Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USSE 4.64%
2 PFI 4.16%
3 UTRN 4.07%
4 BOUT 3.09%
5 BKIV 2.72%
6 DDIV 2.41%
7 JMID 2.07%
8 GDIV 1.98%
9 FRTY 1.97%
10 FFTY 1.96%
11 KCE 1.63%
12 ICAP 1.45%
13 AMOM 1.41%
14 VNMC 1.35%
15 FDFF 1.32%
16 PDP 1.22%
17 PRAY 1.21%
18 EHLS 1.04%
19 PFF 1.02%
20 IWP 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 18.65M (9.62%) 1.11M
Increased by +5.96%
Jun 30, 24
2 Vanguard Group Inc 17.90M (9.23%) -120.45K
Decreased by -0.67%
Sep 30, 24
3 Sumitomo Mitsui Financial Group Inc 13.36M (6.89%) 0.00
Increased by 0.00%
Sep 30, 24
4 BlackRock Inc 12.85M (6.63%) 599.75K
Increased by +4.67%
Jun 30, 24
5 Capital World Investors 10.53M (5.43%) 0.00
Increased by 0.00%
Sep 30, 24
6 JPMorgan Chase & Co 7.56M (3.90%) 4.20M
Increased by +55.51%
Jun 30, 24
7 FMR Inc 6.30M (3.25%) 63.85K
Increased by +1.01%
Sep 30, 24
8 Massachusetts Financial Services Company 5.06M (2.61%) 1.38K
Increased by +0.03%
Sep 30, 24
9 Capital Research & Mgmt Co - Division 3 4.95M (2.55%) -102.69K
Decreased by -2.07%
Sep 30, 24
10 T. Rowe Price Associates, Inc. 3.96M (2.04%) -152.02K
Decreased by -3.84%
Mar 31, 24
11 Morgan Stanley - Brokerage Accounts 3.80M (1.96%) 224.31K
Increased by +5.90%
Jun 30, 24
12 Franklin Resources Inc 3.66M (1.89%) -84.66K
Decreased by -2.31%
Jun 30, 24
13 State Street Corp 3.64M (1.88%) 144.46K
Increased by +3.97%
Jun 30, 24
14 State Street Corporation 3.49M (1.80%) 155.39K
Increased by +4.45%
Mar 31, 24
15 Brown Advisory Holdings Inc 3.43M (1.77%) 3.32M
Increased by +96.94%
Sep 30, 24
16 Principal Financial Group Inc 2.85M (1.47%) 678.55K
Increased by +23.81%
Sep 30, 24
17 LRI Investments, LLC 2.82M (1.46%) 2.82M
Increased by +100.00%
Jun 30, 24
18 Geode Capital Management, LLC 2.77M (1.43%) 182.41K
Increased by +6.57%
Jun 30, 24
19 Bank of America Corp 2.77M (1.43%) 232.07K
Increased by +8.38%
Jun 30, 24
20 Amvescap Plc. 2.67M (1.38%) 1.06M
Increased by +39.75%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.59M (2.88%) -21.38K
Decreased by -0.38%
Oct 31, 24
2 American Funds Income Fund of Amer A 4.99M (2.57%) 0.00
Increased by 0.00%
Sep 30, 24
3 American Funds SMALLCAP World A 4.19M (2.16%) -102.69K
Decreased by -2.45%
Sep 30, 24
4 Vanguard Mid Cap Index Institutional 3.75M (1.93%) 6.80K
Increased by +0.18%
Oct 31, 24
5 JPM US Equity Income-Composite 3.05M (1.57%) 509.82K
Increased by +16.72%
Sep 30, 24
6 JPMorgan Equity Income I 3.05M (1.57%) 45.15K
Increased by +1.48%
Sep 30, 24
7 Fidelity® Magellan® 2.75M (1.42%) -1.80K
Decreased by -0.07%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 2.74M (1.41%) 86.02K
Increased by +3.14%
Sep 30, 24
9 Fidelity Magellan 2.66M (1.37%) 1.10K
Increased by +0.04%
Sep 30, 24
10 Vanguard Equity-Income Inv 2.48M (1.28%) -181.25K
Decreased by -7.30%
Sep 30, 24
11 MFS Growth B 2.40M (1.24%) -1.38K
Decreased by -0.06%
Sep 30, 24
12 MFS Growth Equity 2.40M (1.24%) -1.38K
Decreased by -0.06%
Sep 30, 24
13 BlackRock Mid-Cap Growth Equity Instl 2.29M (1.18%) -171.57K
Decreased by -7.50%
Sep 30, 24
14 Principal Aligned MidCap Equity 2.15M (1.11%) 497.98K
Increased by +23.12%
Sep 30, 24
15 Principal MidCap R5 2.15M (1.11%) 23.03K
Increased by +1.07%
Sep 30, 24
16 Vanguard Growth Index Investor 2.08M (1.07%) 13.38K
Increased by +0.64%
Oct 31, 24
17 American Funds Fundamental Invs A 1.71M (0.88%) -621.00
Decreased by -0.04%
Sep 30, 24
18 Capital Group Fundamental Invtrs Comp 1.71M (0.88%) -621.00
Decreased by -0.04%
Sep 30, 24
19 Vanguard US Growth Investor 1.66M (0.86%) -64.47K
Decreased by -3.88%
Sep 30, 24
20 American Funds Capital World Gr&Inc A 1.65M (0.85%) -793.00
Decreased by -0.05%
Sep 30, 24