan Value Partners, LLC 5.33M (2.06%) -1.45M
Decreased by -27.26%
Dec 31, 24
11 Alkeon Capital Management, LLC 5.24M (2.02%) -3.00M
Decreased by -57.12%
Dec 31, 24
12 Goldman Sachs Group Inc 5.19M (2.00%) 4.31M
Increased by +83.00%
Dec 31, 23
13 Ariel Investments, LLC 4.91M (1.89%) -177.66K
Decreased by -3.62%
Dec 31, 24
14 Geode Capital Management, LLC 3.89M (1.50%) 4.92K
Increased by +0.13%
Dec 31, 24
15 JPMorgan Chase & Co 3.84M (1.48%) 1.55M
Increased by +40.50%
Sep 30, 24
16 Legal & General Group PLC 3.36M (1.29%) -274.66K
Decreased by -8.18%
Dec 31, 24
17 NORGES BANK 3.21M (1.24%) -216.41K
Decreased by -6.73%
Dec 31, 23
18 UBS Group AG 3.20M (1.23%) 2.55M
Increased by +79.59%
Dec 31, 24
19 Harris Associates L.P. 3.19M (1.23%) 3.19M
Increased by +100.00%
Dec 31, 24
20 Davis Asset Management, L.P. 3.00M (1.16%) 1.50M
Increased by +50.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 13.61M (5.25%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 7.32M (2.82%) 29.28K
Increased by +0.40%
Feb 28, 25
3 iShares Core S&P Mid-Cap ETF 6.86M (2.64%) 5.15K
Increased by +0.08%
Feb 28, 25
4 Vanguard Small Cap Index 5.94M (2.29%) 4.84K
Increased by +0.08%
Feb 28, 25
5 American Funds Washington Mutual A 5.32M (2.05%) 59.45K
Increased by +1.12%
Dec 31, 24
6 Capital Group Wash Mutual Invtrs Comp 5.32M (2.05%) 59.45K
Increased by +1.12%
Dec 31, 24
7 JHancock Disciplined Value Mid Cap I 5.14M (1.98%) 0.00
Increased by 0.00%
Jan 31, 25
8 Vanguard Small Cap Value Index Inv 3.91M (1.51%) -13.73K
Decreased by -0.35%
Feb 28, 25
9 MFS Mid Cap Growth A 3.21M (1.24%) -20.84K
Decreased by -0.65%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 3.21M (1.24%) 12.74K
Increased by +0.40%
Feb 28, 25
11 MFS Mid Cap Growth Equity 2.97M (1.14%) 1.36M
Increased by +45.93%
Dec 31, 24
12 Vulcan Value Partners Focus 2.69M (1.04%) 372.59K
Increased by +13.86%
Dec 31, 24
13 Ariel Fund Investor 2.18M (0.84%) 0.00
Increased by 0.00%
Dec 31, 24
14 American Funds American Mutual A 2.02M (0.78%) 0.00
Increased by 0.00%
Dec 31, 24
15 Capital Group American Mutual Comp 2.02M (0.78%) 0.00
Increased by 0.00%
Dec 31, 24
16 Vulcan Value Partners Large Cap Value 1.89M (0.73%) -410.79K
Decreased by -21.72%
Sep 30, 24
17 BlackRock Equity Dividend Instl 1.81M (0.70%) 709.73K
Increased by +39.24%
Feb 28, 25
18 MFS Mid Cap Value A 1.80M (0.69%) 0.00
Increased by 0.00%
Feb 28, 25
19 MFS Mid Cap Value Equity 1.80M (0.69%) 1.80M
Increased by +100.00%
Dec 31, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 1.70M (0.66%) 16.23K
Increased by +0.95%
Feb 28, 25