Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 5.54%
2 HEAL 4.46%
3 EDOC 4.46%
4 CAMX 4.42%
5 UTRN 4.11%
6 IHF 3.64%
7 LSAT 3.50%
8 BVNSC 3.20%
9 KLDW 2.72%
10 CVRD 2.43%
11 BLCV 2.40%
12 TSME 2.21%
13 XHS 2.02%
14 BMED 1.99%
15 SAGP 1.92%
16 RSPH 1.79%
17 SRHQ 1.68%
18 PWC 1.68%
19 RYH 1.55%
20 FXH 1.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.65M (11.59%) 14.03K
Increased by +0.15%
Dec 31, 24
2 BlackRock Inc 9.32M (11.20%) 169.59K
Increased by +1.82%
Dec 31, 24
3 State Street Corp 3.70M (4.45%) -23.02K
Decreased by -0.62%
Dec 31, 24
4 State Street Corporation 3.68M (4.42%) -86.64K
Decreased by -2.35%
Mar 31, 24
5 Wellington Management Company LLP 2.23M (2.68%) -5.78K
Decreased by -0.26%
Jun 30, 24
6 Geode Capital Management, LLC 2.00M (2.41%) 39.26K
Increased by +1.96%
Dec 31, 24
7 Diamond Hill Capital Management Inc 1.97M (2.36%) -11.59K
Decreased by -0.59%
Dec 31, 24
8 Allspring Global Investments Holdings, LLC 1.92M (2.30%) 51.05K
Increased by +2.66%
Dec 31, 24
9 Bank of New York Mellon Corp 1.82M (2.19%) 41.90K
Increased by +2.30%
Dec 31, 24
10 Lazard Asset Management LLC 1.70M (2.04%) -119.85K
Decreased by -7.05%
Mar 31, 24
11 FMR Inc 1.62M (1.95%) 34.43K
Increased by +2.12%
Dec 31, 24
12 Select Equity Group LP 1.60M (1.92%) 959.98K
Increased by +60.15%
Dec 31, 24
13 Citadel Advisors Llc 1.43M (1.72%) 1.30M
Increased by +90.64%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.42M (1.70%) 50.24K
Increased by +3.54%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 1.36M (1.64%) -4.00K
Decreased by -0.29%
Dec 31, 24
16 JPMorgan Chase & Co 1.34M (1.61%) -2.49M
Decreased by -185.58%
Dec 31, 24
17 Veritas Investment Partners (UK) Ltd. 1.21M (1.46%) -6.25K
Decreased by -0.52%
Dec 31, 24
18 Bank of America Corp 1.15M (1.38%) 168.36K
Increased by +14.69%
Sep 30, 24
19 Amundi 1.12M (1.35%) 870.90K
Increased by +77.52%
Dec 31, 24
20 Amvescap Plc. 1.10M (1.32%) -160.16K
Decreased by -14.53%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS HV Global Selections - Agg 4.55M (5.47%) 4.55M
Increased by +99.96%
Jun 30, 24
2 UBS HV Tax-Opt Global Selections - Agg 4.55M (5.47%) 4.55M
Increased by +100.00%
Jun 30, 24
3 UBS Tax-Opt Digital Transformation theme 4.55M (5.47%) 4.55M
Increased by +100.00%
Jun 30, 24
4 Vanguard US Total Market Shares ETF 2.67M (3.20%) 1.87K
Increased by +0.07%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.65M (3.18%) 9.19K
Increased by +0.35%
Mar 31, 25
6 Vanguard Institutional 500 Index Trust 2.32M (2.78%) -2.84K
Decreased by -0.12%
Mar 31, 25
7 Vanguard Mid Cap Index Institutional 1.80M (2.17%) -3.80K
Decreased by -0.21%
Mar 31, 25
8 Diamond Hill Large Cap Equity 1.40M (1.69%) -16.72K
Decreased by -1.19%
Mar 31, 25
9 Vanguard Health Care Inv 1.38M (1.66%) 0.00
Increased by 0.00%
Jun 30, 24
10 Allspring Mid Value SMA 1.36M (1.64%) 1.36M
Increased by +99.99%
Dec 31, 24
11 Allspring Special Mid Cap Value Inst 1.36M (1.64%) 0.00
Increased by 0.00%
Mar 31, 25
12 Allspring Special US Mid Cap Value Eq 1.36M (1.64%) 0.00
Increased by 0.00%
Mar 31, 25
13 BlackRock Equity Dividend Instl 1.08M (1.30%) -8.63K
Decreased by -0.80%
Mar 31, 25
14 Fidelity 500 Index 1.05M (1.26%) -1.19K
Decreased by -0.11%
Mar 31, 25
15 SPDR® S&P 500 ETF 1.04M (1.25%) -15.19K
Decreased by -1.46%
Mar 31, 25
16 Fidelity® 500 Index 1.03M (1.24%) 6.57K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P 500® ETF 1.01M (1.22%) 833.00
Increased by +0.08%
Apr 30, 25
18 SPDR® S&P 500® ETF Trust 1.01M (1.22%) -5.29K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500 ETF Trust 1.00M (1.21%) 2.25K
Increased by +0.22%
Apr 30, 24
20 iShares Core S&P 500 ETF 987.87K (1.19%) -1.03K
Decreased by -0.10%
Apr 30, 25