Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 6.22%
2 EPSV 4.65%
3 OCFS 4.26%
4 EPMV 3.72%
5 CALF 2.46%
6 LCLG 2.35%
7 XMMO 2.25%
8 BASV 2.17%
9 QQJG 2.01%
10 VLLU 1.90%
11 CNAV 1.70%
12 CLSE 1.49%
13 BUSA 1.44%
14 AFMC 1.43%
15 MDYV 1.40%
16 IJJ 1.40%
17 IVOV 1.38%
18 WTV 1.27%
19 HFGO 1.26%
20 BVNSC 1.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PRIMECAP Management Company 36.12M (9.70%) -3.07M
Decreased by -8.49%
Mar 31, 25
2 BlackRock Inc 31.56M (8.47%) -980.57K
Decreased by -3.11%
Mar 31, 25
3 HHG PLC 26.32M (7.06%) -163.85K
Decreased by -0.62%
Mar 31, 25
4 FMR Inc 22.86M (6.14%) -6.32M
Decreased by -27.65%
Mar 31, 25
5 Wellington Management Company LLP 21.74M (5.84%) 996.28K
Increased by +4.58%
Mar 31, 25
6 Boston Partners Global Investors, Inc 19.93M (5.35%) -6.18M
Decreased by -31.01%
Mar 31, 25
7 Vanguard Group Inc 12.32M (3.31%) 25.97K
Increased by +0.21%
Mar 31, 25
8 AllianceBernstein L.P. 10.03M (2.69%) -1.11M
Decreased by -11.02%
Mar 31, 25
9 ING Investment Management LLC 9.63M (2.58%) 5.50M
Increased by +57.17%
Mar 31, 25
10 State Street Corp 8.88M (2.38%) 14.89K
Increased by +0.17%
Mar 31, 25
11 Lyrical Asset Management LP 8.61M (2.31%) -128.54K
Decreased by -1.49%
Mar 31, 25
12 Sachem Head Capital Management LP 8.39M (2.25%) 6.42M
Increased by +76.46%
Dec 31, 23
13 Amvescap Plc. 8.36M (2.24%) 2.97M
Increased by +35.49%
Mar 31, 25
14 Bank of America Corp 7.89M (2.12%) 318.20K
Increased by +4.03%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 7.40M (1.98%) -1.12M
Decreased by -15.11%
Mar 31, 25
16 LSV Asset Management 6.98M (1.87%) -209.70K
Decreased by -3.00%
Mar 31, 25
17 JPMorgan Chase & Co 6.41M (1.72%) -5.69M
Decreased by -88.73%
Dec 31, 24
18 Macquarie Group Ltd 6.35M (1.71%) -135.63K
Decreased by -2.13%
Sep 30, 23
19 NORGES BANK 5.98M (1.60%) 215.56K
Increased by +3.61%
Dec 31, 24
20 Massachusetts Financial Services Company 5.53M (1.48%) -12.32K
Decreased by -0.22%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 15.42M (4.14%) 0.00
Increased by 0.00%
Apr 30, 25
2 Janus Inst Mid Cap Growth CF 15.42M (4.14%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Capital Opportunity Inv 13.89M (3.73%) -416.81K
Decreased by -3.00%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 12.49M (3.35%) 6.53K
Increased by +0.05%
Jun 30, 25
5 Fidelity Advisor® Growth Opps M 11.63M (3.12%) -354.50K
Decreased by -3.05%
Nov 30, 23
6 Fidelity Advisor Growth Opps M 9.18M (2.46%) 484.70K
Increased by +5.28%
May 31, 25
7 Vanguard PRIMECAP Core Inv 7.81M (2.10%) -15.31K
Decreased by -0.20%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 5.98M (1.60%) 46.29K
Increased by +0.77%
May 31, 25
9 JHancock Disciplined Value I 5.22M (1.40%) 406.43K
Increased by +7.79%
May 31, 25
10 MFS Mid Cap Value Equity 4.21M (1.13%) 0.00
Increased by 0.00%
Mar 31, 25
11 Vanguard Information Technology ETF 4.14M (1.11%) 11.66K
Increased by +0.28%
May 31, 25
12 PRIMECAP Odyssey Aggressive Growth 3.88M (1.04%) -932.51K
Decreased by -24.02%
Mar 31, 25
13 MFS Mid Cap Value A 3.84M (1.03%) -362.08K
Decreased by -9.42%
May 31, 25
14 Allianz Global Artfcl Intlgc W EUR 3.64M (0.98%) -8.97K
Decreased by -0.25%
May 31, 24
15 Victory Sycamore Established Value R 3.60M (0.97%) -343.00K
Decreased by -9.53%
Dec 31, 24
16 JHancock Disciplined Value Mid Cap I 3.59M (0.96%) -76.37K
Decreased by -2.13%
May 31, 25
17 PRIMECAP Odyssey Stock 3.47M (0.93%) -482.26K
Decreased by -13.89%
Mar 31, 25
18 EARNEST Small/Mid Cap Value 3.39M (0.91%) 3.38M
Increased by +99.84%
Dec 31, 23
19 JPM US Mid Cap Value-MA 3.19M (0.86%) 402.40K
Increased by +12.61%
Sep 30, 24
20 Lyrical U.S. Value Equity - CS 3.16M (0.85%) -169.31K
Decreased by -5.36%
Jun 30, 25