Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAK 3.71%
2 UTRN 3.63%
3 KBWP 3.26%
4 WBIL 1.86%
5 FTGS 1.86%
6 FTCS 1.86%
7 PFI 1.77%
8 DVLU 1.66%
9 KIE 1.60%
10 NSCR 1.58%
11 GURU 1.56%
12 RPG 1.48%
13 RYF 1.42%
14 FXO 1.38%
15 HAPY 1.31%
16 PWB 1.26%
17 TSME 1.21%
18 FDLS 1.13%
19 SPGP 1.13%
20 AVMV 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 41.82M (11.54%) 379.70K
Increased by +0.91%
Sep 30, 24
2 BlackRock Inc 32.18M (8.88%) 4.51M
Increased by +14.00%
Jun 30, 24
3 Artisan Partners Limited Partnership 24.32M (6.71%) -372.18K
Decreased by -1.53%
Jun 30, 24
4 BAMCO Inc 20.92M (5.77%) -104.51K
Decreased by -0.50%
Jun 30, 24
5 State Street Corp 16.41M (4.53%) 495.59K
Increased by +3.02%
Jun 30, 24
6 State Street Corporation 15.92M (4.39%) 60.83K
Increased by +0.38%
Mar 31, 24
7 WCM Investment Management 13.93M (3.84%) -50.05K
Decreased by -0.36%
Sep 30, 24
8 Geode Capital Management, LLC 10.58M (2.92%) 1.13M
Increased by +10.70%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 8.78M (2.42%) 1.46M
Increased by +16.67%
Jun 30, 24
10 Principal Financial Group Inc 7.44M (2.05%) 337.79K
Increased by +4.54%
Sep 30, 24
11 Davis Asset Management, L.P. 7.15M (1.97%) 5.95M
Increased by +83.22%
Dec 31, 23
12 JPMorgan Chase & Co 6.21M (1.71%) -421.35K
Decreased by -6.78%
Jun 30, 24
13 Goldman Sachs Group Inc 5.34M (1.47%) 2.53M
Increased by +47.40%
Dec 31, 23
14 Allspring Global Investments Holdings, LLC 5.07M (1.40%) -832.30K
Decreased by -16.40%
Jun 30, 24
15 Capital Research & Mgmt Co - Division 3 4.88M (1.35%) 18.18K
Increased by +0.37%
Sep 30, 24
16 Capital World Investors 4.76M (1.31%) -5.85M
Decreased by -123.01%
Mar 31, 24
17 NORGES BANK 4.64M (1.28%) 469.82K
Increased by +10.13%
Jun 30, 24
18 Nuveen Asset Management, LLC 4.40M (1.21%) 582.43K
Increased by +13.23%
Jun 30, 24
19 Northern Trust Corp 4.37M (1.20%) -263.83K
Decreased by -6.04%
Sep 30, 24
20 Amvescap Plc. 4.29M (1.18%) 1.64M
Increased by +38.33%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Artisan International Value Investor 16.98M (4.69%) 0.00
Increased by 0.00%
Jun 30, 24
2 Artisan International Value 16.62M (4.58%) -366.83K
Decreased by -2.21%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 11.29M (3.12%) -41.97K
Decreased by -0.37%
Oct 31, 24
4 Vanguard Institutional 500 Index Trust 9.93M (2.74%) 115.13K
Increased by +1.16%
Oct 31, 24
5 Baron Growth Retail 8.95M (2.47%) -50.00K
Decreased by -0.56%
Sep 30, 24
6 Baron Small Cap Growth Strategy 8.95M (2.47%) -50.00K
Decreased by -0.56%
Sep 30, 24
7 Vanguard Mid Cap Index Institutional 7.58M (2.09%) 13.72K
Increased by +0.18%
Oct 31, 24
8 Baron Partners Retail 6.42M (1.77%) -35.00K
Decreased by -0.55%
Sep 30, 24
9 WCM Focused International Growth Instl 5.65M (1.56%) -94.05K
Decreased by -1.66%
Sep 30, 24
10 WCM Inv Mgt Focused Growth Intl 5.65M (1.56%) -94.05K
Decreased by -1.66%
Sep 30, 24
11 Principal Aligned MidCap Equity 5.32M (1.47%) 306.41K
Increased by +5.76%
Sep 30, 24
12 Principal MidCap R5 5.32M (1.47%) 19.66K
Increased by +0.37%
Sep 30, 24
13 Fidelity 500 Index 4.60M (1.27%) -3.08K
Decreased by -0.07%
Sep 30, 24
14 SPDR® S&P 500® ETF Trust 4.57M (1.26%) 23.87K
Increased by +0.52%
Oct 31, 24
15 SPDR® S&P 500 ETF Trust 4.37M (1.21%) -9.46K
Decreased by -0.22%
Apr 30, 24
16 Fidelity® 500 Index 4.32M (1.19%) 34.40K
Increased by +0.80%
Oct 31, 23
17 iShares Core S&P 500 ETF 4.17M (1.15%) 6.41K
Increased by +0.15%
Oct 31, 24
18 Allspring Special Mid Cap Value Inst 4.05M (1.12%) 0.00
Increased by 0.00%
Oct 31, 24
19 Allspring Special US Mid Cap Value Eq 4.05M (1.12%) 95.50K
Increased by +2.36%
Sep 30, 24
20 Allspring Mid Value SMA 3.95M (1.09%) 3.95M
Increased by +99.99%
Jun 30, 24