Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MUSQ 4.98%
2 UTRN 4.01%
3 PEJ 2.32%
4 BMVP 1.96%
5 CSB 1.18%
6 CZA 1.06%
7 PEXL 1.04%
8 JOET 0.78%
9 SMOT 0.72%
10 QSML 0.55%
11 OUSM 0.54%
12 FPX 0.53%
13 QDYN 0.46%
14 FNY 0.45%
15 RBUS 0.44%
16 FDRR 0.43%
17 AIEQ 0.43%
18 QDF 0.36%
19 EZM 0.33%
20 FTHI 0.30%

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 4.76M (3.29%) 310.00
Increased by +0.01%
Jul 30, 25
4 Vanguard Total Stock Mkt Idx Inv 4.44M (3.07%) 239.80K
Increased by +5.40%
Jun 30, 25
5 American Funds New Perspective A 4.24M (2.93%) 0.00
Increased by 0.00%
Dec 31, 24
6 Capital Group New Perspective Comp 4.24M (2.93%) 0.00
Increased by 0.00%
Dec 31, 24
7 HIL Fidelity Global Technology USD 4.20M (2.91%) -29.00
Decreased by -0.00%
Feb 28, 25
8 Fidelity Global Technology A-Dis-EUR 4.17M (2.89%) -11.48K
Decreased by -0.27%
Jun 30, 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-Composite 3.22M (2.23%) 0.00
Increased by 0.00%
Jun 30, 25
11 JPM US Mid Cap Value-MA 3.22M (2.23%) 11.36K
Increased by +0.35%
Mar 31, 25
12 JPMorgan Mid Cap Value L 3.22M (2.23%) 0.00
Increased by 0.00%
Jun 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 Bridge Builder Large Cap Value 2.82M (1.95%) 0.00
Increased by 0.00%
Jul 31, 25
16 Fidelity Advisor® Equity Growth I 2.67M (1.85%) 45.10K
Increased by +1.69%
Nov 30, 23
17 Vanguard Growth Index Investor 2.47M (1.71%) -520.30K
Decreased by -21.09%
Jun 30, 25
18 Harris Assoc. Oakmark Eq & Inc CIT 2.45M (1.69%) -395.50K
Decreased by -16.17%
Jun 30, 25
19 Oakmark Equity And Income Investor 2.45M (1.69%) -395.50K
Decreased by -16.17%
Jun 30, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 2.25M (1.55%) -11.60K
Decreased by -0.52%
Jun 30, 25