Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MUSQ 10.10%
2 PEJ 5.15%
3 RSPC 5.07%
4 EWCO 4.83%
5 UTRN 4.09%
6 XLC 3.69%
7 TAAG 2.94%
8 LTL 2.92%
9 PEZ 2.77%
10 BUL 2.74%
11 SMCO 2.57%
12 FCFY 2.43%
13 GBUY 2.34%
14 FTGS 2.28%
15 OOTO 2.19%
16 BMVP 2.14%
17 RPG 1.87%
18 TMFX 1.65%
19 ABCS 1.60%
20 FXD 1.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.17M (12.37%) -48.73K
Decreased by -0.25%
Dec 31, 24
2 BlackRock Inc 14.94M (9.64%) 1.35M
Increased by +9.03%
Sep 30, 24
3 Select Equity Group LP 12.57M (8.11%) -366.89K
Decreased by -2.92%
Sep 30, 24
4 PUBLIC INVESTMENT FUND 12.57M (8.11%) 0.00
Increased by 0.00%
Dec 31, 23
5 State Street Corp 10.19M (6.57%) 1.29M
Increased by +12.65%
Sep 30, 24
6 Canada Pension Plan Investment Board 8.65M (5.58%) 44.70K
Increased by +0.52%
Dec 31, 24
7 State Street Corporation 8.55M (5.52%) 554.89K
Increased by +6.49%
Mar 31, 24
8 Principal Financial Group Inc 7.30M (4.71%) 105.65K
Increased by +1.45%
Dec 31, 24
9 Wellington Management Company LLP 5.76M (3.71%) -233.57K
Decreased by -4.06%
Dec 31, 24
10 Independent Franchise Partners LLP 4.69M (3.03%) 3.17M
Increased by +67.50%
Dec 31, 24
11 Geode Capital Management, LLC 3.76M (2.43%) 321.83K
Increased by +8.55%
Sep 30, 24
12 JPMorgan Chase & Co 3.29M (2.12%) 1.64M
Increased by +49.86%
Sep 30, 24
13 FMR Inc 3.29M (2.12%) 784.99K
Increased by +23.88%
Sep 30, 24
14 Lone Pine Capital LLC 3.22M (2.08%) -127.75K
Decreased by -3.97%
Mar 31, 24
15 Amundi 3.00M (1.93%) -190.30K
Decreased by -6.35%
Mar 31, 24
16 Cantillon Capital Management LLC 2.98M (1.92%) 15.89K
Increased by +0.53%
Dec 31, 24
17 Artisan Partners Limited Partnership 2.73M (1.76%) 445.70K
Increased by +16.31%
Dec 31, 24
18 Victory Capital Management Inc. 2.60M (1.68%) -390.17K
Decreased by -15.00%
Sep 30, 23
19 Vulcan Value Partners, LLC 2.46M (1.59%) -231.28K
Decreased by -9.39%
Sep 30, 24
20 Jericho Capital Asset Management LP 2.43M (1.57%) -52.20K
Decreased by -2.15%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 The Comm Svcs Sel Sect SPDR® ETF 5.39M (3.48%) 1.27K
Increased by +0.02%
Jan 31, 25
2 Principal Aligned MidCap Equity 5.39M (3.48%) 51.16K
Increased by +0.95%
Dec 31, 24
3 Principal MidCap R5 5.39M (3.48%) 10.86K
Increased by +0.20%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 5.09M (3.29%) 4.32K
Increased by +0.08%
Dec 31, 24
5 Vanguard Institutional 500 Index Trust 4.25M (2.74%) 34.77K
Increased by +0.82%
Dec 31, 24
6 Communication Services Sel Sect SPDR®ETF 3.62M (2.34%) -2.49K
Decreased by -0.07%
Apr 30, 24
7 Vanguard Mid Cap Index Institutional 3.50M (2.26%) 31.93K
Increased by +0.91%
Dec 31, 24
8 BlackRock Mid-Cap Growth Equity Instl 2.18M (1.41%) -9.65K
Decreased by -0.44%
Dec 31, 24
9 Findlay Park American I USD Dist 2.07M (1.34%) -37.70K
Decreased by -1.82%
Oct 31, 24
10 Fidelity 500 Index 1.95M (1.26%) 11.26K
Increased by +0.58%
Dec 31, 24
11 SPDR® S&P 500® ETF Trust 1.91M (1.24%) -18.77K
Decreased by -0.98%
Jan 31, 25
12 iShares Core S&P 500 ETF 1.84M (1.19%) 4.11K
Increased by +0.22%
Jan 31, 25
13 Vanguard Growth Index Investor 1.82M (1.17%) -289.27K
Decreased by -15.92%
Dec 31, 24
14 Victory Sycamore Established Value R 1.72M (1.11%) -285.00K
Decreased by -16.62%
Sep 30, 23
15 SPDR® S&P 500 ETF Trust 1.68M (1.08%) 3.78K
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 1.65M (1.07%) 10.51K
Increased by +0.64%
Nov 30, 23
17 Vanguard Windsor Investor Shares 1.58M (1.02%) -329.83K
Decreased by -20.82%
Dec 31, 24
18 MFS Mid Cap Growth A 1.47M (0.95%) 0.00
Increased by 0.00%
Dec 31, 24
19 MFS Mid Cap Growth Equity 1.47M (0.95%) 379.82K
Increased by +25.90%
Dec 31, 24
20 Vanguard Mid-Cap Growth ETF 1.21M (0.78%) 51.63K
Increased by +4.28%
Dec 31, 24