Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TXS 4.63%
2 AZTD 4.21%
3 FCUS 3.90%
4 PTH 3.71%
5 DVLU 2.85%
6 IHF 2.50%
7 XMMO 2.47%
8 RJMG 2.29%
9 XMHQ 2.26%
10 RFV 2.24%
11 FXH 2.10%
12 XHS 1.91%
13 GVIP 1.90%
14 BLCR 1.55%
15 FLOW 1.49%
16 GURU 1.44%
17 SHRT 1.42%
18 EHLS 1.36%
19 XMVM 1.35%
20 AFMC 1.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.89M (11.49%) -222.53K
Decreased by -2.04%
Mar 31, 24
2 BlackRock Inc 10.41M (10.99%) -17.63K
Decreased by -0.17%
Mar 31, 24
3 T. Rowe Price Associates, Inc. 7.92M (8.36%) 790.68K
Increased by +9.99%
Mar 31, 24
4 Glenview Capital Management LLC 6.33M (6.68%) -1.42M
Decreased by -22.37%
Mar 31, 24
5 Amvescap Plc. 5.75M (6.07%) 327.58K
Increased by +5.70%
Mar 31, 24
6 State Street Corporation 3.04M (3.21%) 23.76K
Increased by +0.78%
Mar 31, 24
7 Millennium Management LLC 2.01M (2.12%) 683.52K
Increased by +34.00%
Mar 31, 24
8 Bank of America Corp 2.01M (2.12%) 294.51K
Increased by +14.65%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 1.99M (2.10%) 1.20M
Increased by +60.41%
Mar 31, 24
10 Camber Capital Management LLC 1.90M (2.01%) -1.84M
Decreased by -97.11%
Mar 31, 24
11 Geode Capital Management, LLC 1.67M (1.76%) 85.56K
Increased by +5.12%
Mar 31, 24
12 Arrowstreet Capital Limited Partnership 1.47M (1.55%) -609.73K
Decreased by -41.60%
Mar 31, 24
13 Dimensional Fund Advisors, Inc. 1.45M (1.53%) -68.39K
Decreased by -4.72%
Mar 31, 24
14 Marshall Wace Asset Management Ltd 1.43M (1.51%) -854.60K
Decreased by -59.89%
Sep 30, 23
15 Greenlight Capital, Inc 1.32M (1.39%) 404.19K
Increased by +30.71%
Dec 31, 23
16 Orbimed Advisors, LLC 1.17M (1.24%) -51.10K
Decreased by -4.36%
Mar 31, 24
17 Letko, Brosseau & Associates Inc. 1.13M (1.19%) -20.63K
Decreased by -1.83%
Mar 31, 24
18 Charles Schwab Investment Management Inc 1.06M (1.12%) 21.26K
Increased by +2.00%
Mar 31, 24
19 NORGES BANK 1.04M (1.09%) -308.62K
Decreased by -29.80%
Dec 31, 23
20 Farallon Capital Management, L.L.C. 1.03M (1.09%) 278.00K
Increased by +26.99%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.09M (3.26%) -69.62K
Decreased by -2.25%
Jun 30, 24
2 iShares Core S&P Mid-Cap ETF 3.04M (3.21%) 5.03K
Increased by +0.17%
Jun 28, 24
3 Vanguard Small Cap Index 2.46M (2.59%) -95.92K
Decreased by -3.91%
Jun 30, 24
4 T. Rowe Price U.S. Value Equity Tr-Z 2.09M (2.21%) 67.81K
Increased by +3.24%
Jun 30, 24
5 T. Rowe Price US Value Equity Composite 2.02M (2.13%) -26.86K
Decreased by -1.33%
Jun 30, 24
6 T. Rowe Price Value 2.02M (2.13%) -26.86K
Decreased by -1.33%
Jun 30, 24
7 Vanguard Small Cap Value Index Inv 1.65M (1.74%) -55.79K
Decreased by -3.38%
Jun 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.48M (1.56%) -56.01K
Decreased by -3.79%
Jun 30, 24
9 Worldwide Healthcare Ord 962.30K (1.02%) 0.00
Increased by 0.00%
Mar 31, 24
10 BlackRock Large Cap Core (SMA) 901.27K (0.95%) 0.00
Increased by 0.00%
Jun 30, 24
11 Invesco Discovery Mid Cap Growth Y 899.88K (0.95%) 9.36K
Increased by +1.04%
May 31, 24
12 Invesco Mid Cap Growth 899.88K (0.95%) 28.53K
Increased by +3.17%
Jun 30, 24
13 Invesco Main Street A 851.09K (0.90%) -166.79K
Decreased by -19.60%
May 31, 24
14 T. Rowe Price Health Sciences 842.85K (0.89%) 136.12K
Increased by +16.15%
Jun 30, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 784.36K (0.83%) -51.77K
Decreased by -6.60%
Jun 30, 24
16 Invesco OFI Large Cap Core 777.34K (0.82%) -306.50K
Decreased by -39.43%
Jun 30, 24
17 Invesco S&P MidCap Quality ETF 705.85K (0.75%) 4.41K
Increased by +0.62%
Jun 28, 24
18 T. Rowe Price Integrated US Sm Gr Eq 698.94K (0.74%) 26.64K
Increased by +3.81%
Jun 30, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 638.64K (0.67%) 9.80K
Increased by +1.53%
Jun 30, 24
20 Vanguard Strategic Equity Inv 603.72K (0.64%) -70.88K
Decreased by -11.74%
Mar 31, 24