Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GAST 3.40%
2 NBSM 2.49%
3 IPDP 2.20%
4 RUNN 1.73%
5 OUSM 1.69%
6 XMMO 1.49%
7 SMAP 1.49%
8 GRPM 1.44%
9 BNE 1.39%
10 PRN 1.35%
11 FFSM 1.30%
12 DRIV 1.26%
13 EQWM 1.15%
14 FSCS 1.12%
15 RNMC 1.12%
16 TAX 1.11%
17 XMLV 1.10%
18 PEXL 1.04%
19 RBLD 1.03%
20 DVOL 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.28M (11.37%) -74.34K
Decreased by -0.90%
Mar 31, 25
2 Capital Research & Mgmt Co - Division 3 8.23M (11.31%) -113.39K
Decreased by -1.38%
Mar 31, 25
3 BlackRock Inc 7.74M (10.63%) 321.15K
Increased by +4.15%
Mar 31, 25
4 JPMorgan Chase & Co 5.36M (7.37%) -278.24K
Decreased by -5.19%
Mar 31, 25
5 FMR Inc 4.78M (6.56%) 175.27K
Increased by +3.67%
Mar 31, 25
6 Select Equity Group LP 4.77M (6.55%) 200.68K
Increased by +4.21%
Mar 31, 25
7 State Street Corp 2.56M (3.51%) 14.43K
Increased by +0.56%
Mar 31, 25
8 State Street Corporation 2.46M (3.37%) 81.71K
Increased by +3.33%
Mar 31, 24
9 T. Rowe Price Investment Management,Inc. 1.84M (2.52%) 904.65K
Increased by +49.28%
Mar 31, 25
10 Geode Capital Management, LLC 1.44M (1.98%) 69.49K
Increased by +4.83%
Mar 31, 25
11 Nuveen, LLC 1.21M (1.66%) 1.21M
Increased by +100.00%
Mar 31, 25
12 AllianceBernstein L.P. 1.16M (1.60%) -204.74K
Decreased by -17.62%
Mar 31, 25
13 Goldman Sachs Group Inc 1.14M (1.57%) 435.03K
Increased by +38.12%
Dec 31, 23
14 Nuveen Asset Management, LLC 1.14M (1.57%) 171.47K
Increased by +15.05%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 1.12M (1.54%) -172.01K
Decreased by -15.36%
Jun 30, 24
16 Amvescap Plc. 958.98K (1.32%) -601.40K
Decreased by -62.71%
Mar 31, 25
17 HHG PLC 945.48K (1.30%) 17.37K
Increased by +1.84%
Mar 31, 25
18 NORGES BANK 940.88K (1.29%) 18.30K
Increased by +1.95%
Dec 31, 24
19 Boston Partners Global Investors, Inc 930.07K (1.28%) 61.13K
Increased by +6.57%
Dec 31, 24
20 Massachusetts Financial Services Company 914.57K (1.26%) -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 (7.61%) 0.00
Increased by 0.00%
Jun 30, 25
2 Capital Group Fundamental Invtrs Comp 5.54M (7.61%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.61M (3.59%) 7.74K
Increased by +0.30%
May 31, 25
4 Vanguard US Total Market Shares ETF 2.59M (3.56%) 2.07K
Increased by +0.08%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 2.56M (3.52%) 1.34K
Increased by +0.05%
Jun 30, 25
6 Vanguard Small Cap Index 2.05M (2.82%) 9.47K
Increased by +0.46%
May 31, 25
7 Vanguard Small Cap Value Index Inv 1.32M (1.81%) -1.16K
Decreased by -0.09%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.27M (1.75%) 10.19K
Increased by +0.80%
May 31, 25
9 American Funds IS® Growth-Income 1 1.24M (1.71%) 0.00
Increased by 0.00%
Mar 31, 24
10 Capital Group Core Equity Composite 1.24M (1.71%) 0.00
Increased by 0.00%
Mar 31, 24
11 JPMorgan Growth Advantage A 1.22M (1.68%) -7.63K
Decreased by -0.62%
May 31, 25
12 JPM US Mid Cap Value-Composite 1.06M (1.46%) 53.53K
Increased by +5.05%
Jun 30, 25
13 VIP Mid Cap Initial 1.06M (1.45%) 0.00
Increased by 0.00%
Nov 30, 23
14 JPMorgan Mid Cap Value L 1.05M (1.45%) 24.60K
Increased by +2.33%
May 31, 25
15 American Funds New Perspective A 1.05M (1.45%) 48.70K
Increased by +4.63%
Jun 30, 25
16 Capital Group New Perspective Comp 1.05M (1.45%) 48.70K
Increased by +4.63%
Jun 30, 25
17 JPM US Mid Cap Value-MA 1.01M (1.38%) -157.97K
Decreased by -15.70%
Mar 31, 25
18 JPM US Mid Cap Growth-MA 1.00M (1.38%) 627.25K
Increased by +62.63%
Sep 30, 23
19 T. Rowe Price Mid-Cap Growth 939.20K (1.29%) -700.00
Decreased by -0.07%
Jun 30, 25
20 T. Rowe Price US Mid-Cap Growth Equity 939.20K (1.29%) 90.20K
Increased by +9.60%
Jun 30, 25