Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AHOY 5.08%
2 UTRN 4.00%
3 XKFF 3.84%
4 EQTY 3.62%
5 OCFS 3.16%
6 NUKZ 2.65%
7 FIXT 2.19%
8 FEMA 2.19%
9 XKFS 2.06%
10 RUNN 1.81%
11 SMCO 1.76%
12 NBCT 1.67%
13 ECLN 1.59%
14 RGI 1.30%
15 PXLV 1.29%
16 RSPN 1.29%
17 SRHQ 1.28%
18 HWAY 1.25%
19 SPVM_old 1.07%
20 CZA 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.91M (11.49%) 4.56K
Increased by +0.03%
Dec 31, 24
2 BlackRock Inc 8.52M (7.04%) -4.84K
Decreased by -0.06%
Dec 31, 24
3 State Street Corporation 7.36M (6.07%) -94.38K
Decreased by -1.28%
Mar 31, 24
4 State Street Corp 7.28M (6.01%) -24.73K
Decreased by -0.34%
Dec 31, 24
5 Capital World Investors 5.49M (4.53%) -907.32K
Decreased by -16.52%
Mar 31, 24
6 PRIMECAP Management Company 5.11M (4.22%) -164.43K
Decreased by -3.22%
Dec 31, 24
7 Kovitz Investment Group Partners, LLC 4.64M (3.83%) 3.60M
Increased by +77.57%
Dec 31, 24
8 Boston Partners Global Investors, Inc 3.73M (3.08%) -348.70K
Decreased by -9.35%
Dec 31, 24
9 Geode Capital Management, LLC 3.16M (2.61%) 10.17K
Increased by +0.32%
Dec 31, 24
10 Barrow Hanley Mewhinney & Strauss LLC 2.48M (2.05%) -746.12K
Decreased by -30.11%
Dec 31, 24
11 Allspring Global Investments Holdings, LLC 2.44M (2.01%) 4.19K
Increased by +0.17%
Dec 31, 24
12 Lazard Asset Management LLC 2.11M (1.74%) 1.90M
Increased by +90.33%
Dec 31, 24
13 Amvescap Plc. 2.04M (1.68%) -171.28K
Decreased by -8.40%
Dec 31, 24
14 Ninety One UK Limited 1.99M (1.64%) 449.16K
Increased by +22.59%
Dec 31, 24
15 Select Equity Group LP 1.84M (1.52%) -2.19M
Decreased by -119.36%
Dec 31, 23
16 Massachusetts Financial Services Company 1.81M (1.49%) 157.09K
Increased by +8.68%
Dec 31, 24
17 Bank of America Corp 1.78M (1.47%) 70.47K
Increased by +3.95%
Dec 31, 24
18 Macquarie Group Ltd 1.72M (1.42%) -129.91K
Decreased by -7.54%
Dec 31, 24
19 Third Point, LLC 1.65M (1.36%) 0.00
Increased by 0.00%
Dec 31, 24
20 CI Investments Inc 1.40M (1.15%) 262.78K
Increased by +18.83%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.91M (3.23%) 5.64K
Increased by +0.14%
Feb 28, 25
2 Capital Group Growth Fnd of Amer Comp 3.68M (3.04%) 0.00
Increased by 0.00%
Mar 31, 24
3 Vanguard Institutional 500 Index Trust 3.45M (2.85%) 25.00K
Increased by +0.73%
Feb 28, 25
4 American Funds Growth Fund of Amer A 2.71M (2.23%) -977.12K
Decreased by -36.11%
Jun 30, 24
5 Vanguard Mid Cap Index Institutional 2.68M (2.21%) 11.64K
Increased by +0.43%
Feb 28, 25
6 Vanguard Capital Opportunity Inv 2.14M (1.76%) 0.00
Increased by 0.00%
Dec 31, 24
7 Allspring Mid Value SMA 2.08M (1.71%) 2.08M
Increased by +99.99%
Dec 31, 24
8 Allspring Special Mid Cap Value Inst 2.08M (1.71%) 0.00
Increased by 0.00%
Feb 28, 25
9 Allspring Special US Mid Cap Value Eq 2.08M (1.71%) 0.00
Increased by 0.00%
Dec 31, 24
10 Fidelity 500 Index 1.55M (1.28%) 6.84K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 1.54M (1.27%) -11.39K
Decreased by -0.74%
Feb 28, 25
12 Capital Group Growth Composite 1.50M (1.24%) -669.00K
Decreased by -44.60%
Mar 31, 24
13 SPDR® S&P 500 ETF Trust 1.49M (1.23%) -3.23K
Decreased by -0.22%
Apr 30, 24
14 Fidelity® 500 Index 1.47M (1.21%) 9.34K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 1.46M (1.21%) -73.00
Decreased by -0.01%
Feb 28, 25
16 Vanguard Windsor™ II Inv 1.31M (1.08%) 1.31M
Increased by +100.00%
Dec 31, 24
17 JHancock Disciplined Value I 1.18M (0.97%) 0.00
Increased by 0.00%
Jan 31, 25
18 Invesco S&P 500® Equal Weight ETF 1.13M (0.93%) 1.27K
Increased by +0.11%
Feb 28, 25
19 American Funds IS® Growth 1 1.10M (0.91%) -397.80K
Decreased by -36.09%
Jun 30, 24
20 Vanguard Value Index Inv 1.07M (0.88%) 4.51K
Increased by +0.42%
Feb 28, 25