Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAPY 1.59%
2 TSME 1.25%
3 EVSTC 1.24%
4 GURU 1.15%
5 KLDW 1.02%
6 LEND 1.00%
7 DTEC 0.96%
8 DVYE 0.92%
9 SCAP 0.69%
10 FDWM 0.62%
11 ULVM 0.59%
12 FXR 0.48%
13 PIE 0.47%
14 FDMO 0.37%
15 SMIZ 0.34%
16 ITAN 0.33%
17 SHRT 0.32%
18 VIS 0.31%
19 FEMS 0.31%
20 FIDU 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Massachusetts Financial Services Company 21.67M (11.15%) 2.13M
Increased by +9.85%
Mar 31, 25
2 Vanguard Group Inc 18.26M (9.39%) 198.25K
Increased by +1.09%
Mar 31, 25
3 Wellington Management Company LLP 10.88M (5.59%) 4.13M
Increased by +37.95%
Mar 31, 25
4 BlackRock Inc 10.67M (5.48%) 21.67K
Increased by +0.20%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 7.53M (3.87%) 706.44K
Increased by +9.38%
Mar 31, 25
6 T. Rowe Price Associates, Inc. 6.76M (3.47%) 2.31M
Increased by +34.14%
Mar 31, 24
7 Farallon Capital Management, L.L.C. 5.41M (2.78%) 86.89K
Increased by +1.61%
Mar 31, 25
8 Van Eck Associates Corporation 5.11M (2.63%) -28.03K
Decreased by -0.55%
Mar 31, 25
9 State Street Corporation 4.30M (2.21%) 70.25K
Increased by +1.63%
Mar 31, 24
10 Meritage Group LP 4.28M (2.20%) 0.00
Increased by 0.00%
Mar 31, 25
11 State Street Corp 4.22M (2.17%) -57.99K
Decreased by -1.38%
Mar 31, 25
12 FMR Inc 4.11M (2.11%) -931.88K
Decreased by -22.66%
Mar 31, 25
13 Viking Global Investors LP 4.10M (2.11%) 1.70M
Increased by +41.45%
Dec 31, 24
14 Bessemer Group Inc 4.03M (2.07%) -462.16K
Decreased by -11.46%
Mar 31, 25
15 Capital Research & Mgmt Co - Division 3 3.95M (2.03%) 26.22K
Increased by +0.66%
Mar 31, 25
16 Citadel Advisors Llc 3.59M (1.84%) -1.37M
Decreased by -38.33%
Sep 30, 24
17 BlueSpruce Investments, LP 3.47M (1.78%) -244.91K
Decreased by -7.06%
Jun 30, 24
18 T. Rowe Price Investment Management,Inc. 3.41M (1.75%) 29.00K
Increased by +0.85%
Mar 31, 25
19 William Blair Investment Management, LLC 3.34M (1.72%) -26.45K
Decreased by -0.79%
Mar 31, 25
20 HHG PLC 3.23M (1.66%) 89.96K
Increased by +2.78%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.26M (3.22%) 88.00K
Increased by +1.41%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 6.15M (3.16%) 4.55K
Increased by +0.07%
Sep 30, 24
3 MFS Growth B 4.91M (2.53%) 0.00
Increased by 0.00%
Apr 30, 25
4 MFS Growth Equity 4.91M (2.53%) -115.04K
Decreased by -2.34%
Mar 31, 25
5 Vanguard Mid Cap Index Institutional 4.24M (2.18%) 40.64K
Increased by +0.96%
Apr 30, 25
6 VanEck Morningstar Wide Moat 3.82M (1.96%) -55.60K
Decreased by -1.46%
Mar 31, 25
7 VanEck Morningstar Wide Moat ETF 3.64M (1.87%) -3.75K
Decreased by -0.10%
Apr 30, 25
8 Eaton Vance Atlanta Capital SMID-Cap I 3.40M (1.75%) 232.88K
Increased by +6.84%
Mar 31, 25
9 T. Rowe Price Capital Appreciation 3.31M (1.70%) -1.36M
Decreased by -40.99%
Sep 30, 23
10 MFS Massachusetts Inv Gr Stk A 3.25M (1.67%) 592.11K
Increased by +18.20%
Apr 30, 25
11 American Funds Washington Mutual A 3.22M (1.66%) -6.44K
Decreased by -0.20%
Mar 31, 25
12 Capital Group Wash Mutual Invtrs Comp 3.22M (1.66%) -6.44K
Decreased by -0.20%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 3.02M (1.55%) 17.33K
Increased by +0.57%
Apr 30, 25
14 Nuveen Credit Strategies Income 2.91M (1.50%) 0.00
Increased by 0.00%
Oct 31, 24
15 MFS Mid Cap Growth A 2.82M (1.45%) 82.30K
Increased by +2.92%
Mar 31, 25
16 MFS Mid Cap Growth Equity 2.82M (1.45%) 371.83K
Increased by +13.18%
Mar 31, 25
17 MFS Large Cap Growth Equity 2.66M (1.37%) 336.95K
Increased by +12.66%
Mar 31, 25
18 CPR Invest Glbl Dsrpt Opp R EUR Acc 2.58M (1.33%) 1.14M
Increased by +44.12%
Mar 31, 24
19 Parnassus Mid-Cap 2.40M (1.23%) 0.00
Increased by 0.00%
Dec 31, 23
20 American Funds Fundamental Invs A 2.34M (1.20%) 2.34M
Increased by +100.00%
Dec 31, 23