Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 4.24%
2 BOUT 3.90%
3 ARB 3.68%
4 GVIP 1.75%
5 NIXT 1.26%
6 QMID 1.18%
7 GURU 1.08%
8 FLLV 0.90%
9 QQJG 0.83%
10 FCOM 0.82%
11 QQQJ 0.72%
12 VOX 0.71%
13 FNK 0.58%
14 EQAL 0.56%
15 AUSF 0.56%
16 JOET 0.47%
17 AIEQ 0.45%
18 DFAT 0.39%
19 EZM 0.38%
20 VBK 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 UBS Group AG 12.46M (10.20%) 4.18M
Increased by +33.53%
Dec 31, 24
2 Vanguard Group Inc 11.06M (9.06%) 95.60K
Increased by +0.86%
Dec 31, 24
3 Harris Associates L.P. 6.68M (5.47%) -65.65K
Decreased by -0.98%
Dec 31, 24
4 Aristeia Capital, LLC 6.48M (5.30%) -68.61K
Decreased by -1.06%
Dec 31, 24
5 Barclays PLC 6.48M (5.30%) -423.35K
Decreased by -6.54%
Dec 31, 24
6 Eagle Capital Management LLC 5.74M (4.70%) -65.62K
Decreased by -1.14%
Dec 31, 24
7 BlackRock Inc 5.01M (4.10%) 207.14K
Increased by +4.14%
Dec 31, 24
8 Massachusetts Financial Services Company 4.74M (3.88%) -142.97K
Decreased by -3.02%
Dec 31, 23
9 Assenagon Asset Management SA 3.59M (2.93%) 686.09K
Increased by +19.14%
Dec 31, 24
10 Deutsche Bank AG 3.06M (2.50%) 1.70M
Increased by +55.67%
Dec 31, 24
11 State Street Corporation 2.48M (2.03%) 12.41K
Increased by +0.50%
Mar 31, 24
12 Ruane, Cunniff & Goldfarb L.P. 2.41M (1.97%) -102.56K
Decreased by -4.25%
Dec 31, 24
13 Elliott Investment Management LP 2.38M (1.95%) 0.00
Increased by 0.00%
Dec 31, 24
14 Whitebox Advisors, LLC 2.22M (1.82%) -753.67K
Decreased by -33.88%
Sep 30, 24
15 Elliott Investment Management L.P. 2.19M (1.79%) 492.86K
Increased by +22.48%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 2.04M (1.67%) -180.08K
Decreased by -8.85%
Dec 31, 24
17 State Street Corp 2.02M (1.66%) 11.88K
Increased by +0.59%
Dec 31, 24
18 Finepoint Capital LP 2.02M (1.65%) 21.20K
Increased by +1.05%
Dec 31, 24
19 Geode Capital Management, LLC 1.99M (1.63%) -29.00K
Decreased by -1.46%
Dec 31, 24
20 Stockbridge Partners LLC 1.87M (1.53%) -1.92M
Decreased by -102.91%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.67M (3.00%) 2.44K
Increased by +0.07%
Feb 28, 25
2 Vanguard Small Cap Index 2.97M (2.43%) 2.42K
Increased by +0.08%
Feb 28, 25
3 Oakmark Investor 2.02M (1.65%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 1.78M (1.46%) 0.00
Increased by 0.00%
Feb 28, 25
5 Vanguard Small Cap Growth Index Inv 1.67M (1.37%) -6.28K
Decreased by -0.38%
Feb 28, 25
6 Oakmark Select Investor 1.40M (1.14%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Mid Cap Index Institutional 1.29M (1.05%) -1.38M
Decreased by -107.55%
Mar 31, 24
8 Xtrackers S&P 500 Swap ETF 1C 961.60K (0.79%) 0.00
Increased by 0.00%
Feb 28, 25
9 MFS Mid Cap Value A 951.14K (0.78%) -14.69K
Decreased by -1.54%
Dec 31, 23
10 MFS Mid Cap Value Equity 951.14K (0.78%) -16.57K
Decreased by -1.74%
Dec 31, 23
11 Sequoia 875.80K (0.72%) -776.00
Decreased by -0.09%
Dec 31, 24
12 Xtrackers MSCI USA Swap ETF 1C 867.86K (0.71%) 0.00
Increased by 0.00%
Feb 28, 25
13 Longleaf Partners 761.90K (0.62%) 0.00
Increased by 0.00%
Mar 31, 24
14 Madison Mid Cap Y 693.26K (0.57%) 40.62K
Increased by +5.86%
Feb 28, 25
15 State St Russell Sm/Mid Cp® Indx NL Cl C 675.62K (0.55%) 0.00
Increased by 0.00%
Feb 28, 25
16 Fidelity® Extended Market Index 666.08K (0.55%) 20.25K
Increased by +3.04%
Oct 31, 23
17 JPM US Value Advantage-MA 662.50K (0.54%) 631.47K
Increased by +95.32%
Sep 30, 23
18 Fidelity Extended Market Index 642.04K (0.53%) -12.85K
Decreased by -2.00%
Jan 31, 25
19 Vanguard Growth Index Investor 594.15K (0.49%) -514.38K
Decreased by -86.57%
Mar 31, 24
20 Xtrackers MSCI World Swap ETF 1C 533.03K (0.44%) -79.92K
Decreased by -14.99%
Jun 30, 24