Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSP 4.45%
2 IPO 3.24%
3 MID 2.12%
4 KOOL 2.02%
5 HAPY 1.56%
6 TSME 1.50%
7 KCE 1.47%
8 PFUT 1.32%
9 CSB 1.32%
10 HAPS 1.13%
11 KLDW 1.10%
12 RNMC 1.05%
13 FDVV 1.01%
14 EES 0.99%
15 PLDR 0.96%
16 TXSS 0.75%
17 FPX 0.69%
18 FDRR 0.66%
19 DES 0.66%
20 QMID 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 10.69M (10.50%) 4.37M
Increased by +40.86%
Mar 31, 25
2 Vanguard Group Inc 9.30M (9.13%) 1.04M
Increased by +11.15%
Mar 31, 25
3 Temasek Holdings Ltd. 8.53M (8.37%) 4.55M
Increased by +53.33%
Mar 31, 25
4 BlackRock Inc 8.44M (8.28%) -712.86K
Decreased by -8.45%
Mar 31, 25
5 Capital Research & Mgmt Co - Division 3 8.40M (8.24%) 5.86M
Increased by +69.75%
Mar 31, 25
6 Massachusetts Financial Services Company 6.11M (6.00%) -48.82K
Decreased by -0.80%
Mar 31, 25
7 Geode Capital Management, LLC 2.70M (2.65%) 1.23M
Increased by +45.64%
Mar 31, 25
8 T. Rowe Price Associates, Inc. 2.67M (2.62%) 416.52K
Increased by +15.60%
Mar 31, 25
9 Capital World Investors 2.59M (2.54%) -473.03K
Decreased by -18.25%
Mar 31, 25
10 Putnam Investments LLC 2.36M (2.32%) 187.18K
Increased by +7.92%
Dec 31, 23
11 Putnam Investments, LLC., a Franklin Templeton company 2.36M (2.32%) 187.18K
Increased by +7.92%
Dec 31, 23
12 Millennium Management LLC 2.24M (2.20%) 898.94K
Increased by +40.06%
Dec 31, 24
13 T. Rowe Price Investment Management,Inc. 2.20M (2.16%) 481.42K
Increased by +21.87%
Mar 31, 25
14 Franklin Resources Inc 2.17M (2.13%) -64.41K
Decreased by -2.97%
Mar 31, 25
15 Bank of America Corp 2.15M (2.11%) -205.91K
Decreased by -9.57%
Mar 31, 25
16 JPMorgan Chase & Co 1.89M (1.86%) 233.37K
Increased by +12.33%
Mar 31, 25
17 TimesSquare Capital Management, LLC 1.85M (1.81%) 137.11K
Increased by +7.43%
Mar 31, 25
18 Vulcan Value Partners, LLC 1.82M (1.79%) 1.82M
Increased by +100.00%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 1.81M (1.78%) 674.43K
Increased by +37.27%
Mar 31, 25
20 William Blair Investment Management, LLC 1.78M (1.74%) -144.80K
Decreased by -8.16%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Capital Income Bldr A 4.28M (4.20%) 1.82M
Increased by +42.47%
Mar 31, 25
2 Vanguard Wellesley® Income Inv 4.21M (4.13%) 4.21M
Increased by +100.00%
Mar 31, 25
3 BlackRock Mid-Cap Growth Equity Instl 3.46M (3.40%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 3.08M (3.03%) 46.96K
Increased by +1.52%
Apr 30, 25
5 Vanguard Windsor Investor Shares 2.53M (2.49%) -54.11K
Decreased by -2.13%
Mar 31, 25
6 MFS Mid Cap Growth Equity 2.51M (2.47%) -27.39K
Decreased by -1.09%
Mar 31, 25
7 American Funds Capital World Gr&Inc A 2.45M (2.40%) -8.63K
Decreased by -0.35%
Mar 31, 25
8 Capital Group World Growth & Inc Cmp 2.45M (2.40%) -8.63K
Decreased by -0.35%
Mar 31, 25
9 Vanguard Small Cap Index 2.42M (2.38%) 14.22K
Increased by +0.59%
Apr 30, 25
10 American Funds American Mutual A 2.18M (2.14%) 2.18M
Increased by +100.00%
Mar 31, 25
11 Capital Group American Mutual Comp 2.18M (2.14%) 2.18M
Increased by +100.00%
Mar 31, 25
12 MFS Mid Cap Growth A 2.03M (1.99%) 2.03M
Increased by +100.00%
Apr 30, 25
13 MFS Mid Cap Value A 1.90M (1.87%) 1.90M
Increased by +100.00%
Apr 30, 25
14 MFS Mid Cap Value Equity 1.90M (1.87%) 0.00
Increased by 0.00%
Mar 31, 25
15 American Funds Invmt Co of Amer A 1.71M (1.68%) 1.71M
Increased by +100.00%
Mar 31, 25
16 Capital Group Investment Co of Amer Comp 1.71M (1.68%) 1.71M
Increased by +100.00%
Mar 31, 25
17 Vanguard Small Cap Value Index Inv 1.56M (1.54%) 4.93K
Increased by +0.32%
Apr 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 1.44M (1.42%) 11.48K
Increased by +0.79%
Apr 30, 25
19 American Funds IS® Growth-Income 1 1.35M (1.32%) 0.00
Increased by 0.00%
Mar 31, 24
20 Capital Group Core Equity Composite 1.35M (1.32%) 0.00
Increased by 0.00%
Mar 31, 24