Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.02%
2 RSPM 3.89%
3 RTM 3.89%
4 YUMY 3.73%
5 ROKT 2.40%
6 AHOY 2.34%
7 XLB 2.04%
8 RYJ 1.80%
9 UPGD 1.80%
10 GSFP 1.79%
11 OCEN 1.55%
12 UYM 1.43%
13 FMAT 1.22%
14 SPVM 1.21%
15 JGRW 1.20%
16 VAW 1.19%
17 PLDR 1.18%
18 PVAL 1.05%
19 JAVA 1.04%
20 AIEQ 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.30M (12.44%) -423.70K
Decreased by -1.24%
Dec 31, 24
2 BlackRock Inc 23.80M (8.64%) 1.07M
Increased by +4.49%
Dec 31, 24
3 Parnassus Investments, LLC 21.06M (7.64%) 998.53K
Increased by +4.74%
Dec 31, 23
4 Parnassus Investments LLC 18.84M (6.83%) -1.20M
Decreased by -6.37%
Dec 31, 24
5 T. Rowe Price Investment Management,Inc. 14.91M (5.41%) -2.14M
Decreased by -14.36%
Dec 31, 24
6 State Street Corporation 13.64M (4.95%) 100.58K
Increased by +0.74%
Mar 31, 24
7 State Street Corp 12.95M (4.70%) -61.11K
Decreased by -0.47%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 9.57M (3.47%) -255.15K
Decreased by -2.67%
Dec 31, 24
9 Franklin Resources Inc 7.76M (2.81%) 803.73K
Increased by +10.36%
Dec 31, 24
10 Geode Capital Management, LLC 7.13M (2.59%) 12.56K
Increased by +0.18%
Dec 31, 24
11 Putnam Investments LLC 5.82M (2.11%) 1.65M
Increased by +28.30%
Dec 31, 23
12 Putnam Investments, LLC., a Franklin Templeton company 5.82M (2.11%) 1.65M
Increased by +28.30%
Dec 31, 23
13 JPMorgan Chase & Co 5.50M (1.99%) -3.29M
Decreased by -59.78%
Dec 31, 24
14 Boston Partners Global Investors, Inc 5.09M (1.85%) -501.00K
Decreased by -9.84%
Dec 31, 24
15 Sustainable Growth Advisers, LP 4.83M (1.75%) -213.92K
Decreased by -4.43%
Mar 31, 24
16 Amvescap Plc. 4.16M (1.51%) 840.36K
Increased by +20.20%
Dec 31, 24
17 FMR Inc 3.47M (1.26%) -948.08K
Decreased by -27.32%
Dec 31, 24
18 NORGES BANK 3.45M (1.25%) 18.50K
Increased by +0.54%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 3.06M (1.11%) 367.80K
Increased by +12.04%
Dec 31, 24
20 London Company of Virginia 3.05M (1.11%) 1.16M
Increased by +37.93%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Parnassus Core Equity Investor 10.46M (3.79%) -1.44M
Decreased by -13.77%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 9.63M (3.49%) -185.72K
Decreased by -1.93%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 8.93M (3.24%) -475.36K
Decreased by -5.32%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 8.29M (3.01%) 9.66K
Increased by +0.12%
Mar 31, 25
5 T. Rowe Price Mid-Cap Growth 6.49M (2.36%) -8.00K
Decreased by -0.12%
Mar 31, 25
6 T. Rowe Price US Mid-Cap Growth Equity 6.49M (2.36%) -733.80K
Decreased by -11.30%
Mar 31, 25
7 Vanguard Mid Cap Index Institutional 6.09M (2.21%) -355.52K
Decreased by -5.84%
Mar 31, 25
8 US Small-Cap Growth II Equity Comp 4.33M (1.57%) 4.33M
Increased by +100.00%
Jun 30, 23
9 Fidelity 500 Index 3.74M (1.36%) 6.47K
Increased by +0.17%
Mar 31, 25
10 SPDR® S&P 500 ETF 3.71M (1.35%) -54.25K
Decreased by -1.46%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 3.71M (1.35%) 8.41K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 3.67M (1.33%) 23.36K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500® ETF 3.62M (1.31%) 2.98K
Increased by +0.08%
Apr 30, 25
14 SPDR® S&P 500® ETF Trust 3.62M (1.31%) -18.90K
Decreased by -0.52%
Mar 31, 25
15 iShares Core S&P 500 ETF 3.54M (1.28%) -3.52K
Decreased by -0.10%
Apr 29, 25
16 Putnam Large Cap Value A 3.12M (1.13%) 69.89K
Increased by +2.24%
Mar 31, 25
17 Putnam US Large Cap Value Equity 3.12M (1.13%) 137.90K
Increased by +4.42%
Mar 31, 25
18 Parnassus Mid-Cap 2.87M (1.04%) -62.99K
Decreased by -2.20%
Dec 31, 23
19 JHancock Disciplined Value Mid Cap I 2.84M (1.03%) -853.27K
Decreased by -30.05%
Feb 28, 25
20 Invesco S&P 500® Equal Weight ETF 2.74M (0.99%) -8.91K
Decreased by -0.33%
Apr 30, 25