Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USSE 4.45%
2 PFI 4.34%
3 UTRN 4.07%
4 BOUT 3.09%
5 BKIV 2.72%
6 FRTY 2.52%
7 JMID 2.31%
8 GDIV 2.15%
9 FFTY 1.96%
10 KCE 1.79%
11 ICAP 1.65%
12 DDIV 1.64%
13 FDFF 1.41%
14 EHLS 1.36%
15 VNMC 1.35%
16 AMOM 1.32%
17 PRAY 1.21%
18 PDP 1.19%
19 IWP 1.04%
20 PFF 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.90M (9.19%) -120.45K
Decreased by -0.67%
Sep 30, 24
2 Wellington Management Company LLP 17.15M (8.80%) -1.51M
Decreased by -8.79%
Sep 30, 24
3 JPMorgan Chase & Co 16.49M (8.47%) 1.36M
Increased by +8.24%
Sep 30, 24
4 Sumitomo Mitsui Financial Group Inc 13.36M (6.86%) 0.00
Increased by 0.00%
Sep 30, 24
5 BlackRock Inc 12.81M (6.57%) -42.20K
Decreased by -0.33%
Sep 30, 24
6 Capital World Investors 10.53M (5.41%) 0.00
Increased by 0.00%
Sep 30, 24
7 FMR Inc 6.30M (3.24%) 63.85K
Increased by +1.01%
Sep 30, 24
8 Massachusetts Financial Services Company 5.06M (2.60%) 1.38K
Increased by +0.03%
Sep 30, 24
9 Capital Research & Mgmt Co - Division 3 4.95M (2.54%) -102.69K
Decreased by -2.07%
Sep 30, 24
10 T. Rowe Price Associates, Inc. 3.96M (2.03%) -152.02K
Decreased by -3.84%
Mar 31, 24
11 State Street Corp 3.83M (1.96%) 187.18K
Increased by +4.89%
Sep 30, 24
12 Franklin Resources Inc 3.68M (1.89%) 18.77K
Increased by +0.51%
Sep 30, 24
13 State Street Corporation 3.49M (1.79%) 155.39K
Increased by +4.45%
Mar 31, 24
14 Brown Advisory Holdings Inc 3.43M (1.76%) 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 (1.51%) 175.63K
Increased by +5.95%
Sep 30, 24
17 Amvescap Plc. 2.92M (1.50%) 249.42K
Increased by +8.54%
Sep 30, 24
18 Principal Financial Group Inc 2.85M (1.46%) 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 (3.04%) 361.28K
Increased by +6.10%
Dec 31, 24
2 American Funds Income Fund of Amer A 4.99M (2.56%) 0.00
Increased by 0.00%
Dec 31, 24
3 American Funds SMALLCAP World A 4.19M (2.15%) -102.69K
Decreased by -2.45%
Sep 30, 24
4 Vanguard Mid Cap Index Institutional 4.05M (2.08%) 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%
Dec 31, 24
7 American Funds Growth Fund of Amer A 2.92M (1.50%) 1.32M
Increased by +45.09%
Dec 31, 24
8 Capital Group Growth Fnd of Amer Comp 2.92M (1.50%) 1.32M
Increased by +45.09%
Dec 31, 24
9 American Funds Fundamental Invs A 2.89M (1.48%) 1.18M
Increased by +40.73%
Dec 31, 24
10 Capital Group Fundamental Invtrs Comp 2.89M (1.48%) 1.18M
Increased by +40.73%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 2.82M (1.45%) 61.11K
Increased by +2.17%
Dec 31, 24
12 Fidelity® Magellan® 2.75M (1.41%) -1.80K
Decreased by -0.07%
Nov 30, 23
13 Fidelity Magellan 2.54M (1.31%) -12.70K
Decreased by -0.50%
Dec 31, 24
14 Principal Aligned MidCap Equity 2.41M (1.24%) 258.28K
Increased by +10.71%
Dec 31, 24
15 Principal MidCap R5 2.41M (1.24%) -3.04K
Decreased by -0.13%
Dec 31, 24
16 MFS Growth B 2.32M (1.19%) -53.17K
Decreased by -2.30%
Dec 31, 24
17 MFS Growth Equity 2.32M (1.19%) -84.20K
Decreased by -3.64%
Dec 31, 24
18 Vanguard Equity-Income Inv 2.13M (1.10%) -347.17K
Decreased by -16.27%
Dec 31, 24
19 Vanguard Growth Index Investor 2.04M (1.05%) -52.72K
Decreased by -2.59%
Dec 31, 24
20 BlackRock Mid-Cap Growth Equity Instl 2.03M (1.04%) -8.98K
Decreased by -0.44%
Dec 31, 24