Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEJ 6.12%
2 RSPC 5.62%
3 EWCO 4.83%
4 UTRN 4.09%
5 MUSQ 3.84%
6 XLC 3.33%
7 TAAG 2.94%
8 BUL 2.74%
9 GBUY 2.59%
10 SMCO 2.47%
11 LTL 2.45%
12 FCFY 2.43%
13 FTGS 2.29%
14 RPG 2.16%
15 OOTO 1.77%
16 TMFX 1.59%
17 ABCS 1.52%
18 FCOM 1.34%
19 FXD 1.32%
20 ROE 1.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.22M (12.11%) 758.13K
Increased by +3.94%
Sep 30, 24
2 BlackRock Inc 13.59M (8.57%) 859.02K
Increased by +6.32%
Jun 30, 24
3 Select Equity Group LP 12.57M (7.93%) -366.89K
Decreased by -2.92%
Sep 30, 24
4 PUBLIC INVESTMENT FUND 12.57M (7.92%) 0.00
Increased by 0.00%
Dec 31, 23
5 State Street Corp 8.90M (5.61%) 346.59K
Increased by +3.89%
Jun 30, 24
6 Canada Pension Plan Investment Board 8.61M (5.42%) -117.31K
Decreased by -1.36%
Sep 30, 24
7 State Street Corporation 8.55M (5.39%) 554.89K
Increased by +6.49%
Mar 31, 24
8 Principal Financial Group Inc 7.20M (4.54%) 87.03K
Increased by +1.21%
Sep 30, 24
9 Wellington Management Company LLP 6.18M (3.90%) 2.25M
Increased by +36.41%
Jun 30, 24
10 Geode Capital Management, LLC 3.44M (2.17%) 148.67K
Increased by +4.32%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 3.41M (2.15%) -2.36M
Decreased by -69.12%
Jun 30, 24
12 FMR Inc 3.29M (2.07%) 784.99K
Increased by +23.88%
Sep 30, 24
13 Lone Pine Capital LLC 3.22M (2.03%) -127.75K
Decreased by -3.97%
Mar 31, 24
14 Amundi 3.00M (1.89%) -190.30K
Decreased by -6.35%
Mar 31, 24
15 Cantillon Capital Management LLC 2.96M (1.87%) -88.41K
Decreased by -2.99%
Sep 30, 24
16 Victory Capital Management Inc. 2.60M (1.64%) -390.17K
Decreased by -15.00%
Sep 30, 23
17 Vulcan Value Partners, LLC 2.46M (1.55%) -231.28K
Decreased by -9.39%
Sep 30, 24
18 Jericho Capital Asset Management LP 2.43M (1.53%) -52.20K
Decreased by -2.15%
Sep 30, 24
19 Goldman Sachs Group Inc 2.37M (1.49%) 1.05M
Increased by +44.09%
Dec 31, 23
20 Artisan Partners Limited Partnership 2.32M (1.46%) -42.55K
Decreased by -1.83%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 5.34M (3.37%) 122.40K
Increased by +2.29%
Sep 30, 24
2 Principal MidCap R5 5.34M (3.37%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.11M (3.22%) -18.20K
Decreased by -0.36%
Oct 31, 24
4 The Comm Svcs Sel Sect SPDR® ETF 4.87M (3.07%) 3.62K
Increased by +0.07%
Oct 31, 24
5 Vanguard Institutional 500 Index Trust 4.15M (2.62%) 51.82K
Increased by +1.25%
Oct 31, 24
6 Communication Services Sel Sect SPDR®ETF 3.62M (2.28%) -2.49K
Decreased by -0.07%
Apr 30, 24
7 Vanguard Mid Cap Index Institutional 3.45M (2.17%) 6.50K
Increased by +0.19%
Oct 31, 24
8 Findlay Park American I USD Dist 2.88M (1.81%) -30.60K
Decreased by -1.06%
Aug 31, 24
9 BlackRock Mid-Cap Growth Equity Instl 2.54M (1.60%) -29.41K
Decreased by -1.16%
Sep 30, 24
10 Vanguard Growth Index Investor 2.10M (1.32%) 13.44K
Increased by +0.64%
Oct 31, 24
11 Fidelity 500 Index 1.93M (1.21%) 170.44K
Increased by +8.85%
Sep 30, 24
12 Vanguard Windsor Investor Shares 1.91M (1.21%) -61.92K
Decreased by -3.24%
Sep 30, 24
13 SPDR® S&P 500® ETF Trust 1.91M (1.20%) 9.94K
Increased by +0.52%
Oct 31, 24
14 iShares Core S&P 500 ETF 1.74M (1.10%) 2.70K
Increased by +0.15%
Oct 31, 24
15 Victory Sycamore Established Value R 1.72M (1.08%) -285.00K
Decreased by -16.62%
Sep 30, 23
16 SPDR® S&P 500 ETF Trust 1.68M (1.06%) 3.78K
Increased by +0.23%
Apr 30, 24
17 Fidelity® 500 Index 1.65M (1.04%) 10.51K
Increased by +0.64%
Nov 30, 23
18 Invesco S&P 500® Equal Weight ETF 1.31M (0.83%) 5.95K
Increased by +0.45%
Oct 31, 24
19 Vanguard Mid-Cap Growth ETF 1.15M (0.72%) 3.02K
Increased by +0.26%
Oct 31, 24
20 MFS Mid Cap Growth A 1.09M (0.68%) 144.41K
Increased by +13.29%
Sep 30, 24