Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHB 3.32%
2 PEZ 3.13%
3 BOUT 2.54%
4 AMID 2.10%
5 GVIP 2.05%
6 JMID 1.34%
7 MPAY 1.20%
8 RFG 0.99%
9 QMID 0.88%
10 HOMZ 0.85%
11 CNTR 0.75%
12 PAMC 0.74%
13 DSTL 0.74%
14 IJK 0.64%
15 LUXX 0.64%
16 PDP 0.64%
17 MDYG 0.63%
18 RYJ 0.61%
19 PXMG 0.60%
20 IVOG 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Select Equity Group LP 21.79M (16.20%) -696.17K
Decreased by -3.19%
Sep 30, 24
2 Vanguard Group Inc 16.09M (11.96%) -118.97K
Decreased by -0.74%
Sep 30, 24
3 BlackRock Inc 15.66M (11.64%) 938.24K
Increased by +5.99%
Jun 30, 24
4 Browning West, LP 11.79M (8.76%) 0.00
Increased by 0.00%
Sep 30, 23
5 Browning West LP 10.84M (8.06%) 0.00
Increased by 0.00%
Sep 30, 24
6 FMR Inc 8.68M (6.45%) 169.85K
Increased by +1.96%
Sep 30, 24
7 Darsana Capital Partners LP 7.00M (5.20%) 0.00
Increased by 0.00%
Sep 30, 24
8 D1 Capital Partners L.P. 6.68M (4.96%) -2.78M
Decreased by -41.68%
Dec 31, 23
9 State Street Corporation 6.28M (4.67%) 364.72K
Increased by +5.81%
Mar 31, 24
10 Boston Partners Global Investors, Inc 5.16M (3.84%) -508.46K
Decreased by -9.85%
Sep 30, 24
11 State Street Corp 5.03M (3.74%) 28.99K
Increased by +0.58%
Sep 30, 24
12 Lone Pine Capital LLC 4.77M (3.55%) 4.77M
Increased by +100.00%
Sep 30, 23
13 London Company of Virginia 4.34M (3.22%) 1.30M
Increased by +29.95%
Sep 30, 24
14 Timucuan Asset Management Inc/FL 4.22M (3.14%) 26.68K
Increased by +0.63%
Sep 30, 24
15 Linonia Partnership LP 4.10M (3.04%) 345.75K
Increased by +8.44%
Sep 30, 24
16 Pamet Capital Management, LP 3.60M (2.68%) 0.00
Increased by 0.00%
Sep 30, 24
17 Beutel, Goodman & Company Ltd. 3.31M (2.46%) -718.90K
Decreased by -21.72%
Sep 30, 24
18 Anomaly Capital Management, LP 3.06M (2.28%) 1.47M
Increased by +48.06%
Mar 31, 24
19 Geode Capital Management, LLC 2.96M (2.20%) 57.14K
Increased by +1.93%
Sep 30, 24
20 Southpoint Capital Advisors LP 2.80M (2.08%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.58M (4.14%) 10.91K
Increased by +0.20%
Nov 27, 24
2 Vanguard Total Stock Mkt Idx Inv 5.22M (3.88%) -17.92K
Decreased by -0.34%
Oct 31, 24
3 Vanguard Small Cap Index 4.14M (3.08%) 8.10K
Increased by +0.20%
Oct 31, 24
4 JHancock Disciplined Value Mid Cap I 3.59M (2.67%) 0.00
Increased by 0.00%
Sep 30, 24
5 Touchstone Mid Cap Y 3.38M (2.51%) 1.20M
Increased by +35.66%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 2.57M (1.91%) -19.46K
Decreased by -0.76%
Oct 31, 24
7 Vanguard Small Cap Growth Index Inv 2.27M (1.69%) -7.25K
Decreased by -0.32%
Oct 31, 24
8 Fidelity® Low-Priced Stock 1.88M (1.39%) -1.95K
Decreased by -0.10%
Oct 31, 23
9 Fidelity Low-Priced Stock 1.50M (1.12%) 0.00
Increased by 0.00%
Sep 30, 24
10 Van Berkom Sm-Cap Eq 1.48M (1.10%) -2.88M
Decreased by -193.98%
Jun 30, 24
11 SPDR® S&P MIDCAP 400 ETF Trust 1.37M (1.02%) -20.11K
Decreased by -1.47%
Oct 31, 24
12 Fidelity Series Stk Selec Lg Cp Val 1.28M (0.95%) 0.00
Increased by 0.00%
Sep 30, 24
13 Select Equity Mulberry Street Composite 1.22M (0.91%) -26.62K
Decreased by -2.18%
Jun 30, 24
14 Robeco BP US Premium Equities IH € 1.19M (0.88%) -7.01K
Decreased by -0.59%
Mar 31, 24
15 SPDR® S&P Homebuilders ETF 1.18M (0.88%) -49.70K
Decreased by -4.21%
Apr 30, 24
16 Fidelity® Value 1.11M (0.82%) 28.50K
Increased by +2.57%
Nov 30, 23
17 iShares S&P Mid-Cap 400 Growth ETF 1.08M (0.80%) 0.00
Increased by 0.00%
Nov 27, 24
18 Beutel Goodman American Equity Class F 1.05M (0.78%) -11.80K
Decreased by -1.12%
Mar 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 1.03M (0.77%) -37.10K
Decreased by -3.59%
Oct 31, 24
20 Fidelity® Series Stk Selec Lg Cp Val 1.03M (0.76%) 79.80K
Increased by +7.77%
Nov 30, 23