Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 5.74%
2 FINX 4.60%
3 UTRN 3.96%
4 BLCR 3.46%
5 FINQ 3.16%
6 BLCV 2.79%
7 RISN 2.70%
8 OCFS 2.50%
9 CBSE 2.36%
10 SMRI 2.13%
11 BMVP 1.95%
12 CBLS 1.89%
13 QQQN 1.81%
14 RUNN 1.76%
15 VFLO 1.59%
16 QQJG 1.39%
17 QQQJ 1.34%
18 XITK 1.25%
19 TPHD 1.24%
20 TPHE 1.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 29.54M (13.83%) 5.27M
Increased by +17.85%
Dec 31, 24
2 Vanguard Group Inc 20.22M (9.46%) 239.44K
Increased by +1.18%
Dec 31, 24
3 HHG PLC 16.60M (7.77%) 539.48K
Increased by +3.25%
Dec 31, 24
4 Pzena Investment Management, LLC 11.56M (5.41%) -1.10M
Decreased by -9.56%
Dec 31, 24
5 Diamond Hill Capital Management Inc 6.77M (3.17%) -826.87K
Decreased by -12.21%
Dec 31, 24
6 State Street Corp 5.71M (2.67%) 87.14K
Increased by +1.53%
Dec 31, 24
7 State Street Corporation 5.29M (2.48%) 51.65K
Increased by +0.98%
Mar 31, 24
8 Boston Partners Global Investors, Inc 5.28M (2.47%) 3.90M
Increased by +73.90%
Dec 31, 24
9 Burgundy Asset Management Ltd 5.00M (2.34%) -113.45K
Decreased by -2.27%
Dec 31, 24
10 Cantillon Capital Management LLC 4.53M (2.12%) 25.89K
Increased by +0.57%
Dec 31, 24
11 FMR Inc 3.83M (1.79%) -150.72K
Decreased by -3.93%
Dec 31, 24
12 Citadel Advisors Llc 3.80M (1.78%) 265.40K
Increased by +6.98%
Sep 30, 24
13 T. Rowe Price Associates, Inc. 3.72M (1.74%) -59.81K
Decreased by -1.61%
Dec 31, 24
14 Geode Capital Management, LLC 3.54M (1.66%) -79.10K
Decreased by -2.23%
Dec 31, 24
15 Capital Research Global Investors 3.44M (1.61%) -369.60K
Decreased by -10.73%
Mar 31, 24
16 Millennium Management LLC 3.40M (1.59%) 1.12M
Increased by +32.97%
Jun 30, 24
17 Durable Capital Partners LP 3.26M (1.53%) -454.18K
Decreased by -13.92%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 3.16M (1.48%) 258.55K
Increased by +8.19%
Dec 31, 24
19 Franklin Resources Inc 2.72M (1.27%) -75.16K
Decreased by -2.76%
Dec 31, 24
20 NORGES BANK 2.71M (1.27%) -75.61K
Decreased by -2.79%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 9.77M (4.57%) 0.00
Increased by 0.00%
Jan 31, 25
2 Janus Inst Mid Cap Growth CF 9.77M (4.57%) 340.67K
Increased by +3.49%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 6.64M (3.11%) 41.35K
Increased by +0.62%
Feb 28, 25
4 BlackRock Equity Dividend Instl 6.62M (3.10%) -91.67K
Decreased by -1.38%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 4.55M (2.13%) 19.89K
Increased by +0.44%
Feb 28, 25
6 Diamond Hill Large Cap Equity 3.45M (1.61%) -425.57K
Decreased by -12.34%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 3.27M (1.53%) 6.53K
Increased by +0.20%
Feb 28, 25
8 Vanguard Windsor Investor Shares 2.95M (1.38%) 0.00
Increased by 0.00%
Dec 31, 24
9 JHancock Disciplined Value Mid Cap I 2.47M (1.16%) 0.00
Increased by 0.00%
Jan 31, 25
10 Janus Henderson US SMID Cap Growth 2.37M (1.11%) -48.73K
Decreased by -2.05%
Dec 31, 24
11 Janus Henderson US SMID Cap Growth MA 2.37M (1.11%) 2.37M
Increased by +100.00%
Dec 31, 24
12 American Funds Invmt Co of Amer A 2.34M (1.09%) -254.62K
Decreased by -10.88%
Mar 31, 24
13 Capital Group Investment Co of Amer Comp 2.34M (1.09%) -254.62K
Decreased by -10.88%
Mar 31, 24
14 Pzena Large Cap Value 2.23M (1.05%) -712.86K
Decreased by -31.92%
Feb 28, 25
15 Janus Henderson Triton D 2.04M (0.95%) -336.65K
Decreased by -16.54%
Jan 31, 25
16 BlackRock Large Cap Core (SMA) 2.01M (0.94%) 433.71K
Increased by +21.62%
Feb 28, 25
17 Diamond Hill Large Cap Inv 1.98M (0.92%) -253.09K
Decreased by -12.81%
Feb 28, 25
18 T. Rowe Price US Mid-Cap Value Equity 1.86M (0.87%) -20.58K
Decreased by -1.11%
Dec 31, 24
19 Vanguard Value Index Inv 1.82M (0.85%) 7.90K
Increased by +0.43%
Feb 28, 25
20 T. Rowe Price Mid-Cap Value 1.71M (0.80%) -148.35K
Decreased by -8.67%
Jan 31, 25