Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXJ 5.52%
2 OIH 5.46%
3 XES 5.20%
4 IEZ 4.96%
5 ONG 3.37%
6 OFOS 3.06%
7 IVENC 2.96%
8 ROKT 2.45%
9 MVPA 2.36%
10 CBSE 2.24%
11 CPAI 2.07%
12 DOZR 1.89%
13 HCOW 1.65%
14 COWS 1.65%
15 XKFF 1.64%
16 TSME 1.61%
17 CBLS 1.58%
18 VNMC 1.53%
19 FXN 1.53%
20 BOUT 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 48.95M (11.76%) -7.98M
Decreased by -16.30%
Dec 31, 24
2 T. Rowe Price Investment Management,Inc. 42.17M (10.13%) 365.53K
Increased by +0.87%
Dec 31, 24
3 Vanguard Group Inc 40.79M (9.80%) 1.62M
Increased by +3.98%
Dec 31, 24
4 BlackRock Inc 25.91M (6.23%) 2.71M
Increased by +10.48%
Dec 31, 24
5 FMR Inc 19.88M (4.78%) -1.38M
Decreased by -6.95%
Dec 31, 24
6 JPMorgan Chase & Co 16.85M (4.05%) -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 (1.75%) 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 Vanguard US Total Market Shares ETF 12.90M (3.10%) 10.06K
Increased by +0.08%
Sep 30, 24
3 T. Rowe Price US Mid-Cap Growth Equity 12.56M (3.02%) 257.80K
Increased by +2.05%
Dec 31, 24
4 T. Rowe Price Mid-Cap Growth 12.54M (3.01%) -15.20K
Decreased by -0.12%
Mar 31, 25
5 Vanguard Small Cap Index 10.61M (2.55%) -246.12K
Decreased by -2.32%
Mar 31, 25
6 US Small-Cap Growth II Equity Comp 10.21M (2.45%) -10.72M
Decreased by -105.00%
Dec 31, 24
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 5.95M (1.43%) -150.18K
Decreased by -2.52%
Mar 31, 25
10 T. Rowe Price U.S. Value Equity Tr-Z 5.80M (1.39%) 2.96M
Increased by +51.06%
Mar 31, 25
11 JPMorgan Growth Advantage A 5.60M (1.35%) -137.29K
Decreased by -2.45%
Feb 28, 25
12 JPM US Mid Cap Growth-MA 5.49M (1.32%) 3.82M
Increased by +69.65%
Sep 30, 23
13 Franklin Small Cap Value SMA Composite 5.29M (1.27%) 0.00
Increased by 0.00%
Sep 30, 23
14 Franklin US Small Cap Value Equity 5.29M (1.27%) 0.00
Increased by 0.00%
Sep 30, 23
15 T. Rowe Price U.S. Large-Cap Core Tr-C 5.10M (1.23%) 28.53K
Increased by +0.56%
Dec 31, 24
16 T. Rowe Price U.S. Large-Cap Core Tr-B 5.10M (1.23%) -2.90K
Decreased by -0.06%
Mar 31, 25
17 T. Rowe Price New Horizons Tr-Z 5.03M (1.21%) 1.19M
Increased by +23.57%
Sep 30, 24
18 T. Rowe Price Value 5.02M (1.21%) 1.62M
Increased by +32.28%
Mar 31, 25
19 T. Rowe Price US Large-Cap Core Eq Comp 4.92M (1.18%) -28.53K
Decreased by -0.58%
Dec 31, 24
20 T. Rowe Price All-Cap Opportunities Fund 4.78M (1.15%) 395.70K
Increased by +8.28%
Sep 30, 23