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 19.17M (9.74%) 806.72K
Increased by +4.21%
Mar 31, 25
2 BlackRock Inc 11.26M (5.72%) -1.09M
Decreased by -9.69%
Mar 31, 25
3 FMR Inc 8.55M (4.35%) -1.45M
Decreased by -16.99%
Mar 31, 25
4 Bank of New York Mellon Corp 7.66M (3.89%) 1.51M
Increased by +19.66%
Mar 31, 25
5 Amvescap Plc. 6.82M (3.46%) 827.36K
Increased by +12.13%
Mar 31, 25
6 HHG PLC 5.56M (2.83%) 628.64K
Increased by +11.30%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 4.45M (2.26%) 1.76M
Increased by +39.41%
Mar 31, 25
8 State Street Corp 4.41M (2.24%) -75.58K
Decreased by -1.71%
Mar 31, 25
9 State Street Corporation 4.37M (2.22%) -110.45K
Decreased by -2.53%
Mar 31, 24
10 T. Rowe Price Investment Management,Inc. 4.17M (2.12%) 2.09M
Increased by +50.27%
Mar 31, 25
11 Pictet Asset Manangement SA 3.64M (1.85%) 831.11K
Increased by +22.86%
Mar 31, 25
12 Soroban Capital Partners LP 3.60M (1.83%) 3.60M
Increased by +100.00%
Mar 31, 25
13 Geode Capital Management, LLC 3.34M (1.70%) 124.47K
Increased by +3.73%
Mar 31, 25
14 Parnassus Investments LLC 3.26M (1.66%) -273.04K
Decreased by -8.36%
Mar 31, 25
15 Franklin Resources Inc 3.05M (1.55%) 454.26K
Increased by +14.87%
Mar 31, 25
16 Goldman Sachs Group Inc 2.95M (1.50%) 368.79K
Increased by +12.51%
Mar 31, 25
17 Fiduciary Management, Inc. of Milwaukee 2.85M (1.45%) 64.04K
Increased by +2.24%
Mar 31, 25
18 NORGES BANK 2.71M (1.37%) 2.71M
Increased by +100.00%
Dec 31, 24
19 Barclays PLC 2.68M (1.36%) 1.81M
Increased by +67.61%
Dec 31, 24
20 Trian Fund Management LP 2.49M (1.27%) -1.70M
Decreased by -68.03%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.42M (3.26%) 3.91K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 6.41M (3.26%) 23.11K
Increased by +0.36%
Sep 30, 24
3 Vanguard Mid Cap Index Institutional 4.39M (2.23%) 41.34K
Increased by +0.94%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 3.12M (1.58%) 24.69K
Increased by +0.79%
May 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 2.83M (1.44%) 176.73K
Increased by +6.25%
Apr 30, 25
7 Janus Inst Mid Cap Growth CF 2.65M (1.35%) 468.82K
Increased by +17.70%
Mar 31, 25
8 Parnassus Core Equity Investor 2.24M (1.14%) -8.54K
Decreased by -0.38%
May 31, 25
9 Pictet Water Segregated Accounts 1.94M (0.99%) 1.94M
Increased by +100.00%
Mar 31, 24
10 Pictet-Water I EUR 1.91M (0.97%) 126.87K
Increased by +6.65%
May 31, 25
11 Diamond Hill Large Cap Equity 1.81M (0.92%) -11.54K
Decreased by -0.64%
May 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 1.76M (0.89%) 2.79K
Increased by +0.16%
May 31, 25
15 Vanguard Developed Markets Index Admiral 1.72M (0.87%) 6.95K
Increased by +0.40%
Aug 31, 24
16 Invesco World Dev Countries Eq Mother 1.60M (0.82%) 190.45K
Increased by +11.87%
Jan 23, 25
17 T. Rowe Price U.S. Value Equity Tr-D 1.48M (0.75%) 357.32K
Increased by +24.09%
Mar 31, 25
18 T. Rowe Price U.S. Value Equity Tr-Z 1.48M (0.75%) 357.32K
Increased by +24.09%
Mar 31, 25
19 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 1.41M (0.72%) 22.65K
Increased by +1.61%
Aug 31, 24
20 Vanguard Mid-Cap Value ETF 1.30M (0.66%) 9.70K
Increased by +0.75%
May 31, 25