Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JHAC 1.62%
2 TSME 1.40%
3 SDVY 1.15%
4 PFUT 1.03%
5 PAMC 0.96%
6 FRTY 0.95%
7 FLM 0.94%
8 FXR 0.70%
9 MSSM 0.58%
10 MADE 0.57%
11 FDWM 0.55%
12 IVOV 0.55%
13 MDYV 0.52%
14 IJJ 0.52%
15 IQSM 0.45%
16 MIDE 0.44%
17 CZA 0.43%
18 JAVA 0.43%
19 SFYX 0.42%
20 FSST 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.75M (10.26%) -7.64K
Decreased by -0.11%
Dec 31, 24
2 BlackRock Inc 6.42M (9.74%) 246.01K
Increased by +3.83%
Dec 31, 24
3 Capital World Investors 6.29M (9.55%) -497.41K
Decreased by -7.91%
Dec 31, 24
4 FMR Inc 5.70M (8.66%) -315.77K
Decreased by -5.54%
Dec 31, 24
5 Diamond Hill Capital Management Inc 2.91M (4.42%) -257.96K
Decreased by -8.87%
Dec 31, 24
6 Massachusetts Financial Services Company 2.77M (4.20%) -38.12K
Decreased by -1.38%
Dec 31, 24
7 Victory Capital Management Inc. 2.18M (3.31%) 363.73K
Increased by +16.71%
Dec 31, 24
8 State Street Corp 2.05M (3.12%) 79.96K
Increased by +3.90%
Dec 31, 24
9 State Street Corporation 1.95M (2.96%) 38.63K
Increased by +1.98%
Mar 31, 24
10 NORGES BANK 1.52M (2.30%) -169.16K
Decreased by -11.16%
Dec 31, 24
11 UBS Asset Mgmt Americas Inc 1.33M (2.02%) 42.70K
Increased by +3.20%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 1.32M (2.00%) -123.03K
Decreased by -9.35%
Dec 31, 24
13 HHG PLC 1.14M (1.73%) -430.01K
Decreased by -37.67%
Dec 31, 23
14 Westfield Capital Management Company, L.P. 1.14M (1.73%) 159.26K
Increased by +13.99%
Dec 31, 24
15 Manufacturers Life Insurance Co 1.13M (1.72%) -6.63K
Decreased by -0.59%
Dec 31, 24
16 Geode Capital Management, LLC 1.10M (1.67%) -4.21K
Decreased by -0.38%
Dec 31, 24
17 Franklin Resources Inc 1.07M (1.62%) -85.93K
Decreased by -8.06%
Dec 31, 24
18 Westfield Capital Management Company, LP 979.52K (1.49%) 399.65K
Increased by +40.80%
Sep 30, 24
19 Nuveen Asset Management, LLC 899.69K (1.37%) 399.27K
Increased by +44.38%
Dec 31, 24
20 TimesSquare Capital Management, LLC 884.10K (1.34%) 232.51K
Increased by +26.30%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 4.06M (6.17%) -230.68K
Decreased by -5.68%
Dec 31, 24
2 Capital Group Fundamental Invtrs Comp 4.06M (6.17%) -230.68K
Decreased by -5.68%
Dec 31, 24
3 UBS: Global Equity 3.16M (4.81%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 2.16M (3.28%) 3.81K
Increased by +0.18%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 2.09M (3.17%) 9.66K
Increased by +0.46%
Feb 28, 25
6 Vanguard Small Cap Index 1.69M (2.57%) 1.38K
Increased by +0.08%
Feb 28, 25
7 Diamond Hill Large Cap Equity 1.67M (2.53%) 39.75K
Increased by +2.39%
Feb 28, 25
8 Victory Sycamore Established Value R 1.46M (2.22%) 180.00K
Increased by +12.33%
Dec 31, 24
9 Vanguard Small Cap Value Index Inv 1.11M (1.69%) -3.98K
Decreased by -0.36%
Feb 28, 25
10 American Funds SMALLCAP World A 1.05M (1.59%) -40.54K
Decreased by -3.87%
Dec 31, 24
11 Diamond Hill Large Cap Inv 1.02M (1.55%) 63.23K
Increased by +6.19%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (1.53%) 2.15K
Increased by +0.21%
Feb 28, 25
13 MFS Mid Cap Value A 840.24K (1.28%) 0.00
Increased by 0.00%
Feb 28, 25
14 MFS Mid Cap Value Equity 840.24K (1.28%) 0.00
Increased by 0.00%
Dec 31, 24
15 American Funds New Perspective A 756.69K (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group New Perspective Comp 756.69K (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
17 Robeco Smart Energy F-EUR Cap 645.00K (0.98%) 0.00
Increased by 0.00%
Sep 30, 24
18 RobecoSAM Smart Energy Eqs F EUR 645.00K (0.98%) -20.00K
Decreased by -3.10%
Mar 31, 24
19 RobecoSAM Smart Energy B EUR 608.00K (0.92%) 0.00
Increased by 0.00%
Feb 28, 25
20 Fidelity Mid-Cap Stock 597.23K (0.91%) 0.00
Increased by 0.00%
Dec 31, 23