Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.53%
2 LSAT 3.31%
3 PEJ 2.83%
4 PSL 2.81%
5 PBJ 2.54%
6 CGMM 2.43%
7 XMMO 2.31%
8 FTXG 2.10%
9 TSME 1.77%
10 RWK 1.62%
11 DVLU 1.49%
12 XMVM 1.18%
13 IJJ 1.15%
14 MDYV 1.15%
15 IVOV 1.11%
16 RFV 1.06%
17 XMLV 1.06%
18 LSAF 1.00%
19 ULVM 0.99%
20 DVOL 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.33M (10.18%) -720.15K
Decreased by -3.09%
Dec 31, 24
2 BlackRock Inc 20.62M (9.00%) -75.54K
Decreased by -0.37%
Dec 31, 24
3 FMR Inc 19.52M (8.52%) -2.46M
Decreased by -12.58%
Dec 31, 24
4 Boston Partners Global Investors, Inc 12.74M (5.56%) 77.01K
Increased by +0.60%
Dec 31, 24
5 Wellington Management Company LLP 11.41M (4.98%) -696.44K
Decreased by -6.10%
Dec 31, 24
6 Victory Capital Management Inc. 10.07M (4.40%) -204.22K
Decreased by -2.03%
Dec 31, 24
7 Longview Partners (Guernsey) Ltd. 7.31M (3.19%) -206.60K
Decreased by -2.83%
Mar 31, 24
8 State Street Corp 7.18M (3.13%) 130.90K
Increased by +1.82%
Dec 31, 24
9 State Street Corporation 6.73M (2.94%) 105.95K
Increased by +1.58%
Mar 31, 24
10 Massachusetts Financial Services Company 6.59M (2.88%) -255.31K
Decreased by -3.88%
Dec 31, 24
11 Amvescap Plc. 6.20M (2.70%) -37.79K
Decreased by -0.61%
Dec 31, 24
12 Bessemer Group Inc 4.52M (1.97%) -355.20K
Decreased by -7.87%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 4.42M (1.93%) -259.37K
Decreased by -5.87%
Dec 31, 24
14 JPMorgan Chase & Co 4.30M (1.88%) -3.73M
Decreased by -86.65%
Dec 31, 24
15 Geode Capital Management, LLC 3.85M (1.68%) -118.47K
Decreased by -3.07%
Dec 31, 24
16 Clarkston Capital Partners, LLC 3.67M (1.60%) -1.92M
Decreased by -52.30%
Dec 31, 24
17 Sachem Head Capital Management LP 3.62M (1.58%) -1.21M
Decreased by -33.29%
Dec 31, 24
18 Dorsal Capital Management LLC 3.50M (1.53%) -1.00M
Decreased by -28.57%
Dec 31, 24
19 CI Investments Inc 3.32M (1.45%) -439.21K
Decreased by -13.23%
Dec 31, 24
20 NORGES BANK 3.13M (1.37%) 820.99K
Increased by +26.21%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.72M (3.37%) -76.09K
Decreased by -0.99%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 7.52M (3.28%) 14.29K
Increased by +0.19%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 7.26M (3.17%) -78.77K
Decreased by -1.08%
Mar 31, 25
4 Victory Sycamore Established Value R 6.43M (2.81%) 0.00
Increased by 0.00%
Dec 31, 24
5 American Funds American Balanced A 6.30M (2.75%) 6.30M
Increased by +100.00%
Mar 31, 25
6 Vanguard Small Cap Index 5.75M (2.51%) -198.82K
Decreased by -3.46%
Mar 31, 25
7 JHancock Disciplined Value I 3.98M (1.74%) 559.42K
Increased by +14.05%
Feb 28, 25
8 Vanguard Small Cap Value Index Inv 3.73M (1.63%) -190.04K
Decreased by -5.10%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 3.55M (1.55%) 16.75K
Increased by +0.47%
Mar 31, 25
10 Strategic Advisers® Fidelity US TtlStk 2.95M (1.29%) 65.35K
Increased by +2.22%
Nov 30, 23
11 JPM US Mid Cap Value-Composite 2.81M (1.23%) -322.91K
Decreased by -11.48%
Jun 30, 24
12 JHancock Disciplined Value Mid Cap I 2.80M (1.22%) 963.10K
Increased by +34.39%
Feb 28, 25
13 Strategic Advisers Fidelity US TtlStk 2.75M (1.20%) -444.50K
Decreased by -16.17%
Feb 28, 25
14 MFS Mid Cap Value A 2.63M (1.15%) 0.00
Increased by 0.00%
Feb 28, 25
15 MFS Mid Cap Value Equity 2.63M (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
16 Clarkston Capital SMID Composite 2.48M (1.08%) -1.37M
Decreased by -55.29%
Dec 31, 24
17 CI Global Income & Growth F 2.44M (1.06%) -84.23K
Decreased by -3.45%
Sep 30, 23
18 Fidelity® Small Cap Value 2.38M (1.04%) 0.00
Increased by 0.00%
Oct 31, 23
19 Clarkston Partners Founders 2.25M (0.98%) 0.00
Increased by 0.00%
Dec 31, 23
20 Fidelity® Series Value Discovery 2.14M (0.93%) 22.60K
Increased by +1.06%
Nov 30, 23