Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PP 8.65%
2 HHH_old 4.82%
3 AHOY 3.32%
4 ADPV 3.01%
5 TIME 2.93%
6 DIVS 2.91%
7 PTEC 1.96%
8 KSEA 1.86%
9 FLGB 1.59%
10 EWU 1.55%
11 HDEF 1.47%
12 RFDI 1.43%
13 EUDG 1.33%
14 FIVA 1.28%
15 FICS 1.26%
16 DWX 1.16%
17 KXI 1.08%
18 SXQG 0.92%
19 FPX 0.90%
20 HDAW 0.84%

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 9.31M (6.84%) -68.89K
Decreased by -0.74%
Jun 30, 24
3 JPMorgan Chase & Co 8.16M (5.99%) -241.47K
Decreased by -2.96%
Jun 30, 24
4 FMR Inc 7.64M (5.61%) -3.52M
Decreased by -46.12%
Sep 30, 24
5 BlackRock Inc 5.29M (3.88%) 164.10K
Increased by +3.10%
Jun 30, 24
6 Technology Crossover Management X, Ltd. 4.45M (3.27%) 0.00
Increased by 0.00%
Sep 30, 24
7 Caledonia (Private) Investments Pty Ltd 4.38M (3.22%) 0.00
Increased by 0.00%
Mar 31, 24
8 Capital World Investors 3.64M (2.67%) 0.00
Increased by 0.00%
Mar 31, 24
9 Davis Selected Advisers 3.16M (2.32%) -53.85K
Decreased by -1.70%
Sep 30, 24
10 Balyasny Asset Management LLC 3.04M (2.23%) 2.48M
Increased by +81.63%
Jun 30, 24
11 Amvescap Plc. 2.96M (2.17%) -2.18M
Decreased by -73.55%
Sep 30, 23
12 State Street Corp 2.84M (2.08%) 110.31K
Increased by +3.89%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 2.82M (2.07%) 236.23K
Increased by +8.38%
Jun 30, 24
14 Wellington Management Company LLP 2.77M (2.03%) 2.77M
Increased by +100.00%
Jun 30, 24
15 Renaissance Technologies Corp 2.76M (2.02%) 288.90K
Increased by +10.48%
Sep 30, 24
16 State Street Corporation 2.73M (2.00%) 25.16K
Increased by +0.92%
Mar 31, 24
17 Geode Capital Management, LLC 2.03M (1.49%) 172.37K
Increased by +8.49%
Jun 30, 24
18 J. Goldman & Co LP 1.58M (1.16%) 698.89K
Increased by +44.31%
Jun 30, 24
19 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.56M (1.14%) -51.98K
Decreased by -3.34%
Jun 30, 24
20 Bruni J V & Co 1.54M (1.13%) -96.29K
Decreased by -6.27%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JHancock Disciplined Value Mid Cap I 6.98M (5.12%) 0.00
Increased by 0.00%
Sep 30, 24
2 JPM US Mid Cap Growth-Composite 4.82M (3.53%) 0.00
Increased by 0.00%
Sep 30, 24
3 JPMorgan Mid Cap Growth I 4.82M (3.53%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.25M (3.12%) -22.45K
Decreased by -0.53%
Oct 31, 24
5 American Funds Growth Fund of Amer A 3.58M (2.63%) 0.00
Increased by 0.00%
Mar 31, 24
6 Capital Group Growth Fnd of Amer Comp 3.58M (2.63%) 0.00
Increased by 0.00%
Mar 31, 24
7 CREF Growth R1 3.06M (2.24%) 3.06M
Increased by +100.00%
Sep 30, 24
8 Vanguard Mid Cap Index Institutional 2.83M (2.08%) 6.61K
Increased by +0.23%
Oct 31, 24
9 Fidelity Global Innovators Cl F 2.65M (1.95%) -11.12K
Decreased by -0.42%
Jun 30, 24
10 Hartford MidCap Y 2.44M (1.79%) 234.96K
Increased by +9.63%
Sep 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%
Sep 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 1.96M (1.44%) -53.09K
Decreased by -2.70%
Sep 30, 24
15 Fidelity VIP Growth Initial 1.89M (1.39%) 0.00
Increased by 0.00%
Sep 30, 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%
Sep 30, 24
18 Davis Financial A 1.59M (1.17%) 0.00
Increased by 0.00%
Jun 30, 24
19 Davis Financial 1.54M (1.13%) -54.79K
Decreased by -3.56%
Sep 30, 24
20 VIP Growth Initial 1.41M (1.04%) 134.80K
Increased by +9.54%
Nov 30, 23