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 QCLN 0.13%
14 SFYX 0.13%
15 SOXX 0.12%
16 IJJ 0.12%
17 ACES 0.12%
18 IJH 0.11%
19 IJK 0.10%
20 SOXQ 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 12.53M (167.26%) 4.52M
Increased by +36.11%
Dec 31, 24
2 Capital Research Global Investors 9.28M (123.93%) -2.47M
Decreased by -26.62%
Sep 30, 24
3 BlackRock Inc 8.66M (115.61%) -10.37M
Decreased by -119.71%
Jun 30, 25
4 Vanguard Group Inc 8.46M (113.00%) -10.45M
Decreased by -123.45%
Jun 30, 25
5 Capital Research & Mgmt Co - Division 3 7.80M (104.10%) -4.81M
Decreased by -61.66%
Sep 30, 24
6 NORGES BANK 7.09M (94.72%) 3.86M
Increased by +54.43%
Dec 31, 23
7 PRIMECAP Management Company 6.08M (81.11%) -590.16K
Decreased by -9.71%
Jun 30, 25
8 UBS Group AG 5.97M (79.65%) -8.56M
Decreased by -143.53%
Jun 30, 25
9 State Street Corporation 5.11M (68.19%) 596.04K
Increased by +11.67%
Mar 31, 24
10 Jana Partners Management LP 4.99M (66.60%) -1.18M
Decreased by -23.61%
Dec 31, 24
11 ClearBridge Advisors, LLC 4.60M (61.39%) -196.26K
Decreased by -4.27%
Jun 30, 24
12 Millennium Management LLC 4.43M (59.17%) 3.06M
Increased by +69.02%
Jun 30, 25
13 Neuberger Berman Group LLC 4.33M (57.80%) 1.82M
Increased by +42.10%
Mar 31, 25
14 Two Sigma Investments LLC 3.49M (46.62%) 2.45M
Increased by +70.14%
Jun 30, 25
15 Artisan Partners Limited Partnership 3.45M (46.09%) -178.31K
Decreased by -5.17%
Mar 31, 25
16 Two Sigma Advisers, LLC 3.14M (41.99%) 1.12M
Increased by +35.57%
Jun 30, 25
17 Capital World Investors 2.93M (39.11%) 2.93M
Increased by +100.00%
Mar 31, 25
18 Two Seas Capital LP 2.41M (32.20%) 2.41M
Increased by +100.00%
Jun 30, 25
19 Bank of America Corp 2.41M (32.13%) 1.33M
Increased by +55.27%
Mar 31, 25
20 D. E. Shaw & Co LP 2.29M (30.51%) -3.09M
Decreased by -135.06%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.31M (124.33%) 0.00
Increased by 0.00%
May 31, 25
2 T. Rowe Price Mid-Cap Value 8.65M (115.48%) 0.00
Increased by 0.00%
Feb 28, 25
3 T. Rowe Price US Mid-Cap Value Equity 7.22M (96.34%) 2.65M
Increased by +36.74%
Dec 31, 24
4 Capital Group Growth Fnd of Amer Comp 6.31M (84.23%) -2.50M
Decreased by -39.63%
Sep 30, 24
5 American Funds Growth Fund of Amer A 6.31M (84.23%) -2.50M
Decreased by -39.63%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 4.90M (65.36%) 1.33M
Increased by +27.10%
Jul 31, 25
7 Capital Group Fundamental Invtrs Comp 4.49M (59.99%) -2.04K
Decreased by -0.05%
Jun 30, 24
8 American Funds Fundamental Invs A 4.49M (59.99%) -2.04K
Decreased by -0.05%
Jun 30, 24
9 iShares Core S&P Mid-Cap ETF 3.99M (53.26%) -552.00
Decreased by -0.01%
Aug 28, 24
10 Vanguard US Total Market Shares ETF 3.96M (52.82%) 0.00
Increased by 0.00%
Sep 30, 24
11 iShares Russell 2000 ETF 3.88M (51.79%) 677.13K
Increased by +17.46%
Jun 30, 25
12 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 3.83M (51.07%) 1.42M
Increased by +37.00%
Dec 31, 24
13 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 3.83M (51.07%) 1.42M
Increased by +37.00%
Dec 31, 24
14 Vanguard Capital Opportunity Inv 3.32M (44.38%) -15.00K
Decreased by -0.45%
Jun 30, 25
15 American Funds SMALLCAP World A 2.93M (39.11%) 2.93M
Increased by +100.00%
Mar 31, 25
16 SPDR® S&P Semiconductor ETF 2.80M (37.38%) 0.00
Increased by 0.00%
May 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 2.43M (32.40%) 17.86K
Increased by +0.74%
May 31, 25
18 ClearBridge Aggressive Growth A 2.39M (31.95%) 0.00
Increased by 0.00%
Mar 31, 24
19 ClearBridge Aggressive Growth 2.39M (31.95%) 0.00
Increased by 0.00%
Mar 31, 24
20 Artisan Non-U.S. Small-Mid Growth Comp 2.35M (31.41%) -58.68K
Decreased by -2.49%
Mar 31, 25