Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.20%
2 CWS 4.98%
3 KMID 4.26%
4 WBIL 4.06%
5 UTRN 3.98%
6 BOUT 3.29%
7 MDCP 3.21%
8 CBLS 3.08%
9 POWA 2.36%
10 UPGD 2.16%
11 JMID 2.12%
12 RYJ 2.12%
13 DEF 2.03%
14 VALQ 2.02%
15 NBSM 1.96%
16 JSMD 1.91%
17 CBSE 1.82%
18 GDIV 1.80%
19 TMFX 1.66%
20 DVOL 1.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.74M (11.45%) 70.50K
Increased by +0.21%
Dec 31, 24
2 BlackRock Inc 28.22M (9.58%) 268.07K
Increased by +0.95%
Dec 31, 24
3 State Street Corporation 12.93M (4.39%) 224.82K
Increased by +1.74%
Mar 31, 24
4 State Street Corp 11.85M (4.02%) 95.22K
Increased by +0.80%
Dec 31, 24
5 Apg All Pensions Group 10.67M (3.62%) -5.48M
Decreased by -51.40%
Dec 31, 24
6 Kayne Anderson Rudnick Investment Management LLC 10.21M (3.46%) -26.45K
Decreased by -0.26%
Dec 31, 24
7 Geode Capital Management, LLC 8.56M (2.90%) 1.28M
Increased by +14.99%
Dec 31, 24
8 Montrusco Bolton Investments Inc 7.46M (2.53%) -1.94M
Decreased by -25.93%
Dec 31, 24
9 JPMorgan Chase & Co 4.56M (1.55%) 840.80K
Increased by +18.44%
Sep 30, 24
10 Select Equity Group LP 4.45M (1.51%) -4.28M
Decreased by -96.24%
Mar 31, 24
11 Amvescap Plc. 4.27M (1.45%) 617.88K
Increased by +14.48%
Dec 31, 24
12 NORGES BANK 3.81M (1.29%) 375.71K
Increased by +9.85%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 3.69M (1.25%) -239.42K
Decreased by -6.48%
Dec 31, 24
14 Durable Capital Partners LP 3.42M (1.16%) -24.03K
Decreased by -0.70%
Jun 30, 24
15 Macquarie Group Ltd 3.39M (1.15%) -109.40K
Decreased by -3.22%
Dec 31, 24
16 Northern Trust Corp 3.05M (1.03%) 322.61K
Increased by +10.59%
Dec 31, 24
17 Millennium Management LLC 3.02M (1.03%) 1.02M
Increased by +33.77%
Dec 31, 23
18 Renaissance Technologies Corp 2.88M (0.98%) -32.65K
Decreased by -1.13%
Dec 31, 24
19 Neuberger Berman Group LLC 2.88M (0.98%) -88.49K
Decreased by -3.07%
Dec 31, 24
20 Marshall Wace Asset Management Ltd 2.77M (0.94%) 2.20M
Increased by +79.56%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.19M (3.12%) 6.63K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.17M (3.11%) 13.53K
Increased by +0.15%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 7.80M (2.65%) 9.01K
Increased by +0.12%
Mar 31, 25
4 Vanguard Mid Cap Index Institutional 6.26M (2.12%) -18.27K
Decreased by -0.29%
Mar 31, 25
5 Vanguard Growth Index Investor 4.02M (1.37%) 590.43K
Increased by +14.67%
Mar 31, 25
6 Fidelity 500 Index 3.52M (1.19%) 15.66K
Increased by +0.45%
Feb 28, 25
7 SPDR® S&P 500 ETF 3.50M (1.19%) -51.15K
Decreased by -1.46%
Mar 31, 25
8 iShares Core S&P 500 ETF 3.43M (1.16%) 9.96K
Increased by +0.29%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 3.41M (1.16%) -17.82K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 3.39M (1.15%) -26.39K
Decreased by -0.78%
Mar 31, 24
11 SPDR® S&P 500® ETF 3.37M (1.14%) -56.43K
Decreased by -1.67%
Mar 31, 25
12 Fidelity® 500 Index 3.27M (1.11%) 20.82K
Increased by +0.64%
Nov 30, 23
13 BlackRock Mid-Cap Growth Equity Instl 3.00M (1.02%) -88.39K
Decreased by -2.94%
Feb 28, 25
14 Invesco S&P 500® Equal Weight ETF 2.81M (0.95%) 5.96K
Increased by +0.21%
Mar 31, 25
15 Vanguard Mid-Cap Growth ETF 2.27M (0.77%) 83.97K
Increased by +3.71%
Mar 31, 25
16 Delaware Ivy Mid Cap Growth A 2.05M (0.70%) 0.00
Increased by 0.00%
Oct 31, 24
17 NBI US Equity Priv Ptf F CAD 1.93M (0.65%) 0.00
Increased by 0.00%
Mar 31, 25
18 Rathbone Global Opportunities Fund I Acc 1.91M (0.65%) 0.00
Increased by 0.00%
Jan 31, 25
19 Rathbone Global Opportunities I Acc 1.91M (0.65%) 0.00
Increased by 0.00%
May 31, 24
20 Rathbone Global Opportunities R Acc 1.91M (0.65%) 0.00
Increased by 0.00%
Feb 28, 25