Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 4.27%
2 LBAY 4.04%
3 UTRN 4.02%
4 ACTV 2.88%
5 RHS 2.64%
6 RSPS 2.64%
7 EQRR 2.02%
8 KEAT 1.65%
9 SZNE 1.61%
10 FTDS 1.58%
11 VEGI 1.56%
12 LIVR 1.30%
13 FTXG 1.20%
14 UBCB 1.07%
15 SPGP 0.92%
16 SPHB 0.81%
17 QMID 0.77%
18 HIBL 0.66%
19 FXG 0.65%
20 DIVG 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.65M (12.61%) 58.07K
Increased by +0.35%
Dec 31, 24
2 BlackRock Inc 12.54M (9.50%) 764.01K
Increased by +6.09%
Dec 31, 24
3 Jana Partners Management LP 7.13M (5.40%) 3.60M
Increased by +50.55%
Dec 31, 24
4 FMR Inc 6.93M (5.25%) -2.82M
Decreased by -40.65%
Dec 31, 24
5 Capital Research Global Investors 6.33M (4.80%) 6.33M
Increased by +100.00%
Dec 31, 24
6 State Street Corp 6.21M (4.70%) -9.44K
Decreased by -0.15%
Dec 31, 24
7 State Street Corporation 5.67M (4.30%) -56.86K
Decreased by -1.00%
Mar 31, 24
8 Apg All Pensions Group 4.56M (3.45%) -1.39M
Decreased by -30.47%
Jun 30, 24
9 Stockbridge Partners LLC 3.99M (3.02%) 217.46K
Increased by +5.46%
Jun 30, 24
10 Viking Global Investors LP 3.55M (2.69%) 3.55M
Increased by +100.00%
Dec 31, 23
11 Boston Partners Global Investors, Inc 3.48M (2.63%) 735.90K
Increased by +21.16%
Dec 31, 24
12 Geode Capital Management, LLC 3.44M (2.60%) 48.55K
Increased by +1.41%
Dec 31, 24
13 JPMorgan Chase & Co 3.33M (2.52%) 1.22M
Increased by +36.57%
Jun 30, 24
14 Amvescap Plc. 3.23M (2.44%) 187.06K
Increased by +5.80%
Dec 31, 24
15 Clarkston Capital Partners, LLC 3.07M (2.33%) -35.23K
Decreased by -1.15%
Dec 31, 24
16 UBS Group AG 3.06M (2.32%) 2.41M
Increased by +78.63%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 3.02M (2.28%) 503.10K
Increased by +16.68%
Dec 31, 24
18 TPG GP A, LLC 2.92M (2.21%) 1.25M
Increased by +42.65%
Jun 30, 24
19 London Company of Virginia 2.69M (2.03%) -19.16K
Decreased by -0.71%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 2.64M (2.00%) 68.98K
Increased by +2.61%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.49M (3.40%) 16.95K
Increased by +0.38%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 3.96M (3.00%) 32.72K
Increased by +0.83%
Feb 28, 25
3 Vanguard Small Cap Index 3.64M (2.76%) 2.96K
Increased by +0.08%
Feb 28, 25
4 JHancock Disciplined Value Mid Cap I 2.53M (1.91%) 0.00
Increased by 0.00%
Jan 31, 25
5 American Funds Capital Income Bldr A 2.49M (1.88%) 2.49M
Increased by +100.00%
Dec 31, 24
6 Champlain Mid Cap Fund, LLC 2.19M (1.66%) -65.58K
Decreased by -2.99%
Nov 30, 24
7 Vanguard Small Cap Growth Index Inv 2.04M (1.55%) -11.59K
Decreased by -0.57%
Feb 28, 25
8 Invesco S&P 500® Equal Weight ETF 2.03M (1.54%) 2.30K
Increased by +0.11%
Feb 28, 25
9 T. Rowe Price Mid-Cap Value 1.99M (1.51%) 479.68K
Increased by +24.08%
Jan 31, 25
10 Strategic Advisers Fidelity US TtlStk 1.98M (1.50%) 179.43K
Increased by +9.05%
May 31, 24
11 Touchstone Mid Cap Y 1.87M (1.41%) -12.72K
Decreased by -0.68%
Dec 31, 24
12 Fidelity Low-Priced Stock 1.85M (1.40%) -2.07K
Decreased by -0.11%
Dec 31, 24
13 Clarkston Capital SMID Composite 1.83M (1.39%) -47.55K
Decreased by -2.59%
Dec 31, 24
14 American Funds Invmt Co of Amer A 1.82M (1.37%) 1.82M
Increased by +100.00%
Dec 31, 24
15 Capital Group Investment Co of Amer Comp 1.82M (1.37%) 1.82M
Increased by +100.00%
Dec 31, 24
16 Fidelity 500 Index 1.78M (1.35%) 7.84K
Increased by +0.44%
Jan 31, 25
17 SPDR® S&P 500® ETF Trust 1.76M (1.34%) -13.10K
Decreased by -0.74%
Feb 28, 25
18 Fidelity® 500 Index 1.70M (1.29%) 10.81K
Increased by +0.64%
Nov 30, 23
19 SPDR® S&P 500 ETF Trust 1.69M (1.28%) 10.66K
Increased by +0.63%
Feb 29, 24
20 iShares Core S&P 500 ETF 1.67M (1.27%) -84.00
Decreased by -0.01%
Feb 28, 25