Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIEQ 1.64%
2 FFND 1.40%
3 PBD 0.88%
4 XSD 0.69%
5 PBW 0.69%
6 ACES 0.64%
7 SPRX 0.61%
8 ACTV 0.54%
9 GSFP 0.42%
10 GRZZ 0.32%
11 CARZ 0.26%
12 PSCT 0.26%
13 QCLN 0.23%
14 ISMD 0.22%
15 PAMC 0.14%
16 SFYX 0.13%
17 SOXX 0.12%
18 IJJ 0.12%
19 IJH 0.11%
20 IJK 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 UBS Group AG 17.11M (11.09%) 10.75M
Increased by +62.86%
Dec 31, 24
2 BlackRock Inc 16.44M (10.65%) 727.59K
Increased by +4.43%
Dec 31, 24
3 Vanguard Group Inc 15.92M (10.32%) 299.30K
Increased by +1.88%
Dec 31, 24
4 T. Rowe Price Associates, Inc. 12.53M (8.12%) 4.52M
Increased by +36.11%
Dec 31, 24
5 Capital Research Global Investors 9.28M (6.02%) -2.47M
Decreased by -26.62%
Sep 30, 24
6 Capital Research & Mgmt Co - Division 3 7.80M (5.05%) -4.81M
Decreased by -61.66%
Sep 30, 24
7 State Street Corp 7.34M (4.76%) 642.23K
Increased by +8.75%
Dec 31, 24
8 NORGES BANK 7.09M (4.60%) 3.86M
Increased by +54.43%
Dec 31, 23
9 PRIMECAP Management Company 6.52M (4.23%) 169.98K
Increased by +2.61%
Dec 31, 24
10 D. E. Shaw & Co LP 5.37M (3.48%) 280.89K
Increased by +5.23%
Dec 31, 24
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 Artisan Partners Limited Partnership 3.63M (2.35%) -90.29K
Decreased by -2.49%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 3.37M (2.18%) -1.05M
Decreased by -31.19%
Dec 31, 24
16 Capital World Investors 3.18M (2.06%) 0.00
Increased by 0.00%
Jun 30, 24
17 Two Sigma Investments LLC 2.65M (1.72%) 150.55K
Increased by +5.68%
Dec 31, 24
18 Fidelity International Ltd 2.53M (1.64%) -338.37K
Decreased by -13.37%
Dec 31, 24
19 Neuberger Berman Group LLC 2.51M (1.62%) 104.04K
Increased by +4.15%
Dec 31, 24
20 William Blair Investment Management, LLC 2.27M (1.47%) -30.30K
Decreased by -1.33%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.62M (6.24%) 6.66K
Increased by +0.07%
Mar 31, 25
2 T. Rowe Price Mid-Cap Value 8.65M (5.61%) 0.00
Increased by 0.00%
Feb 28, 25
3 T. Rowe Price US Mid-Cap Value Equity 7.22M (4.68%) 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 American Funds Fundamental Invs A 4.49M (2.91%) -2.04K
Decreased by -0.05%
Jun 30, 24
7 Capital Group Fundamental Invtrs Comp 4.49M (2.91%) -2.04K
Decreased by -0.05%
Jun 30, 24
8 Vanguard Total Stock Mkt Idx Inv 4.03M (2.61%) 77.30K
Increased by +1.92%
Feb 28, 25
9 iShares Core S&P Mid-Cap ETF 3.99M (2.59%) -552.00
Decreased by -0.01%
Aug 28, 24
10 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 3.83M (2.48%) 1.42M
Increased by +37.00%
Dec 31, 24
11 Vanguard Small Cap Index 3.26M (2.11%) 2.69K
Increased by +0.08%
Feb 28, 25
12 Vanguard Capital Opportunity Inv 3.22M (2.09%) 88.50K
Increased by +2.75%
Dec 31, 24
13 American Funds SMALLCAP World A 3.00M (1.94%) -862.60K
Decreased by -28.78%
Sep 30, 24
14 Vanguard Information Technology ETF 2.96M (1.92%) 45.79K
Increased by +1.55%
Feb 28, 25
15 SPDR® S&P Semiconductor ETF 2.81M (1.82%) 0.00
Increased by 0.00%
Mar 31, 25
16 Artisan International Small-Mid Investor 2.41M (1.56%) 0.00
Increased by 0.00%
Dec 31, 24
17 Artisan Non-U.S. Small-Mid Growth Comp 2.41M (1.56%) 0.00
Increased by 0.00%
Dec 31, 24
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 American Funds New Perspective A 2.26M (1.46%) 0.00
Increased by 0.00%
Sep 30, 24