Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.07%
2 KBWP 3.72%
3 NEWZ 3.21%
4 BKDV 2.19%
5 WBIF 1.86%
6 KIE 1.83%
7 RYF 1.37%
8 RSPF 1.31%
9 SPVM_old 1.24%
10 PXLV 1.19%
11 IAK 1.17%
12 EZY 1.09%
13 SPVM 1.06%
14 FSCS 1.00%
15 RNMC 1.00%
16 RNSC 0.96%
17 FSGS 0.96%
18 LSAF 0.92%
19 IGTR 0.88%
20 XRLV 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.74M (13.23%) -36.80K
Decreased by -0.55%
Dec 31, 24
2 T. Rowe Price Investment Management,Inc. 5.04M (9.90%) -77.83K
Decreased by -1.54%
Dec 31, 24
3 BlackRock Inc 4.77M (9.38%) -317.27K
Decreased by -6.65%
Dec 31, 24
4 Bank of New York Mellon Corp 3.32M (6.52%) 891.29K
Increased by +26.84%
Dec 31, 24
5 State Street Corporation 2.61M (5.13%) -98.08K
Decreased by -3.75%
Mar 31, 24
6 State Street Corp 2.34M (4.60%) -31.01K
Decreased by -1.32%
Dec 31, 24
7 Geode Capital Management, LLC 1.40M (2.75%) 10.96K
Increased by +0.78%
Dec 31, 24
8 Massachusetts Financial Services Company 1.20M (2.35%) -204.46K
Decreased by -17.08%
Dec 31, 24
9 Amvescap Plc. 1.16M (2.27%) -7.84K
Decreased by -0.68%
Dec 31, 24
10 FMR Inc 1.10M (2.16%) -62.02K
Decreased by -5.63%
Dec 31, 24
11 AQR Capital Management LLC 986.51K (1.94%) -91.88K
Decreased by -9.31%
Dec 31, 24
12 Northern Trust Corp 831.86K (1.63%) 156.36K
Increased by +18.80%
Dec 31, 24
13 T. Rowe Price Associates, Inc. 817.26K (1.61%) -75.87K
Decreased by -9.28%
Dec 31, 24
14 Lyrical Asset Management LP 728.81K (1.43%) -1.72K
Decreased by -0.24%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 721.06K (1.42%) -9.47K
Decreased by -1.31%
Dec 31, 24
16 NORGES BANK 672.90K (1.32%) -7.33K
Decreased by -1.09%
Dec 31, 24
17 Nordea Investment Mgmt Bank Demark A/s 662.67K (1.30%) -135.27K
Decreased by -20.41%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 660.15K (1.30%) -27.21K
Decreased by -4.12%
Dec 31, 24
19 Wellington Management Company LLP 638.33K (1.25%) 85.95K
Increased by +13.47%
Sep 30, 23
20 Clark Capital Management Group Inc 607.46K (1.19%) 7.21K
Increased by +1.19%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 1.97M (3.87%) -2.40K
Decreased by -0.12%
Mar 31, 25
2 T. Rowe Price US Mid-Cap Growth Equity 1.97M (3.87%) -3.20K
Decreased by -0.16%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.64M (3.23%) 1.17K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.60M (3.14%) -16.51K
Decreased by -1.03%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 1.43M (2.80%) 3.94K
Increased by +0.28%
Mar 31, 25
6 Vanguard Small Cap Index 1.27M (2.49%) -42.13K
Decreased by -3.32%
Mar 31, 25
7 MFS Mid Cap Value A 833.32K (1.64%) 0.00
Increased by 0.00%
Mar 31, 25
8 MFS Mid Cap Value Equity 833.32K (1.64%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 821.71K (1.61%) -40.75K
Decreased by -4.96%
Mar 31, 25
10 BNY Mellon Dynamic Value Fund A 781.23K (1.53%) 13.21K
Increased by +1.69%
Mar 31, 25
11 Invesco S&P 500® Equal Weight ETF 698.08K (1.37%) -2.29K
Decreased by -0.33%
Apr 30, 25
12 Fidelity 500 Index 643.45K (1.26%) 1.11K
Increased by +0.17%
Mar 31, 25
13 SPDR® S&P 500 ETF 638.26K (1.25%) -9.30K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF 622.39K (1.22%) 510.00
Increased by +0.08%
Apr 30, 25
15 SPDR® S&P 500 ETF Trust 621.81K (1.22%) 1.40K
Increased by +0.22%
Apr 30, 24
16 SPDR® S&P 500® ETF Trust 621.43K (1.22%) -3.24K
Decreased by -0.52%
Mar 31, 25
17 Fidelity® 500 Index 617.87K (1.21%) 3.93K
Increased by +0.64%
Nov 30, 23
18 Fidelity Small Cap Value Fund 616.80K (1.21%) 0.00
Increased by 0.00%
Oct 31, 23
19 Fidelity® Small Cap Value 616.80K (1.21%) 0.00
Increased by 0.00%
Oct 31, 23
20 iShares Core S&P 500 ETF 607.94K (1.19%) -630.00
Decreased by -0.10%
Apr 30, 25