Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAPY 1.59%
2 TSME 1.36%
3 EVSTC 1.24%
4 KLDW 1.02%
5 LEND 1.00%
6 DTEC 0.96%
7 DVYE 0.92%
8 SCAP 0.69%
9 ULVM 0.61%
10 FXR 0.48%
11 PIE 0.47%
12 AVEE 0.42%
13 DGS 0.41%
14 FDMO 0.38%
15 SMIZ 0.34%
16 VIS 0.34%
17 FIDU 0.34%
18 ITAN 0.33%
19 SHRT 0.32%
20 FEMS 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Massachusetts Financial Services Company 19.18M (9.88%) 2.84M
Increased by +14.81%
Sep 30, 24
2 Vanguard Group Inc 17.83M (9.18%) -28.04K
Decreased by -0.16%
Sep 30, 24
3 BlackRock Inc 9.68M (4.99%) 193.09K
Increased by +1.99%
Sep 30, 24
4 Morgan Stanley - Brokerage Accounts 7.54M (3.88%) -7.99M
Decreased by -105.88%
Sep 30, 24
5 T. Rowe Price Associates, Inc. 6.76M (3.48%) 2.31M
Increased by +34.14%
Mar 31, 24
6 Apg All Pensions Group 6.67M (3.44%) -76.81K
Decreased by -1.15%
Sep 30, 24
7 Farallon Capital Management, L.L.C. 5.48M (2.82%) -559.80K
Decreased by -10.22%
Sep 30, 24
8 Capital Research & Mgmt Co - Division 3 5.38M (2.77%) -3.38M
Decreased by -62.86%
Sep 30, 24
9 Van Eck Associates Corporation 4.78M (2.46%) -151.99K
Decreased by -3.18%
Sep 30, 24
10 Bessemer Group Inc 4.56M (2.35%) 28.46K
Increased by +0.62%
Sep 30, 24
11 FMR Inc 4.54M (2.34%) 3.43M
Increased by +75.47%
Sep 30, 24
12 Wellington Management Company LLP 4.43M (2.28%) 635.58K
Increased by +14.36%
Sep 30, 24
13 State Street Corporation 4.30M (2.22%) 70.25K
Increased by +1.63%
Mar 31, 24
14 Meritage Group LP 4.28M (2.20%) -913.60K
Decreased by -21.35%
Sep 30, 24
15 State Street Corp 4.22M (2.17%) -183.22K
Decreased by -4.35%
Sep 30, 24
16 T. Rowe Price Investment Management,Inc. 3.70M (1.91%) 11.51K
Increased by +0.31%
Sep 30, 24
17 Citadel Advisors Llc 3.59M (1.85%) -1.37M
Decreased by -38.33%
Sep 30, 24
18 BlueSpruce Investments, LP 3.47M (1.79%) -244.91K
Decreased by -7.06%
Jun 30, 24
19 Independent Franchise Partners LLP 3.41M (1.76%) -4.27M
Decreased by -125.25%
Jun 30, 24
20 HHG PLC 3.15M (1.62%) 75.41K
Increased by +2.39%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.11M (3.15%) 5.35K
Increased by +0.09%
Dec 31, 24
2 MFS Growth Equity 5.21M (2.68%) 1.39M
Increased by +26.74%
Sep 30, 24
3 MFS Growth B 5.14M (2.65%) -50.23K
Decreased by -0.98%
Nov 30, 24
4 Vanguard Mid Cap Index Institutional 4.19M (2.16%) 46.53K
Increased by +1.11%
Dec 31, 24
5 VanEck Morningstar Wide Moat 3.88M (2.00%) -479.18K
Decreased by -12.36%
Dec 31, 24
6 VanEck Morningstar Wide Moat ETF 3.87M (2.00%) 0.00
Increased by 0.00%
Dec 31, 24
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%
Sep 30, 24
10 Eaton Vance Atlanta Capital SMID-Cap I 3.17M (1.63%) -52.01K
Decreased by -1.64%
Nov 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 2.94M (1.52%) 35.07K
Increased by +1.19%
Dec 31, 24
12 Nuveen Credit Strategies Income 2.91M (1.50%) 0.00
Increased by 0.00%
Oct 31, 24
13 CPR Invest Glbl Dsrpt Opp R EUR Acc 2.58M (1.33%) 1.14M
Increased by +44.12%
Mar 31, 24
14 MFS Mid Cap Growth A 2.45M (1.26%) -6.95K
Decreased by -0.28%
Nov 30, 24
15 MFS Mid Cap Growth Equity 2.43M (1.25%) 425.23K
Increased by +17.53%
Sep 30, 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 (1.20%) 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 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