Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BJK 8.04%
2 KBWP 7.79%
3 IAK 5.71%
4 BNGE 4.38%
5 ESPO 4.18%
6 FPXI 4.11%
7 UTRN 3.87%
8 YALL 3.76%
9 NBCC 3.76%
10 SHRY 3.35%
11 DIP 3.20%
12 RNLC 3.07%
13 VSMV 3.00%
14 DVLU 2.73%
15 GAMR 2.56%
16 RJMG 2.51%
17 SYE 2.26%
18 NSCR 2.15%
19 EVSTC 2.10%
20 FICS 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.64M (12.40%) 389.43K
Increased by +1.19%
Dec 31, 24
2 BlackRock Inc 22.24M (8.45%) 1.00M
Increased by +4.50%
Dec 31, 24
3 State Street Corp 11.83M (4.49%) 333.12K
Increased by +2.82%
Dec 31, 24
4 State Street Corporation 11.23M (4.27%) 111.86K
Increased by +1.00%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 9.33M (3.55%) 218.77K
Increased by +2.34%
Dec 31, 24
6 Bank of America Corp 6.59M (2.50%) -229.11K
Decreased by -3.48%
Dec 31, 24
7 Geode Capital Management, LLC 6.42M (2.44%) 191.15K
Increased by +2.98%
Dec 31, 24
8 Wellington Management Company LLP 4.72M (1.79%) -893.57K
Decreased by -18.93%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 4.48M (1.70%) 332.78K
Increased by +7.43%
Dec 31, 24
10 GQG Partners LLC 4.32M (1.64%) 1.69M
Increased by +39.05%
Dec 31, 24
11 Amvescap Plc. 3.68M (1.40%) 106.73K
Increased by +2.90%
Dec 31, 24
12 Northern Trust Corp 3.50M (1.33%) 477.22K
Increased by +13.65%
Dec 31, 24
13 Bank of New York Mellon Corp 3.48M (1.32%) -1.70M
Decreased by -48.96%
Dec 31, 24
14 Deutsche Bank AG 3.23M (1.23%) 217.47K
Increased by +6.73%
Dec 31, 24
15 Barrow Hanley Mewhinney & Strauss LLC 2.91M (1.11%) -118.97K
Decreased by -4.09%
Jun 30, 24
16 Allspring Global Investments Holdings, LLC 2.80M (1.06%) -205.58K
Decreased by -7.35%
Dec 31, 24
17 Goldman Sachs Group Inc 2.50M (0.95%) 749.73K
Increased by +29.99%
Jun 30, 24
18 UBS Asset Mgmt Americas Inc 2.36M (0.90%) 462.61K
Increased by +19.61%
Dec 31, 24
19 Diamond Hill Capital Management Inc 2.36M (0.89%) -1.39M
Decreased by -59.10%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 2.23M (0.85%) -66.01K
Decreased by -2.96%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.35M (3.17%) 31.20K
Increased by +0.37%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 8.35M (3.17%) 6.12K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 7.34M (2.79%) 50.16K
Increased by +0.68%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 5.72M (2.17%) 24.65K
Increased by +0.43%
Feb 28, 25
5 Schwab US Dividend Equity ETF™ 4.13M (1.57%) -2.41K
Decreased by -0.06%
Jan 31, 24
6 Fidelity 500 Index 3.32M (1.26%) 14.77K
Increased by +0.45%
Feb 28, 25
7 SPDR® S&P 500 ETF 3.30M (1.25%) -48.36K
Decreased by -1.47%
Mar 31, 25
8 iShares Core S&P 500 ETF 3.23M (1.23%) 9.36K
Increased by +0.29%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 3.21M (1.22%) -16.85K
Decreased by -0.53%
Mar 31, 25
10 SPDR® S&P 500® ETF 3.17M (1.21%) -53.35K
Decreased by -1.68%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 3.16M (1.20%) -24.65K
Decreased by -0.78%
Mar 31, 24
12 Fidelity® 500 Index 3.05M (1.16%) 19.40K
Increased by +0.64%
Nov 30, 23
13 Putnam Large Cap Value A 2.81M (1.07%) 2.81M
Increased by +100.00%
Feb 28, 25
14 T. Rowe Price Value 2.30M (0.87%) 224.60K
Increased by +9.77%
Feb 28, 25
15 Vanguard Value Index Inv 2.29M (0.87%) 14.95K
Increased by +0.65%
Feb 28, 25
16 The Financial Select Sector SPDR® ETF 1.97M (0.75%) 5.13K
Increased by +0.26%
Mar 31, 25
17 Allspring Mid Value SMA 1.96M (0.75%) 1.96M
Increased by +99.99%
Dec 31, 24
18 Allspring Special US Mid Cap Value Eq 1.96M (0.75%) -135.80K
Decreased by -6.92%
Dec 31, 24
19 American Century Mid Cap Value Inv 1.91M (0.72%) -12.98K
Decreased by -0.68%
Sep 30, 23
20 American Century U.S. Mid Cap Value 1.91M (0.72%) -12.98K
Decreased by -0.68%
Sep 30, 23