Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MUSQ 4.22%
2 UTRN 4.01%
3 PEJ 2.32%
4 CSB 1.18%
5 CZA 1.06%
6 PEXL 0.93%
7 JOET 0.78%
8 FPX 0.62%
9 QDYN 0.46%
10 FNY 0.45%
11 RBUS 0.44%
12 FDRR 0.43%
13 AIEQ 0.43%
14 QDF 0.36%
15 RWK 0.32%
16 VOX 0.31%
17 EZM 0.30%
18 FTHI 0.30%
19 RNMC 0.29%
20 SMDY 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 13.37M (9.25%) 82.15K
Increased by +0.61%
Dec 31, 24
2 Vanguard Group Inc 13.06M (9.03%) -707.10K
Decreased by -5.41%
Dec 31, 24
3 JPMorgan Chase & Co 11.20M (7.74%) -6.31M
Decreased by -56.34%
Dec 31, 24
4 Darlington Partners Capital Management, LP 10.37M (7.17%) 1.50M
Increased by +14.46%
Dec 31, 24
5 BlackRock Inc 9.11M (6.30%) 514.77K
Increased by +5.65%
Dec 31, 24
6 Mawer Investment Management Ltd 8.19M (5.67%) -23.89K
Decreased by -0.29%
Dec 31, 24
7 Barrow Hanley Mewhinney & Strauss LLC 7.92M (5.48%) 2.40M
Increased by +30.31%
Dec 31, 24
8 Darsana Capital Partners LP 6.00M (4.15%) 5.92M
Increased by +98.63%
Dec 31, 24
9 Independent Franchise Partners LLP 5.90M (4.08%) 839.75K
Increased by +14.25%
Dec 31, 24
10 Cooke & Bieler LP 5.75M (3.98%) -139.52K
Decreased by -2.43%
Mar 31, 25
11 Fidelity International Ltd 5.57M (3.85%) 13.91K
Increased by +0.25%
Dec 31, 24
12 Ako Capital Llp 4.32M (2.99%) -2.54M
Decreased by -58.70%
Dec 31, 24
13 Harris Associates L.P. 4.05M (2.80%) -85.48K
Decreased by -2.11%
Dec 31, 24
14 Citadel Advisors Llc 3.85M (2.66%) 187.65K
Increased by +4.88%
Sep 30, 23
15 Caledonia (Private) Investments Pty Ltd 3.21M (2.22%) -493.18K
Decreased by -15.38%
Dec 31, 24
16 Capital Research & Mgmt Co - Division 3 3.00M (2.07%) 706.00
Increased by +0.02%
Jun 30, 24
17 D1 Capital Partners L.P. 2.67M (1.85%) -2.60M
Decreased by -97.21%
Dec 31, 24
18 Geode Capital Management, LLC 2.64M (1.83%) 16.41K
Increased by +0.62%
Dec 31, 24
19 Balyasny Asset Management LLC 2.61M (1.80%) 1.89M
Increased by +72.46%
Sep 30, 23
20 State Street Corp 2.46M (1.70%) 210.19K
Increased by +8.55%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 6.64M (4.59%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital Group Fundamental Invtrs Comp 6.64M (4.59%) 0.00
Increased by 0.00%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 4.70M (3.25%) -2.31K
Decreased by -0.05%
Apr 29, 25
4 American Funds New Perspective A 4.24M (2.93%) 0.00
Increased by 0.00%
Dec 31, 24
5 Capital Group New Perspective Comp 4.24M (2.93%) 0.00
Increased by 0.00%
Dec 31, 24
6 HIL Fidelity Global Technology USD 4.20M (2.91%) -29.00
Decreased by -0.00%
Feb 28, 25
7 Fidelity Global Technology A-Dis-EUR 4.20M (2.90%) -6.05K
Decreased by -0.14%
Mar 31, 25
8 Vanguard Total Stock Mkt Idx Inv 4.19M (2.90%) 163.00K
Increased by +3.89%
Mar 31, 25
9 Vanguard US Total Market Shares ETF 4.03M (2.78%) 3.32K
Increased by +0.08%
Sep 30, 24
10 JPM US Mid Cap Value-MA 3.22M (2.23%) 11.36K
Increased by +0.35%
Mar 31, 25
11 JPMorgan Mid Cap Value L 3.22M (2.23%) 60.69K
Increased by +1.89%
Mar 31, 25
12 Vanguard Growth Index Investor 2.96M (2.04%) 902.17K
Increased by +30.53%
Mar 31, 25
13 American Funds Capital Income Bldr A 2.93M (2.03%) 0.00
Increased by 0.00%
Jun 30, 24
14 VIP Growth Initial 2.91M (2.01%) 0.00
Increased by 0.00%
Nov 30, 23
15 Harris Assoc. Oakmark Eq & Inc CIT 2.84M (1.97%) 0.00
Increased by 0.00%
Mar 31, 25
16 Oakmark Equity And Income Investor 2.84M (1.97%) 0.00
Increased by 0.00%
Mar 31, 25
17 Bridge Builder Large Cap Value 2.82M (1.95%) 60.74K
Increased by +2.15%
Apr 30, 25
18 Vanguard Mid Cap Index Institutional 2.81M (1.95%) 44.18K
Increased by +1.57%
Mar 31, 25
19 Fidelity Advisor® Equity Growth I 2.67M (1.85%) 45.10K
Increased by +1.69%
Nov 30, 23
20 Mawer Global Equity A 2.30M (1.59%) 0.00
Increased by 0.00%
Feb 28, 25