Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GAST 3.40%
2 NBSM 2.49%
3 RUNN 1.73%
4 PRN 1.55%
5 XMMO 1.49%
6 SMAP 1.49%
7 BNE 1.39%
8 GRPM 1.34%
9 DRIV 1.24%
10 EQWM 1.15%
11 XMLV 1.10%
12 PEXL 1.04%
13 DVOL 1.00%
14 SURE 0.95%
15 RBLD 0.94%
16 RNMC 0.92%
17 FSCS 0.92%
18 SDVY 0.82%
19 SOVF 0.74%
20 FXR 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.35M (10.93%) 3.52K
Increased by +0.04%
Dec 31, 24
2 Capital Research & Mgmt Co - Division 3 8.34M (10.92%) -416.00
Decreased by -0.00%
Dec 31, 24
3 BlackRock Inc 7.42M (9.70%) 94.33K
Increased by +1.27%
Dec 31, 24
4 JPMorgan Chase & Co 5.64M (7.38%) -5.97M
Decreased by -105.93%
Dec 31, 24
5 FMR Inc 4.60M (6.02%) -588.57K
Decreased by -12.79%
Dec 31, 24
6 Select Equity Group LP 4.56M (5.97%) 326.95K
Increased by +7.16%
Dec 31, 24
7 State Street Corp 2.54M (3.32%) 102.96K
Increased by +4.05%
Dec 31, 24
8 State Street Corporation 2.46M (3.21%) 81.71K
Increased by +3.33%
Mar 31, 24
9 Amvescap Plc. 1.56M (2.04%) 169.05K
Increased by +10.83%
Dec 31, 24
10 Geode Capital Management, LLC 1.37M (1.79%) -425.00
Decreased by -0.03%
Dec 31, 24
11 AllianceBernstein L.P. 1.37M (1.79%) 169.94K
Increased by +12.44%
Dec 31, 24
12 Goldman Sachs Group Inc 1.14M (1.49%) 435.03K
Increased by +38.12%
Dec 31, 23
13 Nuveen Asset Management, LLC 1.14M (1.49%) 171.47K
Increased by +15.05%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.12M (1.47%) -172.01K
Decreased by -15.36%
Jun 30, 24
15 Massachusetts Financial Services Company 1.08M (1.41%) -245.10K
Decreased by -22.73%
Dec 31, 24
16 NORGES BANK 940.88K (1.23%) 18.30K
Increased by +1.95%
Dec 31, 24
17 Macquarie Group Ltd 932.02K (1.22%) -46.84K
Decreased by -5.03%
Dec 31, 24
18 T. Rowe Price Investment Management,Inc. 931.24K (1.22%) 360.12K
Increased by +38.67%
Dec 31, 24
19 Boston Partners Global Investors, Inc 930.07K (1.22%) 61.13K
Increased by +6.57%
Dec 31, 24
20 HHG PLC 928.12K (1.21%) 11.98K
Increased by +1.29%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 5.55M (7.26%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital Group Fundamental Invtrs Comp 5.55M (7.26%) 0.00
Increased by 0.00%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 2.66M (3.48%) 4.63K
Increased by +0.17%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 2.56M (3.35%) 12.57K
Increased by +0.49%
Feb 28, 25
5 Vanguard Small Cap Index 2.08M (2.72%) 1.70K
Increased by +0.08%
Feb 28, 25
6 JPM US Mid Cap Value-Composite 1.63M (2.13%) -17.88K
Decreased by -1.10%
Jun 30, 24
7 Vanguard Small Cap Value Index Inv 1.37M (1.79%) -4.67K
Decreased by -0.34%
Feb 28, 25
8 JPMorgan Growth Advantage A 1.25M (1.64%) 864.00
Increased by +0.07%
Feb 28, 25
9 American Funds IS® Growth-Income 1 1.24M (1.63%) 0.00
Increased by 0.00%
Mar 31, 24
10 Capital Group Core Equity Composite 1.24M (1.63%) 0.00
Increased by 0.00%
Mar 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.23M (1.61%) 2.46K
Increased by +0.20%
Feb 28, 25
12 JPM US Mid Cap Value-MA 1.16M (1.52%) -98.26K
Decreased by -8.44%
Dec 31, 24
13 JPMorgan Mid Cap Value L 1.16M (1.52%) 0.00
Increased by 0.00%
Feb 28, 25
14 VIP Mid Cap Initial 1.06M (1.38%) 0.00
Increased by 0.00%
Nov 30, 23
15 American Funds New Perspective A 1.01M (1.32%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group New Perspective Comp 1.01M (1.32%) 0.00
Increased by 0.00%
Dec 31, 24
17 JPM US Mid Cap Growth-MA 1.00M (1.31%) 627.25K
Increased by +62.63%
Sep 30, 23
18 JPM US Mid Cap Growth-Composite 894.43K (1.17%) -82.39K
Decreased by -9.21%
Dec 31, 24
19 Fidelity VIP Mid Cap Initial 886.11K (1.16%) 0.00
Increased by 0.00%
Oct 31, 24
20 Delaware Small Cap Value A 824.83K (1.08%) -112.40K
Decreased by -13.63%
Nov 30, 23