Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.07%
2 USSE 3.80%
3 BOUT 3.09%
4 BKIV 2.72%
5 FRTY 2.50%
6 JMID 2.17%
7 FFTY 1.96%
8 GDIV 1.80%
9 KCE 1.67%
10 ICAP 1.44%
11 DDIV 1.40%
12 AMOM 1.37%
13 VNMC 1.35%
14 NDVG 1.22%
15 FDFF 1.22%
16 PRAY 1.21%
17 ERNZ 1.17%
18 PDP 1.07%
19 IWP 0.96%
20 WBIL 0.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.81M (9.38%) 907.76K
Increased by +4.83%
Dec 31, 24
2 Wellington Management Company LLP 15.38M (7.67%) -1.77M
Decreased by -11.48%
Dec 31, 24
3 Sumitomo Mitsui Financial Group Inc 13.36M (6.66%) 0.00
Increased by 0.00%
Dec 31, 24
4 BlackRock Inc 13.02M (6.49%) 215.96K
Increased by +1.66%
Dec 31, 24
5 Capital World Investors 10.75M (5.36%) 223.92K
Increased by +2.08%
Dec 31, 24
6 JPMorgan Chase & Co 8.28M (4.13%) -8.21M
Decreased by -99.19%
Dec 31, 24
7 FMR Inc 7.11M (3.54%) 807.36K
Increased by +11.36%
Dec 31, 24
8 Massachusetts Financial Services Company 5.13M (2.56%) 66.67K
Increased by +1.30%
Dec 31, 24
9 Capital Research & Mgmt Co - Division 3 4.17M (2.08%) -781.80K
Decreased by -18.75%
Dec 31, 24
10 T. Rowe Price Associates, Inc. 3.96M (1.98%) -152.02K
Decreased by -3.84%
Mar 31, 24
11 State Street Corp 3.96M (1.97%) 129.71K
Increased by +3.28%
Dec 31, 24
12 Brown Advisory Holdings Inc 3.73M (1.86%) 302.30K
Increased by +8.11%
Dec 31, 24
13 State Street Corporation 3.49M (1.74%) 155.39K
Increased by +4.45%
Mar 31, 24
14 Franklin Resources Inc 3.49M (1.74%) -189.18K
Decreased by -5.42%
Dec 31, 24
15 Principal Financial Group Inc 3.20M (1.60%) 352.13K
Increased by +11.00%
Dec 31, 24
16 Bank of America Corp 3.14M (1.57%) -85.11K
Decreased by -2.71%
Dec 31, 24
17 Geode Capital Management, LLC 3.01M (1.50%) 55.91K
Increased by +1.86%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 2.91M (1.45%) 172.18K
Increased by +5.91%
Dec 31, 24
19 Amvescap Plc. 2.67M (1.33%) -247.78K
Decreased by -9.27%
Dec 31, 24
20 Millennium Management LLC 2.62M (1.31%) 878.11K
Increased by +33.50%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.94M (2.96%) 6.16K
Increased by +0.10%
Feb 28, 25
2 American Funds Income Fund of Amer A 4.99M (2.49%) 0.00
Increased by 0.00%
Dec 31, 24
3 American Funds SMALLCAP World A 4.19M (2.09%) -102.69K
Decreased by -2.45%
Sep 30, 24
4 Vanguard Mid Cap Index Institutional 4.07M (2.03%) 17.57K
Increased by +0.43%
Feb 28, 25
5 JPM US Equity Income-Composite 3.05M (1.52%) 0.00
Increased by 0.00%
Dec 31, 24
6 JPMorgan Equity Income I 3.05M (1.52%) 0.00
Increased by 0.00%
Feb 28, 25
7 American Funds Growth Fund of Amer A 2.92M (1.46%) 1.32M
Increased by +45.09%
Dec 31, 24
8 Capital Group Growth Fnd of Amer Comp 2.92M (1.46%) 1.32M
Increased by +45.09%
Dec 31, 24
9 American Funds Fundamental Invs A 2.89M (1.44%) 1.18M
Increased by +40.73%
Dec 31, 24
10 Capital Group Fundamental Invtrs Comp 2.89M (1.44%) 1.18M
Increased by +40.73%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 2.83M (1.41%) 9.13K
Increased by +0.32%
Feb 28, 25
12 Fidelity® Magellan® 2.75M (1.37%) -1.80K
Decreased by -0.07%
Nov 30, 23
13 Principal MidCap R5 2.42M (1.21%) 5.34K
Increased by +0.22%
Feb 28, 25
14 Principal Aligned MidCap Equity 2.41M (1.20%) 258.28K
Increased by +10.71%
Dec 31, 24
15 MFS Growth Equity 2.32M (1.15%) -84.20K
Decreased by -3.64%
Dec 31, 24
16 Fidelity Magellan 2.30M (1.15%) 0.00
Increased by 0.00%
Feb 28, 25
17 MFS Growth B 2.26M (1.13%) -22.41K
Decreased by -0.99%
Feb 28, 25
18 Vanguard Equity-Income Inv 2.13M (1.06%) -347.17K
Decreased by -16.27%
Dec 31, 24
19 Vanguard Growth Index Investor 2.04M (1.02%) 1.23K
Increased by +0.06%
Feb 28, 25
20 BlackRock Mid-Cap Growth Equity Instl 1.71M (0.85%) -103.63K
Decreased by -6.05%
Feb 28, 25