Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 CUT 5.04%
2 PYZ 4.27%
3 UTRN 3.93%
4 RSPM 3.8%
5 RTM 3.54%
6 BECO 3.11%
7 SMIG 2.94%
8 IYM 2.55%
9 DEMZ 2.08%
10 XLB 1.73%
11 VNMC 1.72%
12 FXZ 1.7%
13 CZA 1.38%
14 FMAT 1.36%
15 VAW 1.33%
16 TPHD 1.32%
17 TPHE 1.31%
18 FSST 1.28%
19 UYM 1.24%
20 STNC 1.2%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.62M (11.99%) -40.8K
Decreased by -0.42%
Dec 31, 23
2 BlackRock Inc 7.38M (9.2%) 18.75K
Increased by +0.25%
Dec 31, 23
3 T. Rowe Price Investment Management,Inc. 4.28M (5.33%) 27.96K
Increased by +0.65%
Dec 31, 23
4 State Street Corporation 3.66M (4.56%) 61.07K
Increased by +1.67%
Dec 31, 23
5 Ameriprise Financial Inc 2.8M (3.49%) 128.47K
Increased by +4.59%
Dec 31, 23
6 Lazard Asset Management LLC 2.11M (2.63%) -97.76K
Decreased by -4.64%
Dec 31, 23
7 Victory Capital Management Inc. 1.97M (2.46%) -332.09K
Decreased by -16.84%
Dec 31, 23
8 Geode Capital Management, LLC 1.82M (2.27%) 27.1K
Increased by +1.49%
Dec 31, 23
9 Morgan Stanley - Brokerage Accounts 1.78M (2.22%) -8.07K
Decreased by -0.45%
Dec 31, 23
10 Neuberger Berman Group LLC 1.67M (2.08%) 110.36K
Increased by +6.6%
Dec 31, 23
11 T. Rowe Price Associates, Inc. 1.48M (1.85%) -49.04K
Decreased by -3.3%
Dec 31, 23
12 Fiduciary Management, Inc. of Milwaukee 1.42M (1.77%) -104.79K
Decreased by -7.38%
Dec 31, 23
13 Goldman Sachs Group Inc 1.29M (1.61%) 801.91K
Increased by +62.09%
Dec 31, 23
14 HPM Partners LLC 1.19M (1.48%) 1.16M
Increased by +97.65%
Dec 31, 23
15 FMR Inc 1.03M (1.28%) 68.07K
Increased by +6.63%
Dec 31, 23
16 BB&T Corp. 1.02M (1.27%) -79.59K
Decreased by -7.83%
Dec 31, 23
17 Boston Partners Global Investors, Inc 984.26K (1.23%) -23.28K
Decreased by -2.37%
Dec 31, 23
18 Amvescap Plc. 955.91K (1.19%) 126.1K
Increased by +13.19%
Dec 31, 23
19 NORGES BANK 916.56K (1.14%) 66.91K
Increased by +7.3%
Dec 31, 23
20 Northern Trust Corp 913.13K (1.14%) -50.35K
Decreased by -5.51%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.52M (3.14%) -4.92K
Decreased by -0.2%
Feb 29, 24
2 Vanguard Institutional 500 Index Trust 2.03M (2.53%) 19.24K
Increased by +0.95%
Mar 31, 24
3 T. Rowe Price Mid-Cap Growth 1.98M (2.47%) -3.5K
Decreased by -0.18%
Mar 31, 24
4 T. Rowe Price US Mid-Cap Growth Equity 1.98M (2.47%) -3.5K
Decreased by -0.18%
Mar 31, 24
5 Vanguard Mid Cap Index Institutional 1.75M (2.18%) -51.2K
Decreased by -2.93%
Mar 31, 24
6 Vanguard Windsor™ II Inv 1.09M (1.36%) 0
Increased by 0%
Dec 31, 23
7 Columbia Dividend Income Inst 984.13K (1.23%) 0
Increased by 0%
Mar 31, 24
8 Columbia Dividend Value 984.13K (1.23%) 0
Increased by 0%
Mar 31, 24
9 SPDR® S&P 500 ETF Trust 974.07K (1.21%) -7.58K
Decreased by -0.78%
Mar 31, 24
10 Fidelity 500 Index 965.85K (1.2%) 9.72K
Increased by +1.01%
Feb 29, 24
11 Fidelity® 500 Index 939.02K (1.17%) 5.97K
Increased by +0.64%
Nov 30, 23
12 Eaton Vance Atlanta Capital SMID-Cap I 921.46K (1.15%) 142.99K
Increased by +15.52%
Feb 29, 24
13 T. Rowe Price Dividend Growth 911.13K (1.14%) 0
Increased by 0%
Mar 31, 24
14 T. Rowe Price US Dividend Growth Eq Comp 911.13K (1.14%) 0
Increased by 0%
Mar 31, 24
15 T. Rowe Price US Dividend Growth Eq SMA 911.13K (1.14%) 911.13K
Increased by +100%
Dec 31, 23
16 Victory Sycamore Established Value R 845K (1.05%) -470K
Decreased by -55.62%
Mar 31, 24
17 iShares Core S&P 500 ETF 834.85K (1.04%) 6.14K
Increased by +0.74%
Mar 28, 24
18 JHancock Disciplined Value Mid Cap I 751.21K (0.94%) 12.72K
Increased by +1.69%
Feb 29, 24
19 Vanguard Value Index Inv 670.01K (0.83%) -3.21K
Decreased by -0.48%
Mar 31, 24
20 Vanguard Mid-Cap Value ETF 568.76K (0.71%) -25.89K
Decreased by -4.55%
Mar 31, 24