Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.49%
2 LSAT 3.44%
3 PEJ 3.00%
4 PSL 2.79%
5 PBJ 2.55%
6 CGMM 2.51%
7 XMMO 2.42%
8 FTXG 2.02%
9 DVLU 1.81%
10 TSME 1.74%
11 RWK 1.66%
12 XMVM 1.22%
13 MDYV 1.16%
14 IVOV 1.16%
15 IJJ 1.16%
16 RFV 1.08%
17 XMLV 1.03%
18 LSAF 1.02%
19 ULVM 1.01%
20 DVOL 1.00%

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 (2.87%) -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 iShares Core S&P Mid-Cap ETF 7.57M (3.31%) 5.68K
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 7.34M (3.20%) 22.15K
Increased by +0.30%
Feb 28, 25
3 Victory Sycamore Established Value R 6.43M (2.81%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Small Cap Index 5.95M (2.60%) 4.88K
Increased by +0.08%
Feb 28, 25
5 Vanguard Small Cap Value Index Inv 3.92M (1.71%) -13.80K
Decreased by -0.35%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 3.53M (1.54%) 1.78K
Increased by +0.05%
Feb 28, 25
7 JHancock Disciplined Value I 3.42M (1.49%) 0.00
Increased by 0.00%
Jan 31, 25
8 Strategic Advisers Fidelity US TtlStk 3.19M (1.39%) -3.94K
Decreased by -0.12%
Jan 31, 25
9 Strategic Advisers® Fidelity US TtlStk 2.95M (1.29%) 65.35K
Increased by +2.22%
Nov 30, 23
10 JPM US Mid Cap Value-Composite 2.81M (1.23%) -322.91K
Decreased by -11.48%
Jun 30, 24
11 MFS Mid Cap Value A 2.63M (1.15%) 0.00
Increased by 0.00%
Feb 28, 25
12 MFS Mid Cap Value Equity 2.63M (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
13 Clarkston Capital SMID Composite 2.48M (1.08%) -1.37M
Decreased by -55.29%
Dec 31, 24
14 CI Global Income & Growth F 2.44M (1.06%) -84.23K
Decreased by -3.45%
Sep 30, 23
15 Fidelity® Small Cap Value 2.38M (1.04%) 0.00
Increased by 0.00%
Oct 31, 23
16 Clarkston Partners Founders 2.25M (0.98%) 0.00
Increased by 0.00%
Dec 31, 23
17 Fidelity® Series Value Discovery 2.14M (0.93%) 22.60K
Increased by +1.06%
Nov 30, 23
18 JPM US Mid Cap Value-MA 2.13M (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
19 JPMorgan Mid Cap Value L 2.13M (0.93%) 0.00
Increased by 0.00%
Jan 31, 25
20 Fidelity Series Value Discovery 2.09M (0.91%) 110.50K
Increased by +5.28%
Jan 31, 25