Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EFRA 7.08%
2 SSPX 4.85%
3 MDCP 4.10%
4 UTRN 4.03%
5 BRNY 3.90%
6 KMID 3.62%
7 STNC 3.12%
8 HWAY 2.45%
9 FTIF 2.39%
10 CZA 2.18%
11 RENW 2.16%
12 FTXR 2.13%
13 LQAI 2.08%
14 BOON 1.92%
15 RYJ 1.88%
16 TMFX 1.78%
17 CLNR 1.76%
18 DRIV 1.68%
19 BLCV 1.55%
20 BLCR 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.67M (11.47%) 32.93K
Increased by +0.17%
Sep 30, 24
2 BlackRock Inc 15.10M (8.81%) 669.79K
Increased by +4.44%
Jun 30, 24
3 T. Rowe Price Associates, Inc. 8.41M (4.91%) -664.68K
Decreased by -7.90%
Jun 30, 24
4 State Street Corp 7.17M (4.18%) 1.43K
Increased by +0.02%
Jun 30, 24
5 State Street Corporation 7.17M (4.18%) 174.22K
Increased by +2.43%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 6.94M (4.05%) 1.28M
Increased by +18.49%
Jun 30, 24
7 FMR Inc 6.93M (4.04%) 4.30M
Increased by +62.09%
Sep 30, 24
8 Select Equity Group LP 5.68M (3.32%) 20.10K
Increased by +0.35%
Sep 30, 24
9 Wellington Management Company LLP 5.20M (3.03%) -2.51M
Decreased by -48.25%
Jun 30, 24
10 Massachusetts Financial Services Company 4.69M (2.74%) 278.33K
Increased by +5.93%
Sep 30, 24
11 HHG PLC 4.42M (2.58%) -710.80K
Decreased by -16.07%
Jun 30, 24
12 Geode Capital Management, LLC 4.06M (2.37%) 23.59K
Increased by +0.58%
Jun 30, 24
13 Amvescap Plc. 3.76M (2.19%) 220.39K
Increased by +5.86%
Jun 30, 24
14 Boston Partners Global Investors, Inc 2.76M (1.61%) -27.48K
Decreased by -1.00%
Jun 30, 24
15 Fidelity International Ltd 2.27M (1.33%) 828.41K
Increased by +36.41%
Jun 30, 24
16 Farallon Capital Management, L.L.C. 2.19M (1.28%) -766.90K
Decreased by -35.03%
Jun 30, 24
17 NORGES BANK 1.87M (1.09%) 322.25K
Increased by +17.22%
Jun 30, 24
18 Pzena Investment Management, LLC 1.85M (1.08%) -2.70M
Decreased by -145.97%
Mar 31, 24
19 Mackenzie Investments 1.77M (1.03%) -122.67K
Decreased by -6.95%
Mar 31, 24
20 Dimensional Fund Advisors, Inc. 1.63M (0.95%) 9.35K
Increased by +0.57%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.52M (3.22%) -18.51K
Decreased by -0.34%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 4.64M (2.71%) 56.25K
Increased by +1.21%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 3.72M (2.17%) 6.78K
Increased by +0.18%
Oct 31, 24
4 T. Rowe Price U.S. Value Equity Tr-Z 2.65M (1.55%) 44.37K
Increased by +1.67%
Sep 30, 24
5 T. Rowe Price US Value Equity Composite 2.51M (1.46%) -6.75K
Decreased by -0.27%
Sep 30, 24
6 T. Rowe Price Value 2.51M (1.46%) 0.00
Increased by 0.00%
Sep 30, 24
7 Fidelity Magellan 2.34M (1.37%) 1.00K
Increased by +0.04%
Sep 30, 24
8 Fidelity 500 Index 2.15M (1.26%) -19.50K
Decreased by -0.91%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 2.14M (1.25%) 11.12K
Increased by +0.52%
Oct 31, 24
10 SPDR® S&P 500 ETF Trust 2.12M (1.24%) 4.77K
Increased by +0.22%
Apr 30, 24
11 Fidelity® 500 Index 2.09M (1.22%) 13.28K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 1.95M (1.14%) 3.02K
Increased by +0.15%
Oct 31, 24
13 MFS Mid Cap Growth A 1.63M (0.95%) 0.00
Increased by 0.00%
Sep 30, 24
14 MFS Mid Cap Growth Equity 1.63M (0.95%) 0.00
Increased by 0.00%
Sep 30, 24
15 Janus Henderson Enterprise D 1.52M (0.89%) -501.46K
Decreased by -32.96%
Aug 31, 24
16 Vanguard Value Index Inv 1.49M (0.87%) 3.78K
Increased by +0.25%
Oct 31, 24
17 MFS Mid Cap Value Equity 1.48M (0.87%) -17.81K
Decreased by -1.20%
Mar 31, 24
18 Janus Inst Mid Cap Growth CF 1.47M (0.86%) -657.77K
Decreased by -44.73%
Sep 30, 24
19 Vanguard Windsor Investor Shares 1.43M (0.83%) -767.45K
Decreased by -53.80%
Jun 30, 24
20 Hartford Dividend and Growth Y 1.27M (0.74%) 0.00
Increased by 0.00%
Sep 30, 24