Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USSE 5.01%
2 PFI 4.58%
3 UTRN 4.07%
4 BOUT 3.09%
5 BKIV 2.72%
6 FRTY 2.63%
7 JMID 2.41%
8 GDIV 2.19%
9 FFTY 1.96%
10 KCE 1.85%
11 DDIV 1.68%
12 ICAP 1.67%
13 FDFF 1.50%
14 AMOM 1.41%
15 VNMC 1.35%
16 PDP 1.24%
17 PRAY 1.21%
18 EHLS 1.16%
19 IWP 1.12%
20 SMCO 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.90M (9.23%) -120.45K
Decreased by -0.67%
Sep 30, 24
2 Wellington Management Company LLP 17.15M (8.84%) -1.51M
Decreased by -8.79%
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 12.81M (6.61%) -42.20K
Decreased by -0.33%
Sep 30, 24
5 Capital World Investors 10.53M (5.43%) 0.00
Increased by 0.00%
Sep 30, 24
6 JPMorgan Chase & Co 8.24M (4.25%) 679.46K
Increased by +8.24%
Sep 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 State Street Corp 3.83M (1.97%) 187.18K
Increased by +4.89%
Sep 30, 24
12 Franklin Resources Inc 3.68M (1.90%) 18.77K
Increased by +0.51%
Sep 30, 24
13 State Street Corporation 3.49M (1.80%) 155.39K
Increased by +4.45%
Mar 31, 24
14 Brown Advisory Holdings Inc 3.43M (1.77%) 3.32M
Increased by +96.94%
Sep 30, 24
15 Bank of America Corp 3.23M (1.66%) 458.90K
Increased by +14.22%
Sep 30, 24
16 Geode Capital Management, LLC 2.95M (1.52%) 175.63K
Increased by +5.95%
Sep 30, 24
17 Amvescap Plc. 2.92M (1.51%) 249.42K
Increased by +8.54%
Sep 30, 24
18 Principal Financial Group Inc 2.85M (1.47%) 678.55K
Increased by +23.81%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 2.74M (1.41%) -1.06M
Decreased by -38.71%
Sep 30, 24
20 Millennium Management LLC 2.62M (1.35%) 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 5.92M (3.05%) 361.28K
Increased by +6.10%
Dec 31, 24
2 American Funds Income Fund of Amer A 4.99M (2.57%) 0.00
Increased by 0.00%
Dec 31, 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 4.05M (2.09%) 286.95K
Increased by +7.08%
Dec 31, 24
5 JPM US Equity Income-Composite 3.05M (1.57%) 0.00
Increased by 0.00%
Dec 31, 24
6 JPMorgan Equity Income I 3.05M (1.57%) 0.00
Increased by 0.00%
Nov 30, 24
7 American Funds Growth Fund of Amer A 2.92M (1.51%) 1.32M
Increased by +45.09%
Dec 31, 24
8 American Funds Fundamental Invs A 2.89M (1.49%) 1.18M
Increased by +40.73%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 2.82M (1.46%) 61.11K
Increased by +2.17%
Dec 31, 24
10 Fidelity® Magellan® 2.75M (1.42%) -1.80K
Decreased by -0.07%
Nov 30, 23
11 Fidelity Magellan 2.56M (1.32%) -6.80K
Decreased by -0.27%
Nov 30, 24
12 Vanguard Equity-Income Inv 2.48M (1.28%) -181.25K
Decreased by -7.30%
Sep 30, 24
13 Principal MidCap R5 2.42M (1.25%) 10.78K
Increased by +0.45%
Nov 30, 24
14 MFS Growth Equity 2.40M (1.24%) -1.38K
Decreased by -0.06%
Sep 30, 24
15 MFS Growth B 2.37M (1.22%) -23.14K
Decreased by -0.98%
Nov 30, 24
16 Principal Aligned MidCap Equity 2.15M (1.11%) 497.98K
Increased by +23.12%
Sep 30, 24
17 BlackRock Mid-Cap Growth Equity Instl 2.04M (1.05%) -106.27K
Decreased by -5.21%
Nov 30, 24
18 Vanguard Growth Index Investor 2.04M (1.05%) -52.72K
Decreased by -2.59%
Dec 31, 24
19 Capital Group Fundamental Invtrs Comp 1.71M (0.88%) -621.00
Decreased by -0.04%
Sep 30, 24
20 Vanguard US Growth Investor 1.66M (0.86%) -64.47K
Decreased by -3.88%
Sep 30, 24