Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 5.69%
2 OCFS 3.78%
3 LCLG 2.10%
4 XMMO 1.96%
5 QQJG 1.86%
6 VLLU 1.79%
7 XMVM 1.40%
8 RWK 1.31%
9 LOPP 1.27%
10 BVNSC 1.24%
11 IJJ 1.22%
12 MDYV 1.22%
13 WCEO 1.21%
14 PEXL 1.19%
15 WTV 1.13%
16 IVOV 1.02%
17 QQQJ 1.02%
18 PAMC 1.01%
19 SHPP 0.93%
20 CZA 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PRIMECAP Management Company 36.12M (9.74%) -3.07M
Decreased by -8.49%
Mar 31, 25
2 BlackRock Inc 31.56M (8.51%) -980.57K
Decreased by -3.11%
Mar 31, 25
3 HHG PLC 26.32M (7.10%) -163.85K
Decreased by -0.62%
Mar 31, 25
4 FMR Inc 22.86M (6.16%) -6.32M
Decreased by -27.65%
Mar 31, 25
5 Wellington Management Company LLP 21.74M (5.86%) 996.28K
Increased by +4.58%
Mar 31, 25
6 Boston Partners Global Investors, Inc 19.93M (5.37%) -6.18M
Decreased by -31.01%
Mar 31, 25
7 Vanguard Group Inc 12.32M (3.32%) 25.97K
Increased by +0.21%
Mar 31, 25
8 AllianceBernstein L.P. 11.14M (3.00%) -1.65M
Decreased by -14.78%
Dec 31, 24
9 State Street Corp 8.88M (2.39%) 14.89K
Increased by +0.17%
Mar 31, 25
10 Lyrical Asset Management LP 8.61M (2.32%) -128.54K
Decreased by -1.49%
Mar 31, 25
11 Sachem Head Capital Management LP 8.39M (2.26%) 6.42M
Increased by +76.46%
Dec 31, 23
12 Bank of America Corp 7.89M (2.13%) 318.20K
Increased by +4.03%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 7.40M (1.99%) -1.12M
Decreased by -15.11%
Mar 31, 25
14 LSV Asset Management 6.98M (1.88%) -209.70K
Decreased by -3.00%
Mar 31, 25
15 JPMorgan Chase & Co 6.41M (1.73%) -5.69M
Decreased by -88.73%
Dec 31, 24
16 Macquarie Group Ltd 6.35M (1.71%) -135.63K
Decreased by -2.13%
Sep 30, 23
17 NORGES BANK 5.98M (1.61%) 215.56K
Increased by +3.61%
Dec 31, 24
18 Massachusetts Financial Services Company 5.53M (1.49%) -12.32K
Decreased by -0.22%
Mar 31, 25
19 Victory Capital Management Inc. 5.52M (1.49%) -496.13K
Decreased by -8.99%
Dec 31, 24
20 Amvescap Plc. 5.39M (1.45%) 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 (4.16%) 0.00
Increased by 0.00%
Mar 31, 25
2 Janus Inst Mid Cap Growth CF 15.42M (4.16%) -624.71K
Decreased by -4.05%
Dec 31, 24
3 Vanguard Capital Opportunity Inv 13.89M (3.74%) -416.81K
Decreased by -3.00%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 12.40M (3.34%) -40.01K
Decreased by -0.32%
Apr 30, 25
5 Fidelity Advisor® Growth Opps M 11.63M (3.13%) -354.50K
Decreased by -3.05%
Nov 30, 23
6 Fidelity Advisor Growth Opps M 10.37M (2.80%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard PRIMECAP Core Inv 7.81M (2.11%) -15.31K
Decreased by -0.20%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 5.93M (1.60%) 30.75K
Increased by +0.52%
Apr 30, 25
9 JHancock Disciplined Value I 5.30M (1.43%) 262.28K
Increased by +4.95%
Mar 31, 25
10 MFS Mid Cap Value A 4.21M (1.13%) 0.00
Increased by 0.00%
Mar 31, 25
11 MFS Mid Cap Value Equity 4.21M (1.13%) 0.00
Increased by 0.00%
Mar 31, 25
12 Vanguard Information Technology ETF 4.13M (1.11%) 31.84K
Increased by +0.77%
Apr 30, 25
13 PRIMECAP Odyssey Aggressive Growth 3.88M (1.05%) -932.51K
Decreased by -24.02%
Mar 31, 25
14 JHancock Disciplined Value Mid Cap I 3.66M (0.99%) -1.34M
Decreased by -36.61%
Mar 31, 25
15 Allianz Global Artfcl Intlgc W EUR 3.64M (0.98%) -8.97K
Decreased by -0.25%
May 31, 24
16 Victory Sycamore Established Value R 3.60M (0.97%) -343.00K
Decreased by -9.53%
Dec 31, 24
17 Lyrical U.S. Value Equity - CS 3.54M (0.95%) -24.69K
Decreased by -0.70%
Mar 31, 25
18 PRIMECAP Odyssey Stock 3.47M (0.94%) -482.26K
Decreased by -13.89%
Mar 31, 25
19 EARNEST Small/Mid Cap Value 3.39M (0.91%) 3.38M
Increased by +99.84%
Dec 31, 23
20 JPM US Mid Cap Value-MA 3.19M (0.86%) 402.40K
Increased by +12.61%
Sep 30, 24