Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 8.82%
2 LCG 7.23%
3 HHH_old 5.56%
4 UTRN 4.14%
5 EBIZ 3.87%
6 LRGG 3.49%
7 BKIV 3.46%
8 FINQ 3.44%
9 EWRE 3.31%
10 RSPR 3.16%
11 TIME 3.10%
12 XLRE 2.96%
13 PCGG 2.84%
14 CZAR 2.83%
15 TOGA 2.74%
16 TOGA_old 2.54%
17 IYR 2.48%
18 DRN 2.22%
19 FREL 2.22%
20 URE 2.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 65.72M (15.79%) -36.93K
Decreased by -0.06%
Dec 31, 24
2 BlackRock Inc 38.12M (9.16%) -770.20K
Decreased by -2.02%
Dec 31, 24
3 BAMCO Inc 19.20M (4.61%) 418.13K
Increased by +2.18%
Dec 31, 24
4 Principal Financial Group Inc 19.01M (4.57%) -179.21K
Decreased by -0.94%
Mar 31, 25
5 State Street Corp 17.03M (4.09%) -27.87K
Decreased by -0.16%
Dec 31, 24
6 State Street Corporation 16.13M (3.87%) 309.88K
Increased by +1.92%
Mar 31, 24
7 Capital Research & Mgmt Co - Division 3 14.03M (3.37%) 4.35M
Increased by +30.97%
Dec 31, 24
8 Geode Capital Management, LLC 11.48M (2.76%) 166.77K
Increased by +1.45%
Dec 31, 24
9 Akre Capital Management, LLC 9.31M (2.24%) 379.79K
Increased by +4.08%
Dec 31, 24
10 Baillie Gifford & Co Limited. 7.91M (1.90%) -887.53K
Decreased by -11.22%
Dec 31, 24
11 Macquarie Group Ltd 7.33M (1.76%) -296.80K
Decreased by -4.05%
Dec 31, 24
12 HHG PLC 6.63M (1.59%) -5.49M
Decreased by -82.80%
Sep 30, 24
13 Massachusetts Financial Services Company 6.62M (1.59%) -474.27K
Decreased by -7.16%
Mar 31, 25
14 Polen Capital 6.50M (1.56%) 6.50M
Increased by +100.00%
Dec 31, 24
15 T. Rowe Price Investment Management,Inc. 6.42M (1.54%) 1.27M
Increased by +19.75%
Dec 31, 24
16 Goldman Sachs Group Inc 6.00M (1.44%) 3.63M
Increased by +60.50%
Dec 31, 23
17 Mackenzie Investments 5.87M (1.41%) 3.06M
Increased by +52.19%
Dec 31, 24
18 Artisan Partners Limited Partnership 5.64M (1.35%) -168.67K
Decreased by -2.99%
Sep 30, 24
19 Bank of New York Mellon Corp 5.55M (1.33%) -442.73K
Decreased by -7.98%
Dec 31, 24
20 NORGES BANK 5.46M (1.31%) 361.61K
Increased by +6.62%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 16.07M (3.86%) 406.03K
Increased by +2.53%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 13.34M (3.20%) 344.52K
Increased by +2.58%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 12.98M (3.12%) 73.31K
Increased by +0.56%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 11.71M (2.81%) 342.57K
Increased by +2.92%
Mar 31, 25
5 Principal Aligned MidCap Equity 10.95M (2.63%) -86.88K
Decreased by -0.79%
Mar 31, 25
6 Principal MidCap R5 10.95M (2.63%) -31.41K
Decreased by -0.29%
Mar 31, 25
7 Vanguard Mid Cap Index Institutional 9.08M (2.18%) -22.00K
Decreased by -0.24%
Mar 31, 25
8 Invesco QQQ Trust 8.36M (2.01%) -8.66K
Decreased by -0.10%
Apr 30, 25
9 Akre Focus Instl 8.34M (2.00%) 0.00
Increased by 0.00%
Jan 31, 25
10 Baron Partners Retail 7.02M (1.69%) -140.00K
Decreased by -1.99%
Mar 31, 25
11 American Funds Growth Fund of Amer A 5.60M (1.35%) -9.36K
Decreased by -0.17%
Mar 31, 25
12 Capital Group Growth Fnd of Amer Comp 5.60M (1.35%) -9.36K
Decreased by -0.17%
Mar 31, 25
13 American Funds AMCAP A 5.37M (1.29%) 380.20K
Increased by +7.08%
Mar 31, 25
14 Capital Group AMCAP Composite 5.37M (1.29%) 380.20K
Increased by +7.08%
Mar 31, 25
15 Janus Concentrated Growth CF 5.34M (1.28%) 247.74K
Increased by +4.64%
Jun 30, 24
16 Janus Henderson Forty S 5.34M (1.28%) 228.17K
Increased by +4.28%
May 31, 24
17 Fidelity 500 Index 5.29M (1.27%) 152.77K
Increased by +2.89%
Mar 31, 25
18 SPDR® S&P 500 ETF 5.24M (1.26%) -76.88K
Decreased by -1.47%
Mar 31, 25
19 MFS Growth B 5.13M (1.23%) -2.95K
Decreased by -0.06%
Sep 30, 24
20 MFS Growth Equity 5.13M (1.23%) -2.95K
Decreased by -0.06%
Sep 30, 24