Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LBAY 4.72%
2 FOANC 4.27%
3 UTRN 4.02%
4 FXG 3.99%
5 ACTV 3.68%
6 RSPS 3.31%
7 RHS 3.31%
8 KEAT 2.42%
9 VEGI 2.41%
10 EQRR 2.02%
11 FTDS 1.97%
12 SZNE 1.61%
13 LIVR 1.30%
14 FTXG 1.20%
15 UBCB 1.07%
16 QMID 1.03%
17 EATV 1.02%
18 DIVG 0.88%
19 SPHB 0.74%
20 SPGP 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.59M (11.73%) -456.51K
Decreased by -2.75%
Sep 30, 24
2 BlackRock Inc 10.12M (7.15%) -789.60K
Decreased by -7.81%
Jun 30, 24
3 FMR Inc 9.74M (6.89%) -6.18M
Decreased by -63.44%
Sep 30, 24
4 Morgan Stanley - Brokerage Accounts 5.86M (4.15%) 2.07M
Increased by +35.29%
Jun 30, 24
5 State Street Corporation 5.67M (4.01%) -56.86K
Decreased by -1.00%
Mar 31, 24
6 State Street Corp 5.67M (4.01%) -2.98K
Decreased by -0.05%
Jun 30, 24
7 Apg All Pensions Group 4.56M (3.23%) -1.39M
Decreased by -30.47%
Jun 30, 24
8 Stockbridge Partners LLC 3.99M (2.82%) 217.46K
Increased by +5.46%
Jun 30, 24
9 Viking Global Investors LP 3.55M (2.51%) 3.55M
Increased by +100.00%
Dec 31, 23
10 Jana Partners Management LP 3.53M (2.49%) 3.53M
Increased by +100.00%
Sep 30, 24
11 Geode Capital Management, LLC 3.36M (2.38%) 50.08K
Increased by +1.49%
Jun 30, 24
12 JPMorgan Chase & Co 3.33M (2.35%) 1.22M
Increased by +36.57%
Jun 30, 24
13 Clarkston Capital Partners, LLC 3.11M (2.20%) 1.62M
Increased by +52.08%
Sep 30, 24
14 TPG GP A, LLC 2.92M (2.07%) 1.25M
Increased by +42.65%
Jun 30, 24
15 London Company of Virginia 2.64M (1.87%) -12.36K
Decreased by -0.47%
Jun 30, 24
16 Anomaly Capital Management, LP 2.52M (1.78%) 1.51M
Increased by +60.10%
Mar 31, 24
17 Amvescap Plc. 2.43M (1.72%) 300.00K
Increased by +12.32%
Jun 30, 24
18 Bank of America Corp 2.43M (1.72%) -247.61K
Decreased by -10.21%
Jun 30, 24
19 Gates Capital Management Inc 2.29M (1.62%) 647.44K
Increased by +28.27%
Sep 30, 24
20 Kayne Anderson Rudnick Investment Management LLC 2.05M (1.45%) 114.05K
Increased by +5.58%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.55M (3.22%) -15.73K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 3.81M (2.69%) 44.02K
Increased by +1.16%
Oct 31, 24
3 Vanguard Small Cap Index 3.60M (2.55%) 7.05K
Increased by +0.20%
Oct 31, 24
4 Champlain Mid Cap Fund, LLC 2.26M (1.60%) 346.58K
Increased by +15.33%
Oct 31, 24
5 Fidelity Low-Priced Stock 2.06M (1.46%) 92.42K
Increased by +4.49%
Aug 31, 24
6 Invesco S&P 500® Equal Weight ETF 2.03M (1.43%) 9.18K
Increased by +0.45%
Oct 31, 24
7 JHancock Disciplined Value Mid Cap I 2.01M (1.42%) 0.00
Increased by 0.00%
Sep 30, 24
8 Strategic Advisers Fidelity US TtlStk 1.98M (1.40%) 179.43K
Increased by +9.05%
May 31, 24
9 Vanguard Small Cap Growth Index Inv 1.98M (1.40%) -5.75K
Decreased by -0.29%
Oct 31, 24
10 Clarkston Capital SMID Composite 1.88M (1.33%) 1.01M
Increased by +53.81%
Sep 30, 24
11 Touchstone Mid Cap Y 1.88M (1.33%) 38.73K
Increased by +2.06%
Sep 30, 24
12 Fidelity 500 Index 1.77M (1.25%) -12.72K
Decreased by -0.72%
Sep 30, 24
13 SPDR® S&P 500® ETF Trust 1.75M (1.24%) 9.18K
Increased by +0.52%
Oct 31, 24
14 Fidelity® 500 Index 1.70M (1.20%) 10.81K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500 ETF Trust 1.69M (1.19%) 10.66K
Increased by +0.63%
Feb 29, 24
16 iShares Core S&P 500 ETF 1.60M (1.13%) 2.46K
Increased by +0.15%
Oct 31, 24
17 Vanguard Mid Cap Index Institutional 1.55M (1.09%) 1.91K
Increased by +0.12%
Aug 31, 24
18 The Consumer Staples Sel SectSPDR® ETF 1.41M (1.00%) -3.38K
Decreased by -0.24%
Oct 31, 24
19 T. Rowe Price Mid-Cap Value 1.35M (0.95%) 70.90K
Increased by +5.26%
Sep 30, 24
20 T. Rowe Price US Mid-Cap Value Equity 1.35M (0.95%) 1.35M
Increased by +100.00%
Sep 30, 24