Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 4.74%
2 UTRN 4.03%
3 PYZ 3.61%
4 RTM 3.27%
5 RSPM 3.27%
6 BECO 2.87%
7 SMIG 2.83%
8 IYM 2.56%
9 FXZ 1.86%
10 XLB 1.86%
11 SMAP 1.77%
12 RUNN 1.66%
13 DEMZ 1.64%
14 CSMD 1.63%
15 UYM 1.38%
16 FSST 1.28%
17 NRES 1.23%
18 STNC 1.20%
19 CZA 1.17%
20 VAW 1.14%

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 State Street Corporation 3.66M (4.59%) -4.92K
Decreased by -0.13%
Mar 31, 24
5 State Street Corp 3.55M (4.46%) 7.51K
Increased by +0.21%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 2.39M (3.01%) -1.47M
Decreased by -61.35%
Sep 30, 24
7 Neuberger Berman Group LLC 2.37M (2.98%) 233.80K
Increased by +9.86%
Sep 30, 24
8 Geode Capital Management, LLC 2.09M (2.62%) 157.75K
Increased by +7.55%
Sep 30, 24
9 Ameriprise Financial Inc 1.94M (2.43%) -111.48K
Decreased by -5.76%
Sep 30, 24
10 Lazard Asset Management LLC 1.77M (2.22%) -31.76K
Decreased by -1.79%
Sep 30, 24
11 Amvescap Plc. 1.64M (2.06%) 197.71K
Increased by +12.07%
Sep 30, 24
12 Victory Capital Management Inc. 1.42M (1.78%) 90.25K
Increased by +6.37%
Sep 30, 24
13 Fiduciary Management, Inc. of Milwaukee 1.40M (1.76%) 152.24K
Increased by +10.88%
Sep 30, 24
14 HPM Partners LLC 1.19M (1.50%) 1.16M
Increased by +97.65%
Dec 31, 23
15 T. Rowe Price Associates, Inc. 1.19M (1.49%) 33.19K
Increased by +2.80%
Sep 30, 24
16 BB&T Corp. 1.06M (1.33%) -26.49K
Decreased by -2.50%
Jun 30, 24
17 NORGES BANK 985.30K (1.24%) 68.74K
Increased by +6.98%
Jun 30, 24
18 Northern Trust Corp 937.77K (1.18%) 27.55K
Increased by +2.94%
Sep 30, 24
19 FMR Inc 921.48K (1.16%) -120.33K
Decreased by -13.06%
Sep 30, 24
20 Boston Partners Global Investors, Inc 860.29K (1.08%) -152.13K
Decreased by -17.68%
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 2.05M (2.57%) 76.20K
Increased by +3.72%
Oct 31, 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%) 0.00
Increased by 0.00%
Oct 31, 24
7 Vanguard Windsor™ II Inv 1.01M (1.27%) -30.33K
Decreased by -3.00%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 994.97K (1.25%) 5.83K
Increased by +0.59%
Nov 30, 24
9 Fidelity 500 Index 988.20K (1.24%) -1.62K
Decreased by -0.16%
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%
Oct 31, 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 909.43K (1.14%) 0.00
Increased by 0.00%
Nov 30, 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 668.26K (0.84%) 36.94K
Increased by +5.53%
Oct 31, 24