Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 5.38%
2 PYZ 4.97%
3 UTRN 4.08%
4 RTM 3.94%
5 RSPM 3.94%
6 BECO 2.87%
7 SMIG 2.73%
8 IYM 2.60%
9 FXZ 1.96%
10 FTDS 1.94%
11 XLB 1.90%
12 SMAP 1.81%
13 CSMD 1.74%
14 DEMZ 1.71%
15 RUNN 1.61%
16 UYM 1.41%
17 STNC 1.20%
18 PSET 1.13%
19 FMAT 1.12%
20 VAW 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.68M (12.37%) 33.15K
Increased by +0.34%
Dec 31, 24
2 BlackRock Inc 7.43M (9.50%) -17.50K
Decreased by -0.24%
Dec 31, 24
3 T. Rowe Price Investment Management,Inc. 4.23M (5.40%) 150.57K
Increased by +3.56%
Dec 31, 24
4 State Street Corporation 3.66M (4.68%) -4.92K
Decreased by -0.13%
Mar 31, 24
5 State Street Corp 3.52M (4.50%) -26.98K
Decreased by -0.77%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 2.39M (3.05%) -6.84K
Decreased by -0.29%
Dec 31, 24
7 Ameriprise Financial Inc 2.19M (2.79%) 250.36K
Increased by +11.45%
Dec 31, 24
8 Geode Capital Management, LLC 2.10M (2.69%) 13.81K
Increased by +0.66%
Dec 31, 24
9 Neuberger Berman Group LLC 2.03M (2.59%) -345.47K
Decreased by -17.06%
Dec 31, 24
10 Lazard Asset Management LLC 1.84M (2.35%) 71.44K
Increased by +3.88%
Dec 31, 24
11 Amvescap Plc. 1.44M (1.84%) -197.57K
Decreased by -13.72%
Dec 31, 24
12 Victory Capital Management Inc. 1.35M (1.73%) -66.93K
Decreased by -4.96%
Dec 31, 24
13 Fiduciary Management, Inc. of Milwaukee 1.34M (1.71%) -62.39K
Decreased by -4.67%
Dec 31, 24
14 HPM Partners LLC 1.19M (1.52%) 1.16M
Increased by +97.65%
Dec 31, 23
15 T. Rowe Price Associates, Inc. 1.18M (1.51%) -7.23K
Decreased by -0.61%
Dec 31, 24
16 Northern Trust Corp 1.11M (1.41%) 168.31K
Increased by +15.22%
Dec 31, 24
17 BB&T Corp. 1.06M (1.35%) -26.49K
Decreased by -2.50%
Jun 30, 24
18 NORGES BANK 1.01M (1.29%) 22.78K
Increased by +2.26%
Dec 31, 24
19 Boston Partners Global Investors, Inc 926.51K (1.18%) 66.22K
Increased by +7.15%
Dec 31, 24
20 FMR Inc 921.48K (1.18%) -120.33K
Decreased by -13.06%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.54M (3.24%) 3.60K
Increased by +0.14%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 2.23M (2.85%) 13.72K
Increased by +0.62%
Feb 28, 25
3 T. Rowe Price US Mid-Cap Growth Equity 2.04M (2.61%) 69.40K
Increased by +3.40%
Dec 31, 24
4 T. Rowe Price Mid-Cap Growth 2.04M (2.61%) 0.00
Increased by 0.00%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 1.74M (2.22%) 7.70K
Increased by +0.44%
Feb 28, 25
6 Eaton Vance Atlanta Capital SMID-Cap I 1.39M (1.77%) 138.57K
Increased by +9.99%
Jan 31, 25
7 Vanguard Windsor™ II Inv 1.03M (1.32%) 20.77K
Increased by +2.02%
Dec 31, 24
8 Fidelity 500 Index 1.01M (1.29%) 4.48K
Increased by +0.44%
Feb 28, 25
9 iShares Core S&P 500 ETF 980.16K (1.25%) 2.82K
Increased by +0.29%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 973.43K (1.24%) -5.08K
Decreased by -0.52%
Mar 31, 25
11 Columbia Dividend Value 968.46K (1.24%) -6.75K
Decreased by -0.70%
Dec 31, 24
12 Columbia Dividend Income Inst 966.22K (1.23%) -2.24K
Decreased by -0.23%
Feb 28, 25
13 SPDR® S&P 500 ETF Trust 964.95K (1.23%) 6.72K
Increased by +0.70%
May 30, 24
14 Fidelity® 500 Index 939.02K (1.20%) 5.97K
Increased by +0.64%
Nov 30, 23
15 Victory Sycamore Established Value R 920.00K (1.18%) 5.00K
Increased by +0.54%
Dec 31, 24
16 T. Rowe Price US Dividend Growth Eq Comp 911.13K (1.16%) 0.00
Increased by 0.00%
Dec 31, 24
17 T. Rowe Price US Dividend Growth Eq SMA 911.13K (1.16%) 911.13K
Increased by +100.00%
Dec 31, 23
18 Invesco S&P 500® Equal Weight ETF 803.09K (1.03%) 1.69K
Increased by +0.21%
Mar 31, 25
19 T. Rowe Price Dividend Growth 774.63K (0.99%) -136.50K
Decreased by -17.62%
Feb 28, 25
20 Vanguard Value Index Inv 693.27K (0.89%) 3.01K
Increased by +0.43%
Feb 28, 25