Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.01%
2 MUSQ 3.88%
3 PEJ 2.32%
4 CSB 1.18%
5 CZA 1.06%
6 JOET 0.78%
7 PEXL 0.77%
8 FPX 0.53%
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 FTHI 0.30%
18 EZM 0.30%
19 RNMC 0.29%
20 SMDY 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 15.30M (10.58%) 4.10M
Increased by +26.79%
Mar 31, 25
2 Vanguard Group Inc 14.38M (9.94%) 1.32M
Increased by +9.16%
Mar 31, 25
3 Independent Franchise Partners LLP 13.38M (9.25%) 7.48M
Increased by +55.94%
Mar 31, 25
4 Capital World Investors 13.37M (9.25%) 82.15K
Increased by +0.61%
Dec 31, 24
5 Darlington Partners Capital Management, LP 12.00M (8.29%) 1.63M
Increased by +13.55%
Mar 31, 25
6 BlackRock Inc 9.26M (6.40%) 147.63K
Increased by +1.59%
Mar 31, 25
7 Barrow Hanley Mewhinney & Strauss LLC 8.22M (5.68%) 295.91K
Increased by +3.60%
Mar 31, 25
8 Mawer Investment Management Ltd 7.88M (5.45%) -309.79K
Decreased by -3.93%
Mar 31, 25
9 Darsana Capital Partners LP 7.00M (4.84%) 1.00M
Increased by +14.29%
Mar 31, 25
10 Fidelity International Ltd 5.78M (3.99%) 207.02K
Increased by +3.58%
Mar 31, 25
11 Cooke & Bieler LP 5.75M (3.98%) -139.52K
Decreased by -2.43%
Mar 31, 25
12 Ako Capital Llp 4.32M (2.99%) -2.54M
Decreased by -58.70%
Dec 31, 24
13 Harris Associates L.P. 4.02M (2.78%) -23.70K
Decreased by -0.59%
Mar 31, 25
14 Citadel Advisors Llc 3.85M (2.66%) 187.65K
Increased by +4.88%
Sep 30, 23
15 Capital Research & Mgmt Co - Division 3 3.00M (2.07%) 706.00
Increased by +0.02%
Jun 30, 24
16 D1 Capital Partners L.P. 2.67M (1.85%) -2.60M
Decreased by -97.21%
Dec 31, 24
17 State Street Corp 2.63M (1.82%) 171.07K
Increased by +6.51%
Mar 31, 25
18 Balyasny Asset Management LLC 2.61M (1.80%) 1.89M
Increased by +72.46%
Sep 30, 23
19 FMR Inc 2.26M (1.57%) -37.26K
Decreased by -1.65%
Mar 31, 25
20 Allspring Global Investments Holdings, LLC 2.19M (1.52%) 36.32K
Increased by +1.66%
Sep 30, 23

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 4.69M (3.25%) -9.52K
Decreased by -0.20%
Apr 30, 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 Vanguard Total Stock Mkt Idx Inv 4.20M (2.90%) 10.47K
Increased by +0.25%
Apr 30, 25
8 Fidelity Global Technology A-Dis-EUR 4.20M (2.90%) -6.05K
Decreased by -0.14%
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 2.98M (2.06%) 26.98K
Increased by +0.90%
Apr 30, 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 Vanguard Mid Cap Index Institutional 2.84M (1.97%) 28.21K
Increased by +0.99%
Apr 30, 25
16 Harris Assoc. Oakmark Eq & Inc CIT 2.84M (1.97%) 0.00
Increased by 0.00%
Mar 31, 25
17 Oakmark Equity And Income Investor 2.84M (1.97%) 0.00
Increased by 0.00%
Mar 31, 25
18 Bridge Builder Large Cap Value 2.82M (1.95%) 60.74K
Increased by +2.15%
Apr 30, 25
19 Fidelity Advisor® Equity Growth I 2.67M (1.85%) 45.10K
Increased by +1.69%
Nov 30, 23
20 Vanguard Institutional Extnd Mkt Idx Tr 2.24M (1.55%) 20.79K
Increased by +0.93%
Apr 30, 25