Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIEQ 1.64%
2 FFND 1.40%
3 PBD 0.70%
4 SPRX 0.66%
5 ACTV 0.54%
6 GSFP 0.42%
7 GRZZ 0.32%
8 CARZ 0.26%
9 ISMD 0.25%
10 XSD 0.20%
11 PBW 0.15%
12 PAMC 0.14%
13 SFYX 0.13%
14 SOXX 0.12%
15 IJJ 0.12%
16 ACES 0.12%
17 QCLN 0.11%
18 IJH 0.11%
19 IJK 0.10%
20 SOXQ 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.03M (12.33%) 2.59M
Increased by +13.61%
Mar 31, 25
2 UBS Group AG 14.53M (9.41%) -2.58M
Decreased by -17.73%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 12.53M (8.12%) 4.52M
Increased by +36.11%
Dec 31, 24
4 Capital Research Global Investors 9.28M (6.01%) -2.47M
Decreased by -26.62%
Sep 30, 24
5 Vanguard Group Inc 8.46M (5.48%) -10.45M
Decreased by -123.45%
Jun 30, 25
6 Capital Research & Mgmt Co - Division 3 7.80M (5.05%) -4.81M
Decreased by -61.66%
Sep 30, 24
7 State Street Corp 7.47M (4.84%) 134.83K
Increased by +1.80%
Mar 31, 25
8 NORGES BANK 7.09M (4.60%) 3.86M
Increased by +54.43%
Dec 31, 23
9 PRIMECAP Management Company 6.08M (3.94%) -590.16K
Decreased by -9.71%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 5.46M (3.53%) 2.09M
Increased by +38.27%
Mar 31, 25
11 State Street Corporation 5.11M (3.31%) 596.04K
Increased by +11.67%
Mar 31, 24
12 Jana Partners Management LP 4.99M (3.23%) -1.18M
Decreased by -23.61%
Dec 31, 24
13 ClearBridge Advisors, LLC 4.60M (2.98%) -196.26K
Decreased by -4.27%
Jun 30, 24
14 Neuberger Berman Group LLC 4.33M (2.80%) 1.82M
Increased by +42.10%
Mar 31, 25
15 Two Sigma Investments LLC 3.49M (2.26%) 2.45M
Increased by +70.14%
Jun 30, 25
16 Artisan Partners Limited Partnership 3.45M (2.24%) -178.31K
Decreased by -5.17%
Mar 31, 25
17 Two Sigma Advisers, LLC 3.14M (2.04%) 1.12M
Increased by +35.57%
Jun 30, 25
18 Capital World Investors 2.93M (1.90%) 2.93M
Increased by +100.00%
Mar 31, 25
19 Geode Capital Management, LLC 2.52M (1.63%) 531.43K
Increased by +21.08%
Mar 31, 25
20 Bank of America Corp 2.41M (1.56%) 1.33M
Increased by +55.27%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.31M (6.03%) 0.00
Increased by 0.00%
May 31, 25
2 T. Rowe Price Mid-Cap Value 8.65M (5.60%) 0.00
Increased by 0.00%
Feb 28, 25
3 T. Rowe Price US Mid-Cap Value Equity 7.22M (4.67%) 2.65M
Increased by +36.74%
Dec 31, 24
4 American Funds Growth Fund of Amer A 6.31M (4.09%) -2.50M
Decreased by -39.63%
Sep 30, 24
5 Capital Group Growth Fnd of Amer Comp 6.31M (4.09%) -2.50M
Decreased by -39.63%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 4.90M (3.17%) 1.33M
Increased by +27.10%
Jul 31, 25
7 American Funds Fundamental Invs A 4.49M (2.91%) -2.04K
Decreased by -0.05%
Jun 30, 24
8 Capital Group Fundamental Invtrs Comp 4.49M (2.91%) -2.04K
Decreased by -0.05%
Jun 30, 24
9 iShares Core S&P Mid-Cap ETF 3.99M (2.58%) -552.00
Decreased by -0.01%
Aug 28, 24
10 Vanguard US Total Market Shares ETF 3.96M (2.56%) 0.00
Increased by 0.00%
Sep 30, 24
11 iShares Russell 2000 ETF 3.88M (2.51%) 677.13K
Increased by +17.46%
Jun 30, 25
12 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 3.83M (2.48%) 1.42M
Increased by +37.00%
Dec 31, 24
13 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 3.83M (2.48%) 1.42M
Increased by +37.00%
Dec 31, 24
14 Vanguard Capital Opportunity Inv 3.32M (2.15%) -15.00K
Decreased by -0.45%
Jun 30, 25
15 American Funds SMALLCAP World A 2.93M (1.90%) 2.93M
Increased by +100.00%
Mar 31, 25
16 SPDR® S&P Semiconductor ETF 2.80M (1.81%) 0.00
Increased by 0.00%
May 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 2.43M (1.57%) 17.86K
Increased by +0.74%
May 31, 25
18 ClearBridge Aggressive Growth 2.39M (1.55%) 0.00
Increased by 0.00%
Mar 31, 24
19 ClearBridge Aggressive Growth A 2.39M (1.55%) 0.00
Increased by 0.00%
Mar 31, 24
20 Artisan International Small-Mid Investor 2.35M (1.52%) -58.68K
Decreased by -2.49%
Mar 31, 25