Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAK 3.92%
2 KBWP 3.89%
3 UTRN 3.63%
4 RISN 2.91%
5 FTCS 1.94%
6 WBIL 1.86%
7 FTGS 1.84%
8 PFI 1.79%
9 KIE 1.78%
10 DVLU 1.68%
11 NSCR 1.61%
12 GURU 1.56%
13 FXO 1.54%
14 RYF 1.42%
15 TSME 1.33%
16 RSPF 1.28%
17 PWB 1.26%
18 SPGP 1.23%
19 HAPY 1.19%
20 FDLS 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 42.00M (11.59%) 182.15K
Increased by +0.43%
Dec 31, 24
2 BlackRock Inc 33.28M (9.19%) 1.10M
Increased by +3.32%
Sep 30, 24
3 Artisan Partners Limited Partnership 23.39M (6.46%) -313.47K
Decreased by -1.34%
Dec 31, 24
4 BAMCO Inc 20.46M (5.65%) -262.63K
Decreased by -1.28%
Dec 31, 24
5 State Street Corp 16.59M (4.58%) 172.63K
Increased by +1.04%
Sep 30, 24
6 State Street Corporation 15.92M (4.39%) 60.83K
Increased by +0.38%
Mar 31, 24
7 WCM Investment Management 13.43M (3.71%) -507.29K
Decreased by -3.78%
Dec 31, 24
8 JPMorgan Chase & Co 11.93M (3.29%) -486.93K
Decreased by -4.08%
Sep 30, 24
9 Geode Capital Management, LLC 10.83M (2.99%) 253.65K
Increased by +2.34%
Sep 30, 24
10 Principal Financial Group Inc 8.22M (2.27%) 783.51K
Increased by +9.53%
Dec 31, 24
11 Davis Asset Management, L.P. 7.15M (1.97%) 5.95M
Increased by +83.22%
Dec 31, 23
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 (1.47%) 2.53M
Increased by +47.40%
Dec 31, 23
14 Capital Research & Mgmt Co - Division 3 4.86M (1.34%) -22.21K
Decreased by -0.46%
Dec 31, 24
15 Nuveen Asset Management, LLC 4.80M (1.32%) 393.72K
Increased by +8.21%
Sep 30, 24
16 Capital World Investors 4.76M (1.31%) -5.85M
Decreased by -123.01%
Mar 31, 24
17 NORGES BANK 4.74M (1.31%) 98.14K
Increased by +2.07%
Dec 31, 24
18 Amvescap Plc. 4.67M (1.29%) 379.17K
Increased by +8.12%
Sep 30, 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 (4.68%) 324.18K
Increased by +1.91%
Dec 31, 24
2 Artisan International Value Investor 16.94M (4.68%) 324.18K
Increased by +1.91%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 11.19M (3.09%) -37.97K
Decreased by -0.34%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 10.15M (2.80%) 80.41K
Increased by +0.79%
Dec 31, 24
5 Baron Growth Retail 8.81M (2.43%) -135.00K
Decreased by -1.53%
Dec 31, 24
6 Baron Small Cap Growth Strategy 8.81M (2.43%) -135.00K
Decreased by -1.53%
Dec 31, 24
7 Vanguard Mid Cap Index Institutional 7.69M (2.12%) 66.28K
Increased by +0.86%
Dec 31, 24
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%
Dec 31, 24
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 4.65M (1.28%) 23.54K
Increased by +0.51%
Dec 31, 24
14 SPDR® S&P 500® ETF Trust 4.57M (1.26%) -44.88K
Decreased by -0.98%
Jan 31, 25
15 iShares Core S&P 500 ETF 4.39M (1.21%) 4.74K
Increased by +0.11%
Jan 31, 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 (1.19%) 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 4.03M (1.11%) -201.20K
Decreased by -4.99%
Jan 31, 25