Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 4.09%
2 UTRN 3.97%
3 IHI 2.66%
4 POWA 2.23%
5 CSMD 2.15%
6 DEF 2.02%
7 RUNN 1.82%
8 XHE 1.76%
9 RSPH 1.69%
10 SWP 1.63%
11 SMCO 1.55%
12 RYH 1.45%
13 TSME 1.43%
14 FRTY 0.92%
15 JOET 0.90%
16 FDMO 0.89%
17 ULVM 0.86%
18 KLDW 0.81%
19 SZNE 0.79%
20 SCIX 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.91M (12.17%) -137.45K
Decreased by -1.15%
Dec 31, 24
2 BlackRock Inc 9.09M (9.29%) -12.93K
Decreased by -0.14%
Dec 31, 24
3 Massachusetts Financial Services Company 4.99M (5.10%) -1.35M
Decreased by -27.04%
Dec 31, 24
4 WCM Investment Management 4.50M (4.59%) -183.35K
Decreased by -4.08%
Dec 31, 24
5 State Street Corporation 4.12M (4.21%) -120.30K
Decreased by -2.92%
Mar 31, 24
6 State Street Corp 4.09M (4.18%) 27.02K
Increased by +0.66%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 3.88M (3.97%) 197.77K
Increased by +5.09%
Dec 31, 24
8 Generation Investment Management LLP 3.18M (3.25%) 360.53K
Increased by +11.32%
Dec 31, 24
9 Select Equity Group LP 2.60M (2.66%) 1.62M
Increased by +62.31%
Dec 31, 24
10 Geode Capital Management, LLC 2.36M (2.41%) 56.12K
Increased by +2.38%
Dec 31, 24
11 JPMorgan Chase & Co 2.03M (2.08%) -5.55K
Decreased by -0.27%
Sep 30, 24
12 T. Rowe Price Associates, Inc. 1.74M (1.78%) 120.62K
Increased by +6.94%
Mar 31, 24
13 Apg All Pensions Group 1.62M (1.65%) -1.12M
Decreased by -69.09%
Dec 31, 24
14 AllianceBernstein L.P. 1.45M (1.48%) -53.23K
Decreased by -3.68%
Sep 30, 24
15 HHG PLC 1.41M (1.44%) -273.28K
Decreased by -19.34%
Dec 31, 24
16 Sustainable Growth Advisers, LP 1.38M (1.41%) -55.98K
Decreased by -4.05%
Dec 31, 24
17 Mitsubishi UFJ Asset Management Co.,Ltd 1.26M (1.29%) 172.79K
Increased by +13.69%
Dec 31, 24
18 Franklin Resources Inc 1.22M (1.24%) 378.25K
Increased by +31.09%
Dec 31, 24
19 Northern Trust Corp 1.21M (1.24%) 83.60K
Increased by +6.89%
Dec 31, 24
20 Goldman Sachs Group Inc 1.21M (1.23%) 856.08K
Increased by +70.88%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.11M (3.18%) 4.55K
Increased by +0.15%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 2.74M (2.80%) 19.14K
Increased by +0.70%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 2.13M (2.18%) 8.91K
Increased by +0.42%
Feb 28, 25
4 WCM Focused International Growth Instl 1.74M (1.78%) -151.64K
Decreased by -8.72%
Dec 31, 24
5 WCM Inv Mgt Focused Growth Intl 1.74M (1.78%) -151.64K
Decreased by -8.72%
Dec 31, 24
6 MS INVF Global Brands A 1.26M (1.28%) 127.98K
Increased by +10.18%
Dec 31, 24
7 Morgan Stanley Glbl Franchise 1.26M (1.28%) 62.75K
Increased by +4.99%
Dec 31, 24
8 MS INVF Global Brands A USD 1.25M (1.28%) -24.52K
Decreased by -1.96%
Jun 30, 24
9 Fidelity 500 Index 1.23M (1.26%) 5.43K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 1.22M (1.25%) -9.05K
Decreased by -0.74%
Feb 28, 25
11 SPDR® S&P 500 ETF Trust 1.17M (1.19%) 2.65K
Increased by +0.23%
Apr 30, 24
12 iShares Core S&P 500 ETF 1.16M (1.18%) -58.00
Decreased by -0.01%
Feb 28, 25
13 Fidelity® 500 Index 1.15M (1.17%) 7.32K
Increased by +0.64%
Nov 30, 23
14 Franklin Rising Dividends A 1.07M (1.09%) 118.00K
Increased by +11.02%
Dec 31, 24
15 Franklin Rising Dividends Fund A 1.07M (1.09%) 0.00
Increased by 0.00%
Feb 28, 25
16 MFS Mid Cap Growth Equity 1.03M (1.05%) 0.00
Increased by 0.00%
Sep 30, 24
17 MFS Large Cap Growth Equity 1.01M (1.03%) -33.62K
Decreased by -3.33%
Dec 31, 24
18 MFS Mid Cap Growth A 1.01M (1.03%) -20.24K
Decreased by -2.01%
Oct 31, 24
19 MFS Massachusetts Inv Gr Stk A 989.39K (1.01%) -7.43K
Decreased by -0.75%
Feb 28, 25
20 Champlain Mid Cap Fund, LLC 874.47K (0.89%) -21.69K
Decreased by -2.48%
Aug 31, 24