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 (9.33%) -40.56K
Decreased by -0.22%
Dec 31, 24
2 BlackRock Inc 12.35M (6.28%) -608.84K
Decreased by -4.93%
Dec 31, 24
3 FMR Inc 10.01M (5.08%) 1.54M
Increased by +15.39%
Dec 31, 24
4 Bank of New York Mellon Corp 6.15M (3.13%) -32.03K
Decreased by -0.52%
Dec 31, 24
5 Amvescap Plc. 5.99M (3.04%) 1.23M
Increased by +20.55%
Dec 31, 24
6 HHG PLC 4.94M (2.51%) 62.89K
Increased by +1.27%
Dec 31, 24
7 State Street Corp 4.49M (2.28%) -54.21K
Decreased by -1.21%
Dec 31, 24
8 State Street Corporation 4.37M (2.22%) -110.45K
Decreased by -2.53%
Mar 31, 24
9 Parnassus Investments LLC 3.54M (1.80%) 3.20M
Increased by +90.43%
Dec 31, 24
10 Geode Capital Management, LLC 3.22M (1.63%) 18.04K
Increased by +0.56%
Dec 31, 24
11 Pictet Asset Manangement SA 2.80M (1.42%) 192.05K
Increased by +6.85%
Dec 31, 24
12 Fiduciary Management, Inc. of Milwaukee 2.79M (1.42%) -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 (1.37%) 297.75K
Increased by +11.03%
Dec 31, 24
15 Barclays PLC 2.68M (1.36%) 1.81M
Increased by +67.61%
Dec 31, 24
16 Franklin Resources Inc 2.60M (1.32%) 227.96K
Increased by +8.77%
Dec 31, 24
17 Goldman Sachs Group Inc 2.58M (1.31%) 288.67K
Increased by +11.19%
Dec 31, 24
18 Trian Fund Management LP 2.49M (1.27%) -1.70M
Decreased by -68.03%
Mar 31, 24
19 Brown Advisory Holdings Inc 2.35M (1.20%) -215.79K
Decreased by -9.17%
Dec 31, 24
20 Apg All Pensions Group 2.25M (1.14%) -2.47M
Decreased by -109.71%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.41M (3.26%) 23.11K
Increased by +0.36%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.31M (3.21%) -17.29K
Decreased by -0.27%
Mar 31, 25
3 Vanguard Mid Cap Index Institutional 4.31M (2.19%) -29.71K
Decreased by -0.69%
Mar 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 3.08M (1.56%) 28.56K
Increased by +0.93%
Mar 31, 25
5 Vanguard Total Intl Stock Index Inv 2.83M (1.44%) 17.49K
Increased by +0.62%
Aug 31, 24
6 Janus Henderson Enterprise D 2.38M (1.21%) 38.42K
Increased by +1.61%
Feb 28, 25
7 Parnassus Core Equity Investor 2.30M (1.17%) -93.45K
Decreased by -4.06%
Mar 31, 25
8 Janus Inst Mid Cap Growth CF 2.18M (1.11%) 144.91K
Increased by +6.65%
Dec 31, 24
9 Pictet Water Segregated Accounts 1.94M (0.99%) 1.94M
Increased by +100.00%
Mar 31, 24
10 Pictet-Water I EUR 1.90M (0.97%) -42.34K
Decreased by -2.23%
Mar 31, 25
11 Diamond Hill Large Cap Equity 1.82M (0.92%) 358.17K
Increased by +19.69%
Mar 31, 25
12 WCM Focused International Growth Instl 1.78M (0.91%) -139.66K
Decreased by -7.83%
Dec 31, 24
13 WCM Inv Mgt Focused Growth Intl 1.78M (0.91%) -139.66K
Decreased by -7.83%
Dec 31, 24
14 Vanguard Value Index Inv 1.75M (0.89%) 21.52K
Increased by +1.23%
Mar 31, 25
15 Vanguard Developed Markets Index Admiral 1.72M (0.87%) 6.95K
Increased by +0.40%
Aug 31, 24
16 T. Rowe Price U.S. Value Equity Tr-Z 1.48M (0.75%) 357.32K
Increased by +24.09%
Mar 31, 25
17 Invesco World Dev Countries Eq Mother 1.41M (0.72%) 1.35M
Increased by +95.38%
Dec 23, 24
18 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 1.41M (0.72%) 22.65K
Increased by +1.61%
Aug 31, 24
19 T. Rowe Price US Value Equity Composite 1.29M (0.66%) 266.36K
Increased by +20.63%
Mar 31, 25
20 T. Rowe Price Value 1.29M (0.66%) 35.96K
Increased by +2.78%
Mar 31, 25