Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TOLZ 5.42%
2 PMR 5.01%
3 GLIF 4.93%
4 ULTY 4.39%
5 SCHY 4.21%
6 INFR 4.11%
7 ERNZ 3.88%
8 AIVI 3.51%
9 UPWD 3.48%
10 RHS 3.21%
11 RSPS 3.21%
12 AGOX 3.05%
13 TIME 3.00%
14 EWQ 2.95%
15 OAIM 2.92%
16 PPIE 2.85%
17 EQRR 2.70%
18 OSEA 2.68%
19 HDEF 2.29%
20 CBLS 2.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.23M (11.55%) 160.85K
Increased by +0.64%
Dec 31, 24
2 BlackRock Inc 19.38M (8.87%) -407.33K
Decreased by -2.10%
Dec 31, 24
3 Pzena Investment Management, LLC 11.77M (5.39%) 1.53M
Increased by +12.99%
Dec 31, 24
4 State Street Corp 10.01M (4.58%) 49.14K
Increased by +0.49%
Dec 31, 24
5 State Street Corporation 9.50M (4.35%) -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 (2.45%) 118.20K
Increased by +2.20%
Dec 31, 24
8 Arnhold & S. Bleichroeder Advisers, LLC 5.27M (2.41%) 5.27M
Increased by +100.00%
Dec 31, 24
9 T. Rowe Price Associates, Inc. 5.01M (2.29%) -15.73M
Decreased by -313.89%
Dec 31, 24
10 Capital World Investors 4.68M (2.14%) -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 (1.84%) 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 (0.94%) -243.00K
Decreased by -11.79%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.97M (3.19%) 5.32K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.96M (3.19%) 27.55K
Increased by +0.40%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 6.11M (2.80%) 16.86K
Increased by +0.28%
Mar 31, 25
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 4.74M (2.17%) -13.27K
Decreased by -0.28%
Mar 31, 25
7 First Eagle Global A 4.41M (2.02%) 79.77K
Increased by +1.81%
Mar 31, 25
8 American Funds Washington Mutual A 4.37M (2.00%) -8.74K
Decreased by -0.20%
Mar 31, 25
9 Capital Group Wash Mutual Invtrs Comp 4.37M (2.00%) -8.74K
Decreased by -0.20%
Mar 31, 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%
Mar 31, 25
14 Vanguard Windsor Investor Shares 2.95M (1.35%) 392.01K
Increased by +13.29%
Mar 31, 25
15 American Funds Fundamental Invs A 2.86M (1.31%) -2.00M
Decreased by -69.94%
Sep 30, 24
16 Capital Group Fundamental Invtrs Comp 2.86M (1.31%) -2.00M
Decreased by -69.94%
Sep 30, 24
17 American Funds Capital Income Bldr A 2.85M (1.30%) 135.40K
Increased by +4.76%
Sep 30, 24
18 T. Rowe Price Growth Stock 2.84M (1.30%) 0.00
Increased by 0.00%
Sep 30, 24
19 T. Rowe Price US Growth Stock Composite 2.84M (1.30%) 114.56K
Increased by +4.03%
Sep 30, 24
20 Fidelity 500 Index 2.76M (1.26%) 4.90K
Increased by +0.18%
Mar 31, 25