Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDFF 4.94%
2 KMID 4.14%
3 UTRN 3.96%
4 FINQ 3.24%
5 JGRW 2.84%
6 OAKM 2.74%
7 HVAL 2.38%
8 WBIL 1.71%
9 MID 1.67%
10 NVIR 1.62%
11 LEND 1.33%
12 RGI 1.31%
13 RSPN 1.31%
14 VNMC 1.13%
15 VOT 0.91%
16 KLDW 0.82%
17 CHGX 0.82%
18 XLI 0.74%
19 ALTL 0.71%
20 SPHB 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.71M (11.90%) 318.83K
Increased by +2.17%
Mar 31, 25
2 Capital Research & Mgmt Co - Division 3 10.07M (8.15%) 1.14M
Increased by +11.31%
Mar 31, 25
3 BlackRock Inc 8.89M (7.19%) 341.06K
Increased by +3.84%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 7.04M (5.70%) 2.01M
Increased by +28.56%
Mar 31, 25
5 State Street Corp 4.90M (3.97%) -4.54K
Decreased by -0.09%
Mar 31, 25
6 State Street Corporation 4.72M (3.82%) 36.98K
Increased by +0.78%
Mar 31, 24
7 Harris Associates L.P. 4.57M (3.70%) 987.77K
Increased by +21.61%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 3.73M (3.02%) 474.81K
Increased by +12.71%
Mar 31, 25
9 Massachusetts Financial Services Company 3.52M (2.85%) -225.60K
Decreased by -6.41%
Mar 31, 25
10 Kayne Anderson Rudnick Investment Management LLC 3.12M (2.52%) -5.83K
Decreased by -0.19%
Mar 31, 25
11 Geode Capital Management, LLC 3.07M (2.48%) 109.93K
Increased by +3.58%
Mar 31, 25
12 FMR Inc 2.96M (2.40%) -154.08K
Decreased by -5.20%
Mar 31, 25
13 Generation Investment Management LLP 2.80M (2.27%) 1.09M
Increased by +38.82%
Mar 31, 25
14 Parnassus Investments, LLC 2.09M (1.69%) 1.97M
Increased by +94.57%
Dec 31, 23
15 Amvescap Plc. 2.02M (1.63%) -244.45K
Decreased by -12.12%
Dec 31, 24
16 T. Rowe Price Investment Management,Inc. 1.98M (1.60%) -592.53K
Decreased by -29.98%
Mar 31, 25
17 Parnassus Investments LLC 1.84M (1.49%) -111.80K
Decreased by -6.09%
Mar 31, 25
18 Cantillon Capital Management LLC 1.78M (1.44%) -55.03K
Decreased by -3.09%
Mar 31, 25
19 Lazard Asset Management LLC 1.59M (1.28%) 640.56K
Increased by +40.37%
Mar 31, 25
20 Van Eck Associates Corporation 1.56M (1.26%) -57.94K
Decreased by -3.72%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.98M (3.22%) 54.73K
Increased by +1.38%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 3.92M (3.18%) 19.40K
Increased by +0.49%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 3.50M (2.83%) 55.56K
Increased by +1.59%
Apr 30, 25
4 MFS Large Cap Value (SMA) 2.89M (2.34%) 2.89M
Increased by +100.00%
Jun 30, 23
5 Vanguard Mid Cap Index Institutional 2.70M (2.18%) 25.93K
Increased by +0.96%
Apr 30, 25
6 American Funds Washington Mutual A 2.40M (1.94%) 1.07M
Increased by +44.61%
Mar 31, 25
7 Capital Group Wash Mutual Invtrs Comp 2.40M (1.94%) 1.07M
Increased by +44.61%
Mar 31, 25
8 MFS Large Cap Value Equity 2.28M (1.84%) -78.59K
Decreased by -3.45%
Mar 31, 25
9 MFS Value A 2.24M (1.81%) -36.55K
Decreased by -1.63%
Apr 30, 25
10 T. Rowe Price Capital Appreciation 2.12M (1.72%) 232.00K
Increased by +10.94%
Sep 30, 23
11 MS INVF Global Brands A 1.87M (1.51%) -36.66K
Decreased by -1.96%
Jun 30, 24
12 Morgan Stanley Glbl Franchise 1.87M (1.51%) 6.07K
Increased by +0.32%
Jun 30, 24
13 MS INVF Global Brands A USD 1.86M (1.51%) -26.77K
Decreased by -1.44%
Mar 31, 24
14 Oakmark Investor 1.71M (1.38%) 210.00K
Increased by +12.28%
Mar 31, 25
15 American Funds New Perspective A 1.64M (1.33%) -220.56K
Decreased by -13.41%
Sep 30, 24
16 Capital Group New Perspective Comp 1.64M (1.33%) -220.56K
Decreased by -13.41%
Sep 30, 24
17 Fidelity 500 Index 1.56M (1.26%) 3.29K
Increased by +0.21%
Mar 31, 25
18 SPDR® S&P 500 ETF 1.54M (1.25%) -22.63K
Decreased by -1.47%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 1.50M (1.22%) -7.88K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 1.49M (1.21%) -8.98K
Decreased by -0.60%
Apr 30, 25