Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.00%
2 PHO 3.65%
3 AQWA 3.63%
4 XHB 3.33%
5 PRN 2.76%
6 TBLU 2.62%
7 EBLU 2.62%
8 PUW 2.59%
9 FIW 2.41%
10 STNC 1.89%
11 FTDS 1.87%
12 RYJ 1.86%
13 UPGD 1.83%
14 UPGR 1.77%
15 SAGP 1.72%
16 PIO 1.66%
17 WBIG 1.58%
18 DVOL 1.21%
19 RSPN 1.19%
20 RGI 1.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.97M (12.05%) -139.28K
Decreased by -1.00%
Sep 30, 24
2 BlackRock Inc 8.81M (7.59%) -7.12K
Decreased by -0.08%
Sep 30, 24
3 State Street Corp 7.72M (6.66%) 299.77K
Increased by +3.88%
Sep 30, 24
4 State Street Corporation 7.26M (6.26%) -143.40K
Decreased by -1.97%
Mar 31, 24
5 Select Equity Group LP 4.22M (3.64%) 368.32K
Increased by +8.73%
Sep 30, 24
6 Amvescap Plc. 3.71M (3.20%) 270.77K
Increased by +7.30%
Sep 30, 24
7 Geode Capital Management, LLC 3.59M (3.09%) 52.59K
Increased by +1.47%
Sep 30, 24
8 Impax Asset Management Group PLC 3.13M (2.70%) -115.61K
Decreased by -3.69%
Sep 30, 24
9 Fisher Asset Management, LLC 2.30M (1.99%) 87.46K
Increased by +3.80%
Sep 30, 24
10 ProShare Advisors LLC 2.21M (1.90%) 177.28K
Increased by +8.03%
Sep 30, 24
11 First Trust Advisors L.P. 2.20M (1.90%) 258.96K
Increased by +11.77%
Sep 30, 24
12 Earnest Partners LLC 1.99M (1.71%) -59.06K
Decreased by -2.97%
Sep 30, 24
13 Millennium Management LLC 1.97M (1.70%) 699.28K
Increased by +35.55%
Sep 30, 23
14 Bank of America Corp 1.93M (1.66%) 16.82K
Increased by +0.87%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 1.88M (1.62%) -1.65M
Decreased by -87.94%
Sep 30, 24
16 Amundi 1.78M (1.54%) 408.57K
Increased by +22.94%
Sep 30, 24
17 Macquarie Group Ltd 1.61M (1.39%) -120.96K
Decreased by -7.52%
Sep 30, 24
18 NORGES BANK 1.41M (1.22%) 98.26K
Increased by +6.97%
Jun 30, 24
19 SEI Investments Co 1.37M (1.18%) -26.38K
Decreased by -1.93%
Sep 30, 24
20 Pictet Asset Manangement SA 1.32M (1.14%) -39.48K
Decreased by -2.98%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.75M (3.23%) 2.97K
Increased by +0.08%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 3.23M (2.78%) -1.79K
Decreased by -0.06%
Dec 31, 24
3 Impax Water Strategy Composite 3.12M (2.69%) 190.55K
Increased by +6.10%
Nov 30, 24
4 Vanguard Small Cap Index 3.03M (2.62%) 6.33K
Increased by +0.21%
Dec 31, 24
5 ProShares S&P 500 Dividend Aristocrats 2.42M (2.09%) -2.07K
Decreased by -0.09%
Dec 31, 24
6 Invesco S&P 500® Equal Weight ETF 2.06M (1.78%) 2.25K
Increased by +0.11%
Dec 31, 24
7 Vanguard Small Cap Growth Index Inv 1.72M (1.48%) 52.98K
Increased by +3.08%
Dec 31, 24
8 SPDR® S&P Dividend ETF 1.69M (1.45%) 1.11K
Increased by +0.07%
Dec 31, 24
9 BNP Paribas Aqua C C 1.59M (1.37%) 113.25K
Increased by +7.13%
Nov 30, 24
10 BNP Paribas Aqua I 1.54M (1.32%) 114.84K
Increased by +7.48%
Nov 30, 24
11 SPDR® S&P 500® ETF Trust 1.50M (1.29%) 17.29K
Increased by +1.15%
Dec 31, 24
12 Fidelity 500 Index 1.48M (1.28%) 10.09K
Increased by +0.68%
Nov 30, 24
13 SPDR® S&P 500 ETF Trust 1.48M (1.28%) -11.53K
Decreased by -0.78%
Mar 31, 24
14 Fisher All World Equity 1.45M (1.25%) 0.00
Increased by 0.00%
Dec 31, 24
15 Fidelity® 500 Index 1.44M (1.24%) 11.49K
Increased by +0.80%
Oct 31, 23
16 iShares Core S&P 500 ETF 1.40M (1.21%) 980.00
Increased by +0.07%
Dec 31, 24
17 EARNEST Partners Smid Cap Core Founders 1.25M (1.08%) 57.80K
Increased by +4.61%
Dec 31, 24
18 Invesco Water Resources ETF 1.22M (1.05%) -754.00
Decreased by -0.06%
Dec 31, 24
19 First Trust SMID Cp Rising Div Achv ETF 1.16M (1.00%) 2.46K
Increased by +0.21%
Dec 30, 24
20 Delaware Ivy Mid Cap Growth A 1.09M (0.94%) -48.30K
Decreased by -4.45%
Oct 31, 24