Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 7.32%
2 XMMO 4.67%
3 WBIG 4.50%
4 KONG 4.20%
5 WBIF 3.72%
6 RUFF 3.58%
7 FOVL 3.41%
8 LMBO 3.30%
9 FFTY 3.00%
10 BIBL 2.63%
11 WLTG 2.57%
12 PAMC 2.46%
13 IAI 2.45%
14 FCUS 2.39%
15 PFI 2.28%
16 STCE 2.11%
17 FTGS 1.90%
18 EQRR 1.82%
19 KCE 1.80%
20 GABF 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.33M (10.07%) 761.38K
Increased by +7.37%
Dec 31, 24
2 Vanguard Group Inc 10.07M (9.82%) -127.62K
Decreased by -1.27%
Dec 31, 24
3 Orbis Allan Gray Ltd 5.29M (5.15%) -1.22M
Decreased by -23.04%
Dec 31, 24
4 JPMorgan Chase & Co 3.99M (3.89%) -4.05M
Decreased by -101.44%
Dec 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 3.89M (3.79%) 4.59K
Increased by +0.12%
Dec 31, 24
6 Cantillon Capital Management LLC 3.40M (3.31%) 18.05K
Increased by +0.53%
Dec 31, 24
7 State Street Corp 3.35M (3.27%) 132.46K
Increased by +3.95%
Dec 31, 24
8 State Street Corporation 3.19M (3.11%) 95.43K
Increased by +2.99%
Mar 31, 24
9 Greenwich Wealth Management LLC 2.77M (2.70%) -204.64K
Decreased by -7.38%
Dec 31, 24
10 Bank of America Corp 2.34M (2.28%) 1.12M
Increased by +47.76%
Dec 31, 24
11 Geode Capital Management, LLC 2.26M (2.20%) 193.50K
Increased by +8.57%
Dec 31, 24
12 Goldman Sachs Group Inc 1.90M (1.85%) 1.48M
Increased by +77.57%
Dec 31, 23
13 Egerton Capital LLP 1.85M (1.80%) -1.53M
Decreased by -83.02%
Dec 31, 24
14 Select Equity Group LP 1.75M (1.70%) -492.01K
Decreased by -28.19%
Sep 30, 23
15 Wellington Management Company LLP 1.49M (1.46%) 1.48M
Increased by +98.80%
Dec 31, 24
16 Marshall Wace Asset Management Ltd 1.39M (1.36%) -1.12M
Decreased by -80.22%
Sep 30, 24
17 NORGES BANK 1.30M (1.27%) -350.86K
Decreased by -27.03%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 1.30M (1.27%) -99.35K
Decreased by -7.65%
Dec 31, 24
19 FMR Inc 1.28M (1.25%) 187.28K
Increased by +14.61%
Dec 31, 24
20 Jarislowsky Fraser Ltd 1.24M (1.21%) -214.98K
Decreased by -17.34%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.53M (3.44%) -11.37K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.27M (3.19%) 14.11K
Increased by +0.43%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 3.27M (3.19%) 53.98K
Increased by +1.65%
Sep 30, 24
4 Vanguard Mid Cap Index Institutional 2.23M (2.17%) -6.34K
Decreased by -0.28%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 1.68M (1.63%) 22.01K
Increased by +1.31%
Mar 31, 25
6 Orbis Global Equity Investor 1.44M (1.40%) -305.61K
Decreased by -21.23%
Dec 31, 24
7 JPMorgan Growth Advantage A 966.28K (0.94%) -108.19K
Decreased by -11.20%
Mar 31, 25
8 AustralianSuper Balanced Sup 958.53K (0.93%) -46.12K
Decreased by -4.81%
Jun 30, 24
9 American Century US Premier Lg Cp Gr 935.00K (0.91%) 935.00K
Increased by +100.00%
Mar 31, 25
10 American Century Ultra® Inv 935.00K (0.91%) 935.00K
Increased by +100.00%
Mar 31, 25
11 Virtus KAR Small-Cap Growth I 908.94K (0.89%) -892.92K
Decreased by -98.24%
Mar 31, 24
12 SPDR® S&P MIDCAP 400 ETF Trust 869.33K (0.85%) -10.28K
Decreased by -1.18%
Mar 31, 25
13 Invesco S&P MidCap Momentum ETF 864.44K (0.84%) -2.63K
Decreased by -0.30%
Apr 30, 25
14 Orbis Global Eq LE (Aus Reg) Retail 821.02K (0.80%) -244.64K
Decreased by -29.80%
Dec 31, 24
15 Vanguard Growth Index Investor 815.79K (0.80%) 161.79K
Increased by +19.83%
Mar 31, 25
16 Vanguard Mid-Cap Growth ETF 806.70K (0.79%) 30.02K
Increased by +3.72%
Mar 31, 25
17 Orbis Global Equity Fund Retail Class 700.09K (0.68%) -14.12K
Decreased by -2.02%
Sep 30, 24
18 iShares S&P Mid-Cap 400 Growth ETF 635.26K (0.62%) -8.13K
Decreased by -1.28%
Apr 30, 25
19 Fidelity Extended Market Index 603.11K (0.59%) 10.70K
Increased by +1.77%
Mar 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 603.09K (0.59%) -37.30K
Decreased by -6.18%
Mar 31, 25