Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GNRX 9.36%
2 EKG 6.09%
3 UTRN 3.99%
4 BBH 3.76%
5 FBT 3.55%
6 EDOC 3.54%
7 IBLN 3.20%
8 OAKM 2.96%
9 IBB 2.88%
10 LGHT 2.86%
11 VNMC 2.63%
12 NEWZ 2.41%
13 FLV 2.11%
14 MID 2.05%
15 DEF 1.85%
16 RUNN 1.76%
17 CZA 1.58%
18 GURU 1.55%
19 OCFS 1.53%
20 DEMZ 1.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.03M (11.86%) -257.35K
Decreased by -1.29%
Sep 30, 24
2 BlackRock Inc 15.17M (8.99%) -68.19K
Decreased by -0.45%
Sep 30, 24
3 Harris Associates L.P. 10.18M (6.03%) -492.19K
Decreased by -4.84%
Sep 30, 24
4 State Street Corporation 7.96M (4.72%) 43.01K
Increased by +0.54%
Mar 31, 24
5 State Street Corp 7.76M (4.60%) -263.43K
Decreased by -3.39%
Sep 30, 24
6 Geode Capital Management, LLC 4.10M (2.43%) -124.45K
Decreased by -3.04%
Sep 30, 24
7 AllianceBernstein L.P. 3.89M (2.31%) -130.59K
Decreased by -3.35%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 3.79M (2.25%) -4.38M
Decreased by -115.54%
Sep 30, 24
9 JPMorgan Chase & Co 3.68M (2.18%) 1.12M
Increased by +30.37%
Sep 30, 24
10 Canada Pension Plan Investment Board 3.57M (2.11%) 165.58K
Increased by +4.64%
Sep 30, 24
11 Lazard Asset Management LLC 3.33M (1.98%) 45.95K
Increased by +1.38%
Sep 30, 24
12 Farallon Capital Management, L.L.C. 3.17M (1.88%) 248.05K
Increased by +7.82%
Sep 30, 24
13 FMR Inc 2.89M (1.71%) 804.96K
Increased by +27.88%
Sep 30, 24
14 Mitsubishi UFJ Asset Management Co.,Ltd 2.38M (1.41%) -232.35K
Decreased by -9.77%
Sep 30, 24
15 Longview Partners 2.24M (1.33%) 16.93K
Increased by +0.75%
Sep 30, 24
16 Longview Partners (Guernsey) Limited 2.24M (1.33%) 16.93K
Increased by +0.75%
Sep 30, 24
17 Longview Partners (Guernsey) Ltd. 2.24M (1.33%) 16.93K
Increased by +0.75%
Sep 30, 24
18 Capital Research Global Investors 2.14M (1.27%) 143.53K
Increased by +6.71%
Mar 31, 24
19 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 2.07M (1.22%) 1.60M
Increased by +77.25%
Dec 31, 23
20 Cantillon Capital Management LLC 2.07M (1.22%) 226.02K
Increased by +10.94%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.49M (3.25%) 3.87K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.36M (3.18%) 83.96K
Increased by +1.57%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 4.72M (2.80%) 75.14K
Increased by +1.59%
Apr 30, 25
4 AF High Growth (AFRIS) 4.69M (2.78%) 4.69M
Increased by +100.00%
Feb 29, 24
5 Vanguard Mid Cap Index Institutional 3.64M (2.16%) 34.94K
Increased by +0.96%
Apr 30, 25
6 Oakmark Investor 2.75M (1.63%) 2.40K
Increased by +0.09%
Mar 31, 25
7 Oakmark Select Investor 2.64M (1.56%) 0.00
Increased by 0.00%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 2.17M (1.28%) 4.86K
Increased by +0.22%
Apr 30, 24
9 Global Balanced (AFRIS) 2.15M (1.28%) 2.15M
Increased by +100.00%
Feb 29, 24
10 Fidelity® 500 Index 2.13M (1.26%) 13.58K
Increased by +0.64%
Nov 30, 23
11 Fidelity 500 Index 2.10M (1.24%) -60.63K
Decreased by -2.89%
Mar 31, 25
12 SPDR® S&P 500 ETF 2.08M (1.23%) -96.30K
Decreased by -4.63%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 2.03M (1.20%) -10.58K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 2.02M (1.19%) -12.05K
Decreased by -0.60%
Apr 30, 25
15 iShares Core S&P 500 ETF 1.98M (1.17%) -2.08K
Decreased by -0.10%
Apr 30, 25
16 Vanguard Health Care Inv 1.60M (0.95%) 0.00
Increased by 0.00%
Jun 30, 24
17 Vanguard Growth Index Investor 1.53M (0.91%) 8.36K
Increased by +0.55%
Nov 30, 23
18 Vanguard Value Index Inv 1.47M (0.87%) -198.00
Decreased by -0.01%
Apr 30, 25
19 Health Care Select Sector SPDR® ETF 1.33M (0.79%) -1.73K
Decreased by -0.13%
Apr 30, 24
20 Vanguard Mid-Cap Growth ETF 1.30M (0.77%) -8.69K
Decreased by -0.67%
Apr 30, 25