Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MUSQ 4.92%
2 UTRN 4.01%
3 PEJ 2.32%
4 CSB 1.18%
5 CZA 1.06%
6 PEXL 1.03%
7 JOET 0.78%
8 FPX 0.75%
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 EZM 0.36%
16 RWK 0.32%
17 VOX 0.31%
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 (9.30%) 82.15K
Increased by +0.61%
Dec 31, 24
2 Vanguard Group Inc 13.06M (9.09%) -707.10K
Decreased by -5.41%
Dec 31, 24
3 JPMorgan Chase & Co 11.20M (7.79%) -6.31M
Decreased by -56.34%
Dec 31, 24
4 Darlington Partners Capital Management, LP 10.37M (7.22%) 1.50M
Increased by +14.46%
Dec 31, 24
5 BlackRock Inc 9.11M (6.34%) 514.77K
Increased by +5.65%
Dec 31, 24
6 Mawer Investment Management Ltd 8.19M (5.70%) -23.89K
Decreased by -0.29%
Dec 31, 24
7 Barrow Hanley Mewhinney & Strauss LLC 7.92M (5.51%) 2.40M
Increased by +30.31%
Dec 31, 24
8 Darsana Capital Partners LP 6.00M (4.17%) 5.92M
Increased by +98.63%
Dec 31, 24
9 Independent Franchise Partners LLP 5.90M (4.10%) 839.75K
Increased by +14.25%
Dec 31, 24
10 Cooke & Bieler LP 5.89M (4.10%) -126.21K
Decreased by -2.14%
Dec 31, 24
11 Fidelity International Ltd 5.57M (3.87%) 13.91K
Increased by +0.25%
Dec 31, 24
12 Ako Capital Llp 4.32M (3.01%) -2.54M
Decreased by -58.70%
Dec 31, 24
13 Harris Associates L.P. 4.05M (2.82%) -85.48K
Decreased by -2.11%
Dec 31, 24
14 Citadel Advisors Llc 3.85M (2.68%) 187.65K
Increased by +4.88%
Sep 30, 23
15 Caledonia (Private) Investments Pty Ltd 3.21M (2.23%) -493.18K
Decreased by -15.38%
Dec 31, 24
16 Capital Research & Mgmt Co - Division 3 3.00M (2.09%) 706.00
Increased by +0.02%
Jun 30, 24
17 D1 Capital Partners L.P. 2.67M (1.86%) -2.60M
Decreased by -97.21%
Dec 31, 24
18 Geode Capital Management, LLC 2.64M (1.84%) 16.41K
Increased by +0.62%
Dec 31, 24
19 Balyasny Asset Management LLC 2.61M (1.82%) 1.89M
Increased by +72.46%
Sep 30, 23
20 State Street Corp 2.46M (1.71%) 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 (4.62%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital Group Fundamental Invtrs Comp 6.64M (4.62%) 0.00
Increased by 0.00%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 4.74M (3.30%) 9.46K
Increased by +0.20%
Mar 31, 25
4 American Funds New Perspective A 4.24M (2.95%) 0.00
Increased by 0.00%
Dec 31, 24
5 Capital Group New Perspective Comp 4.24M (2.95%) 0.00
Increased by 0.00%
Dec 31, 24
6 Fidelity Global Technology A-Dis-EUR 4.20M (2.93%) -29.00
Decreased by -0.00%
Feb 28, 25
7 Vanguard Total Stock Mkt Idx Inv 4.03M (2.80%) 16.42K
Increased by +0.41%
Feb 28, 25
8 JPM US Mid Cap Value-MA 3.21M (2.23%) 852.64K
Increased by +26.59%
Dec 31, 24
9 JPMorgan Mid Cap Value L 3.16M (2.20%) -211.57K
Decreased by -6.70%
Feb 28, 25
10 American Funds Capital Income Bldr A 2.93M (2.04%) 0.00
Increased by 0.00%
Jun 30, 24
11 VIP Growth Initial 2.91M (2.02%) 0.00
Increased by 0.00%
Nov 30, 23
12 Harris Assoc. Oakmark Eq & Inc CIT 2.84M (1.98%) 0.00
Increased by 0.00%
Dec 31, 24
13 Oakmark Equity And Income Investor 2.84M (1.98%) 0.00
Increased by 0.00%
Dec 31, 24
14 Vanguard Mid Cap Index Institutional 2.77M (1.93%) 9.89K
Increased by +0.36%
Feb 28, 25
15 Bridge Builder Large Cap Value 2.76M (1.92%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity Advisor® Equity Growth I 2.67M (1.86%) 45.10K
Increased by +1.69%
Nov 30, 23
17 Mawer Global Equity A 2.30M (1.60%) -818.46K
Decreased by -35.59%
Jan 31, 25
18 Franchise Partners - US Equity 2.19M (1.52%) 435.63K
Increased by +19.88%
Dec 31, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 2.15M (1.49%) 4.14K
Increased by +0.19%
Feb 28, 25
20 Vanguard Growth Index Investor 2.05M (1.43%) 1.85K
Increased by +0.09%
Feb 28, 25