Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OCFS 5.19%
2 UTRN 4.04%
3 KMID 3.79%
4 AMID 3.74%
5 GK 3.49%
6 IAI 3.37%
7 GABF 3.22%
8 BOUT 2.77%
9 FCUS 2.63%
10 FFLS 2.58%
11 FTGS 2.36%
12 FTCS 2.28%
13 IWFG 2.22%
14 BMVP 2.12%
15 NWLG 2.08%
16 FXO 1.83%
17 KCE 1.83%
18 GURU 1.76%
19 EQRR 1.68%
20 CZA 1.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.22M (9.09%) -60.94K
Decreased by -0.84%
Dec 31, 24
2 BlackRock Inc 4.77M (6.00%) 12.14K
Increased by +0.25%
Dec 31, 24
3 Boston Partners Global Investors, Inc 3.91M (4.92%) 805.64K
Increased by +20.63%
Dec 31, 24
4 HHG PLC 3.05M (3.84%) 522.03K
Increased by +17.11%
Dec 31, 24
5 FMR Inc 2.96M (3.73%) -363.85K
Decreased by -12.30%
Dec 31, 24
6 Kayne Anderson Rudnick Investment Management LLC 2.66M (3.35%) 57.48K
Increased by +2.16%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 2.10M (2.65%) -274.88K
Decreased by -13.09%
Jun 30, 24
8 Lone Pine Capital LLC 1.92M (2.42%) -257.39K
Decreased by -13.39%
Dec 31, 24
9 State Street Corporation 1.71M (2.15%) -57.74K
Decreased by -3.38%
Mar 31, 24
10 State Street Corp 1.67M (2.10%) -6.56K
Decreased by -0.39%
Dec 31, 24
11 WCM Investment Management 1.64M (2.07%) -8.05K
Decreased by -0.49%
Dec 31, 24
12 Capital Research Global Investors 1.58M (1.99%) -20.03K
Decreased by -1.27%
Jun 30, 24
13 Samlyn Capital, LLC 1.57M (1.98%) -72.62K
Decreased by -4.62%
Dec 31, 24
14 Massachusetts Financial Services Company 1.52M (1.91%) 400.35K
Increased by +26.41%
Mar 31, 25
15 Geode Capital Management, LLC 1.46M (1.84%) 23.11K
Increased by +1.58%
Dec 31, 24
16 JPMorgan Chase & Co 1.20M (1.51%) -1.35M
Decreased by -112.68%
Dec 31, 24
17 Eminence Capital LLC 1.08M (1.36%) 408.86K
Increased by +37.92%
Sep 30, 24
18 Principal Financial Group Inc 1.04M (1.31%) 971.81K
Increased by +93.56%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 1.03M (1.29%) 157.00K
Increased by +15.27%
Dec 31, 24
20 First Trust Advisors L.P. 991.03K (1.25%) 901.51K
Increased by +90.97%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.42M (3.05%) 61.01K
Increased by +2.52%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 2.37M (2.98%) 1.75K
Increased by +0.07%
Sep 30, 24
3 Vanguard Mid Cap Index Institutional 1.65M (2.08%) 35.17K
Increased by +2.13%
Mar 31, 25
4 Janus Henderson Enterprise D 1.52M (1.92%) 0.00
Increased by 0.00%
Feb 28, 25
5 Janus Inst Mid Cap Growth CF 1.52M (1.92%) 414.61K
Increased by +27.24%
Dec 31, 24
6 Fidelity Magellan 1.19M (1.49%) 1.19M
Increased by +100.00%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.17M (1.48%) 37.52K
Increased by +3.19%
Mar 31, 25
8 Capital Group AMCAP Composite 1.15M (1.45%) -456.75K
Decreased by -39.61%
Mar 31, 24
9 JHancock Disciplined Value Mid Cap I 1.14M (1.43%) -60.33K
Decreased by -5.30%
Feb 28, 25
10 VA CollegeAmerica Amcap 529A 1.13M (1.43%) -21.11K
Decreased by -1.86%
Jun 30, 24
11 Vanguard Growth Index Investor 922.16K (1.16%) 89.91K
Increased by +9.75%
Mar 31, 25
12 JHancock Disciplined Value I 895.81K (1.13%) 51.33K
Increased by +5.73%
Feb 28, 25
13 MFS Mid Cap Growth A 867.27K (1.09%) 0.00
Increased by 0.00%
Mar 31, 25
14 MFS Mid Cap Growth Equity 867.27K (1.09%) 31.31K
Increased by +3.61%
Mar 31, 25
15 First Trust Capital Strength ETF 799.54K (1.01%) 0.00
Increased by 0.00%
Sep 30, 24
16 Principal Aligned MidCap Equity 778.75K (0.98%) 756.86K
Increased by +97.19%
Mar 31, 25
17 Principal MidCap R5 755.77K (0.95%) 15.33K
Increased by +2.03%
Mar 31, 25
18 NYLI Winslow Large Cap Growth Class A 628.20K (0.79%) 60.70K
Increased by +9.66%
Mar 31, 25
19 T. Rowe Price U.S. Large-Cap Core Tr-B 625.27K (0.79%) -60.06K
Decreased by -9.61%
Jun 30, 24
20 T. Rowe Price US Large-Cap Core 603.06K (0.76%) -73.39K
Decreased by -12.17%
Jun 30, 24