Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 4.88%
2 PYZ 4.62%
3 UTRN 4.08%
4 RTM 3.78%
5 RSPM 3.78%
6 BECO 2.87%
7 SMIG 2.69%
8 IYM 2.55%
9 FTDS 1.93%
10 FXZ 1.89%
11 XLB 1.82%
12 SMAP 1.81%
13 RUNN 1.61%
14 DEMZ 1.60%
15 CSMD 1.59%
16 UYM 1.33%
17 STNC 1.20%
18 TPHD 1.17%
19 VAW 1.09%
20 FMAT 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.96M (12.86%) 277.55K
Increased by +2.79%
Mar 31, 25
2 BlackRock Inc 7.05M (9.10%) -378.33K
Decreased by -5.37%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 4.25M (5.49%) 24.07K
Increased by +0.57%
Mar 31, 25
4 State Street Corporation 3.66M (4.72%) -4.92K
Decreased by -0.13%
Mar 31, 24
5 State Street Corp 3.62M (4.68%) 100.73K
Increased by +2.78%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 2.67M (3.45%) 282.98K
Increased by +10.60%
Mar 31, 25
7 Geode Capital Management, LLC 2.17M (2.81%) 72.28K
Increased by +3.32%
Mar 31, 25
8 Ameriprise Financial Inc 1.99M (2.57%) -192.65K
Decreased by -9.67%
Mar 31, 25
9 Neuberger Berman Group LLC 1.88M (2.42%) -149.22K
Decreased by -7.95%
Mar 31, 25
10 Lazard Asset Management LLC 1.84M (2.38%) 2.85K
Increased by +0.15%
Mar 31, 25
11 Victory Capital Management Inc. 1.58M (2.04%) 233.06K
Increased by +14.72%
Mar 31, 25
12 Amvescap Plc. 1.44M (1.86%) -197.57K
Decreased by -13.72%
Dec 31, 24
13 Fiduciary Management, Inc. of Milwaukee 1.29M (1.67%) -44.82K
Decreased by -3.47%
Mar 31, 25
14 T. Rowe Price Associates, Inc. 1.19M (1.54%) 14.67K
Increased by +1.23%
Mar 31, 25
15 HPM Partners LLC 1.19M (1.54%) 1.16M
Increased by +97.65%
Dec 31, 23
16 Northern Trust Corp 1.11M (1.43%) 168.31K
Increased by +15.22%
Dec 31, 24
17 BB&T Corp. 1.06M (1.37%) -26.49K
Decreased by -2.50%
Jun 30, 24
18 NORGES BANK 1.01M (1.30%) 22.78K
Increased by +2.26%
Dec 31, 24
19 Boston Partners Global Investors, Inc 926.51K (1.20%) 66.22K
Increased by +7.15%
Dec 31, 24
20 FMR Inc 921.48K (1.19%) -120.33K
Decreased by -13.06%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.56M (3.30%) 1.55K
Increased by +0.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.54M (3.27%) 42.46K
Increased by +1.67%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 2.27M (2.93%) 36.70K
Increased by +1.62%
Apr 30, 25
4 T. Rowe Price Mid-Cap Growth 2.04M (2.63%) -2.50K
Decreased by -0.12%
Mar 31, 25
5 T. Rowe Price US Mid-Cap Growth Equity 2.04M (2.63%) -3.40K
Decreased by -0.17%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 1.72M (2.22%) 16.50K
Increased by +0.96%
Apr 30, 25
7 Eaton Vance Atlanta Capital SMID-Cap I 1.39M (1.79%) 0.00
Increased by 0.00%
Mar 31, 25
8 Sycamore Mid Cap Value Comp 1.05M (1.36%) 1.03M
Increased by +97.22%
Mar 31, 25
9 Victory Sycamore Established Value R 1.05M (1.36%) 135.00K
Increased by +12.80%
Mar 31, 25
10 Fidelity 500 Index 1.01M (1.30%) 1.74K
Increased by +0.17%
Mar 31, 25
11 SPDR® S&P 500 ETF 999.80K (1.29%) -14.57K
Decreased by -1.46%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 973.43K (1.26%) -5.08K
Decreased by -0.52%
Mar 31, 25
13 Vanguard Windsor™ II Inv 971.48K (1.25%) -10.44K
Decreased by -1.07%
Mar 31, 25
14 SPDR® S&P 500® ETF 968.35K (1.25%) -5.78K
Decreased by -0.60%
Apr 30, 25
15 SPDR® S&P 500 ETF Trust 964.95K (1.25%) 6.72K
Increased by +0.70%
May 30, 24
16 Columbia Dividend Value 961.52K (1.24%) -6.94K
Decreased by -0.72%
Mar 31, 25
17 Columbia Dividend Income Inst 959.08K (1.24%) -2.44K
Decreased by -0.25%
Apr 30, 25
18 iShares Core S&P 500 ETF 951.87K (1.23%) -987.00
Decreased by -0.10%
Apr 30, 25
19 Fidelity® 500 Index 939.02K (1.21%) 5.97K
Increased by +0.64%
Nov 30, 23
20 T. Rowe Price US Dividend Growth Eq SMA 911.13K (1.18%) 911.13K
Increased by +100.00%
Dec 31, 23