Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 6.22%
2 EPSV 4.65%
3 OCFS 4.35%
4 EPMV 3.72%
5 CALF 2.46%
6 LCLG 2.41%
7 XMMO 2.29%
8 QQJG 2.12%
9 VLLU 1.92%
10 BUSA 1.83%
11 CNAV 1.82%
12 AFMC 1.47%
13 CLSE 1.47%
14 MDYV 1.41%
15 IVOV 1.38%
16 WTV 1.30%
17 LOPP 1.27%
18 BVNSC 1.24%
19 RWK 1.24%
20 IJJ 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PRIMECAP Management Company 36.12M (9.75%) -3.07M
Decreased by -8.49%
Mar 31, 25
2 BlackRock Inc 31.56M (8.52%) -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 (6.17%) -6.32M
Decreased by -27.65%
Mar 31, 25
5 Wellington Management Company LLP 21.74M (5.87%) 996.28K
Increased by +4.58%
Mar 31, 25
6 Boston Partners Global Investors, Inc 19.93M (5.38%) -6.18M
Decreased by -31.01%
Mar 31, 25
7 Vanguard Group Inc 12.32M (3.33%) 25.97K
Increased by +0.21%
Mar 31, 25
8 AllianceBernstein L.P. 10.03M (2.71%) -1.11M
Decreased by -11.02%
Mar 31, 25
9 ING Investment Management LLC 9.63M (2.60%) 5.50M
Increased by +57.17%
Mar 31, 25
10 State Street Corp 8.88M (2.40%) 14.89K
Increased by +0.17%
Mar 31, 25
11 Lyrical Asset Management LP 8.61M (2.32%) -128.54K
Decreased by -1.49%
Mar 31, 25
12 Sachem Head Capital Management LP 8.39M (2.26%) 6.42M
Increased by +76.46%
Dec 31, 23
13 Amvescap Plc. 8.36M (2.26%) 2.97M
Increased by +35.49%
Mar 31, 25
14 Bank of America Corp 7.89M (2.13%) 318.20K
Increased by +4.03%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 7.40M (2.00%) -1.12M
Decreased by -15.11%
Mar 31, 25
16 LSV Asset Management 6.98M (1.88%) -209.70K
Decreased by -3.00%
Mar 31, 25
17 JPMorgan Chase & Co 6.41M (1.73%) -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 (1.61%) 215.56K
Increased by +3.61%
Dec 31, 24
20 Massachusetts Financial Services Company 5.53M (1.49%) -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 (4.16%) 0.00
Increased by 0.00%
Apr 30, 25
2 Janus Inst Mid Cap Growth CF 15.42M (4.16%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Capital Opportunity Inv 13.89M (3.75%) -416.81K
Decreased by -3.00%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 12.44M (3.36%) 0.00
Increased by 0.00%
May 31, 25
5 Fidelity Advisor® Growth Opps M 11.63M (3.14%) -354.50K
Decreased by -3.05%
Nov 30, 23
6 Fidelity Advisor Growth Opps M 8.69M (2.35%) -1.68M
Decreased by -19.28%
Apr 30, 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 5.98M (1.61%) 46.29K
Increased by +0.77%
May 31, 25
9 JHancock Disciplined Value I 4.81M (1.30%) -487.92K
Decreased by -10.14%
Apr 30, 25
10 MFS Mid Cap Value A 4.21M (1.13%) 0.00
Increased by 0.00%
Apr 30, 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 4.14M (1.12%) 11.66K
Increased by +0.28%
May 31, 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%) 0.00
Increased by 0.00%
Apr 30, 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 (0.96%) -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