Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 5.54%
2 EDOC 4.46%
3 HEAL 4.29%
4 CAMX 4.16%
5 UTRN 4.11%
6 LSAT 3.50%
7 BVNSC 3.20%
8 IHF 3.02%
9 KLDW 2.68%
10 CVRD 2.43%
11 BLCV 2.25%
12 TSME 1.99%
13 SAGP 1.92%
14 XHS 1.85%
15 SRHQ 1.70%
16 PWC 1.68%
17 RSPH 1.65%
18 RYH 1.55%
19 SAEF 1.25%
20 HUSV 1.15%

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 (11.19%) 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 (2.67%) -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 (1.45%) -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 (5.46%) 4.55M
Increased by +99.96%
Jun 30, 24
2 UBS HV Tax-Opt Global Selections - Agg 4.55M (5.46%) 4.55M
Increased by +100.00%
Jun 30, 24
3 UBS Tax-Opt Digital Transformation theme 4.55M (5.46%) 4.55M
Increased by +100.00%
Jun 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.64M (3.17%) 8.33K
Increased by +0.32%
Feb 28, 25
5 Vanguard Institutional 500 Index Trust 2.32M (2.79%) 16.33K
Increased by +0.70%
Feb 28, 25
6 Vanguard Mid Cap Index Institutional 1.81M (2.17%) 7.60K
Increased by +0.42%
Feb 28, 25
7 Diamond Hill Large Cap Equity 1.42M (1.71%) -10.96K
Decreased by -0.77%
Feb 28, 25
8 Vanguard Health Care Inv 1.38M (1.66%) 0.00
Increased by 0.00%
Jun 30, 24
9 Allspring Mid Value SMA 1.36M (1.64%) 1.36M
Increased by +99.99%
Dec 31, 24
10 Allspring Special Mid Cap Value Inst 1.36M (1.64%) 0.00
Increased by 0.00%
Feb 28, 25
11 Allspring Special US Mid Cap Value Eq 1.36M (1.64%) 36.60K
Increased by +2.69%
Dec 31, 24
12 BlackRock Equity Dividend Instl 1.09M (1.31%) -15.06K
Decreased by -1.38%
Feb 28, 25
13 Fidelity 500 Index 1.04M (1.25%) 4.60K
Increased by +0.44%
Jan 31, 25
14 SPDR® S&P 500® ETF Trust 1.03M (1.24%) -7.64K
Decreased by -0.74%
Feb 28, 25
15 Fidelity® 500 Index 1.03M (1.24%) 6.57K
Increased by +0.64%
Nov 30, 23
16 SPDR® S&P 500 ETF Trust 1.00M (1.21%) 2.25K
Increased by +0.22%
Apr 30, 24
17 iShares Core S&P 500 ETF 982.42K (1.18%) -49.00
Decreased by -0.00%
Feb 28, 25
18 Diamond Hill Large Cap Inv 851.12K (1.02%) 0.00
Increased by 0.00%
Feb 28, 25
19 Vanguard Value Index Inv 721.56K (0.87%) 3.20K
Increased by +0.44%
Feb 28, 25
20 Invesco S&P 500® Equal Weight ETF 664.85K (0.80%) 752.00
Increased by +0.11%
Feb 28, 25