Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.04%
2 BUL 3.35%
3 CZAR 3.16%
4 BOTT 2.99%
5 STNC 2.96%
6 AIVL 2.86%
7 XKST 2.55%
8 GAST 2.08%
9 FTIF 1.97%
10 MADE 1.82%
11 BLCR 1.81%
12 SRHQ 1.62%
13 CZA 1.48%
14 PLDR 1.35%
15 FLM 1.15%
16 RSPN 1.15%
17 RGI 1.14%
18 BLCV 1.02%
19 RPG 0.99%
20 RBLD 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.57M (11.39%) -388.78K
Decreased by -1.01%
Mar 31, 25
2 T. Rowe Price Investment Management,Inc. 37.01M (10.93%) -5.93M
Decreased by -16.03%
Mar 31, 25
3 BlackRock Inc 29.85M (8.82%) 433.98K
Increased by +1.45%
Mar 31, 25
4 Dodge & Cox 21.90M (6.47%) 14.12M
Increased by +64.48%
Mar 31, 25
5 Wellington Management Company LLP 15.00M (4.43%) -567.93K
Decreased by -3.79%
Jun 30, 24
6 State Street Corp 14.06M (4.15%) -109.37K
Decreased by -0.78%
Mar 31, 25
7 State Street Corporation 13.78M (4.07%) -98.72K
Decreased by -0.72%
Mar 31, 24
8 T. Rowe Price Associates, Inc. 13.11M (3.87%) 4.38M
Increased by +33.42%
Mar 31, 25
9 Viking Global Investors LP 12.95M (3.83%) -243.25K
Decreased by -1.88%
Mar 31, 25
10 Flossbach von Storch AG 11.85M (3.50%) -48.82K
Decreased by -0.41%
Mar 31, 25
11 Royal Bank of Canada 10.59M (3.13%) -584.78K
Decreased by -5.52%
Sep 30, 24
12 Geode Capital Management, LLC 8.48M (2.50%) 183.06K
Increased by +2.16%
Mar 31, 25
13 HHG PLC 8.01M (2.37%) 464.89K
Increased by +5.80%
Mar 31, 25
14 Boston Partners Global Investors, Inc 7.09M (2.09%) -815.13K
Decreased by -11.50%
Mar 31, 25
15 UBS Group AG 6.11M (1.80%) 5.40M
Increased by +88.41%
Dec 31, 24
16 NORGES BANK 5.50M (1.62%) 406.45K
Increased by +7.39%
Dec 31, 24
17 Select Equity Group LP 4.51M (1.33%) 212.03K
Increased by +4.70%
Mar 31, 25
18 Brown Advisory Holdings Inc 4.22M (1.25%) -5.19M
Decreased by -123.10%
Dec 31, 24
19 Mizuho Securities USA Inc 4.02M (1.19%) 4.00M
Increased by +99.33%
Sep 30, 24
20 Northern Trust Corp 3.96M (1.17%) 532.18K
Increased by +13.44%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Capital Appreciation 17.27M (5.10%) -983.82K
Decreased by -5.70%
Mar 31, 25
2 Dodge & Cox Stock I 14.88M (4.40%) 14.88M
Increased by +100.00%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 11.07M (3.27%) -60.06K
Decreased by -0.54%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 10.91M (3.22%) 177.50K
Increased by +1.63%
Apr 30, 25
5 Vanguard Institutional 500 Index Trust 9.64M (2.85%) 153.61K
Increased by +1.59%
Apr 30, 25
6 Vanguard Wellington™ Inv 8.39M (2.48%) -261.67K
Decreased by -3.12%
Jun 30, 24
7 Vanguard Mid Cap Index Institutional 7.40M (2.19%) 70.96K
Increased by +0.96%
Apr 30, 25
8 Janus Henderson Enterprise D 6.01M (1.77%) 0.00
Increased by 0.00%
Mar 31, 25
9 Janus Inst Mid Cap Growth CF 5.74M (1.70%) 851.38K
Increased by +14.83%
Dec 31, 24
10 FvS SICAV Multiple Opportunities F 5.70M (1.68%) 0.00
Increased by 0.00%
Jan 31, 25
11 T. Rowe Price Mid-Cap Growth 4.98M (1.47%) -6.00K
Decreased by -0.12%
Mar 31, 25
12 T. Rowe Price US Mid-Cap Growth Equity 4.98M (1.47%) -8.10K
Decreased by -0.16%
Mar 31, 25
13 Fidelity 500 Index 4.28M (1.26%) -64.62K
Decreased by -1.51%
Mar 31, 25
14 SPDR® S&P 500 ETF 4.24M (1.25%) -136.93K
Decreased by -3.23%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 4.14M (1.22%) -8.94K
Decreased by -0.22%
Apr 30, 24
16 SPDR® S&P 500® ETF Trust 4.13M (1.22%) -21.71K
Decreased by -0.53%
Mar 31, 25
17 SPDR® S&P 500® ETF 4.11M (1.21%) -24.72K
Decreased by -0.60%
Apr 30, 25
18 Fidelity® 500 Index 4.10M (1.21%) 26.10K
Increased by +0.64%
Nov 30, 23
19 iShares Core S&P 500 ETF 4.04M (1.19%) -4.22K
Decreased by -0.10%
Apr 30, 25
20 JNL/T. Rowe Price Capital Appreciation A 3.78M (1.12%) -1.01M
Decreased by -26.88%
Mar 31, 25