Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAPY 1.59%
2 TSME 1.28%
3 EVSTC 1.24%
4 GURU 1.10%
5 DTEC 1.04%
6 KLDW 1.02%
7 LEND 1.00%
8 DVYE 0.92%
9 SCAP 0.69%
10 ULVM 0.59%
11 FXR 0.48%
12 PIE 0.47%
13 FDMO 0.37%
14 SMIZ 0.34%
15 ITAN 0.33%
16 AVEE 0.32%
17 SHRT 0.32%
18 DGS 0.31%
19 VIS 0.31%
20 FEMS 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Massachusetts Financial Services Company 19.54M (10.05%) 359.57K
Increased by +1.84%
Dec 31, 24
2 Vanguard Group Inc 18.07M (9.29%) 241.02K
Increased by +1.33%
Dec 31, 24
3 BlackRock Inc 10.64M (5.47%) 959.75K
Increased by +9.02%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 6.82M (3.51%) -717.54K
Decreased by -10.51%
Dec 31, 24
5 T. Rowe Price Associates, Inc. 6.76M (3.47%) 2.31M
Increased by +34.14%
Mar 31, 24
6 Wellington Management Company LLP 6.75M (3.47%) 2.32M
Increased by +34.42%
Dec 31, 24
7 Farallon Capital Management, L.L.C. 5.33M (2.74%) -149.00K
Decreased by -2.80%
Dec 31, 24
8 Van Eck Associates Corporation 5.14M (2.64%) 356.31K
Increased by +6.93%
Dec 31, 24
9 FMR Inc 5.04M (2.59%) 503.97K
Increased by +9.99%
Dec 31, 24
10 Bessemer Group Inc 4.49M (2.31%) -69.25K
Decreased by -1.54%
Dec 31, 24
11 State Street Corporation 4.30M (2.21%) 70.25K
Increased by +1.63%
Mar 31, 24
12 Meritage Group LP 4.28M (2.20%) 0.00
Increased by 0.00%
Dec 31, 24
13 State Street Corp 4.27M (2.20%) 58.19K
Increased by +1.36%
Dec 31, 24
14 Viking Global Investors LP 4.10M (2.11%) 1.70M
Increased by +41.45%
Dec 31, 24
15 Capital Research & Mgmt Co - Division 3 3.92M (2.02%) -1.46M
Decreased by -37.35%
Dec 31, 24
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 Independent Franchise Partners LLP 3.41M (1.75%) -4.27M
Decreased by -125.25%
Jun 30, 24
19 T. Rowe Price Investment Management,Inc. 3.38M (1.74%) -317.26K
Decreased by -9.38%
Dec 31, 24
20 William Blair Investment Management, LLC 3.37M (1.73%) 789.50K
Increased by +23.42%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.14M (3.16%) 20.20K
Increased by +0.33%
Feb 28, 25
2 MFS Growth Equity 5.03M (2.58%) -182.76K
Decreased by -3.64%
Dec 31, 24
3 MFS Growth B 4.92M (2.53%) -48.64K
Decreased by -0.99%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 4.21M (2.16%) 17.56K
Increased by +0.42%
Feb 28, 25
5 VanEck Morningstar Wide Moat 3.88M (1.99%) -479.18K
Decreased by -12.36%
Dec 31, 24
6 VanEck Morningstar Wide Moat ETF 3.82M (1.97%) -5.00K
Decreased by -0.13%
Mar 29, 25
7 T. Rowe Price Capital Appreciation 3.31M (1.70%) -1.36M
Decreased by -40.99%
Sep 30, 23
8 American Funds Washington Mutual A 3.23M (1.66%) 0.00
Increased by 0.00%
Dec 31, 24
9 Capital Group Wash Mutual Invtrs Comp 3.23M (1.66%) 0.00
Increased by 0.00%
Dec 31, 24
10 Eaton Vance Atlanta Capital SMID-Cap I 3.17M (1.63%) 0.00
Increased by 0.00%
Jan 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.95M (1.52%) 4.51K
Increased by +0.15%
Feb 28, 25
12 Nuveen Credit Strategies Income 2.91M (1.50%) 0.00
Increased by 0.00%
Oct 31, 24
13 MFS Mid Cap Growth A 2.74M (1.41%) -17.77K
Decreased by -0.65%
Feb 28, 25
14 CPR Invest Glbl Dsrpt Opp R EUR Acc 2.58M (1.33%) 1.14M
Increased by +44.12%
Mar 31, 24
15 MFS Mid Cap Growth Equity 2.45M (1.26%) 23.76K
Increased by +0.97%
Dec 31, 24
16 Parnassus Mid-Cap 2.40M (1.23%) 0.00
Increased by 0.00%
Dec 31, 23
17 American Funds Fundamental Invs A 2.34M (1.20%) 2.34M
Increased by +100.00%
Dec 31, 23
18 Capital Group Fundamental Invtrs Comp 2.34M (1.20%) 2.34M
Increased by +100.00%
Dec 31, 23
19 MFS Large Cap Growth Equity 2.32M (1.20%) 741.13K
Increased by +31.89%
Dec 31, 24
20 T. Rowe Price Growth Stock 2.29M (1.18%) 245.25K
Increased by +10.69%
Mar 31, 24