Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWCO 4.16%
2 RSPC 3.94%
3 CPAI 1.99%
4 SCAP 1.70%
5 PXMG 1.41%
6 EQUL 1.25%
7 XMLV 1.16%
8 HSMV 0.85%
9 ACTV 0.84%
10 LOWV 0.82%
11 XMMO 0.79%
12 JSMD 0.76%
13 WCEO 0.65%
14 VSMV 0.64%
15 VOX 0.61%
16 MDYG 0.58%
17 FMDE 0.56%
18 FCOM 0.55%
19 USVM 0.54%
20 PAPI 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.74M (9.79%) -70.28K
Decreased by -0.45%
Sep 30, 24
2 BlackRock Inc 14.85M (9.24%) 501.89K
Increased by +3.38%
Sep 30, 24
3 T. Rowe Price Investment Management,Inc. 10.25M (6.38%) 117.29K
Increased by +1.14%
Sep 30, 24
4 Farallon Capital Management, L.L.C. 8.74M (5.44%) -1.17M
Decreased by -13.44%
Sep 30, 24
5 Stockbridge Partners LLC 6.32M (3.93%) -768.07K
Decreased by -12.15%
Sep 30, 24
6 Wellington Management Company LLP 6.07M (3.78%) 118.48K
Increased by +1.95%
Sep 30, 24
7 Darsana Capital Partners LP 5.00M (3.11%) -1.25M
Decreased by -25.00%
Sep 30, 24
8 State Street Corporation 4.83M (3.01%) 166.67K
Increased by +3.45%
Mar 31, 24
9 State Street Corp 4.79M (2.98%) 32.91K
Increased by +0.69%
Sep 30, 24
10 Geode Capital Management, LLC 3.93M (2.45%) 154.51K
Increased by +3.93%
Sep 30, 24
11 Route One Investment Co, LP 3.79M (2.36%) 0.00
Increased by 0.00%
Sep 30, 24
12 Franklin Resources Inc 3.35M (2.09%) 49.85K
Increased by +1.49%
Sep 30, 24
13 Citadel Advisors Llc 3.29M (2.05%) 1.25M
Increased by +38.03%
Sep 30, 24
14 Renaissance Technologies Corp 3.15M (1.96%) 240.08K
Increased by +7.62%
Sep 30, 24
15 Baillie Gifford & Co Limited. 2.54M (1.58%) 1.76M
Increased by +69.54%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 2.35M (1.46%) -74.08K
Decreased by -3.15%
Sep 30, 24
17 OZ Management LLC 2.12M (1.32%) -559.37K
Decreased by -26.43%
Sep 30, 23
18 Valueact Holdings, L.p. 2.09M (1.30%) -1.53M
Decreased by -73.16%
Mar 31, 24
19 Morgan Stanley - Brokerage Accounts 2.04M (1.27%) -2.02M
Decreased by -99.09%
Sep 30, 24
20 NORGES BANK 1.95M (1.21%) 120.16K
Increased by +6.15%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.31M (3.31%) 0.00
Increased by 0.00%
Jan 29, 25
2 Vanguard Total Stock Mkt Idx Inv 4.88M (3.03%) 4.29K
Increased by +0.09%
Dec 31, 24
3 Vanguard Small Cap Index 3.95M (2.46%) 29.65K
Increased by +0.75%
Dec 31, 24
4 T. Rowe Price Mid-Cap Growth 3.32M (2.07%) 0.00
Increased by 0.00%
Dec 31, 24
5 T. Rowe Price US Mid-Cap Growth Equity 3.32M (2.07%) -14.40K
Decreased by -0.43%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 2.62M (1.63%) -28.00K
Decreased by -1.07%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.47M (1.54%) 23.19K
Increased by +0.94%
Dec 31, 24
8 Vanguard Explorer Inv 2.30M (1.43%) 69.56K
Increased by +3.03%
Dec 31, 24
9 American Funds SMALLCAP World A 1.50M (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
10 T. Rowe Price Small-Cap Value 1.39M (0.87%) -92.20K
Decreased by -6.63%
Dec 31, 24
11 SPDR® S&P MIDCAP 400 ETF Trust 1.36M (0.85%) 35.22K
Increased by +2.59%
Dec 31, 24
12 Franklin Technology A Acc USD 1.26M (0.78%) 0.00
Increased by 0.00%
Dec 31, 24
13 iShares S&P Mid-Cap 400 Growth ETF 1.02M (0.63%) 0.00
Increased by 0.00%
Nov 27, 24
14 American Funds New Economy A 1.01M (0.63%) 0.00
Increased by 0.00%
Dec 31, 24
15 Capital Group New Economy Comp 1.01M (0.63%) 0.00
Increased by 0.00%
Dec 31, 24
16 Invesco Global Multi Cap Growth 981.38K (0.61%) 59.08K
Increased by +6.02%
Jun 30, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 965.60K (0.60%) -30.38K
Decreased by -3.15%
Dec 31, 24
18 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 928.10K (0.58%) 39.30K
Increased by +4.23%
Dec 31, 24
19 Independent Franchise Partners US Equity 903.79K (0.56%) 0.00
Increased by 0.00%
Sep 29, 23
20 Fidelity Extended Market Index 903.42K (0.56%) 4.22K
Increased by +0.47%
Dec 31, 24