Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 GAST 4.52%
2 UTRN 4%
3 WBIL 3.97%
4 PRN 3.41%
5 DVOL 2.86%
6 DEF 1.98%
7 SIMS 1.85%
8 PWB 1.43%
9 RGI 1.24%
10 HUSV 1.19%
11 VOT 1.19%
12 PSET 1.12%
13 FLLV 1.11%
14 XLI 1.08%
15 XRLV 1.07%
16 SPLV 1.07%
17 ALTL 1.07%
18 FLM 1.04%
19 PEXL 1.03%
20 IRBO 1.03%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.58M (11.13%) 84.83K
Increased by +0.33%
Dec 31, 23
2 BlackRock Inc 17.32M (7.53%) -30.82K
Decreased by -0.18%
Dec 31, 23
3 State Street Corporation 8.98M (3.91%) 149.85K
Increased by +1.67%
Dec 31, 23
4 FMR Inc 8.93M (3.89%) -317.84K
Decreased by -3.56%
Dec 31, 23
5 Massachusetts Financial Services Company 7.91M (3.44%) -294.32K
Decreased by -3.72%
Dec 31, 23
6 T. Rowe Price Associates, Inc. 6.49M (2.82%) -578.56K
Decreased by -8.91%
Dec 31, 23
7 Goldman Sachs Group Inc 5.5M (2.39%) 3.07M
Increased by +55.77%
Dec 31, 23
8 Geode Capital Management, LLC 5.05M (2.2%) 107.91K
Increased by +2.14%
Dec 31, 23
9 JPMorgan Chase & Co 4.77M (2.08%) 189.57K
Increased by +3.98%
Dec 31, 23
10 Capital Research & Mgmt Co - Division 3 4.2M (1.83%) 198.78K
Increased by +4.74%
Dec 31, 23
11 T. Rowe Price Investment Management,Inc. 4.05M (1.76%) 413.28K
Increased by +10.2%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 3.91M (1.7%) -281.61K
Decreased by -7.21%
Dec 31, 23
13 NORGES BANK 3.57M (1.55%) -77.08K
Decreased by -2.16%
Dec 31, 23
14 AllianceBernstein L.P. 3.08M (1.34%) -135.04K
Decreased by -4.38%
Dec 31, 23
15 Boston Partners Global Investors, Inc 2.97M (1.29%) -610.88K
Decreased by -20.55%
Dec 31, 23
16 Alecta Pensionsforsakring, Omsesidigt 2.82M (1.23%) 0
Increased by 0%
Dec 31, 23
17 Bank of New York Mellon Corp 2.76M (1.2%) 391.51K
Increased by +14.21%
Dec 31, 23
18 Flossbach von Storch AG 2.59M (1.13%) 252.46K
Increased by +9.76%
Dec 31, 23
19 Champlain Investment Partners, LLC 2.43M (1.06%) -38.81K
Decreased by -1.59%
Dec 31, 23
20 Amvescap Plc. 2.38M (1.03%) -64.57K
Decreased by -2.71%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.26M (3.16%) 24.41K
Increased by +0.34%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 5.82M (2.53%) 54.84K
Increased by +0.94%
Mar 31, 24
3 Vanguard Mid Cap Index Institutional 5.02M (2.18%) -139.64K
Decreased by -2.78%
Mar 31, 24
4 MFS Growth B 2.87M (1.25%) -12.69K
Decreased by -0.44%
Mar 31, 24
5 MFS Growth Equity 2.87M (1.25%) -110.3K
Decreased by -3.84%
Mar 31, 24
6 SPDR® S&P 500 ETF Trust 2.78M (1.21%) -21.65K
Decreased by -0.78%
Mar 31, 24
7 Fidelity 500 Index 2.77M (1.2%) 27.85K
Increased by +1.01%
Feb 29, 24
8 Fidelity® 500 Index 2.67M (1.16%) 21.28K
Increased by +0.8%
Oct 31, 23
9 iShares Core S&P 500 ETF 2.39M (1.04%) 17.54K
Increased by +0.73%
Mar 28, 24
10 MFS Mid Cap Growth Equity 2.11M (0.92%) -165.93K
Decreased by -7.86%
Dec 31, 23
11 MFS Mid Cap Growth A 2.1M (0.92%) 0
Increased by 0%
Mar 31, 24
12 Fidelity Magellan 2.08M (0.9%) 120K
Increased by +5.78%
Feb 29, 24
13 Champlain Mid Cap Fund, LLC 2.05M (0.89%) -279.81K
Decreased by -13.63%
Mar 31, 24
14 Fidelity® Magellan® 1.99M (0.86%) -23.6K
Decreased by -1.19%
Oct 31, 23
15 JHancock Disciplined Value Mid Cap I 1.98M (0.86%) 33.58K
Increased by +1.69%
Feb 29, 24
16 Vanguard Value Index Inv 1.92M (0.83%) -11.32K
Decreased by -0.59%
Mar 31, 24
17 Vanguard Mid-Cap Growth ETF 1.64M (0.71%) -13.73K
Decreased by -0.84%
Mar 31, 24
18 T. Rowe Price US Value Equity Composite 1.52M (0.66%) -36.56K
Decreased by -2.4%
Mar 31, 24
19 T. Rowe Price Value 1.52M (0.66%) -36.56K
Decreased by -2.4%
Mar 31, 24
20 Vanguard Institutional Index I 1.52M (0.66%) -3.77K
Decreased by -0.25%
Mar 31, 24