Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PHO 8.10%
2 AQWA 8.03%
3 PHO 7.66%
4 OSEA 4.27%
5 EBLU 4.04%
6 FIW 3.92%
7 UTRN 3.86%
8 FIW 3.80%
9 BDIV 3.18%
10 OAIM 2.91%
11 PIO 2.37%
12 POWA 2.24%
13 BOUT 2.19%
14 CBSE 2.14%
15 DEF 2.11%
16 BMVP 2.01%
17 MBOX 1.94%
18 PWC 1.93%
19 CBLS 1.78%
20 GURU 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.40M (9.18%) 18.40M
Increased by +100.00%
Sep 30, 24
2 BlackRock Inc 12.87M (6.42%) 270.72K
Increased by +2.10%
Mar 31, 24
3 FMR Inc 8.47M (4.22%) 8.47M
Increased by +100.00%
Sep 30, 24
4 Bank of New York Mellon Corp 6.19M (3.09%) -103.56K
Decreased by -1.67%
Sep 30, 24
5 NORGES BANK 5.14M (2.56%) 302.37K
Increased by +5.89%
Dec 31, 23
6 HHG PLC 4.87M (2.43%) 4.87M
Increased by +100.00%
Sep 30, 24
7 Amvescap Plc. 4.76M (2.37%) 4.76M
Increased by +100.00%
Sep 30, 24
8 Apg All Pensions Group 4.72M (2.35%) 4.72M
Increased by +100.00%
Sep 30, 24
9 State Street Corp 4.54M (2.26%) 4.54M
Increased by +100.00%
Sep 30, 24
10 State Street Corporation 4.37M (2.18%) -110.45K
Decreased by -2.53%
Mar 31, 24
11 Geode Capital Management, LLC 3.20M (1.59%) 3.20M
Increased by +100.00%
Sep 30, 24
12 Fiduciary Management, Inc. of Milwaukee 2.95M (1.47%) 1.30M
Increased by +44.07%
Sep 30, 24
13 Pictet Asset Manangement SA 2.61M (1.30%) 2.61M
Increased by +100.00%
Sep 30, 24
14 Brown Advisory Holdings Inc 2.57M (1.28%) 2.57M
Increased by +100.00%
Sep 30, 24
15 Trian Fund Management LP 2.49M (1.24%) -1.70M
Decreased by -68.03%
Mar 31, 24
16 T. Rowe Price Associates, Inc. 2.40M (1.20%) 2.40M
Increased by +100.00%
Sep 30, 24
17 Franklin Resources Inc 2.37M (1.18%) 2.37M
Increased by +100.00%
Sep 30, 24
18 Goldman Sachs Group Inc 2.29M (1.14%) 2.29M
Increased by +100.00%
Sep 30, 24
19 JPMorgan Chase & Co 2.25M (1.12%) -292.11K
Decreased by -13.00%
Mar 31, 24
20 Legal & General Group PLC 1.93M (0.96%) 1.93M
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.34M (3.16%) -22.72K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Mid Cap Index Institutional 4.27M (2.13%) 7.73K
Increased by +0.18%
Oct 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 2.98M (1.49%) -16.82K
Decreased by -0.56%
Oct 31, 24
4 Vanguard Total Intl Stock Index Inv 2.83M (1.41%) 17.49K
Increased by +0.62%
Aug 31, 24
5 Janus Henderson Enterprise D 2.03M (1.01%) 0.00
Increased by 0.00%
Sep 30, 24
6 Janus Inst Mid Cap Growth CF 2.03M (1.01%) 0.00
Increased by 0.00%
Sep 30, 24
7 Parnassus Core Equity Investor 2.00M (1.00%) 2.00M
Increased by +100.00%
Oct 31, 24
8 Pictet Water Segregated Accounts 1.94M (0.97%) 1.94M
Increased by +100.00%
Mar 31, 24
9 WCM Focused International Growth Instl 1.92M (0.96%) -820.94K
Decreased by -42.67%
Sep 30, 24
10 WCM Inv Mgt Focused Growth Intl 1.92M (0.96%) -820.94K
Decreased by -42.67%
Sep 30, 24
11 Vanguard Developed Markets Index Admiral 1.72M (0.86%) 6.95K
Increased by +0.40%
Aug 31, 24
12 Vanguard Value Index Inv 1.71M (0.85%) 6.82K
Increased by +0.40%
Oct 31, 24
13 Pictet-Water I EUR 1.64M (0.82%) -32.14K
Decreased by -1.96%
Nov 30, 24
14 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 1.41M (0.70%) 22.65K
Increased by +1.61%
Aug 31, 24
15 Vanguard Mid-Cap Value ETF 1.39M (0.69%) 5.22K
Increased by +0.38%
Oct 31, 24
16 Diamond Hill Large Cap Equity 1.38M (0.69%) -16.46K
Decreased by -1.19%
Nov 30, 24
17 FMI International Investor 1.32M (0.66%) -365.00K
Decreased by -27.65%
Sep 30, 24
18 Fiduciary Mgt of Milwaukee Intl Comp 1.32M (0.66%) -365.00K
Decreased by -27.65%
Sep 30, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 1.26M (0.63%) 0.00
Increased by 0.00%
Nov 30, 24
20 Acatis Value Event Fonds A 1.23M (0.61%) -205.00K
Decreased by -16.67%
Mar 31, 24