Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 INFL 5.77%
2 BCDF 2.81%
3 FFTY 2.79%
4 TEKX 1.52%
5 PMOM 1.32%
6 FGD 1.06%
7 NODE 1.05%
8 ALTL_old 0.99%
9 EVSTC_old 0.78%
10 GYLD 0.74%
11 JHID 0.61%
12 JSML 0.55%
13 DVYL 0.51%
14 EZY 0.33%
15 MLTI 0.23%
16 PSM 0.23%
17 DRLL 0.13%
18 FPX 0.13%
19 GWX 0.12%
20 PDN 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.40M (115.02%) 1.10M
Increased by +4.02%
Mar 31, 24
2 BlackRock Inc 16.19M (67.96%) -54.31K
Decreased by -0.34%
Mar 31, 24
3 Third Point, LLC 12.85M (53.95%) -1.00M
Decreased by -7.78%
Mar 31, 24
4 T. Rowe Price Investment Management,Inc. 11.81M (49.58%) 62.34K
Increased by +0.53%
Mar 31, 24
5 Lone Pine Capital LLC 9.77M (41.01%) -680.76K
Decreased by -6.97%
Mar 31, 24
6 State Street Corporation 9.67M (40.61%) -249.22K
Decreased by -2.58%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 7.13M (29.95%) -137.58K
Decreased by -1.93%
Mar 31, 24
8 JPMorgan Chase & Co 7.07M (29.67%) -469.22K
Decreased by -6.64%
Mar 31, 24
9 PRIMECAP Management Company 5.58M (23.44%) -21.69K
Decreased by -0.39%
Mar 31, 24
10 Geode Capital Management, LLC 5.25M (22.04%) 119.81K
Increased by +2.28%
Mar 31, 24
11 Steadfast Capital Management LLC 4.80M (20.13%) 0.00
Increased by 0.00%
Mar 31, 24
12 Champlain Investment Partners, LLC 4.68M (19.66%) -130.13K
Decreased by -2.78%
Mar 31, 24
13 Amvescap Plc. 4.12M (17.29%) 232.61K
Increased by +5.65%
Mar 31, 24
14 Point72 Asset Management, L.P. 3.96M (16.63%) -957.66K
Decreased by -24.18%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 3.96M (16.61%) -382.99K
Decreased by -9.68%
Mar 31, 24
16 GMT Capital Corp 3.41M (14.30%) -322.00K
Decreased by -9.45%
Mar 31, 24
17 Atreides Management, LP 3.39M (14.23%) 389.23K
Increased by +11.49%
Mar 31, 24
18 AllianceBernstein L.P. 3.29M (13.81%) 15.24K
Increased by +0.46%
Mar 31, 24
19 Darsana Capital Partners LP 3.00M (12.59%) 750.00K
Increased by +25.00%
Mar 31, 24
20 Northern Trust Corp 2.52M (10.59%) -103.45K
Decreased by -4.10%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.04M (29.53%) -111.20K
Decreased by -1.58%
Jun 30, 24
2 Vanguard Institutional 500 Index Trust 5.75M (24.13%) -51.68K
Decreased by -0.90%
Jun 30, 24
3 Vanguard Small Cap Index 5.62M (23.60%) -142.06K
Decreased by -2.53%
Jun 30, 24
4 T. Rowe Price Mid-Cap Growth 4.75M (19.93%) -1.00M
Decreased by -21.07%
Jun 30, 24
5 T. Rowe Price US Mid-Cap Growth Equity 4.75M (19.93%) -1.00M
Decreased by -21.07%
Jun 30, 24
6 Vanguard Small Cap Value Index Inv 3.78M (15.88%) -76.62K
Decreased by -2.02%
Jun 30, 24
7 T. Rowe Price Mid-Cap Value 3.57M (14.97%) -9.27K
Decreased by -0.26%
Jun 30, 24
8 T. Rowe Price US Mid-Cap Value Equity 3.57M (14.97%) -9.27K
Decreased by -0.26%
Jun 30, 24
9 Vanguard PRIMECAP Inv 3.48M (14.63%) -5.20K
Decreased by -0.15%
Mar 31, 24
10 Fidelity 500 Index 2.75M (11.55%) 13.95K
Increased by +0.51%
May 31, 24
11 SPDR® S&P 500® ETF Trust 2.71M (11.39%) 25.14K
Increased by +0.93%
Jun 30, 24
12 JPM US Mid Cap Value-Composite 2.59M (10.86%) 204.06K
Increased by +7.89%
Dec 31, 23
13 Invesco S&P 500® Equal Weight ETF 2.49M (10.45%) 9.60K
Increased by +0.39%
Jun 28, 24
14 iShares Core S&P 500 ETF 2.39M (10.02%) 12.10K
Increased by +0.51%
Jun 28, 24
15 Champlain Mid Cap Fund, LLC 2.33M (9.79%) -2.23M
Decreased by -95.80%
Jun 30, 24
16 Champlain Mid Cap Adv 2.30M (9.66%) -70.00K
Decreased by -3.04%
Mar 31, 24
17 JPM US Mid Cap Value-MA 2.30M (9.64%) -267.83K
Decreased by -11.67%
Jun 30, 24
18 JPMorgan Mid Cap Value L 2.30M (9.64%) -267.83K
Decreased by -11.67%
May 31, 24
19 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 1.86M (7.81%) -27.73K
Decreased by -1.49%
Jun 30, 24
20 Vanguard Institutional Index I 1.45M (6.10%) -21.05K
Decreased by -1.45%
Jun 30, 24