Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZSB 0.81%
2 DMAT 0.30%
3 EBIT 0.25%
4 PRFZ 0.19%
5 JPSE 0.16%
6 FYX 0.13%
7 RNSC 0.10%
8 FYT 0.08%
9 FNDA 0.06%
10 CCSO 0.05%
11 GSSC 0.03%
12 PSC 0.02%
13 RFLR 0.02%
14 VTWG 0.02%
15 IWO 0.02%
16 RSSL 0.02%
17 FAB 0.02%
18 BBSC 0.02%
19 UWM 0.01%
20 URTY 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 35.85M (20.02%) -2.38M
Decreased by -6.65%
Dec 31, 24
2 Grantham, Mayo, Van Otterloo & Co., LLC 17.93M (10.01%) -2.58M
Decreased by -14.41%
Dec 31, 24
3 BlackRock Inc 17.57M (9.81%) -688.59K
Decreased by -3.92%
Dec 31, 24
4 Vanguard Group Inc 12.63M (7.06%) -1.73K
Decreased by -0.01%
Dec 31, 24
5 Yacktman Asset Management Co 10.64M (5.94%) -1.15M
Decreased by -10.83%
Dec 31, 24
6 Ameriprise Financial Inc 5.98M (3.34%) 1.18M
Increased by +19.76%
Dec 31, 24
7 State Street Corp 5.23M (2.92%) 208.58K
Increased by +3.98%
Dec 31, 24
8 Geode Capital Management, LLC 5.10M (2.85%) 48.04K
Increased by +0.94%
Dec 31, 24
9 Franklin Resources Inc 4.67M (2.61%) 136.64K
Increased by +2.92%
Dec 31, 24
10 William Blair Investment Management, LLC 4.46M (2.49%) 93.72K
Increased by +2.10%
Dec 31, 24
11 New York State Common Retirement Fund 4.42M (2.47%) 4.13M
Increased by +93.44%
Dec 31, 23
12 State Street Corporation 4.40M (2.46%) 107.43K
Increased by +2.44%
Mar 31, 24
13 Charles Schwab Investment Management Inc 3.44M (1.92%) -1.63M
Decreased by -47.45%
Dec 31, 24
14 Hotchkis & Wiley Capital Management LLC 3.38M (1.89%) 1.28M
Increased by +37.88%
Dec 31, 23
15 Mackenzie Investments 3.30M (1.84%) -875.00K
Decreased by -26.51%
Sep 30, 23
16 Goldman Sachs Group Inc 3.16M (1.76%) 2.37M
Increased by +75.00%
Dec 31, 24
17 Deutsche Bank AG 2.91M (1.63%) 2.81M
Increased by +96.66%
Mar 31, 24
18 Amvescap Plc. 2.75M (1.54%) 42.27K
Increased by +1.54%
Dec 31, 24
19 Spears Abacus Advisors LLC 2.75M (1.53%) 2.69M
Increased by +97.82%
Jun 30, 24
20 Brookfield Corp 2.28M (1.27%) -8.84M
Decreased by -387.75%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 18.29M (10.22%) -19.04K
Decreased by -0.10%
Oct 31, 23
2 Fidelity Low-Priced Stock 15.87M (8.86%) -1.83M
Decreased by -11.55%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 7.14M (3.99%) 0.00
Increased by 0.00%
Feb 28, 25
4 AMG Yacktman I 7.00M (3.91%) 0.00
Increased by 0.00%
Dec 31, 24
5 iShares Russell 2000 ETF 6.76M (3.78%) -79.50K
Decreased by -1.18%
Feb 28, 25
6 Schwab Fundamental US Small Company ETF 5.31M (2.97%) 0.00
Increased by 0.00%
Apr 30, 24
7 Fidelity® Value 4.84M (2.70%) 0.00
Increased by 0.00%
Nov 30, 23
8 GMO Climate Change Composite 4.83M (2.70%) -592.40K
Decreased by -12.27%
Dec 31, 24
9 GMO Climate Change III 4.83M (2.70%) -433.00K
Decreased by -8.97%
Dec 31, 24
10 GMO Climate Change Investment A GBP Acc 4.69M (2.62%) 0.00
Increased by 0.00%
Sep 30, 24
11 Fidelity Global Value Growth Eq MF 4.57M (2.55%) 0.00
Increased by 0.00%
Feb 20, 24
12 Fidelity Value 4.30M (2.40%) 0.00
Increased by 0.00%
Jan 31, 25
13 GMO Resources Composite 4.29M (2.40%) -458.30K
Decreased by -10.68%
Dec 31, 24
14 GMO Resources III 4.29M (2.40%) -458.30K
Decreased by -10.68%
Dec 31, 24
15 Vanguard Small Cap Value Index Inv 3.38M (1.89%) -14.02K
Decreased by -0.41%
Jan 31, 24
16 GMO Climate Change Trsn Invm A GBP Acc 3.30M (1.84%) -543.10K
Decreased by -16.48%
Dec 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 3.06M (1.71%) 1.41K
Increased by +0.05%
Feb 28, 25
18 Fidelity LowPriced Stock Commingled Pl A 2.99M (1.67%) -364.29K
Decreased by -12.20%
Dec 31, 24
19 Mackenzie Grnchp Glbl Envr All Cap F5 2.95M (1.65%) 0.00
Increased by 0.00%
Oct 31, 23
20 Schwab Fundamental U.S. Small CompanyETF 2.85M (1.59%) -462.00
Decreased by -0.02%
Nov 30, 24