Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.09%
2 PSL 3.27%
3 CBLS 3.19%
4 CBSE 2.98%
5 AMID 2.23%
6 TXS 1.98%
7 WBIE 1.80%
8 PXMG 1.63%
9 EQUL 1.39%
10 XMLV 1.30%
11 TPHE 1.23%
12 TPHD 1.23%
13 LSAF 0.98%
14 HSMV 0.94%
15 DVAL 0.89%
16 LSEQ 0.72%
17 MIDE 0.69%
18 PAMC 0.65%
19 IQSM 0.61%
20 TMSL 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.35M (10.88%) 11.43K
Increased by +0.08%
Dec 31, 24
2 BlackRock Inc 12.98M (9.84%) 240.10K
Increased by +1.85%
Dec 31, 24
3 Baillie Gifford & Co Limited. 11.02M (8.36%) -1.51M
Decreased by -13.68%
Dec 31, 24
4 T. Rowe Price Investment Management,Inc. 8.95M (6.79%) 492.82K
Increased by +5.50%
Dec 31, 24
5 Select Equity Group LP 8.30M (6.29%) -821.61K
Decreased by -9.90%
Dec 31, 24
6 FMR Inc 6.90M (5.23%) 2.85M
Increased by +41.24%
Dec 31, 24
7 State Street Corp 4.59M (3.48%) 110.94K
Increased by +2.42%
Dec 31, 24
8 State Street Corporation 4.52M (3.42%) 127.27K
Increased by +2.82%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 3.53M (2.68%) 417.16K
Increased by +11.82%
Dec 31, 24
10 Geode Capital Management, LLC 3.24M (2.46%) 27.43K
Increased by +0.85%
Dec 31, 24
11 Swedbank AB 2.95M (2.24%) 50.00K
Increased by +1.69%
Dec 31, 24
12 AllianceBernstein L.P. 2.94M (2.23%) -141.08K
Decreased by -4.80%
Dec 31, 24
13 Capital Research & Mgmt Co - Division 3 2.78M (2.10%) 1.75K
Increased by +0.06%
Dec 31, 24
14 Sarasin & Partners LLP 2.00M (1.52%) -189.07K
Decreased by -9.46%
Mar 31, 24
15 Neuberger Berman Group LLC 1.92M (1.46%) -132.85K
Decreased by -6.92%
Dec 31, 24
16 Fidelity International Ltd 1.82M (1.38%) -371.97K
Decreased by -20.40%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 1.79M (1.36%) -110.90K
Decreased by -6.18%
Dec 31, 24
18 Handelsbanken Fonder AB 1.70M (1.29%) -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 Northern Trust Corp 1.65M (1.25%) 328.69K
Increased by +19.92%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Capital Appreciation 4.75M (3.60%) -1.16M
Decreased by -24.35%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 4.71M (3.57%) 8.26K
Increased by +0.18%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 4.34M (3.29%) 26.62K
Increased by +0.61%
Feb 28, 25
4 AF High Growth (AFRIS) 3.71M (2.81%) 3.71M
Increased by +100.00%
Feb 29, 24
5 Vanguard Small Cap Index 3.52M (2.67%) 2.88K
Increased by +0.08%
Feb 28, 25
6 Vanguard Small Cap Value Index Inv 2.32M (1.76%) -8.09K
Decreased by -0.35%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.20M (1.67%) 7.75K
Increased by +0.35%
Feb 28, 25
8 Eaton Vance Atlanta Capital SMID-Cap I 1.72M (1.30%) 0.00
Increased by 0.00%
Jan 31, 25
9 Global Balanced (AFRIS) 1.70M (1.29%) 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 1.60M (1.21%) 100.00K
Increased by +6.25%
Feb 28, 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 (1.00%) 33.35K
Increased by +2.54%
Dec 31, 24
17 Swedbank Robur Kapitalinvest 1.30M (0.99%) 0.00
Increased by 0.00%
Feb 28, 25
18 Strategic Advisers Fidelity US TtlStk 1.23M (0.93%) 118.06K
Increased by +9.63%
Feb 28, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 1.17M (0.89%) 11.13K
Increased by +0.95%
Feb 28, 25
20 American Funds IS® Growth 1 1.12M (0.85%) 0.00
Increased by 0.00%
Dec 31, 24