Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MUSQ 9.44%
2 PEJ 5.05%
3 EWCO 4.83%
4 RSPC 4.77%
5 UTRN 4.09%
6 XLC 3.13%
7 TAAG 2.94%
8 PEZ 2.78%
9 BUL 2.74%
10 FCFY 2.43%
11 OOTO 2.18%
12 GBUY 2.17%
13 LTL 2.12%
14 FTGS 2.11%
15 BMVP 1.86%
16 RPG 1.79%
17 SMCO 1.76%
18 TMFX 1.60%
19 FXD 1.57%
20 FCOM 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.17M (12.33%) -48.73K
Decreased by -0.25%
Dec 31, 24
2 BlackRock Inc 14.98M (9.63%) 38.40K
Increased by +0.26%
Dec 31, 24
3 PUBLIC INVESTMENT FUND 12.57M (8.08%) 0.00
Increased by 0.00%
Dec 31, 23
4 State Street Corp 10.65M (6.85%) 459.76K
Increased by +4.32%
Dec 31, 24
5 Canada Pension Plan Investment Board 8.65M (5.56%) 44.70K
Increased by +0.52%
Dec 31, 24
6 State Street Corporation 8.55M (5.50%) 554.89K
Increased by +6.49%
Mar 31, 24
7 Select Equity Group LP 8.44M (5.43%) -4.13M
Decreased by -48.93%
Dec 31, 24
8 Principal Financial Group Inc 7.30M (4.70%) 105.65K
Increased by +1.45%
Dec 31, 24
9 Wellington Management Company LLP 5.76M (3.70%) -233.57K
Decreased by -4.06%
Dec 31, 24
10 FMR Inc 5.22M (3.36%) 1.93M
Increased by +36.98%
Dec 31, 24
11 Independent Franchise Partners LLP 4.69M (3.02%) 3.17M
Increased by +67.50%
Dec 31, 24
12 Geode Capital Management, LLC 3.87M (2.49%) 108.29K
Increased by +2.80%
Dec 31, 24
13 JPMorgan Chase & Co 3.29M (2.11%) 1.64M
Increased by +49.86%
Sep 30, 24
14 Lone Pine Capital LLC 3.22M (2.07%) -127.75K
Decreased by -3.97%
Mar 31, 24
15 Jericho Capital Asset Management LP 3.21M (2.06%) 777.11K
Increased by +24.22%
Dec 31, 24
16 Amundi 3.00M (1.93%) -190.30K
Decreased by -6.35%
Mar 31, 24
17 Cantillon Capital Management LLC 2.98M (1.92%) 15.89K
Increased by +0.53%
Dec 31, 24
18 Artisan Partners Limited Partnership 2.73M (1.76%) 445.70K
Increased by +16.31%
Dec 31, 24
19 Victory Capital Management Inc. 2.60M (1.67%) -390.17K
Decreased by -15.00%
Sep 30, 23
20 Vulcan Value Partners, LLC 2.46M (1.58%) -231.28K
Decreased by -9.39%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 The Comm Svcs Sel Sect SPDR® ETF 5.54M (3.56%) -2.54K
Decreased by -0.05%
Feb 28, 25
2 Principal MidCap R5 5.45M (3.51%) 0.00
Increased by 0.00%
Feb 28, 25
3 Principal Aligned MidCap Equity 5.39M (3.47%) 51.16K
Increased by +0.95%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 5.13M (3.30%) 20.02K
Increased by +0.39%
Feb 28, 25
5 Vanguard Institutional 500 Index Trust 4.35M (2.80%) 29.62K
Increased by +0.68%
Feb 28, 25
6 Communication Services Sel Sect SPDR®ETF 3.62M (2.33%) -2.49K
Decreased by -0.07%
Apr 30, 24
7 Vanguard Mid Cap Index Institutional 3.51M (2.26%) 13.50K
Increased by +0.38%
Feb 28, 25
8 Findlay Park American I USD Dist 2.37M (1.53%) 298.00K
Increased by +12.57%
Dec 31, 24
9 Fidelity 500 Index 1.96M (1.26%) 8.63K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 1.94M (1.25%) -14.35K
Decreased by -0.74%
Feb 28, 25
11 BlackRock Mid-Cap Growth Equity Instl 1.85M (1.19%) -127.65K
Decreased by -6.92%
Feb 28, 25
12 iShares Core S&P 500 ETF 1.84M (1.18%) -93.00
Decreased by -0.01%
Feb 28, 25
13 Vanguard Growth Index Investor 1.82M (1.17%) 1.63K
Increased by +0.09%
Feb 28, 25
14 MFS Mid Cap Growth A 1.77M (1.14%) 196.19K
Increased by +11.11%
Feb 28, 25
15 Victory Sycamore Established Value R 1.72M (1.10%) -285.00K
Decreased by -16.62%
Sep 30, 23
16 SPDR® S&P 500 ETF Trust 1.68M (1.08%) 3.78K
Increased by +0.23%
Apr 30, 24
17 Fidelity® 500 Index 1.65M (1.06%) 10.51K
Increased by +0.64%
Nov 30, 23
18 Vanguard Windsor Investor Shares 1.58M (1.02%) -329.83K
Decreased by -20.82%
Dec 31, 24
19 MFS Mid Cap Growth Equity 1.47M (0.94%) 379.82K
Increased by +25.90%
Dec 31, 24
20 Vanguard Mid-Cap Growth ETF 1.22M (0.79%) 9.81K
Increased by +0.80%
Feb 28, 25