Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PP 10.15%
2 HHH_old 4.82%
3 AHOY 3.43%
4 DIVS 3.08%
5 ADPV 3.01%
6 PTEC 2.98%
7 MOTI 2.71%
8 DFNL 2.51%
9 FICS 2.19%
10 KSEA 1.99%
11 AIVI 1.82%
12 FLGB 1.72%
13 OEUR 1.66%
14 HDEF 1.57%
15 EWU 1.55%
16 RFDI 1.50%
17 EUDG 1.50%
18 EAFG 1.41%
19 KBE 1.35%
20 JSML 1.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Boston Partners Global Investors, Inc 13.70M (68.10%) 1.39M
Increased by +10.15%
Mar 31, 25
2 Vanguard Group Inc 12.79M (63.57%) 273.48K
Increased by +2.14%
Mar 31, 25
3 JPMorgan Chase & Co 10.78M (53.56%) 2.62M
Increased by +24.28%
Mar 31, 25
4 FMR Inc 8.43M (41.88%) 2.31M
Increased by +27.46%
Mar 31, 25
5 Nuveen Asset Management, LLC 8.12M (40.36%) 2.80M
Increased by +34.52%
Dec 31, 24
6 Nuveen, LLC 7.99M (39.71%) 7.99M
Increased by +100.00%
Mar 31, 25
7 Valueact Holdings, L.p. 6.73M (33.43%) 6.73M
Increased by +100.00%
Mar 31, 25
8 BlackRock Inc 5.60M (27.82%) -261.87K
Decreased by -4.68%
Mar 31, 25
9 State Street Corp 4.80M (23.85%) -629.74K
Decreased by -13.12%
Mar 31, 25
10 Wellington Management Company LLP 4.77M (23.72%) 69.15K
Increased by +1.45%
Mar 31, 25
11 Technology Crossover Management X, Ltd. 4.45M (22.11%) 0.00
Increased by 0.00%
Mar 31, 25
12 Capital World Investors 3.64M (18.10%) 0.00
Increased by 0.00%
Mar 31, 24
13 Davis Selected Advisers 3.14M (15.60%) -31.65K
Decreased by -1.01%
Mar 31, 25
14 Balyasny Asset Management LLC 3.04M (15.09%) 2.48M
Increased by +81.63%
Jun 30, 24
15 Goldman Sachs Group Inc 3.03M (15.08%) 2.63M
Increased by +86.69%
Mar 31, 25
16 Amvescap Plc. 2.96M (14.70%) -2.18M
Decreased by -73.55%
Sep 30, 23
17 Citadel Advisors Llc 2.92M (14.50%) 1.47M
Increased by +50.24%
Mar 31, 25
18 Freestone Grove Partners LP 2.87M (14.27%) 2.80M
Increased by +97.48%
Mar 31, 25
19 State Street Corporation 2.73M (13.56%) 25.16K
Increased by +0.92%
Mar 31, 24
20 Geode Capital Management, LLC 2.21M (11.00%) 94.12K
Increased by +4.25%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JHancock Disciplined Value Mid Cap I 10.45M (51.95%) -209.72K
Decreased by -2.01%
May 31, 25
2 CREF Growth R3 7.36M (36.56%) 937.93K
Increased by +12.75%
May 31, 25
3 NYLI Merger Arbitrage ETF 7.35M (36.51%) 0.00
Increased by 0.00%
Jun 30, 25
4 JPMorgan Mid Cap Growth I 6.31M (31.34%) 0.00
Increased by 0.00%
May 31, 25
5 JPM US Mid Cap Growth-Composite 5.14M (25.54%) -1.17M
Decreased by -22.70%
Jun 30, 25
6 CREF Growth R1 4.99M (24.78%) 231.82K
Increased by +4.65%
Mar 31, 25
7 Vanguard Total Stock Mkt Idx Inv 4.46M (22.17%) 4.34K
Increased by +0.10%
May 31, 25
8 Hartford MidCap Y 4.32M (21.46%) -44.77K
Decreased by -1.04%
May 31, 25
9 Vanguard US Total Market Shares ETF 4.28M (21.25%) 4.13K
Increased by +0.10%
Sep 30, 24
10 American Funds Growth Fund of Amer A 3.58M (17.81%) 0.00
Increased by 0.00%
Mar 31, 24
11 Capital Group Growth Fnd of Amer Comp 3.58M (17.81%) 0.00
Increased by 0.00%
Mar 31, 24
12 Vanguard Mid Cap Index Institutional 3.04M (15.10%) 28.41K
Increased by +0.93%
May 31, 25
13 Fidelity Global Innovators Cl F 2.65M (13.18%) -11.12K
Decreased by -0.42%
Jun 30, 24
14 Fidelity Advisor Equity Growth I 2.43M (12.05%) 0.00
Increased by 0.00%
May 31, 25
15 Nuveen Large Cap Growth R6 2.40M (11.94%) 341.71K
Increased by +14.22%
May 31, 25
16 Invesco OFI Large Cap Core 2.25M (11.20%) -2.03M
Decreased by -89.99%
Sep 30, 23
17 Fidelity VIP Growth Initial 2.21M (10.99%) 0.00
Increased by 0.00%
May 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 2.13M (10.58%) 15.70K
Increased by +0.74%
May 31, 25
19 Fidelity Canadian Growth Company Sr B 2.13M (10.56%) 0.00
Increased by 0.00%
Jun 30, 24
20 JPM US Mid Cap Growth-MA 2.10M (10.44%) -384.56K
Decreased by -18.31%
Jun 30, 25