Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWCO 4.16%
2 RSPC 4.11%
3 CPAI 1.99%
4 SCAP 1.79%
5 PXMG 1.41%
6 EQUL 1.27%
7 XMLV 1.18%
8 PAMC 0.99%
9 HSMV 0.95%
10 JSMD 0.92%
11 LOWV 0.90%
12 WCEO 0.90%
13 ACTV 0.84%
14 XMMO 0.80%
15 VOX 0.70%
16 VSMV 0.67%
17 FCOM 0.65%
18 IVOG 0.62%
19 MDYG 0.56%
20 VUSE 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.74M (10.44%) -70.28K
Decreased by -0.45%
Sep 30, 24
2 BlackRock Inc 14.35M (9.52%) -73.17K
Decreased by -0.51%
Jun 30, 24
3 T. Rowe Price Investment Management,Inc. 10.25M (6.80%) 117.29K
Increased by +1.14%
Sep 30, 24
4 Farallon Capital Management, L.L.C. 9.92M (6.58%) -1.27M
Decreased by -12.78%
Jun 30, 24
5 Stockbridge Partners LLC 6.32M (4.19%) -768.07K
Decreased by -12.15%
Sep 30, 24
6 Wellington Management Company LLP 5.96M (3.95%) 236.49K
Increased by +3.97%
Jun 30, 24
7 Darsana Capital Partners LP 5.00M (3.32%) -1.25M
Decreased by -25.00%
Sep 30, 24
8 State Street Corporation 4.83M (3.21%) 166.67K
Increased by +3.45%
Mar 31, 24
9 State Street Corp 4.75M (3.15%) -81.04K
Decreased by -1.71%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 4.06M (2.69%) -87.62K
Decreased by -2.16%
Jun 30, 24
11 Route One Investment Co, LP 3.79M (2.52%) 0.00
Increased by 0.00%
Sep 30, 24
12 Geode Capital Management, LLC 3.78M (2.51%) 570.55K
Increased by +15.10%
Jun 30, 24
13 Franklin Resources Inc 3.30M (2.19%) 17.84K
Increased by +0.54%
Jun 30, 24
14 Renaissance Technologies Corp 3.15M (2.09%) 240.08K
Increased by +7.62%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 2.35M (1.56%) -74.08K
Decreased by -3.15%
Sep 30, 24
16 OZ Management LLC 2.12M (1.40%) -559.37K
Decreased by -26.43%
Sep 30, 23
17 Valueact Holdings, L.p. 2.09M (1.39%) -1.53M
Decreased by -73.16%
Mar 31, 24
18 Citadel Advisors Llc 2.04M (1.35%) 1.63M
Increased by +79.75%
Jun 30, 24
19 NORGES BANK 1.95M (1.29%) 120.16K
Increased by +6.15%
Jun 30, 24
20 Capital Research Global Investors 1.90M (1.26%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.15M (3.41%) 2.78K
Increased by +0.05%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.89M (3.24%) -17.32K
Decreased by -0.35%
Oct 31, 24
3 Vanguard Small Cap Index 3.89M (2.58%) 7.60K
Increased by +0.20%
Oct 31, 24
4 T. Rowe Price Mid-Cap Growth 3.34M (2.21%) -7.10K
Decreased by -0.21%
Sep 30, 24
5 T. Rowe Price US Mid-Cap Growth Equity 3.34M (2.21%) 90.80K
Increased by +2.72%
Sep 30, 24
6 Vanguard Small Cap Value Index Inv 2.63M (1.75%) -908.00
Decreased by -0.03%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.44M (1.62%) -61.74K
Decreased by -2.53%
Sep 30, 24
8 Vanguard Explorer Inv 2.23M (1.48%) 0.00
Increased by 0.00%
Sep 30, 24
9 T. Rowe Price Small-Cap Value 1.77M (1.17%) -15.99K
Decreased by -0.90%
Sep 30, 24
10 American Funds SMALLCAP World A 1.50M (0.99%) 0.00
Increased by 0.00%
Sep 30, 24
11 SPDR® S&P MIDCAP 400 ETF Trust 1.29M (0.85%) -18.93K
Decreased by -1.47%
Oct 31, 24
12 Franklin Technology A Acc USD 1.26M (0.84%) 0.00
Increased by 0.00%
Sep 30, 24
13 iShares S&P Mid-Cap 400 Growth ETF 1.02M (0.68%) -500.00
Decreased by -0.05%
Oct 31, 24
14 American Funds New Economy A 1.01M (0.67%) 0.00
Increased by 0.00%
Sep 30, 24
15 Capital Group New Economy Comp 1.01M (0.67%) 0.00
Increased by 0.00%
Sep 30, 24
16 State St Russell Sm/Mid Cp® Indx NL Cl C 995.98K (0.66%) -35.50K
Decreased by -3.56%
Oct 31, 24
17 Invesco Global Multi Cap Growth 981.38K (0.65%) 59.08K
Increased by +6.02%
Jun 30, 24
18 T. Rowe Price U.S. SC Value Eq Tr-Z 953.05K (0.63%) 14.86K
Increased by +1.56%
Sep 30, 24
19 Fidelity Extended Market Index 944.62K (0.63%) -3.82K
Decreased by -0.40%
Sep 30, 24
20 Independent Franchise Partners US Equity 903.79K (0.60%) 0.00
Increased by 0.00%
Sep 29, 23