Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AHOY 5.08%
2 UTRN 4.00%
3 XKFF 3.84%
4 EQTY 3.60%
5 OCFS 3.08%
6 NUKZ 2.32%
7 FEMA 2.19%
8 FIXT 2.19%
9 XKFS 2.06%
10 RUNN 1.81%
11 SMCO 1.74%
12 ECLN 1.71%
13 NBCT 1.67%
14 SRHQ 1.29%
15 PXLV 1.29%
16 RGI 1.24%
17 RSPN 1.24%
18 HWAY 1.18%
19 SPVM_old 1.07%
20 CZA 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.91M (11.72%) 4.56K
Increased by +0.03%
Dec 31, 24
2 BlackRock Inc 8.52M (7.18%) -4.84K
Decreased by -0.06%
Dec 31, 24
3 State Street Corporation 7.36M (6.20%) -94.38K
Decreased by -1.28%
Mar 31, 24
4 State Street Corp 7.28M (6.13%) -24.73K
Decreased by -0.34%
Dec 31, 24
5 Capital World Investors 5.49M (4.63%) -907.32K
Decreased by -16.52%
Mar 31, 24
6 PRIMECAP Management Company 5.11M (4.30%) -164.43K
Decreased by -3.22%
Dec 31, 24
7 Kovitz Investment Group Partners, LLC 4.64M (3.91%) 3.60M
Increased by +77.57%
Dec 31, 24
8 Boston Partners Global Investors, Inc 3.73M (3.14%) -348.70K
Decreased by -9.35%
Dec 31, 24
9 Geode Capital Management, LLC 3.16M (2.66%) 10.17K
Increased by +0.32%
Dec 31, 24
10 Barrow Hanley Mewhinney & Strauss LLC 2.48M (2.09%) -746.12K
Decreased by -30.11%
Dec 31, 24
11 Allspring Global Investments Holdings, LLC 2.44M (2.05%) 4.19K
Increased by +0.17%
Dec 31, 24
12 Ninety One UK Limited 2.18M (1.83%) 188.85K
Increased by +8.68%
Mar 31, 25
13 Lazard Asset Management LLC 2.11M (1.78%) 1.90M
Increased by +90.33%
Dec 31, 24
14 Amvescap Plc. 2.04M (1.72%) -171.28K
Decreased by -8.40%
Dec 31, 24
15 Select Equity Group LP 1.84M (1.55%) -2.19M
Decreased by -119.36%
Dec 31, 23
16 Bank of America Corp 1.78M (1.50%) 70.47K
Increased by +3.95%
Dec 31, 24
17 Macquarie Group Ltd 1.72M (1.45%) -129.91K
Decreased by -7.54%
Dec 31, 24
18 Massachusetts Financial Services Company 1.69M (1.42%) -122.85K
Decreased by -7.28%
Mar 31, 25
19 Third Point, LLC 1.65M (1.39%) 0.00
Increased by 0.00%
Dec 31, 24
20 CI Investments Inc 1.40M (1.18%) 262.78K
Increased by +18.83%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.92M (3.30%) -40.91K
Decreased by -1.04%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.86M (3.25%) -53.52K
Decreased by -1.39%
Mar 31, 25
3 Capital Group Growth Fnd of Amer Comp 3.68M (3.10%) 0.00
Increased by 0.00%
Mar 31, 24
4 Vanguard Institutional 500 Index Trust 3.41M (2.87%) -41.07K
Decreased by -1.21%
Mar 31, 25
5 American Funds Growth Fund of Amer A 2.71M (2.28%) -977.12K
Decreased by -36.11%
Jun 30, 24
6 Vanguard Mid Cap Index Institutional 2.64M (2.22%) -38.77K
Decreased by -1.47%
Mar 31, 25
7 Allspring Mid Value SMA 2.08M (1.75%) 2.08M
Increased by +99.99%
Dec 31, 24
8 Allspring Special Mid Cap Value Inst 2.08M (1.75%) 0.00
Increased by 0.00%
Mar 31, 25
9 Allspring Special US Mid Cap Value Eq 2.08M (1.75%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Capital Opportunity Inv 2.03M (1.71%) -106.20K
Decreased by -5.23%
Mar 31, 25
11 Vanguard Windsor™ II Inv 1.88M (1.59%) 143.92K
Increased by +7.64%
Mar 31, 25
12 Fidelity 500 Index 1.54M (1.30%) -18.69K
Decreased by -1.22%
Mar 31, 25
13 SPDR® S&P 500 ETF 1.52M (1.28%) -44.69K
Decreased by -2.93%
Mar 31, 25
14 Capital Group Growth Composite 1.50M (1.26%) -669.00K
Decreased by -44.60%
Mar 31, 24
15 SPDR® S&P 500® ETF 1.49M (1.25%) 1.22K
Increased by +0.08%
Apr 30, 25
16 SPDR® S&P 500 ETF Trust 1.49M (1.25%) -3.23K
Decreased by -0.22%
Apr 30, 24
17 SPDR® S&P 500® ETF Trust 1.48M (1.25%) -7.78K
Decreased by -0.52%
Mar 31, 25
18 Fidelity® 500 Index 1.47M (1.24%) 9.34K
Increased by +0.64%
Nov 30, 23
19 iShares Core S&P 500 ETF 1.45M (1.22%) -1.51K
Decreased by -0.10%
Apr 30, 25
20 JHancock Disciplined Value I 1.25M (1.05%) 71.75K
Increased by +5.73%
Feb 28, 25