Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GAST 3.27%
2 NBSM 2.34%
3 RUNN 1.73%
4 PRN 1.64%
5 XMMO 1.49%
6 SMAP 1.49%
7 GRPM 1.47%
8 BNE 1.39%
9 DRIV 1.31%
10 EQWM 1.15%
11 XMLV 1.10%
12 FSCS 1.08%
13 RNMC 1.08%
14 PEXL 1.08%
15 DVOL 1.00%
16 SURE 0.95%
17 RBLD 0.94%
18 SDVY 0.88%
19 FXR 0.83%
20 SOVF 0.83%

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 Amvescap Plc. 1.56M (2.12%) 169.05K
Increased by +10.83%
Dec 31, 24
11 Geode Capital Management, LLC 1.44M (1.96%) 69.49K
Increased by +4.83%
Mar 31, 25
12 AllianceBernstein L.P. 1.37M (1.86%) 169.94K
Increased by +12.44%
Dec 31, 24
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 HHG PLC 945.48K (1.29%) 17.37K
Increased by +1.84%
Mar 31, 25
17 NORGES BANK 940.88K (1.28%) 18.30K
Increased by +1.95%
Dec 31, 24
18 Boston Partners Global Investors, Inc 930.07K (1.27%) 61.13K
Increased by +6.57%
Dec 31, 24
19 Massachusetts Financial Services Company 914.57K (1.24%) -163.67K
Decreased by -17.90%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 826.81K (1.13%) -31.64K
Decreased by -3.83%
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 (3.59%) -8.50K
Decreased by -0.32%
Apr 30, 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 JPM US Mid Cap Value-Composite 1.63M (2.22%) -17.88K
Decreased by -1.10%
Jun 30, 24
8 Vanguard Small Cap Value Index Inv 1.32M (1.80%) 4.17K
Increased by +0.32%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.26M (1.71%) 7.68K
Increased by +0.61%
Apr 30, 25
10 JPMorgan Growth Advantage A 1.25M (1.70%) -6.02K
Decreased by -0.48%
Mar 31, 25
11 American Funds IS® Growth-Income 1 1.24M (1.69%) 0.00
Increased by 0.00%
Mar 31, 24
12 Capital Group Core Equity Composite 1.24M (1.69%) 0.00
Increased by 0.00%
Mar 31, 24
13 VIP Mid Cap Initial 1.06M (1.44%) 0.00
Increased by 0.00%
Nov 30, 23
14 JPM US Mid Cap Value-MA 1.01M (1.37%) -157.97K
Decreased by -15.70%
Mar 31, 25
15 JPMorgan Mid Cap Value L 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