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 2.99%
6 TIME 2.93%
7 PTEC 2.77%
8 KSEA 2.07%
9 FLGB 1.74%
10 RFDI 1.58%
11 HDEF 1.56%
12 EWU 1.55%
13 EAFG 1.43%
14 EUDG 1.42%
15 FIVA 1.33%
16 FICS 1.26%
17 KBE 1.23%
18 DEEP 1.17%
19 DVP 1.17%
20 KXI 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.52M (9.11%) 431.05K
Increased by +3.44%
Dec 31, 24
2 Boston Partners Global Investors, Inc 12.31M (8.96%) 2.83M
Increased by +22.98%
Dec 31, 24
3 JPMorgan Chase & Co 8.16M (5.94%) -7.81M
Decreased by -95.71%
Dec 31, 24
4 Nuveen Asset Management, LLC 8.12M (5.91%) 2.80M
Increased by +34.52%
Dec 31, 24
5 FMR Inc 6.11M (4.45%) -1.52M
Decreased by -24.93%
Dec 31, 24
6 BlackRock Inc 5.86M (4.26%) 510.48K
Increased by +8.71%
Dec 31, 24
7 State Street Corp 5.43M (3.95%) 1.32M
Increased by +24.34%
Dec 31, 24
8 Wellington Management Company LLP 4.71M (3.42%) 1.39M
Increased by +29.55%
Dec 31, 24
9 Technology Crossover Management X, Ltd. 4.45M (3.24%) 0.00
Increased by 0.00%
Dec 31, 24
10 Caledonia (Private) Investments Pty Ltd 4.38M (3.19%) 0.00
Increased by 0.00%
Mar 31, 24
11 Capital World Investors 3.64M (2.65%) 0.00
Increased by 0.00%
Mar 31, 24
12 Davis Selected Advisers 3.17M (2.31%) 7.18K
Increased by +0.23%
Dec 31, 24
13 Balyasny Asset Management LLC 3.04M (2.21%) 2.48M
Increased by +81.63%
Jun 30, 24
14 Amvescap Plc. 2.96M (2.15%) -2.18M
Decreased by -73.55%
Sep 30, 23
15 State Street Corporation 2.73M (1.99%) 25.16K
Increased by +0.92%
Mar 31, 24
16 VOLORIDGE INVESTMENT MANAGEMENT, LLC 2.19M (1.59%) 593.71K
Increased by +27.14%
Dec 31, 24
17 Geode Capital Management, LLC 2.12M (1.54%) 74.73K
Increased by +3.53%
Dec 31, 24
18 D. E. Shaw & Co LP 2.11M (1.53%) -675.15K
Decreased by -32.05%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 1.92M (1.39%) 149.45K
Increased by +7.80%
Dec 31, 24
20 Bruni J V & Co 1.86M (1.35%) 324.98K
Increased by +17.47%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JHancock Disciplined Value Mid Cap I 9.39M (6.83%) 430.47K
Increased by +4.58%
Jan 31, 25
2 JPMorgan Mid Cap Growth I 5.29M (3.85%) 500.57K
Increased by +9.46%
Jan 31, 25
3 CREF Growth R1 4.98M (3.62%) 0.00
Increased by 0.00%
Jan 31, 25
4 JPM US Mid Cap Growth-Composite 4.79M (3.49%) -26.01K
Decreased by -0.54%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 4.31M (3.13%) 40.94K
Increased by +0.95%
Feb 28, 25
6 Hartford MidCap Y 3.90M (2.84%) -35.79K
Decreased by -0.92%
Feb 28, 25
7 American Funds Growth Fund of Amer A 3.58M (2.61%) 0.00
Increased by 0.00%
Mar 31, 24
8 Capital Group Growth Fnd of Amer Comp 3.58M (2.61%) 0.00
Increased by 0.00%
Mar 31, 24
9 Vanguard Mid Cap Index Institutional 2.99M (2.18%) 6.87K
Increased by +0.23%
Feb 28, 25
10 Fidelity Global Innovators Cl F 2.65M (1.93%) -11.12K
Decreased by -0.42%
Jun 30, 24
11 SPDR® S&P Bank ETF 2.39M (1.74%) -28.84K
Decreased by -1.21%
Feb 28, 25
12 Invesco OFI Large Cap Core 2.25M (1.64%) -2.03M
Decreased by -89.99%
Sep 30, 23
13 Fidelity Canadian Growth Company Sr B 2.13M (1.55%) 0.00
Increased by 0.00%
Jun 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 2.10M (1.53%) 3.00K
Increased by +0.14%
Feb 28, 25
15 JPM US Mid Cap Growth-MA 1.88M (1.37%) 0.00
Increased by 0.00%
Dec 31, 24
16 Fidelity Advisor Equity Growth I 1.62M (1.18%) 0.00
Increased by 0.00%
Jan 31, 25
17 Nuveen Large Cap Growth R6 1.58M (1.15%) 0.00
Increased by 0.00%
Jan 31, 25
18 Fidelity VIP Growth Initial 1.55M (1.13%) 0.00
Increased by 0.00%
Jan 31, 25
19 Davis Financial 1.53M (1.11%) -14.24K
Decreased by -0.93%
Dec 31, 24
20 Davis Financial A 1.53M (1.11%) -14.24K
Decreased by -0.93%
Dec 31, 24