Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PP 8.79%
2 HHH_old 4.82%
3 AHOY 3.43%
4 ADPV 3.01%
5 DIVS 2.97%
6 TIME 2.93%
7 KSEA 1.89%
8 PTEC 1.75%
9 FLGB 1.56%
10 EWU 1.55%
11 HDEF 1.54%
12 RFDI 1.42%
13 EUDG 1.34%
14 FIVA 1.31%
15 FICS 1.26%
16 DWX 1.19%
17 KXI 1.08%
18 KBE 1.07%
19 SXQG 0.92%
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 9.48M (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 BlackRock Inc 5.35M (3.93%) 62.35K
Increased by +1.17%
Sep 30, 24
6 Nuveen Asset Management, LLC 5.32M (3.90%) 5.00M
Increased by +94.06%
Sep 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 7.49M (5.50%) 126.72K
Increased by +1.69%
Nov 30, 24
2 CREF Growth R1 4.98M (3.65%) 0.00
Increased by 0.00%
Nov 30, 24
3 JPMorgan Mid Cap Growth I 4.82M (3.53%) 0.00
Increased by 0.00%
Nov 30, 24
4 JPM US Mid Cap Growth-Composite 4.79M (3.52%) -26.01K
Decreased by -0.54%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 4.21M (3.09%) 6.00K
Increased by +0.14%
Dec 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 3.37M (2.47%) 416.04K
Increased by +12.35%
Nov 30, 24
9 Vanguard Mid Cap Index Institutional 2.98M (2.19%) 135.03K
Increased by +4.53%
Dec 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 SPDR® S&P Bank ETF 2.18M (1.60%) 0.00
Increased by 0.00%
Dec 31, 24
13 Fidelity Canadian Growth Company Sr B 2.13M (1.56%) 0.00
Increased by 0.00%
Jun 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 2.10M (1.54%) 129.38K
Increased by +6.17%
Dec 31, 24
15 JPM US Mid Cap Growth-MA 1.88M (1.38%) 0.00
Increased by 0.00%
Dec 31, 24
16 Fidelity Advisor Equity Growth I 1.62M (1.19%) -356.10K
Decreased by -22.00%
Nov 30, 24
17 Nuveen Large Cap Growth R6 1.58M (1.16%) 0.00
Increased by 0.00%
Nov 30, 24
18 Fidelity VIP Growth Initial 1.55M (1.14%) -337.40K
Decreased by -21.77%
Nov 30, 24
19 Davis Financial A 1.54M (1.13%) -54.79K
Decreased by -3.56%
Sep 30, 24
20 Davis Financial 1.53M (1.12%) -14.24K
Decreased by -0.93%
Dec 31, 24