Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PMOM 1.32%
2 ALTL_old 0.99%
3 FGD 0.94%
4 EVSTC_old 0.78%
5 DVYL 0.51%
6 EZY 0.33%
7 PSM 0.23%
8 GWX 0.11%
9 JSTC 0.08%
10 PDN 0.08%
11 TLTD 0.06%
12 FNDC 0.04%
13 SCHC 0.04%
14 BWV_old 0.04%
15 VSS 0.03%
16 DMRL 0.03%
17 DFAI 0.02%
18 AVDE 0.01%
19 IDEV 0.00%
20 IXUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.40M (12.12%) 1.10M
Increased by +4.02%
Mar 31, 24
2 BlackRock Inc 16.19M (7.16%) -54.31K
Decreased by -0.34%
Mar 31, 24
3 Third Point, LLC 12.85M (5.68%) -1.00M
Decreased by -7.78%
Mar 31, 24
4 T. Rowe Price Investment Management,Inc. 11.81M (5.22%) 62.34K
Increased by +0.53%
Mar 31, 24
5 Lone Pine Capital LLC 9.77M (4.32%) -680.76K
Decreased by -6.97%
Mar 31, 24
6 State Street Corporation 9.67M (4.28%) -249.22K
Decreased by -2.58%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 7.13M (3.15%) -137.58K
Decreased by -1.93%
Mar 31, 24
8 JPMorgan Chase & Co 7.07M (3.12%) -469.22K
Decreased by -6.64%
Mar 31, 24
9 PRIMECAP Management Company 5.58M (2.47%) -21.69K
Decreased by -0.39%
Mar 31, 24
10 Geode Capital Management, LLC 5.25M (2.32%) 119.81K
Increased by +2.28%
Mar 31, 24
11 Steadfast Capital Management LLC 4.80M (2.12%) 0.00
Increased by 0.00%
Mar 31, 24
12 Champlain Investment Partners, LLC 4.68M (2.07%) -130.13K
Decreased by -2.78%
Mar 31, 24
13 Amvescap Plc. 4.12M (1.82%) 232.61K
Increased by +5.65%
Mar 31, 24
14 Point72 Asset Management, L.P. 3.96M (1.75%) -957.66K
Decreased by -24.18%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 3.96M (1.75%) -382.99K
Decreased by -9.68%
Mar 31, 24
16 GMT Capital Corp 3.41M (1.51%) -322.00K
Decreased by -9.45%
Mar 31, 24
17 Atreides Management, LP 3.39M (1.50%) 389.23K
Increased by +11.49%
Mar 31, 24
18 AllianceBernstein L.P. 3.29M (1.45%) 15.24K
Increased by +0.46%
Mar 31, 24
19 Darsana Capital Partners LP 3.00M (1.33%) 750.00K
Increased by +25.00%
Mar 31, 24
20 Northern Trust Corp 2.52M (1.11%) -103.45K
Decreased by -4.10%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.04M (3.11%) -111.20K
Decreased by -1.58%
Jun 30, 24
2 Vanguard Institutional 500 Index Trust 5.75M (2.54%) -51.68K
Decreased by -0.90%
Jun 30, 24
3 Vanguard Small Cap Index 5.62M (2.49%) -142.06K
Decreased by -2.53%
Jun 30, 24
4 T. Rowe Price Mid-Cap Growth 4.75M (2.10%) -1.00M
Decreased by -21.07%
Jun 30, 24
5 T. Rowe Price US Mid-Cap Growth Equity 4.75M (2.10%) -1.00M
Decreased by -21.07%
Jun 30, 24
6 Vanguard Small Cap Value Index Inv 3.78M (1.67%) -76.62K
Decreased by -2.02%
Jun 30, 24
7 T. Rowe Price Mid-Cap Value 3.57M (1.58%) -9.27K
Decreased by -0.26%
Jun 30, 24
8 T. Rowe Price US Mid-Cap Value Equity 3.57M (1.58%) -9.27K
Decreased by -0.26%
Jun 30, 24
9 Vanguard PRIMECAP Inv 3.48M (1.54%) -5.20K
Decreased by -0.15%
Mar 31, 24
10 Fidelity 500 Index 2.75M (1.22%) 13.95K
Increased by +0.51%
May 31, 24
11 SPDR® S&P 500® ETF Trust 2.71M (1.20%) 25.14K
Increased by +0.93%
Jun 30, 24
12 JPM US Mid Cap Value-Composite 2.59M (1.14%) 204.06K
Increased by +7.89%
Dec 31, 23
13 Invesco S&P 500® Equal Weight ETF 2.49M (1.10%) 9.60K
Increased by +0.39%
Jun 28, 24
14 iShares Core S&P 500 ETF 2.39M (1.06%) 12.10K
Increased by +0.51%
Jun 28, 24
15 Champlain Mid Cap Fund, LLC 2.33M (1.03%) -2.23M
Decreased by -95.80%
Jun 30, 24
16 Champlain Mid Cap Adv 2.30M (1.02%) -70.00K
Decreased by -3.04%
Mar 31, 24
17 JPM US Mid Cap Value-MA 2.30M (1.02%) -267.83K
Decreased by -11.67%
Jun 30, 24
18 JPMorgan Mid Cap Value L 2.30M (1.02%) -267.83K
Decreased by -11.67%
May 31, 24
19 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 1.86M (0.82%) -27.73K
Decreased by -1.49%
Jun 30, 24
20 Vanguard Institutional Index I 1.45M (0.64%) -21.05K
Decreased by -1.45%
Jun 30, 24