Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PMR 5.01%
2 GLIF 4.93%
3 TOLZ 4.90%
4 ULTY 4.68%
5 TIME 4.07%
6 ERNZ 3.99%
7 SCHY 3.92%
8 INFR 3.84%
9 AIVI 3.57%
10 UPWD 3.48%
11 RSPS 3.29%
12 RHS 3.21%
13 EQRR 2.95%
14 EWQ 2.95%
15 OAIM 2.86%
16 PPIE 2.61%
17 OSEA 2.56%
18 CBLS 2.21%
19 HDEF 2.17%
20 CBSE 2.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.23M (11.57%) 160.85K
Increased by +0.64%
Dec 31, 24
2 BlackRock Inc 19.38M (8.89%) -407.33K
Decreased by -2.10%
Dec 31, 24
3 Pzena Investment Management, LLC 11.77M (5.40%) 1.53M
Increased by +12.99%
Dec 31, 24
4 State Street Corp 10.01M (4.59%) 49.14K
Increased by +0.49%
Dec 31, 24
5 State Street Corporation 9.50M (4.36%) -134.04K
Decreased by -1.41%
Mar 31, 24
6 Capital Research & Mgmt Co - Division 3 9.32M (4.27%) -5.50M
Decreased by -59.02%
Dec 31, 24
7 Geode Capital Management, LLC 5.36M (2.46%) 118.20K
Increased by +2.20%
Dec 31, 24
8 Arnhold & S. Bleichroeder Advisers, LLC 5.27M (2.42%) 5.27M
Increased by +100.00%
Dec 31, 24
9 T. Rowe Price Associates, Inc. 5.01M (2.30%) -15.73M
Decreased by -313.89%
Dec 31, 24
10 Capital World Investors 4.68M (2.15%) -4.37M
Decreased by -93.35%
Dec 31, 24
11 Alpine Investment Management LLC 4.04M (1.85%) 3.99M
Increased by +98.83%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 4.03M (1.85%) 116.01K
Increased by +2.88%
Dec 31, 24
13 Longview Partners (Guernsey) Ltd. 3.57M (1.64%) 5.61K
Increased by +0.16%
Sep 30, 24
14 Longview Partners (Guernsey) Limited 3.46M (1.58%) -119.58K
Decreased by -3.46%
Dec 31, 24
15 Amvescap Plc. 3.38M (1.55%) 821.61K
Increased by +24.30%
Dec 31, 24
16 NORGES BANK 2.66M (1.22%) 177.33K
Increased by +6.67%
Jun 30, 24
17 Two Sigma Investments LLC 2.35M (1.08%) 1.80M
Increased by +76.37%
Dec 31, 24
18 Bank of America Corp 2.21M (1.01%) 606.43K
Increased by +27.46%
Mar 31, 24
19 Macquarie Group Ltd 2.10M (0.96%) -280.49K
Decreased by -13.39%
Mar 31, 24
20 Baupost Group LLC 2.06M (0.95%) -243.00K
Decreased by -11.79%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.93M (3.18%) 27.32K
Increased by +0.39%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 6.10M (2.80%) 37.38K
Increased by +0.61%
Feb 28, 25
3 American Funds American Balanced A 5.77M (2.65%) -650.60K
Decreased by -11.27%
Dec 31, 24
4 American Funds American Mutual A 4.96M (2.27%) 242.10K
Increased by +4.88%
Jun 30, 24
5 Capital Group American Mutual Comp 4.96M (2.27%) 242.10K
Increased by +4.88%
Jun 30, 24
6 Vanguard Mid Cap Index Institutional 4.75M (2.18%) 20.27K
Increased by +0.43%
Feb 28, 25
7 American Funds Washington Mutual A 4.38M (2.01%) -1.68M
Decreased by -38.47%
Dec 31, 24
8 Capital Group Wash Mutual Invtrs Comp 4.38M (2.01%) -1.68M
Decreased by -38.47%
Dec 31, 24
9 First Eagle Global A 4.33M (1.98%) 207.58K
Increased by +4.80%
Feb 28, 25
10 T. Rowe Price U.S. Growth Stock SMA 3.27M (1.50%) 3.27M
Increased by +100.00%
Dec 31, 23
11 American Funds Invmt Co of Amer A 2.97M (1.36%) 112.36K
Increased by +3.78%
Jun 30, 24
12 Capital Group Investment Co of Amer Comp 2.97M (1.36%) 112.36K
Increased by +3.78%
Jun 30, 24
13 Pzena Large Cap Value 2.95M (1.35%) 0.00
Increased by 0.00%
Feb 28, 25
14 American Funds Fundamental Invs A 2.86M (1.31%) -2.00M
Decreased by -69.94%
Sep 30, 24
15 Capital Group Fundamental Invtrs Comp 2.86M (1.31%) -2.00M
Decreased by -69.94%
Sep 30, 24
16 American Funds Capital Income Bldr A 2.85M (1.30%) 135.40K
Increased by +4.76%
Sep 30, 24
17 T. Rowe Price Growth Stock 2.84M (1.30%) 0.00
Increased by 0.00%
Sep 30, 24
18 T. Rowe Price US Growth Stock Composite 2.84M (1.30%) 114.56K
Increased by +4.03%
Sep 30, 24
19 Fidelity 500 Index 2.74M (1.26%) 12.10K
Increased by +0.44%
Jan 31, 25
20 SPDR® S&P 500® ETF Trust 2.71M (1.24%) -20.12K
Decreased by -0.74%
Feb 28, 25