Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEZ 3.86%
2 XHB 3.78%
3 BOUT 2.54%
4 AMID 2.51%
5 GVIP 2.14%
6 JMID 1.66%
7 MPAY 1.20%
8 QMID 1.09%
9 FSCS 1.09%
10 RNMC 1.09%
11 HOMZ 1.01%
12 RFG 1.00%
13 FXD 0.80%
14 DSTL 0.79%
15 CNTR 0.75%
16 PAMC 0.74%
17 MIDE 0.69%
18 ABCS 0.66%
19 LUXX 0.64%
20 PDP 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Select Equity Group LP 18.77M (12.29%) -3.02M
Decreased by -16.10%
Dec 31, 24
2 Vanguard Group Inc 16.27M (10.65%) 179.96K
Increased by +1.11%
Dec 31, 24
3 BlackRock Inc 15.89M (10.40%) 354.64K
Increased by +2.23%
Dec 31, 24
4 Browning West, LP 11.79M (7.72%) 0.00
Increased by 0.00%
Sep 30, 23
5 Browning West LP 10.28M (6.73%) -563.14K
Decreased by -5.48%
Dec 31, 24
6 FMR Inc 9.06M (5.93%) 384.09K
Increased by +4.24%
Dec 31, 24
7 Darsana Capital Partners LP 7.00M (4.58%) 0.00
Increased by 0.00%
Dec 31, 24
8 D1 Capital Partners L.P. 6.68M (4.37%) -2.78M
Decreased by -41.68%
Dec 31, 23
9 State Street Corporation 6.28M (4.11%) 364.72K
Increased by +5.81%
Mar 31, 24
10 State Street Corp 5.28M (3.46%) 257.19K
Increased by +4.87%
Dec 31, 24
11 Linonia Partnership LP 4.82M (3.16%) 729.20K
Increased by +15.11%
Dec 31, 24
12 Lone Pine Capital LLC 4.77M (3.12%) 4.77M
Increased by +100.00%
Sep 30, 23
13 Boston Partners Global Investors, Inc 4.41M (2.89%) -752.35K
Decreased by -17.07%
Dec 31, 24
14 London Company of Virginia 4.31M (2.82%) -23.27K
Decreased by -0.54%
Dec 31, 24
15 Timucuan Asset Management Inc/FL 4.24M (2.77%) 14.23K
Increased by +0.34%
Dec 31, 24
16 Pamet Capital Management, LP 3.60M (2.36%) 0.00
Increased by 0.00%
Dec 31, 24
17 Anomaly Capital Management, LP 3.06M (2.00%) 1.47M
Increased by +48.06%
Mar 31, 24
18 Geode Capital Management, LLC 2.97M (1.94%) 11.49K
Increased by +0.39%
Dec 31, 24
19 Southpoint Capital Advisors LP 2.80M (1.83%) 0.00
Increased by 0.00%
Jun 30, 24
20 NORGES BANK 2.59M (1.69%) 149.84K
Increased by +5.80%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 6.25M (4.09%) 10.95K
Increased by +0.18%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 5.24M (3.43%) 3.55K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.21M (3.41%) 2.65K
Increased by +0.05%
Feb 28, 25
4 Vanguard Small Cap Index 4.21M (2.76%) 3.45K
Increased by +0.08%
Feb 28, 25
5 JHancock Disciplined Value Mid Cap I 3.55M (2.32%) 363.68K
Increased by +10.25%
Feb 28, 25
6 Touchstone Mid Cap Y 3.35M (2.20%) -22.88K
Decreased by -0.68%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.63M (1.72%) 996.00
Increased by +0.04%
Feb 28, 25
8 Vanguard Small Cap Growth Index Inv 2.37M (1.55%) -10.60K
Decreased by -0.45%
Feb 28, 25
9 Fidelity® Low-Priced Stock 1.88M (1.23%) -1.95K
Decreased by -0.10%
Oct 31, 23
10 Fidelity Low-Priced Stock 1.49M (0.97%) 0.00
Increased by 0.00%
Jan 31, 25
11 Van Berkom Sm-Cap Eq 1.48M (0.97%) -2.88M
Decreased by -193.98%
Jun 30, 24
12 SPDR® S&P MIDCAP 400 ETF Trust 1.40M (0.92%) 13.33K
Increased by +0.95%
Feb 28, 25
13 Robeco BP US Premium Equities IH € 1.19M (0.78%) -7.01K
Decreased by -0.59%
Mar 31, 24
14 SPDR® S&P Homebuilders ETF 1.18M (0.77%) -49.70K
Decreased by -4.21%
Apr 30, 24
15 Fidelity® Value 1.11M (0.73%) 28.50K
Increased by +2.57%
Nov 30, 23
16 Fidelity Series Stk Selec Lg Cp Val 1.10M (0.72%) -68.00K
Decreased by -6.16%
Feb 28, 25
17 Beutel Goodman American Equity Class F 1.05M (0.69%) -11.80K
Decreased by -1.12%
Mar 31, 24
18 Fidelity VIP Mid Cap Initial 1.03M (0.68%) 373.20K
Increased by +36.11%
Feb 28, 25
19 Fidelity® Series Stk Selec Lg Cp Val 1.03M (0.67%) 79.80K
Increased by +7.77%
Nov 30, 23
20 State St Russell Sm/Mid Cp® Indx NL Cl C 1.02M (0.67%) 1.80K
Increased by +0.18%
Feb 28, 25