Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PP 7.36%
2 HHH_old 4.82%
3 AHOY 3.42%
4 ADPV 3.01%
5 TIME 2.93%
6 DIVS 2.91%
7 KSEA 1.87%
8 PTEC 1.75%
9 FLGB 1.58%
10 EWU 1.55%
11 HDEF 1.54%
12 RFDI 1.44%
13 EUDG 1.33%
14 FIVA 1.31%
15 FICS 1.26%
16 DWX 1.20%
17 KXI 1.08%
18 SXQG 0.92%
19 HDAW 0.84%
20 HDMV 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.09M (8.87%) -7.73K
Decreased by -0.06%
Sep 30, 24
2 Boston Partners Global Investors, Inc 9.48M (6.96%) 171.21K
Increased by +1.81%
Sep 30, 24
3 JPMorgan Chase & Co 7.99M (5.86%) -172.29K
Decreased by -2.16%
Sep 30, 24
4 FMR Inc 7.64M (5.61%) -3.52M
Decreased by -46.12%
Sep 30, 24
5 Nuveen Asset Management, LLC 5.32M (3.90%) 5.00M
Increased by +94.06%
Sep 30, 24
6 BlackRock Inc 5.29M (3.88%) 164.10K
Increased by +3.10%
Jun 30, 24
7 Technology Crossover Management X, Ltd. 4.45M (3.27%) 0.00
Increased by 0.00%
Sep 30, 24
8 Caledonia (Private) Investments Pty Ltd 4.38M (3.22%) 0.00
Increased by 0.00%
Mar 31, 24
9 State Street Corp 4.11M (3.02%) 1.27M
Increased by +30.91%
Sep 30, 24
10 Capital World Investors 3.64M (2.67%) 0.00
Increased by 0.00%
Mar 31, 24
11 Wellington Management Company LLP 3.31M (2.43%) 548.08K
Increased by +16.53%
Sep 30, 24
12 Davis Selected Advisers 3.16M (2.32%) -53.85K
Decreased by -1.70%
Sep 30, 24
13 Balyasny Asset Management LLC 3.04M (2.23%) 2.48M
Increased by +81.63%
Jun 30, 24
14 Amvescap Plc. 2.96M (2.17%) -2.18M
Decreased by -73.55%
Sep 30, 23
15 D. E. Shaw & Co LP 2.78M (2.04%) 1.34M
Increased by +48.33%
Sep 30, 24
16 Renaissance Technologies Corp 2.76M (2.02%) 288.90K
Increased by +10.48%
Sep 30, 24
17 State Street Corporation 2.73M (2.00%) 25.16K
Increased by +0.92%
Mar 31, 24
18 Geode Capital Management, LLC 2.04M (1.50%) 12.73K
Increased by +0.62%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 1.77M (1.30%) -1.05M
Decreased by -59.58%
Sep 30, 24
20 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.59M (1.17%) 36.33K
Increased by +2.28%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JHancock Disciplined Value Mid Cap I 7.36M (5.40%) 382.30K
Increased by +5.19%
Oct 31, 24
2 CREF Growth R1 4.98M (3.65%) 1.92M
Increased by +38.57%
Oct 31, 24
3 JPM US Mid Cap Growth-Composite 4.82M (3.53%) 0.00
Increased by 0.00%
Sep 30, 24
4 JPMorgan Mid Cap Growth I 4.82M (3.53%) 0.00
Increased by 0.00%
Oct 31, 24
5 Vanguard Total Stock Mkt Idx Inv 4.25M (3.12%) -22.45K
Decreased by -0.53%
Oct 31, 24
6 American Funds Growth Fund of Amer A 3.58M (2.63%) 0.00
Increased by 0.00%
Mar 31, 24
7 Capital Group Growth Fnd of Amer Comp 3.58M (2.63%) 0.00
Increased by 0.00%
Mar 31, 24
8 Hartford MidCap Y 2.95M (2.17%) 512.30K
Increased by +17.35%
Oct 31, 24
9 Vanguard Mid Cap Index Institutional 2.83M (2.08%) 6.61K
Increased by +0.23%
Oct 31, 24
10 Fidelity Global Innovators Cl F 2.65M (1.95%) -11.12K
Decreased by -0.42%
Jun 30, 24
11 Invesco OFI Large Cap Core 2.25M (1.66%) -2.03M
Decreased by -89.99%
Sep 30, 23
12 Fidelity Canadian Growth Company Sr B 2.13M (1.56%) 0.00
Increased by 0.00%
Jun 30, 24
13 Fidelity Advisor Equity Growth I 1.97M (1.45%) 0.00
Increased by 0.00%
Oct 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 1.96M (1.44%) -7.09K
Decreased by -0.36%
Oct 31, 24
15 Fidelity VIP Growth Initial 1.89M (1.39%) 0.00
Increased by 0.00%
Oct 31, 24
16 JPM US Mid Cap Growth-MA 1.88M (1.38%) 0.00
Increased by 0.00%
Sep 30, 24
17 Fidelity Capital Appreciation 1.74M (1.28%) 0.00
Increased by 0.00%
Oct 31, 24
18 Nuveen Large Cap Growth R6 1.58M (1.16%) 607.88K
Increased by +38.57%
Oct 31, 24
19 Davis Financial 1.54M (1.13%) -54.79K
Decreased by -3.56%
Sep 30, 24
20 Davis Financial A 1.54M (1.13%) -54.79K
Decreased by -3.56%
Sep 30, 24