Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.01%
2 PEJ 2.38%
3 CZA 1.32%
4 JOET 0.78%
5 FDRR 0.45%
6 QDF 0.44%
7 VOX 0.41%
8 AIEQ 0.35%
9 FTHI 0.30%
10 RNMC 0.30%
11 XPND 0.23%
12 BFOR 0.22%
13 CSA 0.22%
14 CSF 0.22%
15 CSML 0.21%
16 JKK 0.20%
17 ISCG 0.20%
18 EZM 0.18%
19 CFA 0.16%
20 CFO 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 14.47M (10.78%) -59.63K
Decreased by -0.41%
Dec 31, 23
2 Vanguard Group Inc 11.67M (8.69%) 684.86K
Increased by +5.87%
Dec 31, 23
3 Capital World Investors 9.32M (6.94%) 1.65M
Increased by +17.72%
Dec 31, 23
4 Darlington Partners Capital Management, LP 5.48M (4.08%) -278.01K
Decreased by -5.08%
Dec 31, 23
5 BlackRock Inc 5.25M (3.91%) -261.55K
Decreased by -4.98%
Dec 31, 23
6 Fidelity International Ltd 5.20M (3.87%) 2.40M
Increased by +46.11%
Dec 31, 23
7 Caledonia (Private) Investments Pty Ltd 4.84M (3.60%) -1.07M
Decreased by -22.06%
Dec 31, 23
8 Cooke & Bieler LP 4.64M (3.46%) -118.92K
Decreased by -2.56%
Dec 31, 23
9 Millennium Management LLC 3.94M (2.94%) 717.91K
Increased by +18.20%
Dec 31, 23
10 Citadel Advisors Llc 3.85M (2.87%) 187.65K
Increased by +4.88%
Sep 30, 23
11 Ako Capital Llp 3.73M (2.78%) 1.69M
Increased by +45.40%
Dec 31, 23
12 Capital Research & Mgmt Co - Division 3 3.00M (2.23%) -76.00
Decreased by -0.00%
Dec 31, 23
13 Harris Associates L.P. 2.96M (2.21%) -7.73K
Decreased by -0.26%
Dec 31, 23
14 Southeastern Asset Management Inc 2.84M (2.12%) -608.01K
Decreased by -21.38%
Dec 31, 23
15 Jackson Square Partners, LLC 2.79M (2.08%) -617.23K
Decreased by -22.09%
Dec 31, 23
16 Balyasny Asset Management LLC 2.61M (1.94%) 1.89M
Increased by +72.46%
Sep 30, 23
17 Allspring Global Investments Holdings, LLC 2.19M (1.63%) 36.32K
Increased by +1.66%
Sep 30, 23
18 Geode Capital Management, LLC 2.06M (1.54%) 87.23K
Increased by +4.23%
Dec 31, 23
19 Stephens Inv Mgmt Group LLC 1.74M (1.30%) -57.91K
Decreased by -3.32%
Dec 31, 23
20 Fairview Capital Investment Management 1.71M (1.28%) 3.84K
Increased by +0.22%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 6.65M (4.95%) 3.41M
Increased by +51.36%
Mar 31, 24
2 Capital Group Fundamental Invtrs Comp 6.65M (4.95%) 3.41M
Increased by +51.36%
Mar 31, 24
3 American Funds New Perspective A 4.25M (3.16%) 326.25K
Increased by +7.68%
Mar 31, 24
4 Capital Group New Perspective Comp 3.92M (2.92%) 1.12M
Increased by +28.45%
Dec 31, 23
5 Vanguard Total Stock Mkt Idx Inv 3.92M (2.92%) 13.44K
Increased by +0.34%
Mar 31, 24
6 Fidelity Global Technology A-Dis-EUR 3.68M (2.74%) 7.53K
Increased by +0.20%
Mar 31, 24
7 American Funds Capital Income Bldr A 2.93M (2.18%) 0.00
Increased by 0.00%
Mar 31, 24
8 VIP Growth Initial 2.91M (2.17%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity VIP Growth Initial 2.88M (2.15%) 0.00
Increased by 0.00%
Mar 31, 24
10 Fidelity Advisor Equity Growth I 2.78M (2.07%) 109.40K
Increased by +3.94%
Mar 31, 24
11 Vanguard Mid Cap Index Institutional 2.75M (2.05%) -33.29K
Decreased by -1.21%
Mar 31, 24
12 Fidelity Advisor® Equity Growth I 2.67M (1.99%) 45.10K
Increased by +1.69%
Nov 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 2.10M (1.57%) 54.99K
Increased by +2.62%
Mar 31, 24
14 BGF World Technology A2 1.94M (1.44%) -14.80K
Decreased by -0.76%
Jan 31, 24
15 Fidelity® Capital Appreciation 1.80M (1.34%) -32.40K
Decreased by -1.80%
Nov 30, 23
16 Fidelity Capital Appreciation 1.73M (1.29%) 0.00
Increased by 0.00%
Mar 31, 24
17 Harris Assoc. Oakmark Eq & Inc CIT 1.61M (1.20%) -125.00K
Decreased by -7.77%
Mar 31, 24
18 Oakmark Equity And Income Investor 1.61M (1.20%) -125.00K
Decreased by -7.77%
Mar 31, 24
19 Longleaf Partners 1.54M (1.15%) -197.43K
Decreased by -12.78%
Mar 31, 24
20 Fidelity Growth Discovery 1.54M (1.15%) 46.90K
Increased by +3.04%
Mar 31, 24