Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GAST 3.27%
2 NBSM 2.34%
3 IPDP 2.05%
4 RUNN 1.73%
5 PRN 1.64%
6 OUSM 1.56%
7 XMMO 1.49%
8 SMAP 1.49%
9 GRPM 1.44%
10 BNE 1.39%
11 DRIV 1.31%
12 FFSM 1.23%
13 EQWM 1.15%
14 RNMC 1.11%
15 FSCS 1.11%
16 XMLV 1.10%
17 DVOL 1.00%
18 PEXL 1.00%
19 SURE 0.95%
20 RBLD 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.28M (11.27%) -74.34K
Decreased by -0.90%
Mar 31, 25
2 Capital Research & Mgmt Co - Division 3 8.23M (11.20%) -113.39K
Decreased by -1.38%
Mar 31, 25
3 BlackRock Inc 7.74M (10.53%) 321.15K
Increased by +4.15%
Mar 31, 25
4 JPMorgan Chase & Co 5.36M (7.30%) -278.24K
Decreased by -5.19%
Mar 31, 25
5 FMR Inc 4.78M (6.50%) 175.27K
Increased by +3.67%
Mar 31, 25
6 Select Equity Group LP 4.77M (6.49%) 200.68K
Increased by +4.21%
Mar 31, 25
7 State Street Corp 2.56M (3.48%) 14.43K
Increased by +0.56%
Mar 31, 25
8 State Street Corporation 2.46M (3.34%) 81.71K
Increased by +3.33%
Mar 31, 24
9 T. Rowe Price Investment Management,Inc. 1.84M (2.50%) 904.65K
Increased by +49.28%
Mar 31, 25
10 Geode Capital Management, LLC 1.44M (1.96%) 69.49K
Increased by +4.83%
Mar 31, 25
11 AllianceBernstein L.P. 1.37M (1.86%) 169.94K
Increased by +12.44%
Dec 31, 24
12 Nuveen, LLC 1.21M (1.65%) 1.21M
Increased by +100.00%
Mar 31, 25
13 Goldman Sachs Group Inc 1.14M (1.55%) 435.03K
Increased by +38.12%
Dec 31, 23
14 Nuveen Asset Management, LLC 1.14M (1.55%) 171.47K
Increased by +15.05%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 1.12M (1.52%) -172.01K
Decreased by -15.36%
Jun 30, 24
16 Amvescap Plc. 958.98K (1.31%) -601.40K
Decreased by -62.71%
Mar 31, 25
17 HHG PLC 945.48K (1.29%) 17.37K
Increased by +1.84%
Mar 31, 25
18 NORGES BANK 940.88K (1.28%) 18.30K
Increased by +1.95%
Dec 31, 24
19 Boston Partners Global Investors, Inc 930.07K (1.27%) 61.13K
Increased by +6.57%
Dec 31, 24
20 Massachusetts Financial Services Company 914.57K (1.24%) -163.67K
Decreased by -17.90%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 5.54M (7.53%) -15.17K
Decreased by -0.27%
Mar 31, 25
2 Capital Group Fundamental Invtrs Comp 5.54M (7.53%) -15.17K
Decreased by -0.27%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 2.64M (3.60%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 2.61M (3.55%) 36.24K
Increased by +1.39%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 2.59M (3.53%) 2.07K
Increased by +0.08%
Sep 30, 24
6 Vanguard Small Cap Index 2.04M (2.78%) 12.79K
Increased by +0.63%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 1.32M (1.80%) 4.17K
Increased by +0.32%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.26M (1.71%) 7.68K
Increased by +0.61%
Apr 30, 25
9 American Funds IS® Growth-Income 1 1.24M (1.69%) 0.00
Increased by 0.00%
Mar 31, 24
10 Capital Group Core Equity Composite 1.24M (1.69%) 0.00
Increased by 0.00%
Mar 31, 24
11 JPMorgan Growth Advantage A 1.23M (1.68%) -13.70K
Decreased by -1.11%
Apr 30, 25
12 VIP Mid Cap Initial 1.06M (1.44%) 0.00
Increased by 0.00%
Nov 30, 23
13 JPMorgan Mid Cap Value L 1.03M (1.40%) 22.70K
Increased by +2.21%
Apr 30, 25
14 JPM US Mid Cap Value-Composite 1.01M (1.37%) -157.97K
Decreased by -15.70%
Mar 31, 25
15 JPM US Mid Cap Value-MA 1.01M (1.37%) -157.97K
Decreased by -15.70%
Mar 31, 25
16 American Funds New Perspective A 1.00M (1.37%) -1.40K
Decreased by -0.14%
Mar 31, 25
17 Capital Group New Perspective Comp 1.00M (1.37%) -1.40K
Decreased by -0.14%
Mar 31, 25
18 JPM US Mid Cap Growth-MA 1.00M (1.36%) 627.25K
Increased by +62.63%
Sep 30, 23
19 Fidelity VIP Mid Cap Initial 886.11K (1.21%) 0.00
Increased by 0.00%
Oct 31, 24
20 T. Rowe Price Mid-Cap Growth 849.00K (1.16%) 74.00K
Increased by +8.72%
Mar 31, 25