Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USSE 4.68%
2 PFI 4.57%
3 UTRN 4.07%
4 BOUT 3.09%
5 BKIV 2.72%
6 DDIV 2.67%
7 FRTY 2.51%
8 GDIV 2.07%
9 FFTY 1.96%
10 KCE 1.76%
11 JMID 1.57%
12 ICAP 1.57%
13 AMOM 1.41%
14 FDFF 1.40%
15 VNMC 1.35%
16 PDP 1.28%
17 PRAY 1.21%
18 EHLS 1.10%
19 PFF 1.07%
20 SMCO 1.06%

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 12.85M (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 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 5.59M (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%) 0.00
Increased by 0.00%
Oct 31, 24
7 Fidelity® Magellan® 2.75M (1.42%) -1.80K
Decreased by -0.07%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 2.73M (1.41%) -9.85K
Decreased by -0.36%
Oct 31, 24
9 Fidelity Magellan 2.56M (1.32%) -96.00K
Decreased by -3.74%
Oct 31, 24
10 Vanguard Equity-Income Inv 2.48M (1.28%) -181.25K
Decreased by -7.30%
Sep 30, 24
11 Principal MidCap R5 2.40M (1.24%) 250.53K
Increased by +10.42%
Oct 31, 24
12 MFS Growth Equity 2.40M (1.24%) -1.38K
Decreased by -0.06%
Sep 30, 24
13 MFS Growth B 2.39M (1.23%) -7.89K
Decreased by -0.33%
Oct 31, 24
14 Principal Aligned MidCap Equity 2.15M (1.11%) 497.98K
Increased by +23.12%
Sep 30, 24
15 BlackRock Mid-Cap Growth Equity Instl 2.14M (1.11%) -144.41K
Decreased by -6.73%
Oct 31, 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