Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXJ 5.89%
2 OIH 5.72%
3 XES 5.25%
4 IEZ 5.14%
5 OFOS 4.35%
6 ONG 3.37%
7 IVENC 2.96%
8 ROKT 2.88%
9 MVPA 2.84%
10 BOUT 2.27%
11 CBSE 2.24%
12 FFLS 2.15%
13 CPAI 2.07%
14 HCOW 1.91%
15 DOZR 1.89%
16 COWS 1.87%
17 FXN 1.80%
18 XKFF 1.64%
19 TMSL 1.62%
20 TSME 1.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 48.95M (11.75%) -7.98M
Decreased by -16.30%
Dec 31, 24
2 T. Rowe Price Investment Management,Inc. 42.17M (10.12%) 365.53K
Increased by +0.87%
Dec 31, 24
3 Vanguard Group Inc 40.79M (9.79%) 1.62M
Increased by +3.98%
Dec 31, 24
4 BlackRock Inc 25.91M (6.22%) 2.71M
Increased by +10.48%
Dec 31, 24
5 FMR Inc 19.88M (4.77%) -1.38M
Decreased by -6.95%
Dec 31, 24
6 JPMorgan Chase & Co 16.85M (4.04%) -26.87M
Decreased by -159.48%
Dec 31, 24
7 Ameriprise Financial Inc 16.54M (3.97%) 3.96M
Increased by +23.96%
Dec 31, 24
8 Massachusetts Financial Services Company 9.75M (2.34%) 1.32M
Increased by +13.53%
Dec 31, 24
9 State Street Corporation 8.22M (1.97%) -22.22K
Decreased by -0.27%
Mar 31, 24
10 State Street Corp 8.12M (1.95%) -76.83K
Decreased by -0.95%
Dec 31, 24
11 Anomaly Capital Management, LP 7.27M (1.74%) 2.31M
Increased by +31.74%
Dec 31, 24
12 Geode Capital Management, LLC 6.79M (1.63%) -40.88K
Decreased by -0.60%
Dec 31, 24
13 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 6.77M (1.63%) -1.51M
Decreased by -22.33%
Sep 30, 23
14 Pacer Advisors, INC. 6.44M (1.55%) -637.24K
Decreased by -9.89%
Dec 31, 24
15 Amvescap Plc. 6.32M (1.52%) -645.37K
Decreased by -10.21%
Dec 31, 24
16 William Blair Investment Management, LLC 6.04M (1.45%) -1.06M
Decreased by -17.58%
Dec 31, 23
17 Franklin Resources Inc 5.42M (1.30%) -4.51M
Decreased by -83.09%
Dec 31, 23
18 Neuberger Berman Group LLC 5.41M (1.30%) 729.55K
Increased by +13.48%
Mar 31, 24
19 Dimensional Fund Advisors, Inc. 4.92M (1.18%) 138.56K
Increased by +2.82%
Dec 31, 24
20 Hardman Johnston Global Advisors LLC 4.64M (1.11%) -4.38M
Decreased by -94.48%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 13.37M (3.21%) 54.41K
Increased by +0.41%
Feb 28, 25
2 T. Rowe Price US Mid-Cap Growth Equity 12.56M (3.01%) 257.80K
Increased by +2.05%
Dec 31, 24
3 T. Rowe Price Mid-Cap Growth 12.55M (3.01%) -5.30K
Decreased by -0.04%
Jan 31, 25
4 Vanguard Small Cap Index 10.86M (2.61%) 8.87K
Increased by +0.08%
Feb 28, 25
5 US Small-Cap Growth II Equity Comp 10.21M (2.45%) -10.72M
Decreased by -105.00%
Dec 31, 24
6 T. Rowe Price New Horizons 8.03M (1.93%) -2.18M
Decreased by -27.15%
Jan 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 6.46M (1.55%) 18.42K
Increased by +0.29%
Feb 28, 25
8 Pacer US Cash Cows 100 ETF 6.45M (1.55%) 9.53K
Increased by +0.15%
Feb 28, 25
9 Vanguard Small Cap Growth Index Inv 6.10M (1.46%) -28.02K
Decreased by -0.46%
Feb 28, 25
10 JPMorgan Growth Advantage A 5.74M (1.38%) 0.00
Increased by 0.00%
Jan 31, 25
11 JPM US Mid Cap Growth-MA 5.49M (1.32%) 3.82M
Increased by +69.65%
Sep 30, 23
12 Franklin Small Cap Value SMA Composite 5.29M (1.27%) 0.00
Increased by 0.00%
Sep 30, 23
13 Franklin US Small Cap Value Equity 5.29M (1.27%) 0.00
Increased by 0.00%
Sep 30, 23
14 T. Rowe Price U.S. Large-Cap Core Tr-B 5.10M (1.22%) 28.53K
Increased by +0.56%
Dec 31, 24
15 T. Rowe Price New Horizons Tr-Z 5.03M (1.21%) 1.19M
Increased by +23.57%
Sep 30, 24
16 T. Rowe Price US Large-Cap Core Eq Comp 4.92M (1.18%) -28.53K
Decreased by -0.58%
Dec 31, 24
17 T. Rowe Price All-Cap Opportunities Fund 4.78M (1.15%) 395.70K
Increased by +8.28%
Sep 30, 23
18 T. Rowe Price US All-Cap Opp Eq Comp 4.78M (1.15%) 395.70K
Increased by +8.28%
Sep 30, 23
19 T. Rowe Price US Large-Cap Core 4.74M (1.14%) -184.14K
Decreased by -3.89%
Jan 31, 25
20 JPM US Growth Advantage-MA 4.53M (1.09%) 0.00
Increased by 0.00%
Sep 30, 24