Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PP 10.15%
2 HHH_old 4.82%
3 AHOY 3.43%
4 ADPV 3.01%
5 DIVS 2.84%
6 PTEC 2.64%
7 MOTI 2.53%
8 DFNL 2.21%
9 FICS 2.02%
10 KSEA 1.99%
11 FLGB 1.60%
12 EWU 1.55%
13 OEUR 1.53%
14 HDEF 1.46%
15 RFDI 1.43%
16 EUDG 1.38%
17 FIVA 1.33%
18 EAFG 1.30%
19 LVHI 1.19%
20 EUSC 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Boston Partners Global Investors, Inc 13.70M (11.07%) 1.39M
Increased by +10.15%
Mar 31, 25
2 Vanguard Group Inc 12.79M (10.34%) 273.48K
Increased by +2.14%
Mar 31, 25
3 JPMorgan Chase & Co 10.78M (8.71%) 2.62M
Increased by +24.28%
Mar 31, 25
4 FMR Inc 8.43M (6.81%) 2.31M
Increased by +27.46%
Mar 31, 25
5 Nuveen Asset Management, LLC 8.12M (6.56%) 2.80M
Increased by +34.52%
Dec 31, 24
6 Nuveen, LLC 7.99M (6.46%) 7.99M
Increased by +100.00%
Mar 31, 25
7 Valueact Holdings, L.p. 6.73M (5.44%) 6.73M
Increased by +100.00%
Mar 31, 25
8 BlackRock Inc 5.60M (4.52%) -261.87K
Decreased by -4.68%
Mar 31, 25
9 State Street Corp 4.80M (3.88%) -629.74K
Decreased by -13.12%
Mar 31, 25
10 Wellington Management Company LLP 4.77M (3.86%) 69.15K
Increased by +1.45%
Mar 31, 25
11 Technology Crossover Management X, Ltd. 4.45M (3.60%) 0.00
Increased by 0.00%
Mar 31, 25
12 Capital World Investors 3.64M (2.94%) 0.00
Increased by 0.00%
Mar 31, 24
13 Davis Selected Advisers 3.14M (2.54%) -31.65K
Decreased by -1.01%
Mar 31, 25
14 Balyasny Asset Management LLC 3.04M (2.45%) 2.48M
Increased by +81.63%
Jun 30, 24
15 Goldman Sachs Group Inc 3.03M (2.45%) 2.63M
Increased by +86.69%
Mar 31, 25
16 Amvescap Plc. 2.96M (2.39%) -2.18M
Decreased by -73.55%
Sep 30, 23
17 Citadel Advisors Llc 2.92M (2.36%) 1.47M
Increased by +50.24%
Mar 31, 25
18 Freestone Grove Partners LP 2.87M (2.32%) 2.80M
Increased by +97.48%
Mar 31, 25
19 State Street Corporation 2.73M (2.20%) 25.16K
Increased by +0.92%
Mar 31, 24
20 Geode Capital Management, LLC 2.21M (1.79%) 94.12K
Increased by +4.25%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 NYLI Merger Arbitrage ETF 11.39M (9.20%) 0.00
Increased by 0.00%
May 30, 25
2 JHancock Disciplined Value Mid Cap I 10.66M (8.62%) 794.73K
Increased by +7.45%
Apr 30, 25
3 CREF Growth R3 6.42M (5.19%) 1.43M
Increased by +22.32%
Apr 30, 25
4 JPM US Mid Cap Growth-Composite 6.31M (5.10%) 1.52M
Increased by +24.05%
Mar 31, 25
5 JPMorgan Mid Cap Growth I 6.31M (5.10%) 0.00
Increased by 0.00%
Apr 30, 25
6 CREF Growth R1 4.99M (4.03%) 231.82K
Increased by +4.65%
Mar 31, 25
7 Vanguard Total Stock Mkt Idx Inv 4.46M (3.60%) 131.43K
Increased by +2.95%
Apr 30, 25
8 Hartford MidCap Y 4.36M (3.52%) 510.27K
Increased by +11.69%
Apr 30, 25
9 Vanguard US Total Market Shares ETF 4.28M (3.45%) 4.13K
Increased by +0.10%
Sep 30, 24
10 American Funds Growth Fund of Amer A 3.58M (2.90%) 0.00
Increased by 0.00%
Mar 31, 24
11 Capital Group Growth Fnd of Amer Comp 3.58M (2.90%) 0.00
Increased by 0.00%
Mar 31, 24
12 Vanguard Mid Cap Index Institutional 3.01M (2.43%) 27.70K
Increased by +0.92%
Apr 30, 25
13 Fidelity Global Innovators Cl F 2.65M (2.14%) -11.12K
Decreased by -0.42%
Jun 30, 24
14 JPM US Mid Cap Growth-MA 2.49M (2.01%) 603.67K
Increased by +24.29%
Mar 31, 25
15 Fidelity Advisor Equity Growth I 2.43M (1.96%) 724.40K
Increased by +29.86%
Apr 30, 25
16 Invesco OFI Large Cap Core 2.25M (1.82%) -2.03M
Decreased by -89.99%
Sep 30, 23
17 Fidelity VIP Growth Initial 2.21M (1.79%) 662.30K
Increased by +29.94%
Apr 30, 25
18 Fidelity Canadian Growth Company Sr B 2.13M (1.72%) 0.00
Increased by 0.00%
Jun 30, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 2.11M (1.71%) 29.01K
Increased by +1.37%
Apr 30, 25
20 Nuveen Large Cap Growth R6 2.06M (1.67%) 341.08K
Increased by +16.54%
Apr 30, 25