Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 5.18%
2 PYZ 4.77%
3 UTRN 4.08%
4 RSPM 3.78%
5 RTM 3.78%
6 BECO 2.87%
7 SMIG 2.66%
8 IYM 2.54%
9 FTDS 1.91%
10 FXZ 1.88%
11 XLB 1.81%
12 SMAP 1.81%
13 DEMZ 1.62%
14 CSMD 1.62%
15 RUNN 1.61%
16 UYM 1.31%
17 STNC 1.20%
18 TPHD 1.17%
19 VAW 1.11%
20 FMAT 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.68M (12.51%) 33.15K
Increased by +0.34%
Dec 31, 24
2 BlackRock Inc 7.43M (9.60%) -17.50K
Decreased by -0.24%
Dec 31, 24
3 T. Rowe Price Investment Management,Inc. 4.23M (5.46%) 150.57K
Increased by +3.56%
Dec 31, 24
4 State Street Corporation 3.66M (4.72%) -4.92K
Decreased by -0.13%
Mar 31, 24
5 State Street Corp 3.52M (4.55%) -26.98K
Decreased by -0.77%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 2.39M (3.08%) -6.84K
Decreased by -0.29%
Dec 31, 24
7 Ameriprise Financial Inc 2.19M (2.82%) 250.36K
Increased by +11.45%
Dec 31, 24
8 Geode Capital Management, LLC 2.10M (2.72%) 13.81K
Increased by +0.66%
Dec 31, 24
9 Neuberger Berman Group LLC 2.03M (2.62%) -345.47K
Decreased by -17.06%
Dec 31, 24
10 Lazard Asset Management LLC 1.84M (2.38%) 71.44K
Increased by +3.88%
Dec 31, 24
11 Amvescap Plc. 1.44M (1.86%) -197.57K
Decreased by -13.72%
Dec 31, 24
12 Victory Capital Management Inc. 1.35M (1.74%) -66.93K
Decreased by -4.96%
Dec 31, 24
13 Fiduciary Management, Inc. of Milwaukee 1.34M (1.73%) -62.39K
Decreased by -4.67%
Dec 31, 24
14 HPM Partners LLC 1.19M (1.54%) 1.16M
Increased by +97.65%
Dec 31, 23
15 T. Rowe Price Associates, Inc. 1.18M (1.52%) -7.23K
Decreased by -0.61%
Dec 31, 24
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 (3.31%) 1.55K
Increased by +0.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.49M (3.22%) -44.31K
Decreased by -1.78%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 2.23M (2.88%) 6.19K
Increased by +0.28%
Mar 31, 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 1.70M (2.20%) -34.17K
Decreased by -2.01%
Mar 31, 25
7 Eaton Vance Atlanta Capital SMID-Cap I 1.39M (1.79%) 0.00
Increased by 0.00%
Feb 28, 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 Vanguard Windsor™ II Inv 1.03M (1.33%) 20.77K
Increased by +2.02%
Dec 31, 24
11 Fidelity 500 Index 1.01M (1.30%) 4.48K
Increased by +0.44%
Feb 28, 25
12 SPDR® S&P 500 ETF 999.80K (1.29%) -14.57K
Decreased by -1.46%
Mar 31, 25
13 iShares Core S&P 500 ETF 980.16K (1.27%) 2.82K
Increased by +0.29%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 973.43K (1.26%) -5.08K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 964.95K (1.25%) 6.72K
Increased by +0.70%
May 30, 24
16 SPDR® S&P 500® ETF 962.43K (1.24%) -16.07K
Decreased by -1.67%
Mar 31, 25
17 Columbia Dividend Income Inst 961.52K (1.24%) -4.70K
Decreased by -0.49%
Mar 31, 25
18 Columbia Dividend Value 961.52K (1.24%) -6.94K
Decreased by -0.72%
Mar 31, 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