Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAK 4.01%
2 KBWP 3.97%
3 UTRN 3.63%
4 BCUS 3.10%
5 RISN 2.97%
6 FTGS 2.20%
7 FTCS 1.94%
8 KIE 1.93%
9 WBIL 1.86%
10 PFI 1.79%
11 FXO 1.78%
12 DVLU 1.68%
13 HAPY 1.59%
14 GURU 1.56%
15 RSPF 1.42%
16 RYF 1.42%
17 SPGP 1.41%
18 AVMV 1.35%
19 TSME 1.33%
20 RPG 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 42.00M (11.63%) 182.15K
Increased by +0.43%
Dec 31, 24
2 BlackRock Inc 33.24M (9.20%) -41.11K
Decreased by -0.12%
Dec 31, 24
3 Artisan Partners Limited Partnership 23.39M (6.48%) -313.47K
Decreased by -1.34%
Dec 31, 24
4 BAMCO Inc 20.46M (5.67%) -262.63K
Decreased by -1.28%
Dec 31, 24
5 State Street Corp 16.99M (4.70%) 402.57K
Increased by +2.37%
Dec 31, 24
6 State Street Corporation 15.92M (4.41%) 60.83K
Increased by +0.38%
Mar 31, 24
7 WCM Investment Management 13.43M (3.72%) -507.29K
Decreased by -3.78%
Dec 31, 24
8 Geode Capital Management, LLC 11.01M (3.05%) 180.49K
Increased by +1.64%
Dec 31, 24
9 Principal Financial Group Inc 8.22M (2.28%) 783.51K
Increased by +9.53%
Dec 31, 24
10 Davis Asset Management, L.P. 7.15M (1.98%) 5.95M
Increased by +83.22%
Dec 31, 23
11 JPMorgan Chase & Co 5.73M (1.59%) -6.21M
Decreased by -108.39%
Dec 31, 24
12 Allspring Global Investments Holdings, LLC 5.35M (1.48%) 226.62K
Increased by +4.24%
Dec 31, 24
13 Goldman Sachs Group Inc 5.34M (1.48%) 2.53M
Increased by +47.40%
Dec 31, 23
14 Nuveen Asset Management, LLC 4.89M (1.35%) 93.23K
Increased by +1.91%
Dec 31, 24
15 Northern Trust Corp 4.86M (1.35%) 495.26K
Increased by +10.19%
Dec 31, 24
16 Capital Research & Mgmt Co - Division 3 4.86M (1.34%) -22.21K
Decreased by -0.46%
Dec 31, 24
17 Capital World Investors 4.76M (1.32%) -5.85M
Decreased by -123.01%
Mar 31, 24
18 NORGES BANK 4.74M (1.31%) 98.14K
Increased by +2.07%
Dec 31, 24
19 Madison Asset Management, LLC 4.44M (1.23%) 226.23K
Increased by +5.10%
Dec 31, 24
20 Madison Investment Advisors, LLC 4.44M (1.23%) 4.44M
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Artisan International Value 16.94M (4.69%) 324.18K
Increased by +1.91%
Dec 31, 24
2 Artisan International Value Investor 16.94M (4.69%) 324.18K
Increased by +1.91%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 11.27M (3.12%) 44.79K
Increased by +0.40%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 10.39M (2.88%) 68.64K
Increased by +0.66%
Feb 28, 25
5 Baron Growth Retail 8.81M (2.44%) -135.00K
Decreased by -1.53%
Dec 31, 24
6 Baron Small Cap Growth Strategy 8.81M (2.44%) -135.00K
Decreased by -1.53%
Dec 31, 24
7 Vanguard Mid Cap Index Institutional 7.72M (2.14%) 33.15K
Increased by +0.43%
Feb 28, 25
8 Baron Partners Retail 6.33M (1.75%) -85.00K
Decreased by -1.34%
Dec 31, 24
9 Principal Aligned MidCap Equity 5.93M (1.64%) 607.10K
Increased by +10.24%
Dec 31, 24
10 Principal MidCap R5 5.93M (1.64%) 0.00
Increased by 0.00%
Feb 28, 25
11 WCM Focused International Growth Instl 5.20M (1.44%) -453.31K
Decreased by -8.72%
Dec 31, 24
12 WCM Inv Mgt Focused Growth Intl 5.20M (1.44%) -453.31K
Decreased by -8.72%
Dec 31, 24
13 Fidelity 500 Index 4.67M (1.29%) 20.62K
Increased by +0.44%
Jan 31, 25
14 SPDR® S&P 500® ETF Trust 4.63M (1.28%) -34.32K
Decreased by -0.74%
Feb 28, 25
15 iShares Core S&P 500 ETF 4.40M (1.22%) -221.00
Decreased by -0.01%
Feb 28, 25
16 SPDR® S&P 500 ETF Trust 4.37M (1.21%) -9.46K
Decreased by -0.22%
Apr 30, 24
17 Fidelity® 500 Index 4.32M (1.20%) 34.40K
Increased by +0.80%
Oct 31, 23
18 Allspring Mid Value SMA 4.24M (1.17%) 4.23M
Increased by +99.99%
Dec 31, 24
19 Allspring Special US Mid Cap Value Eq 4.24M (1.17%) 185.10K
Increased by +4.37%
Dec 31, 24
20 Allspring Special Mid Cap Value Inst 4.02M (1.11%) -12.40K
Decreased by -0.31%
Feb 28, 25