Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPAY 4.64%
2 ENTR 2.12%
3 PWC 1.87%
4 FDIG 1.86%
5 ISHP 1.73%
6 GBGR 1.69%
7 FTXD 1.64%
8 CZA 1.58%
9 RSPF 1.48%
10 RYF 1.40%
11 RPG 1.17%
12 ERSX 1.12%
13 CHGX 1.08%
14 DTEC 1.06%
15 ALTL 0.90%
16 SPHB 0.81%
17 ACTV 0.79%
18 DSTL 0.78%
19 JEPI 0.77%
20 JOET 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.88M (11.36%) 12.15K
Increased by +0.15%
Mar 31, 24
2 BlackRock Inc 4.96M (7.15%) -50.32K
Decreased by -1.01%
Mar 31, 24
3 JPMorgan Chase & Co 4.63M (6.68%) 797.15K
Increased by +17.21%
Mar 31, 24
4 Orbis Allan Gray Ltd 4.54M (6.54%) -406.18K
Decreased by -8.95%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 4.39M (6.33%) 173.04K
Increased by +3.94%
Mar 31, 24
6 Wellington Management Company LLP 4.35M (6.27%) -336.09K
Decreased by -7.73%
Mar 31, 24
7 State Street Corporation 2.87M (4.14%) 16.70K
Increased by +0.58%
Mar 31, 24
8 Boston Partners Global Investors, Inc 1.80M (2.59%) -123.42K
Decreased by -6.87%
Mar 31, 24
9 Sustainable Growth Advisers, LP 1.79M (2.59%) -128.85K
Decreased by -7.19%
Mar 31, 24
10 FMR Inc 1.66M (2.39%) 105.99K
Increased by +6.38%
Mar 31, 24
11 Geode Capital Management, LLC 1.64M (2.37%) 41.97K
Increased by +2.56%
Mar 31, 24
12 T. Rowe Price Investment Management,Inc. 1.64M (2.36%) -199.63K
Decreased by -12.17%
Mar 31, 24
13 Tiger Technology Management LLC 1.33M (1.92%) 30.00K
Increased by +2.25%
Mar 31, 24
14 Mawer Investment Management Ltd 1.16M (1.68%) 35.82K
Increased by +3.08%
Mar 31, 24
15 Allianz Asset Management AG 1.10M (1.59%) -19.18K
Decreased by -1.74%
Mar 31, 24
16 Amvescap Plc. 927.51K (1.34%) -156.37K
Decreased by -16.86%
Mar 31, 24
17 Goldman Sachs Group Inc 824.85K (1.19%) 476.15K
Increased by +57.73%
Dec 31, 23
18 NORGES BANK 708.79K (1.02%) -28.18K
Decreased by -3.98%
Dec 31, 23
19 Third Point, LLC 650.00K (0.94%) 35.00K
Increased by +5.38%
Mar 31, 24
20 Dimensional Fund Advisors, Inc. 648.34K (0.93%) 36.83K
Increased by +5.68%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.17M (3.12%) 2.97K
Increased by +0.14%
May 31, 24
2 Vanguard Institutional 500 Index Trust 1.85M (2.67%) 16.96K
Increased by +0.91%
May 31, 24
3 Vanguard Mid Cap Index Institutional 1.49M (2.15%) -2.92K
Decreased by -0.20%
May 31, 24
4 Orbis Global Equity Investor 1.09M (1.58%) -112.54K
Decreased by -10.29%
Mar 31, 24
5 Vanguard US Growth Investor 958.73K (1.38%) -94.21K
Decreased by -9.83%
Mar 31, 24
6 Fidelity 500 Index 874.51K (1.26%) 1.88K
Increased by +0.21%
Apr 30, 24
7 SPDR® S&P 500® ETF Trust 868.28K (1.25%) 5.59K
Increased by +0.64%
May 31, 24
8 SPDR® S&P 500 ETF Trust 862.69K (1.24%) 6.02K
Increased by +0.70%
May 30, 24
9 Fidelity® 500 Index 861.81K (1.24%) 5.48K
Increased by +0.64%
Nov 30, 23
10 JPMorgan Equity Premium Income ETF 826.29K (1.19%) 490.00
Increased by +0.06%
May 31, 24
11 T. Rowe Price Mid-Cap Growth 798.90K (1.15%) -101.10K
Decreased by -12.65%
Mar 31, 24
12 T. Rowe Price US Mid-Cap Growth Equity 798.90K (1.15%) -101.10K
Decreased by -12.65%
Mar 31, 24
13 T. Rowe Price New Horizons 772.79K (1.11%) 152.60K
Increased by +19.75%
Mar 31, 24
14 US Small-Cap Growth II Equity Comp 772.79K (1.11%) 152.60K
Increased by +19.75%
Mar 31, 24
15 iShares Core S&P 500 ETF 750.77K (1.08%) -215.00
Decreased by -0.03%
May 31, 24
16 T. Rowe Price Mid-Cap Value 688.60K (0.99%) -29.19K
Decreased by -4.24%
Mar 31, 24
17 T. Rowe Price US Mid-Cap Value Equity 688.60K (0.99%) -29.19K
Decreased by -4.24%
Mar 31, 24
18 Bridge Builder Large Cap Growth 680.67K (0.98%) 0.00
Increased by 0.00%
May 31, 24
19 Vanguard Windsor Investor Shares 637.10K (0.92%) -6.68K
Decreased by -1.05%
Mar 31, 24
20 JPMorgan US Equity L 586.87K (0.85%) 2.38K
Increased by +0.41%
Apr 30, 24