Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 6.22%
2 OCFS 5.58%
3 EPMV 3.79%
4 EPSV 3.77%
5 VLLU 2.53%
6 CALF 2.46%
7 XMMO 2.45%
8 LCLG 2.45%
9 POWA 2.27%
10 QQJG 2.13%
11 CLCV 2.11%
12 BASV 2.08%
13 CNAV 1.92%
14 QMOM 1.82%
15 LST 1.80%
16 IVOV 1.61%
17 AFMC 1.52%
18 MDYV 1.45%
19 IJJ 1.43%
20 WTV 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 42.22M (11.52%) 10.66M
Increased by +25.26%
Jun 30, 25
2 PRIMECAP Management Company 33.60M (9.17%) -2.52M
Decreased by -7.50%
Jun 30, 25
3 HHG PLC 26.48M (7.23%) 160.90K
Increased by +0.61%
Jun 30, 25
4 FMR Inc 25.71M (7.02%) 2.85M
Increased by +11.09%
Jun 30, 25
5 Wellington Management Company LLP 20.87M (5.70%) -867.20K
Decreased by -4.15%
Jun 30, 25
6 Boston Partners Global Investors, Inc 20.62M (5.63%) 687.84K
Increased by +3.34%
Jun 30, 25
7 Vanguard Group Inc 12.86M (3.51%) 537.06K
Increased by +4.18%
Jun 30, 25
8 State Street Corp 12.26M (3.34%) 3.38M
Increased by +27.55%
Jun 30, 25
9 Amvescap Plc. 8.87M (2.42%) 508.50K
Increased by +5.73%
Jun 30, 25
10 AllianceBernstein L.P. 8.84M (2.41%) -1.19M
Decreased by -13.50%
Jun 30, 25
11 Sachem Head Capital Management LP 8.39M (2.29%) 6.42M
Increased by +76.46%
Dec 31, 23
12 Lyrical Asset Management LP 7.97M (2.18%) -632.70K
Decreased by -7.94%
Jun 30, 25
13 Bank of America Corp 7.59M (2.07%) -299.53K
Decreased by -3.95%
Jun 30, 25
14 Geode Capital Management, LLC 7.18M (1.96%) 2.46M
Increased by +34.25%
Jun 30, 25
15 LSV Asset Management 6.76M (1.85%) -214.57K
Decreased by -3.17%
Jun 30, 25
16 Dimensional Fund Advisors, Inc. 6.53M (1.78%) -861.70K
Decreased by -13.19%
Jun 30, 25
17 JPMorgan Chase & Co 6.41M (1.75%) -5.69M
Decreased by -88.73%
Dec 31, 24
18 Macquarie Group Ltd 6.35M (1.73%) -135.63K
Decreased by -2.13%
Sep 30, 23
19 ING Investment Management LLC 6.31M (1.72%) -3.31M
Decreased by -52.48%
Jun 30, 25
20 NORGES BANK 5.84M (1.59%) -141.13K
Decreased by -2.42%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 15.42M (4.21%) 0.00
Increased by 0.00%
Jun 30, 25
2 Janus Inst Mid Cap Growth CF 15.42M (4.21%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard Capital Opportunity Inv 13.32M (3.63%) -572.33K
Decreased by -4.30%
Jun 30, 25
4 iShares Core S&P Mid-Cap ETF 12.47M (3.40%) 0.00
Increased by 0.00%
Aug 31, 25
5 Fidelity Advisor Growth Opps M 11.76M (3.21%) -106.50K
Decreased by -0.91%
Jul 31, 25
6 Fidelity Advisor® Growth Opps M 11.63M (3.17%) -354.50K
Decreased by -3.05%
Nov 30, 23
7 Vanguard PRIMECAP Core Inv 7.58M (2.07%) -231.03K
Decreased by -3.05%
Jun 30, 25
8 JHancock Disciplined Value I 5.14M (1.40%) -84.63K
Decreased by -1.65%
Jul 31, 25
9 Vanguard Information Technology ETF 4.20M (1.15%) 42.82K
Increased by +1.02%
Jul 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 4.11M (1.12%) -1.79M
Decreased by -43.51%
Jul 31, 25
11 MFS Mid Cap Value Equity 3.84M (1.05%) -362.08K
Decreased by -9.42%
Jun 30, 25
12 MFS Mid Cap Value A 3.79M (1.03%) -52.65K
Decreased by -1.39%
Jul 31, 25
13 Victory Sycamore Established Value R 3.60M (0.98%) -343.00K
Decreased by -9.53%
Dec 31, 24
14 JHancock Disciplined Value Mid Cap I 3.59M (0.98%) 0.00
Increased by 0.00%
Jul 31, 25
15 PRIMECAP Odyssey Aggressive Growth 3.56M (0.97%) -322.48K
Decreased by -9.06%
Jun 30, 25
16 EARNEST Small/Mid Cap Value 3.39M (0.92%) 3.38M
Increased by +99.84%
Dec 31, 23
17 JPM US Mid Cap Value-MA 3.19M (0.87%) 402.40K
Increased by +12.61%
Sep 30, 24
18 Allianz Global Artfcl Intlgc W EUR 3.18M (0.87%) 928.87K
Increased by +29.19%
Jun 30, 25
19 Lyrical U.S. Value Equity - CS 3.16M (0.86%) -169.31K
Decreased by -5.36%
Jun 30, 25
20 American Funds Growth Fund of Amer A 3.16M (0.86%) -5.27K
Decreased by -0.17%
Mar 31, 25