Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 4.16%
2 USSE 4.12%
3 UTRN 3.97%
4 IHI 2.80%
5 POWA 2.23%
6 CSMD 2.10%
7 DEF 2.02%
8 XHE 1.94%
9 RSPH 1.86%
10 RUNN 1.82%
11 TSME 1.66%
12 SWP 1.63%
13 SMCO 1.60%
14 BOUT 1.48%
15 RYH 1.45%
16 SPLV 1.01%
17 PSET 1.00%
18 XRLV 0.99%
19 ALTL 0.99%
20 IGTR 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.96M (12.20%) 46.63K
Increased by +0.39%
Mar 31, 25
2 BlackRock Inc 9.21M (9.40%) 119.65K
Increased by +1.30%
Mar 31, 25
3 Massachusetts Financial Services Company 5.44M (5.55%) 452.15K
Increased by +8.31%
Mar 31, 25
4 WCM Investment Management 4.50M (4.60%) 7.40K
Increased by +0.16%
Mar 31, 25
5 State Street Corporation 4.12M (4.20%) -120.30K
Decreased by -2.92%
Mar 31, 24
6 State Street Corp 4.09M (4.17%) -3.24K
Decreased by -0.08%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 3.89M (3.97%) 7.69K
Increased by +0.20%
Mar 31, 25
8 Generation Investment Management LLP 3.35M (3.42%) 170.39K
Increased by +5.08%
Mar 31, 25
9 Geode Capital Management, LLC 2.43M (2.48%) 72.50K
Increased by +2.98%
Mar 31, 25
10 Select Equity Group LP 2.22M (2.26%) -384.54K
Decreased by -17.36%
Mar 31, 25
11 JPMorgan Chase & Co 2.03M (2.07%) -5.55K
Decreased by -0.27%
Sep 30, 24
12 T. Rowe Price Associates, Inc. 1.74M (1.77%) 120.62K
Increased by +6.94%
Mar 31, 24
13 Apg All Pensions Group 1.57M (1.60%) -46.50K
Decreased by -2.96%
Mar 31, 25
14 Orbis Allan Gray Ltd 1.54M (1.58%) 1.54M
Increased by +100.00%
Mar 31, 25
15 UBS Asset Mgmt Americas Inc 1.52M (1.55%) 541.00K
Increased by +35.58%
Mar 31, 25
16 HHG PLC 1.46M (1.49%) 50.15K
Increased by +3.43%
Mar 31, 25
17 AllianceBernstein L.P. 1.45M (1.48%) -53.23K
Decreased by -3.68%
Sep 30, 24
18 Sustainable Growth Advisers, LP 1.32M (1.34%) -67.16K
Decreased by -5.10%
Mar 31, 25
19 Mitsubishi UFJ Asset Management Co.,Ltd 1.30M (1.32%) 33.35K
Increased by +2.57%
Mar 31, 25
20 Franklin Resources Inc 1.22M (1.24%) 1.79K
Increased by +0.15%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.15M (3.22%) 51.06K
Increased by +1.62%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 3.12M (3.18%) -18.21K
Decreased by -0.58%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 2.77M (2.83%) 45.03K
Increased by +1.62%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 2.14M (2.18%) 20.59K
Increased by +0.96%
Apr 30, 25
5 WCM Focused International Growth Instl 1.74M (1.77%) 0.00
Increased by 0.00%
Mar 31, 25
6 WCM Inv Mgt Focused Growth Intl 1.74M (1.77%) 0.00
Increased by 0.00%
Mar 31, 25
7 MS INVF Global Brands A 1.26M (1.28%) 127.98K
Increased by +10.18%
Dec 31, 24
8 Morgan Stanley Glbl Franchise 1.26M (1.28%) 62.75K
Increased by +4.99%
Dec 31, 24
9 MS INVF Global Brands A USD 1.25M (1.28%) -24.52K
Decreased by -1.96%
Jun 30, 24
10 Fidelity 500 Index 1.23M (1.26%) -3.58K
Decreased by -0.29%
Mar 31, 25
11 SPDR® S&P 500 ETF 1.22M (1.25%) -25.88K
Decreased by -2.12%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 1.19M (1.21%) -6.26K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 1.18M (1.21%) -7.13K
Decreased by -0.60%
Apr 30, 25
14 SPDR® S&P 500 ETF Trust 1.17M (1.19%) 2.65K
Increased by +0.23%
Apr 30, 24
15 iShares Core S&P 500 ETF 1.16M (1.19%) -1.22K
Decreased by -0.10%
Apr 30, 25
16 Fidelity® 500 Index 1.15M (1.17%) 7.32K
Increased by +0.64%
Nov 30, 23
17 MFS Large Cap Growth Equity 1.14M (1.16%) 130.77K
Increased by +11.46%
Mar 31, 25
18 MFS Massachusetts Inv Gr Stk A 1.13M (1.16%) -7.70K
Decreased by -0.68%
Apr 30, 25
19 Franklin Rising Dividends A 1.07M (1.09%) 0.00
Increased by 0.00%
Apr 30, 25
20 Franklin Rising Dividends Fund A 1.07M (1.09%) 0.00
Increased by 0.00%
Mar 31, 25