Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDFF 5.24%
2 KMID 4.30%
3 UTRN 3.96%
4 FINQ 3.24%
5 JGRW 3.00%
6 OAKM 2.86%
7 HVAL 2.38%
8 WBIL 1.71%
9 MID 1.67%
10 NVIR 1.58%
11 RGI 1.40%
12 RSPN 1.40%
13 LEND 1.33%
14 VNMC 1.13%
15 VOT 0.87%
16 KLDW 0.82%
17 CHGX 0.82%
18 XLI 0.80%
19 ALTL 0.71%
20 SPHB 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.39M (11.65%) 135.01K
Increased by +0.94%
Dec 31, 24
2 Capital Research & Mgmt Co - Division 3 8.93M (7.23%) -3.04M
Decreased by -34.07%
Dec 31, 24
3 BlackRock Inc 8.55M (6.92%) -987.50K
Decreased by -11.55%
Dec 31, 24
4 T. Rowe Price Associates, Inc. 5.03M (4.07%) 679.69K
Increased by +13.52%
Dec 31, 24
5 State Street Corp 4.91M (3.97%) 90.33K
Increased by +1.84%
Dec 31, 24
6 State Street Corporation 4.72M (3.82%) 36.98K
Increased by +0.78%
Mar 31, 24
7 Harris Associates L.P. 3.58M (2.90%) 1.76M
Increased by +49.18%
Dec 31, 24
8 Massachusetts Financial Services Company 3.52M (2.85%) -225.60K
Decreased by -6.41%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 3.26M (2.64%) -61.03K
Decreased by -1.87%
Dec 31, 24
10 Kayne Anderson Rudnick Investment Management LLC 3.12M (2.53%) 11.86K
Increased by +0.38%
Dec 31, 24
11 FMR Inc 3.12M (2.52%) -118.05K
Decreased by -3.79%
Dec 31, 24
12 Geode Capital Management, LLC 2.96M (2.39%) 71.54K
Increased by +2.42%
Dec 31, 24
13 T. Rowe Price Investment Management,Inc. 2.57M (2.08%) -259.27K
Decreased by -10.09%
Dec 31, 24
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 Parnassus Investments LLC 1.95M (1.58%) -118.29K
Decreased by -6.07%
Dec 31, 24
17 Cantillon Capital Management LLC 1.84M (1.49%) 9.70K
Increased by +0.53%
Dec 31, 24
18 Generation Investment Management LLP 1.71M (1.39%) -349.08K
Decreased by -20.37%
Dec 31, 24
19 Van Eck Associates Corporation 1.62M (1.31%) 791.73K
Increased by +48.95%
Dec 31, 24
20 Goldman Sachs Group Inc 1.56M (1.26%) 751.96K
Increased by +48.31%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.92M (3.18%) 19.40K
Increased by +0.49%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.92M (3.17%) 13.17K
Increased by +0.34%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 3.44M (2.79%) 7.05K
Increased by +0.20%
Mar 31, 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 2.67M (2.16%) -6.27K
Decreased by -0.23%
Mar 31, 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 2.28M (1.84%) -12.81K
Decreased by -0.56%
Mar 31, 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 1.51M (1.22%) 1.24K
Increased by +0.08%
Apr 30, 25
20 SPDR® S&P 500® ETF Trust 1.50M (1.22%) -7.88K
Decreased by -0.52%
Mar 31, 25