Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TSME 1.60%
2 HAPY 1.59%
3 EVSTC 1.24%
4 DTEC 1.05%
5 DGS 1.04%
6 KLDW 1.02%
7 LEND 1.00%
8 FXR 0.96%
9 DVYE 0.92%
10 SCAP 0.70%
11 PIE 0.53%
12 AVEE 0.45%
13 IMCG 0.38%
14 JKH 0.38%
15 FIDU 0.37%
16 ITAN 0.37%
17 VIS 0.37%
18 NBCR 0.33%
19 FEMS 0.31%
20 DEM 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.78M (9.18%) -127.28K
Decreased by -0.72%
Mar 31, 24
2 Massachusetts Financial Services Company 12.36M (6.38%) 5.33M
Increased by +43.13%
Mar 31, 24
3 BlackRock Inc 9.40M (4.85%) -60.82K
Decreased by -0.65%
Mar 31, 24
4 Capital Research & Mgmt Co - Division 3 8.99M (4.64%) -655.96K
Decreased by -7.29%
Mar 31, 24
5 Independent Franchise Partners LLP 7.68M (3.97%) -222.90K
Decreased by -2.90%
Mar 31, 24
6 Wellington Management Company LLP 7.26M (3.75%) -456.53K
Decreased by -6.29%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 7.25M (3.75%) 258.49K
Increased by +3.56%
Mar 31, 24
8 Apg All Pensions Group 6.91M (3.57%) 190.36K
Increased by +2.75%
Mar 31, 24
9 T. Rowe Price Associates, Inc. 6.76M (3.49%) 2.31M
Increased by +34.14%
Mar 31, 24
10 Farallon Capital Management, L.L.C. 6.35M (3.28%) -2.77M
Decreased by -43.64%
Mar 31, 24
11 T. Rowe Price Investment Management,Inc. 5.32M (2.75%) -1.19M
Decreased by -22.45%
Mar 31, 24
12 Van Eck Associates Corporation 5.32M (2.75%) 572.12K
Increased by +10.76%
Mar 31, 24
13 Meritage Group LP 5.15M (2.66%) 117.09K
Increased by +2.27%
Mar 31, 24
14 Bessemer Group Inc 4.57M (2.36%) 102.84K
Increased by +2.25%
Mar 31, 24
15 State Street Corporation 4.30M (2.22%) 70.25K
Increased by +1.63%
Mar 31, 24
16 BlueSpruce Investments, LP 3.71M (1.92%) -4.56M
Decreased by -122.91%
Mar 31, 24
17 FMR Inc 3.29M (1.70%) -288.05K
Decreased by -8.75%
Mar 31, 24
18 Geode Capital Management, LLC 2.92M (1.51%) 105.20K
Increased by +3.60%
Mar 31, 24
19 Ninety One UK Limited 2.89M (1.49%) -103.13K
Decreased by -3.57%
Sep 30, 23
20 HHG PLC 2.82M (1.46%) 113.12K
Increased by +4.01%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.14M (3.17%) 31.56K
Increased by +0.51%
May 31, 24
2 VanEck Morningstar Wide Moat 4.51M (2.33%) -404.83K
Decreased by -8.97%
Jun 30, 24
3 VanEck Morningstar Wide Moat ETF 4.51M (2.33%) -1.36K
Decreased by -0.03%
Jun 29, 24
4 Vanguard Mid Cap Index Institutional 4.21M (2.17%) -6.89K
Decreased by -0.16%
May 31, 24
5 Vanguard US Growth Investor 3.32M (1.71%) -57.81K
Decreased by -1.74%
Mar 31, 24
6 T. Rowe Price Capital Appreciation 3.31M (1.71%) -1.36M
Decreased by -40.99%
Sep 30, 23
7 MFS Growth B 3.22M (1.66%) 289.51K
Increased by +9.00%
May 31, 24
8 Eaton Vance Atlanta Capital SMID-Cap I 3.17M (1.64%) 413.73K
Increased by +13.06%
May 31, 24
9 American Funds Washington Mutual A 2.93M (1.51%) -2.04K
Decreased by -0.07%
Mar 31, 24
10 Capital Group Wash Mutual Invtrs Comp 2.93M (1.51%) -2.04K
Decreased by -0.07%
Mar 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 2.92M (1.51%) 37.67K
Increased by +1.29%
May 31, 24
12 MFS Growth Equity 2.63M (1.36%) 1.08M
Increased by +41.01%
Mar 31, 24
13 T. Rowe Price Mid-Cap Growth 2.60M (1.34%) -598.10K
Decreased by -23.03%
Mar 31, 24
14 T. Rowe Price US Mid-Cap Growth Equity 2.60M (1.34%) -598.10K
Decreased by -23.03%
Mar 31, 24
15 CPR Invest Glbl Dsrpt Opp R EUR Acc 2.58M (1.33%) 1.14M
Increased by +44.12%
Mar 31, 24
16 Parnassus Mid-Cap 2.40M (1.24%) 0.00
Increased by 0.00%
Dec 31, 23
17 American Funds Fundamental Invs A 2.34M (1.21%) 2.34M
Increased by +100.00%
Dec 31, 23
18 Capital Group Fundamental Invtrs Comp 2.34M (1.21%) 2.34M
Increased by +100.00%
Dec 31, 23
19 T. Rowe Price Growth Stock 2.29M (1.18%) 245.25K
Increased by +10.69%
Mar 31, 24
20 T. Rowe Price US Growth Stock Composite 2.29M (1.18%) 245.25K
Increased by +10.69%
Mar 31, 24