Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 4.13%
2 OCFS 3.16%
3 LOPP 1.93%
4 LCLG 1.84%
5 XMMO 1.68%
6 VLLU 1.61%
7 QQJG 1.55%
8 BVNSC 1.24%
9 XMVM 1.11%
10 RWK 1.04%
11 IVOV 1.02%
12 WCEO 1.00%
13 PEXL 0.99%
14 MDYV 0.94%
15 IJJ 0.93%
16 WTV 0.90%
17 CZA 0.87%
18 QQQJ 0.85%
19 EHLS 0.82%
20 SHPP 0.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PRIMECAP Management Company 39.19M (10.29%) -4.00M
Decreased by -10.21%
Dec 31, 24
2 BlackRock Inc 32.54M (8.54%) 15.99M
Increased by +49.14%
Dec 31, 24
3 FMR Inc 29.18M (7.66%) -7.02M
Decreased by -24.05%
Dec 31, 24
4 HHG PLC 26.49M (6.95%) -388.87K
Decreased by -1.47%
Dec 31, 24
5 Boston Partners Global Investors, Inc 26.11M (6.86%) 569.92K
Increased by +2.18%
Dec 31, 24
6 Wellington Management Company LLP 20.75M (5.45%) -13.62M
Decreased by -65.65%
Dec 31, 24
7 Vanguard Group Inc 12.30M (3.23%) 817.22K
Increased by +6.64%
Dec 31, 24
8 AllianceBernstein L.P. 11.14M (2.92%) -1.65M
Decreased by -14.78%
Dec 31, 24
9 State Street Corp 8.87M (2.33%) 5.20M
Increased by +58.67%
Dec 31, 24
10 Lyrical Asset Management LP 8.73M (2.29%) -106.70K
Decreased by -1.22%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 8.51M (2.24%) 916.09K
Increased by +10.76%
Dec 31, 24
12 Sachem Head Capital Management LP 8.39M (2.20%) 6.42M
Increased by +76.46%
Dec 31, 23
13 Bank of America Corp 7.57M (1.99%) -1.71M
Decreased by -22.61%
Dec 31, 24
14 LSV Asset Management 7.19M (1.89%) -101.50K
Decreased by -1.41%
Dec 31, 24
15 JPMorgan Chase & Co 6.41M (1.68%) -5.69M
Decreased by -88.73%
Dec 31, 24
16 Macquarie Group Ltd 6.35M (1.67%) -135.63K
Decreased by -2.13%
Sep 30, 23
17 NORGES BANK 5.98M (1.57%) 215.56K
Increased by +3.61%
Dec 31, 24
18 Massachusetts Financial Services Company 5.54M (1.46%) -1.55M
Decreased by -28.05%
Dec 31, 24
19 Victory Capital Management Inc. 5.52M (1.45%) -496.13K
Decreased by -8.99%
Dec 31, 24
20 Amvescap Plc. 5.39M (1.42%) 1.62M
Increased by +30.04%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 15.42M (4.05%) 0.00
Increased by 0.00%
Jan 31, 25
2 Janus Inst Mid Cap Growth CF 15.42M (4.05%) -624.71K
Decreased by -4.05%
Dec 31, 24
3 Vanguard Capital Opportunity Inv 14.31M (3.76%) -700.00K
Decreased by -4.89%
Dec 31, 24
4 iShares Core S&P Mid-Cap ETF 12.61M (3.31%) 9.45K
Increased by +0.07%
Feb 28, 25
5 Fidelity Advisor® Growth Opps M 11.63M (3.05%) -354.50K
Decreased by -3.05%
Nov 30, 23
6 Fidelity Advisor Growth Opps M 10.31M (2.71%) 0.00
Increased by 0.00%
Jan 31, 25
7 Vanguard PRIMECAP Core Inv 8.26M (2.17%) -515.48K
Decreased by -6.24%
Dec 31, 24
8 JHancock Disciplined Value Mid Cap I 6.36M (1.67%) -1.61M
Decreased by -25.39%
Jan 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 5.89M (1.55%) 17.47K
Increased by +0.30%
Feb 28, 25
10 PRIMECAP Odyssey Aggressive Growth 4.81M (1.26%) -592.01K
Decreased by -12.30%
Dec 31, 24
11 JHancock Disciplined Value I 4.74M (1.25%) -497.19K
Decreased by -10.48%
Jan 31, 25
12 MFS Mid Cap Value A 4.21M (1.10%) 0.00
Increased by 0.00%
Feb 28, 25
13 MFS Mid Cap Value Equity 4.21M (1.10%) -1.16M
Decreased by -27.60%
Dec 31, 24
14 Vanguard Information Technology ETF 4.08M (1.07%) -85.23K
Decreased by -2.09%
Feb 28, 25
15 PRIMECAP Odyssey Stock 3.96M (1.04%) -443.61K
Decreased by -11.22%
Dec 31, 24
16 Allianz Global Artfcl Intlgc W EUR 3.64M (0.95%) -8.97K
Decreased by -0.25%
May 31, 24
17 Lyrical U.S. Value Equity - CS 3.64M (0.95%) -18.45K
Decreased by -0.51%
Dec 31, 24
18 Victory Sycamore Established Value R 3.60M (0.95%) -343.00K
Decreased by -9.53%
Dec 31, 24
19 EARNEST Small/Mid Cap Value 3.39M (0.89%) 3.38M
Increased by +99.84%
Dec 31, 23
20 PRIMECAP Odyssey Growth 3.22M (0.84%) -749.53K
Decreased by -23.31%
Dec 31, 24