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 18.36M (9.26%) -40.56K
Decreased by -0.22%
Dec 31, 24
2 BlackRock Inc 12.35M (6.23%) -608.84K
Decreased by -4.93%
Dec 31, 24
3 FMR Inc 10.01M (5.05%) 1.54M
Increased by +15.39%
Dec 31, 24
4 Bank of New York Mellon Corp 6.15M (3.10%) -32.03K
Decreased by -0.52%
Dec 31, 24
5 Amvescap Plc. 5.99M (3.02%) 1.23M
Increased by +20.55%
Dec 31, 24
6 HHG PLC 4.94M (2.49%) 62.89K
Increased by +1.27%
Dec 31, 24
7 State Street Corp 4.49M (2.26%) -54.21K
Decreased by -1.21%
Dec 31, 24
8 State Street Corporation 4.37M (2.20%) -110.45K
Decreased by -2.53%
Mar 31, 24
9 Parnassus Investments LLC 3.54M (1.78%) 3.20M
Increased by +90.43%
Dec 31, 24
10 Geode Capital Management, LLC 3.22M (1.62%) 18.04K
Increased by +0.56%
Dec 31, 24
11 Pictet Asset Manangement SA 2.80M (1.41%) 192.05K
Increased by +6.85%
Dec 31, 24
12 Fiduciary Management, Inc. of Milwaukee 2.79M (1.41%) -163.65K
Decreased by -5.86%
Dec 31, 24
13 NORGES BANK 2.71M (1.37%) 2.71M
Increased by +100.00%
Dec 31, 24
14 T. Rowe Price Associates, Inc. 2.70M (1.36%) 297.75K
Increased by +11.03%
Dec 31, 24
15 Barclays PLC 2.68M (1.35%) 1.81M
Increased by +67.61%
Dec 31, 24
16 Franklin Resources Inc 2.60M (1.31%) 227.96K
Increased by +8.77%
Dec 31, 24
17 Goldman Sachs Group Inc 2.58M (1.30%) 288.67K
Increased by +11.19%
Dec 31, 24
18 Trian Fund Management LP 2.49M (1.26%) -1.70M
Decreased by -68.03%
Mar 31, 24
19 Brown Advisory Holdings Inc 2.35M (1.19%) -215.79K
Decreased by -9.17%
Dec 31, 24
20 Apg All Pensions Group 2.25M (1.13%) -2.47M
Decreased by -109.71%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.33M (3.19%) 25.15K
Increased by +0.40%
Feb 28, 25
2 Vanguard Mid Cap Index Institutional 4.34M (2.19%) 18.70K
Increased by +0.43%
Feb 28, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 3.05M (1.54%) 9.45K
Increased by +0.31%
Feb 28, 25
4 Vanguard Total Intl Stock Index Inv 2.83M (1.43%) 17.49K
Increased by +0.62%
Aug 31, 24
5 Parnassus Core Equity Investor 2.39M (1.21%) -44.88K
Decreased by -1.87%
Feb 28, 25
6 Janus Henderson Enterprise D 2.35M (1.18%) 166.36K
Increased by +7.09%
Jan 31, 25
7 Janus Inst Mid Cap Growth CF 2.18M (1.10%) 144.91K
Increased by +6.65%
Dec 31, 24
8 Pictet Water Segregated Accounts 1.94M (0.98%) 1.94M
Increased by +100.00%
Mar 31, 24
9 Pictet-Water I EUR 1.94M (0.98%) -34.04K
Decreased by -1.75%
Feb 28, 25
10 WCM Focused International Growth Instl 1.78M (0.90%) -139.66K
Decreased by -7.83%
Dec 31, 24
11 WCM Inv Mgt Focused Growth Intl 1.78M (0.90%) -139.66K
Decreased by -7.83%
Dec 31, 24
12 Vanguard Value Index Inv 1.73M (0.87%) 7.52K
Increased by +0.43%
Feb 28, 25
13 Vanguard Developed Markets Index Admiral 1.72M (0.87%) 6.95K
Increased by +0.40%
Aug 31, 24
14 Diamond Hill Large Cap Equity 1.46M (0.74%) 10.67K
Increased by +0.73%
Feb 28, 25
15 Invesco World Dev Countries Eq Mother 1.41M (0.71%) 1.35M
Increased by +95.38%
Dec 23, 24
16 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 1.41M (0.71%) 22.65K
Increased by +1.61%
Aug 31, 24
17 Vanguard Mid-Cap Value ETF 1.35M (0.68%) 2.55K
Increased by +0.19%
Feb 28, 25
18 FMI International Investor 1.26M (0.64%) -60.00K
Decreased by -4.76%
Dec 31, 24
19 Fiduciary Mgt of Milwaukee Intl Comp 1.26M (0.64%) -60.00K
Decreased by -4.76%
Dec 31, 24
20 T. Rowe Price Value 1.26M (0.63%) 231.91K
Increased by +18.45%
Jan 31, 25