Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.09%
2 PSL 3.01%
3 CBSE 2.25%
4 CBLS 2.10%
5 AMID 1.96%
6 WBIE 1.80%
7 TXS 1.79%
8 PXMG 1.63%
9 XMLV 1.41%
10 EQUL 1.39%
11 TPHE 1.14%
12 TPHD 1.13%
13 LSAF 0.98%
14 HSMV 0.89%
15 DVAL 0.85%
16 TCAF 0.75%
17 LSEQ 0.72%
18 PAMC 0.64%
19 MIDE 0.56%
20 IQSM 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.35M (10.84%) 11.43K
Increased by +0.08%
Dec 31, 24
2 BlackRock Inc 12.74M (9.62%) -89.36K
Decreased by -0.70%
Sep 30, 24
3 Baillie Gifford & Co Limited. 11.02M (8.32%) -1.51M
Decreased by -13.68%
Dec 31, 24
4 Select Equity Group LP 9.12M (6.89%) 1.88M
Increased by +20.65%
Sep 30, 24
5 T. Rowe Price Investment Management,Inc. 8.46M (6.39%) 8.41M
Increased by +99.39%
Sep 30, 24
6 State Street Corporation 4.52M (3.41%) 127.27K
Increased by +2.82%
Mar 31, 24
7 State Street Corp 4.48M (3.38%) -59.70K
Decreased by -1.33%
Sep 30, 24
8 FMR Inc 4.06M (3.06%) 3.04M
Increased by +75.04%
Sep 30, 24
9 Geode Capital Management, LLC 3.21M (2.43%) 156.09K
Increased by +4.86%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 3.11M (2.35%) -3.17M
Decreased by -101.83%
Sep 30, 24
11 AllianceBernstein L.P. 3.08M (2.33%) -676.84K
Decreased by -21.96%
Sep 30, 24
12 Swedbank AB 2.95M (2.23%) 50.00K
Increased by +1.69%
Dec 31, 24
13 Capital Research & Mgmt Co - Division 3 2.78M (2.10%) 1.75K
Increased by +0.06%
Dec 31, 24
14 Fidelity International Ltd 2.20M (1.66%) -1.05M
Decreased by -47.71%
Sep 30, 24
15 Neuberger Berman Group LLC 2.05M (1.55%) -159.53K
Decreased by -7.77%
Sep 30, 24
16 Sarasin & Partners LLP 2.00M (1.51%) -189.07K
Decreased by -9.46%
Mar 31, 24
17 Dimensional Fund Advisors, Inc. 1.79M (1.35%) -110.90K
Decreased by -6.18%
Dec 31, 24
18 Handelsbanken Fonder AB 1.70M (1.28%) -114.40K
Decreased by -6.75%
Dec 31, 24
19 Turtle Creek Asset Management Inc. 1.67M (1.26%) -299.35K
Decreased by -17.96%
Dec 31, 24
20 T. Rowe Price Associates, Inc. 1.65M (1.24%) -1.82M
Decreased by -110.28%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Capital Appreciation 5.91M (4.46%) -154.20K
Decreased by -2.61%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 4.72M (3.56%) -1.22K
Decreased by -0.03%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 4.30M (3.24%) 3.62K
Increased by +0.08%
Dec 31, 24
4 AF High Growth (AFRIS) 3.71M (2.80%) 3.71M
Increased by +100.00%
Feb 29, 24
5 Vanguard Small Cap Index 3.51M (2.65%) 42.25K
Increased by +1.20%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 2.33M (1.76%) -13.15K
Decreased by -0.56%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.19M (1.65%) 9.37K
Increased by +0.43%
Dec 31, 24
8 Eaton Vance Atlanta Capital SMID-Cap I 1.72M (1.30%) 0.00
Increased by 0.00%
Dec 31, 24
9 Global Balanced (AFRIS) 1.70M (1.28%) 1.70M
Increased by +100.00%
Feb 29, 24
10 American Funds Growth Fund of Amer A 1.62M (1.23%) 0.00
Increased by 0.00%
Dec 31, 24
11 Capital Group Growth Fnd of Amer Comp 1.62M (1.23%) 0.00
Increased by 0.00%
Dec 31, 24
12 Swedbank Robur Allemansfond Komplett 1.50M (1.13%) 0.00
Increased by 0.00%
Jan 31, 25
13 T. Rowe Price U.S. Value Equity Tr-Z 1.37M (1.04%) -113.80K
Decreased by -8.30%
Mar 31, 24
14 T. Rowe Price US Value Equity Composite 1.34M (1.01%) -203.72K
Decreased by -15.25%
Mar 31, 24
15 T. Rowe Price Value 1.34M (1.01%) -203.72K
Decreased by -15.25%
Mar 31, 24
16 JNL/T. Rowe Price Capital Appreciation A 1.31M (0.99%) 33.35K
Increased by +2.54%
Dec 31, 24
17 Swedbank Robur Kapitalinvest 1.30M (0.98%) 100.00K
Increased by +7.69%
Jan 31, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 1.16M (0.87%) -48.53K
Decreased by -4.19%
Jan 31, 25
19 American Funds IS® Growth 1 1.12M (0.85%) 0.00
Increased by 0.00%
Dec 31, 24
20 Capital Group Growth Composite 1.12M (0.85%) 0.00
Increased by 0.00%
Dec 31, 24