Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USSE 4.66%
2 UTRN 4.07%
3 BOUT 3.09%
4 BKIV 2.72%
5 FRTY 2.50%
6 JMID 2.24%
7 GDIV 2.01%
8 FFTY 1.96%
9 KCE 1.80%
10 ICAP 1.59%
11 DDIV 1.40%
12 AMOM 1.37%
13 NDVG 1.37%
14 VNMC 1.35%
15 FDFF 1.32%
16 PRAY 1.21%
17 ERNZ 1.17%
18 PDP 1.07%
19 IWP 1.01%
20 PFF 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.81M (9.33%) 907.76K
Increased by +4.83%
Dec 31, 24
2 Wellington Management Company LLP 15.38M (7.63%) -1.77M
Decreased by -11.48%
Dec 31, 24
3 Sumitomo Mitsui Financial Group Inc 13.36M (6.63%) 0.00
Increased by 0.00%
Dec 31, 24
4 BlackRock Inc 13.02M (6.46%) 215.96K
Increased by +1.66%
Dec 31, 24
5 Capital World Investors 10.75M (5.33%) 223.92K
Increased by +2.08%
Dec 31, 24
6 JPMorgan Chase & Co 8.28M (4.10%) -8.21M
Decreased by -99.19%
Dec 31, 24
7 FMR Inc 7.11M (3.52%) 807.36K
Increased by +11.36%
Dec 31, 24
8 Massachusetts Financial Services Company 5.02M (2.49%) -102.46K
Decreased by -2.04%
Mar 31, 25
9 Capital Research & Mgmt Co - Division 3 4.17M (2.07%) -781.80K
Decreased by -18.75%
Dec 31, 24
10 T. Rowe Price Associates, Inc. 3.96M (1.96%) -152.02K
Decreased by -3.84%
Mar 31, 24
11 State Street Corp 3.96M (1.96%) 129.71K
Increased by +3.28%
Dec 31, 24
12 Brown Advisory Holdings Inc 3.73M (1.85%) 302.30K
Increased by +8.11%
Dec 31, 24
13 State Street Corporation 3.49M (1.73%) 155.39K
Increased by +4.45%
Mar 31, 24
14 Franklin Resources Inc 3.49M (1.73%) -189.18K
Decreased by -5.42%
Dec 31, 24
15 Principal Financial Group Inc 3.35M (1.66%) 152.17K
Increased by +4.54%
Mar 31, 25
16 Bank of America Corp 3.14M (1.56%) -85.11K
Decreased by -2.71%
Dec 31, 24
17 Geode Capital Management, LLC 3.01M (1.49%) 55.91K
Increased by +1.86%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 2.91M (1.44%) 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 (1.30%) 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 5.96M (2.95%) 17.70K
Increased by +0.30%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 5.61M (2.78%) -143.75K
Decreased by -2.56%
Sep 30, 24
3 American Funds Income Fund of Amer A 4.96M (2.46%) -34.08K
Decreased by -0.69%
Mar 31, 25
4 American Funds SMALLCAP World A 4.19M (2.08%) -102.69K
Decreased by -2.45%
Sep 30, 24
5 Vanguard Mid Cap Index Institutional 4.06M (2.01%) -11.94K
Decreased by -0.29%
Mar 31, 25
6 American Funds Fundamental Invs A 3.67M (1.82%) 781.24K
Increased by +21.29%
Mar 31, 25
7 Capital Group Fundamental Invtrs Comp 3.67M (1.82%) 781.24K
Increased by +21.29%
Mar 31, 25
8 American Funds Growth Fund of Amer A 3.37M (1.67%) 445.29K
Increased by +13.22%
Mar 31, 25
9 Capital Group Growth Fnd of Amer Comp 3.37M (1.67%) 445.29K
Increased by +13.22%
Mar 31, 25
10 Fidelity Magellan 3.29M (1.63%) 991.30K
Increased by +30.11%
Mar 31, 25
11 JPM US Equity Income-Composite 3.05M (1.51%) 0.00
Increased by 0.00%
Mar 31, 25
12 JPMorgan Equity Income I 3.05M (1.51%) 0.00
Increased by 0.00%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.87M (1.42%) 36.70K
Increased by +1.28%
Mar 31, 25
14 Fidelity® Magellan® 2.75M (1.36%) -1.80K
Decreased by -0.07%
Nov 30, 23
15 Vanguard Equity-Income Inv 2.73M (1.36%) 600.41K
Increased by +21.95%
Mar 31, 25
16 Principal Aligned MidCap Equity 2.53M (1.26%) 121.78K
Increased by +4.81%
Mar 31, 25
17 Principal MidCap R5 2.50M (1.24%) 86.12K
Increased by +3.44%
Mar 31, 25
18 Vanguard Growth Index Investor 2.27M (1.12%) 223.49K
Increased by +9.85%
Mar 31, 25
19 MFS Growth B 2.26M (1.12%) -2.26K
Decreased by -0.10%
Mar 31, 25
20 MFS Growth Equity 2.26M (1.12%) -53.00K
Decreased by -2.34%
Mar 31, 25