Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 4.65%
2 UTRN 4.03%
3 PYZ 3.57%
4 RSPM 3.22%
5 RTM 3.22%
6 BECO 2.87%
7 IYM 2.49%
8 SMIG 2.40%
9 XLB 1.83%
10 FXZ 1.80%
11 CSMD 1.77%
12 DEMZ 1.75%
13 RUNN 1.60%
14 FSST 1.32%
15 UYM 1.27%
16 STNC 1.20%
17 NRES 1.18%
18 VAW 1.17%
19 CZA 1.17%
20 PSET 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.65M (12.12%) 47.54K
Increased by +0.49%
Sep 30, 24
2 BlackRock Inc 7.14M (8.97%) 12.67K
Increased by +0.18%
Jun 30, 24
3 T. Rowe Price Investment Management,Inc. 4.07M (5.12%) -136.78K
Decreased by -3.36%
Sep 30, 24
4 Morgan Stanley - Brokerage Accounts 3.86M (4.85%) -804.00
Decreased by -0.02%
Jun 30, 24
5 State Street Corporation 3.66M (4.59%) -4.92K
Decreased by -0.13%
Mar 31, 24
6 State Street Corp 3.54M (4.45%) -115.89K
Decreased by -3.27%
Jun 30, 24
7 Neuberger Berman Group LLC 2.14M (2.68%) 228.59K
Increased by +10.70%
Jun 30, 24
8 Ameriprise Financial Inc 2.05M (2.57%) -417.00K
Decreased by -20.37%
Jun 30, 24
9 Geode Capital Management, LLC 1.93M (2.43%) 53.00K
Increased by +2.74%
Jun 30, 24
10 Lazard Asset Management LLC 1.80M (2.26%) -210.29K
Decreased by -11.67%
Jun 30, 24
11 Amvescap Plc. 1.44M (1.81%) 299.77K
Increased by +20.82%
Jun 30, 24
12 Victory Capital Management Inc. 1.42M (1.78%) 90.25K
Increased by +6.37%
Sep 30, 24
13 Goldman Sachs Group Inc 1.29M (1.62%) 801.91K
Increased by +62.09%
Dec 31, 23
14 Fiduciary Management, Inc. of Milwaukee 1.25M (1.57%) -75.42K
Decreased by -6.05%
Jun 30, 24
15 HPM Partners LLC 1.19M (1.50%) 1.16M
Increased by +97.65%
Dec 31, 23
16 T. Rowe Price Associates, Inc. 1.15M (1.45%) -310.71K
Decreased by -26.94%
Jun 30, 24
17 BB&T Corp. 1.06M (1.33%) -26.49K
Decreased by -2.50%
Jun 30, 24
18 Boston Partners Global Investors, Inc 1.01M (1.27%) -7.39K
Decreased by -0.73%
Jun 30, 24
19 NORGES BANK 985.30K (1.24%) 68.74K
Increased by +6.98%
Jun 30, 24
20 Northern Trust Corp 937.77K (1.18%) 27.55K
Increased by +2.94%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.55M (3.20%) -7.93K
Decreased by -0.31%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 2.13M (2.68%) 24.83K
Increased by +1.16%
Oct 31, 24
3 T. Rowe Price Mid-Cap Growth 1.97M (2.48%) -4.20K
Decreased by -0.21%
Sep 30, 24
4 T. Rowe Price US Mid-Cap Growth Equity 1.97M (2.48%) -5.40K
Decreased by -0.27%
Sep 30, 24
5 Vanguard Mid Cap Index Institutional 1.71M (2.15%) 3.07K
Increased by +0.18%
Oct 31, 24
6 Eaton Vance Atlanta Capital SMID-Cap I 1.27M (1.59%) 166.88K
Increased by +13.15%
Sep 30, 24
7 Vanguard Windsor™ II Inv 1.01M (1.27%) -30.33K
Decreased by -3.00%
Sep 30, 24
8 Fidelity 500 Index 989.83K (1.24%) -2.58K
Decreased by -0.26%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 981.29K (1.23%) 5.08K
Increased by +0.52%
Oct 31, 24
10 Columbia Dividend Value 975.21K (1.22%) -8.92K
Decreased by -0.91%
Sep 30, 24
11 Columbia Dividend Income Inst 973.66K (1.22%) -1.54K
Decreased by -0.16%
Oct 31, 24
12 SPDR® S&P 500 ETF Trust 964.95K (1.21%) 6.72K
Increased by +0.70%
May 30, 24
13 Fidelity® 500 Index 939.02K (1.18%) 5.97K
Increased by +0.64%
Nov 30, 23
14 Victory Sycamore Established Value R 915.00K (1.15%) 70.00K
Increased by +7.65%
Sep 30, 24
15 T. Rowe Price Dividend Growth 911.13K (1.14%) 0.00
Increased by 0.00%
Sep 30, 24
16 T. Rowe Price US Dividend Growth Eq Comp 911.13K (1.14%) 0.00
Increased by 0.00%
Sep 30, 24
17 T. Rowe Price US Dividend Growth Eq SMA 911.13K (1.14%) 911.13K
Increased by +100.00%
Dec 31, 23
18 iShares Core S&P 500 ETF 896.95K (1.13%) 1.39K
Increased by +0.16%
Oct 31, 24
19 Vanguard Value Index Inv 683.89K (0.86%) 1.73K
Increased by +0.25%
Oct 31, 24
20 JHancock Disciplined Value Mid Cap I 631.33K (0.79%) 0.00
Increased by 0.00%
Sep 30, 24