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 ACES 0.37%
8 PBW 0.33%
9 GRZZ 0.32%
10 XSD 0.29%
11 CARZ 0.26%
12 ISMD 0.25%
13 PAMC 0.14%
14 PSCT 0.13%
15 SFYX 0.13%
16 SOXX 0.12%
17 IJJ 0.12%
18 QCLN 0.12%
19 IJH 0.11%
20 IJK 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 Vanguard Group Inc 18.91M (12.26%) 2.99M
Increased by +15.81%
Mar 31, 25
3 UBS Group AG 17.11M (11.09%) 10.75M
Increased by +62.86%
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 7.47M (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 6.67M (4.32%) 146.11K
Increased by +2.19%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 5.46M (3.54%) 2.09M
Increased by +38.27%
Mar 31, 25
11 D. E. Shaw & Co LP 5.37M (3.48%) 280.89K
Increased by +5.23%
Dec 31, 24
12 State Street Corporation 5.11M (3.31%) 596.04K
Increased by +11.67%
Mar 31, 24
13 Jana Partners Management LP 4.99M (3.23%) -1.18M
Decreased by -23.61%
Dec 31, 24
14 ClearBridge Advisors, LLC 4.60M (2.98%) -196.26K
Decreased by -4.27%
Jun 30, 24
15 Neuberger Berman Group LLC 4.33M (2.81%) 1.82M
Increased by +42.10%
Mar 31, 25
16 Artisan Partners Limited Partnership 3.45M (2.24%) -178.31K
Decreased by -5.17%
Mar 31, 25
17 Capital World Investors 2.93M (1.90%) 2.93M
Increased by +100.00%
Mar 31, 25
18 Two Sigma Investments LLC 2.65M (1.72%) 150.55K
Increased by +5.68%
Dec 31, 24
19 Fidelity International Ltd 2.53M (1.64%) -338.37K
Decreased by -13.37%
Dec 31, 24
20 Geode Capital Management, LLC 2.52M (1.63%) 531.43K
Increased by +21.08%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.41M (6.10%) -9.95K
Decreased by -0.11%
Apr 30, 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 Vanguard Total Stock Mkt Idx Inv 4.96M (3.21%) 0.00
Increased by 0.00%
Apr 30, 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 (2.59%) -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 Vanguard Small Cap Index 3.92M (2.54%) 40.83K
Increased by +1.04%
Apr 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 3.34M (2.16%) 118.70K
Increased by +3.56%
Mar 31, 25
15 Vanguard Information Technology ETF 3.01M (1.95%) 24.22K
Increased by +0.81%
Apr 30, 25
16 American Funds SMALLCAP World A 2.93M (1.90%) 2.93M
Increased by +100.00%
Mar 31, 25
17 SPDR® S&P Semiconductor ETF 2.85M (1.85%) -27.33K
Decreased by -0.96%
Apr 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 2.41M (1.56%) -1.00
Decreased by -0.00%
Apr 30, 25
19 ClearBridge Aggressive Growth 2.39M (1.55%) 0.00
Increased by 0.00%
Mar 31, 24
20 ClearBridge Aggressive Growth A 2.39M (1.55%) 0.00
Increased by 0.00%
Mar 31, 24