Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSPC 4.65%
2 EWCO 4.16%
3 CPAI 1.99%
4 SCAP 1.91%
5 PXMG 1.41%
6 EQUL 1.25%
7 XMLV 1.15%
8 WCEO 0.89%
9 XMMO 0.87%
10 LOWV 0.86%
11 HSMV 0.85%
12 ACTV 0.84%
13 SDVY 0.82%
14 VSMV 0.65%
15 FCOM 0.62%
16 FMDE 0.62%
17 MDYG 0.58%
18 VOX 0.58%
19 USVM 0.57%
20 PAMC 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.80M (10.47%) 63.86K
Increased by +0.40%
Dec 31, 24
2 BlackRock Inc 15.68M (10.39%) 832.76K
Increased by +5.31%
Dec 31, 24
3 T. Rowe Price Investment Management,Inc. 9.69M (6.42%) -552.55K
Decreased by -5.70%
Dec 31, 24
4 Farallon Capital Management, L.L.C. 7.38M (4.89%) -1.37M
Decreased by -18.56%
Dec 31, 24
5 Darsana Capital Partners LP 5.75M (3.81%) 750.00K
Increased by +13.04%
Dec 31, 24
6 Wellington Management Company LLP 5.52M (3.66%) -551.19K
Decreased by -9.98%
Dec 31, 24
7 State Street Corp 4.98M (3.30%) 191.79K
Increased by +3.85%
Dec 31, 24
8 State Street Corporation 4.83M (3.20%) 166.67K
Increased by +3.45%
Mar 31, 24
9 Stockbridge Partners LLC 4.39M (2.91%) -1.94M
Decreased by -44.14%
Dec 31, 24
10 Geode Capital Management, LLC 4.04M (2.67%) 102.52K
Increased by +2.54%
Dec 31, 24
11 Route One Investment Co, LP 3.79M (2.51%) 0.00
Increased by 0.00%
Dec 31, 24
12 Renaissance Technologies Corp 3.57M (2.37%) 418.15K
Increased by +11.71%
Dec 31, 24
13 Franklin Resources Inc 3.38M (2.24%) 22.73K
Increased by +0.67%
Dec 31, 24
14 Citadel Advisors Llc 3.29M (2.18%) 1.25M
Increased by +38.03%
Sep 30, 24
15 Baillie Gifford & Co Limited. 2.54M (1.68%) 1.76M
Increased by +69.54%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 2.50M (1.65%) 146.00K
Increased by +5.85%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 2.36M (1.57%) 323.17K
Increased by +13.68%
Dec 31, 24
18 Amvescap Plc. 2.15M (1.42%) 322.14K
Increased by +15.01%
Dec 31, 24
19 OZ Management LLC 2.12M (1.40%) -559.37K
Decreased by -26.43%
Sep 30, 23
20 Valueact Holdings, L.p. 2.09M (1.39%) -1.53M
Decreased by -73.16%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.34M (3.54%) 4.00K
Increased by +0.07%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 4.89M (3.24%) 2.61K
Increased by +0.05%
Feb 28, 25
3 Vanguard Small Cap Index 3.96M (2.62%) 3.26K
Increased by +0.08%
Feb 28, 25
4 T. Rowe Price Mid-Cap Growth 3.60M (2.38%) 277.60K
Increased by +7.71%
Jan 31, 25
5 T. Rowe Price US Mid-Cap Growth Equity 3.32M (2.20%) -14.40K
Decreased by -0.43%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 2.61M (1.73%) -9.87K
Decreased by -0.38%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.48M (1.64%) 9.70K
Increased by +0.39%
Feb 28, 25
8 Vanguard Explorer Inv 2.30M (1.52%) 69.56K
Increased by +3.03%
Dec 31, 24
9 American Funds SMALLCAP World A 1.50M (0.99%) 0.00
Increased by 0.00%
Dec 31, 24
10 T. Rowe Price Small-Cap Value 1.39M (0.92%) -1.01K
Decreased by -0.07%
Jan 31, 25
11 SPDR® S&P MIDCAP 400 ETF Trust 1.32M (0.87%) 12.53K
Increased by +0.95%
Feb 28, 25
12 Franklin Technology A Acc USD 1.26M (0.84%) 0.00
Increased by 0.00%
Dec 31, 24
13 iShares S&P Mid-Cap 400 Growth ETF 1.02M (0.67%) 0.00
Increased by 0.00%
Nov 27, 24
14 American Funds New Economy A 1.01M (0.67%) 0.00
Increased by 0.00%
Dec 31, 24
15 Capital Group New Economy Comp 1.01M (0.67%) 0.00
Increased by 0.00%
Dec 31, 24
16 Baillie Gifford Positive Change B Acc 987.76K (0.65%) 322.47K
Increased by +32.65%
Jan 31, 25
17 Baillie Gifford Positive Change 982.29K (0.65%) 318.37K
Increased by +32.41%
Jan 31, 25
18 Invesco Global Multi Cap Growth 981.38K (0.65%) 59.08K
Increased by +6.02%
Jun 30, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 966.70K (0.64%) 0.00
Increased by 0.00%
Feb 28, 25
20 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 928.10K (0.61%) 39.30K
Increased by +4.23%
Dec 31, 24