Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PYZ 4.92%
2 CUT 4.44%
3 UTRN 4.08%
4 RSPM 3.40%
5 RTM 3.40%
6 BECO 2.87%
7 SMIG 2.69%
8 FXZ 2.62%
9 IYM 2.32%
10 FTDS 1.92%
11 SMAP 1.81%
12 RUNN 1.67%
13 DEMZ 1.61%
14 CSMD 1.58%
15 XLB 1.43%
16 STNC 1.20%
17 FSST 1.18%
18 CZA 1.17%
19 PSET 1.13%
20 VAW 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.65M (12.11%) 47.54K
Increased by +0.49%
Sep 30, 24
2 BlackRock Inc 7.45M (9.34%) 307.95K
Increased by +4.14%
Sep 30, 24
3 T. Rowe Price Investment Management,Inc. 4.07M (5.11%) -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 (4.45%) 7.51K
Increased by +0.21%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 2.39M (3.00%) -1.47M
Decreased by -61.35%
Sep 30, 24
7 Neuberger Berman Group LLC 2.37M (2.97%) 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 (2.05%) 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 (1.49%) 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 2.53M (3.17%) 2.07K
Increased by +0.08%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 2.18M (2.73%) 12.52K
Increased by +0.58%
Dec 31, 24
3 T. Rowe Price Mid-Cap Growth 2.04M (2.56%) 0.00
Increased by 0.00%
Dec 31, 24
4 T. Rowe Price US Mid-Cap Growth Equity 2.04M (2.56%) 69.40K
Increased by +3.40%
Dec 31, 24
5 Vanguard Mid Cap Index Institutional 1.73M (2.17%) 9.98K
Increased by +0.58%
Dec 31, 24
6 Eaton Vance Atlanta Capital SMID-Cap I 1.25M (1.57%) -20.49K
Decreased by -1.64%
Nov 30, 24
7 Vanguard Windsor™ II Inv 1.03M (1.29%) 20.77K
Increased by +2.02%
Dec 31, 24
8 Fidelity 500 Index 997.38K (1.25%) 2.42K
Increased by +0.24%
Dec 31, 24
9 SPDR® S&P 500® ETF Trust 989.27K (1.24%) -47.00
Decreased by -0.00%
Jan 30, 25
10 Columbia Dividend Income Inst 968.46K (1.22%) -8.58K
Decreased by -0.89%
Dec 31, 24
11 Columbia Dividend Value 968.46K (1.22%) -6.75K
Decreased by -0.70%
Dec 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 iShares Core S&P 500 ETF 938.06K (1.18%) -1.60K
Decreased by -0.17%
Jan 29, 25
15 Victory Sycamore Established Value R 920.00K (1.15%) 5.00K
Increased by +0.54%
Dec 31, 24
16 T. Rowe Price Dividend Growth 911.13K (1.14%) 0.00
Increased by 0.00%
Dec 31, 24
17 T. Rowe Price US Dividend Growth Eq Comp 911.13K (1.14%) 0.00
Increased by 0.00%
Dec 31, 24
18 T. Rowe Price US Dividend Growth Eq SMA 911.13K (1.14%) 911.13K
Increased by +100.00%
Dec 31, 23
19 Invesco S&P 500® Equal Weight ETF 763.63K (0.96%) -399.00
Decreased by -0.05%
Jan 30, 25
20 Vanguard Value Index Inv 685.91K (0.86%) -2.63K
Decreased by -0.38%
Dec 31, 24