Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AHOY 4.09%
2 UTRN 4.01%
3 EQTY 3.72%
4 MID 2.45%
5 FEMA 2.10%
6 RUNN 1.82%
7 NBCT 1.79%
8 CZA 1.33%
9 RGI 1.17%
10 AIEQ 1.01%
11 SDVY 0.90%
12 ULVM 0.89%
13 PPA 0.81%
14 SPVM 0.74%
15 CGGR 0.73%
16 LGLV 0.69%
17 ACTV 0.66%
18 HKND 0.54%
19 ITAN 0.52%
20 LCTU 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.06M (11.36%) -40.56K
Decreased by -0.29%
Dec 31, 23
2 BlackRock Inc 8.08M (6.53%) 299.02K
Increased by +3.70%
Dec 31, 23
3 State Street Corporation 7.45M (6.02%) 109.06K
Increased by +1.46%
Dec 31, 23
4 Capital World Investors 6.40M (5.17%) 49.55K
Increased by +0.77%
Dec 31, 23
5 PRIMECAP Management Company 6.10M (4.93%) -127.53K
Decreased by -2.09%
Dec 31, 23
6 Allspring Global Investments Holdings, LLC 3.45M (2.79%) 14.82K
Increased by +0.43%
Dec 31, 23
7 Boston Partners Global Investors, Inc 2.89M (2.34%) 2.11M
Increased by +72.86%
Dec 31, 23
8 Ruane, Cunniff & Goldfarb L.P. 2.80M (2.26%) -66.36K
Decreased by -2.37%
Dec 31, 23
9 Geode Capital Management, LLC 2.75M (2.23%) 58.98K
Increased by +2.14%
Dec 31, 23
10 Ninety One UK Limited 2.04M (1.65%) 114.08K
Increased by +5.58%
Dec 31, 23
11 Amvescap Plc. 1.93M (1.56%) 212.87K
Increased by +11.04%
Dec 31, 23
12 Select Equity Group LP 1.84M (1.49%) -2.19M
Decreased by -119.36%
Dec 31, 23
13 Third Point, LLC 1.75M (1.41%) -50.00K
Decreased by -2.86%
Dec 31, 23
14 Massachusetts Financial Services Company 1.66M (1.34%) 951.37K
Increased by +57.38%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 1.49M (1.20%) 443.99K
Increased by +29.78%
Dec 31, 23
16 Findlay Park Partners LLP 1.39M (1.12%) -207.84K
Decreased by -14.94%
Sep 30, 23
17 American Century Companies Inc 1.34M (1.08%) -376.19K
Decreased by -28.05%
Sep 30, 23
18 AGF Management Ltd 1.22M (0.98%) 18.48K
Increased by +1.52%
Dec 31, 23
19 Dimensional Fund Advisors, Inc. 1.09M (0.88%) 19.54K
Increased by +1.79%
Dec 31, 23
20 Neuberger Berman Group LLC 1.05M (0.85%) 255.96K
Increased by +24.30%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.96M (3.20%) 13.64K
Increased by +0.34%
Mar 31, 24
2 American Funds Growth Fund of Amer A 3.68M (2.98%) 0.00
Increased by 0.00%
Mar 31, 24
3 Capital Group Growth Fnd of Amer Comp 3.68M (2.98%) 0.00
Increased by 0.00%
Mar 31, 24
4 Vanguard Institutional 500 Index Trust 3.17M (2.56%) 24.20K
Increased by +0.76%
Mar 31, 24
5 Vanguard Mid Cap Index Institutional 2.73M (2.21%) -86.13K
Decreased by -3.16%
Mar 31, 24
6 Allspring Special Mid Cap Value Inst 2.53M (2.05%) 0.00
Increased by 0.00%
Mar 31, 24
7 Allspring Special US Mid Cap Value Eq 2.53M (2.05%) -438.70K
Decreased by -17.32%
Mar 31, 24
8 Vanguard Capital Opportunity Inv 2.22M (1.80%) 0.00
Increased by 0.00%
Mar 31, 24
9 Capital Group Growth Composite 2.17M (1.75%) 0.00
Increased by 0.00%
Dec 31, 23
10 Fidelity 500 Index 1.52M (1.23%) 8.38K
Increased by +0.55%
Mar 31, 24
11 American Funds IS® Growth 1 1.50M (1.21%) -669.00K
Decreased by -44.60%
Mar 31, 24
12 SPDR® S&P 500 ETF Trust 1.49M (1.20%) -3.23K
Decreased by -0.22%
Apr 30, 24
13 Fidelity® 500 Index 1.47M (1.19%) 9.34K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 1.29M (1.05%) 1.13K
Increased by +0.09%
Apr 30, 24
15 Vanguard Value Index Inv 1.05M (0.84%) -7.95K
Decreased by -0.76%
Mar 31, 24
16 JHancock Disciplined Value I 1.00M (0.81%) 93.72K
Increased by +9.33%
Feb 29, 24
17 Sequoia 992.74K (0.80%) 0.00
Increased by 0.00%
Dec 31, 23
18 Vanguard PRIMECAP Core Inv 968.35K (0.78%) 0.00
Increased by 0.00%
Mar 31, 24
19 Vanguard Mid-Cap Value ETF 887.48K (0.72%) -43.10K
Decreased by -4.86%
Mar 31, 24
20 PRIMECAP Odyssey Growth 858.68K (0.69%) -62.80K
Decreased by -7.31%
Dec 31, 23