Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.02%
2 YUMY 3.73%
3 RTM 3.21%
4 RSPM 3.21%
5 AHOY 2.34%
6 ROKT 2.24%
7 GSFP 1.72%
8 RYJ 1.66%
9 UPGD 1.65%
10 OCEN 1.48%
11 XLB 1.46%
12 VAW 1.24%
13 JGRW 1.20%
14 SPVM 1.12%
15 PVAL 1.10%
16 FMAT 1.10%
17 UYM 1.06%
18 AIEQ 0.98%
19 TPHD 0.94%
20 TPHE 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.72M (11.82%) -586.38K
Decreased by -1.69%
Sep 30, 24
2 BlackRock Inc 22.73M (7.74%) 520.70K
Increased by +2.29%
Sep 30, 24
3 Parnassus Investments, LLC 21.06M (7.17%) 998.53K
Increased by +4.74%
Dec 31, 23
4 Parnassus Investments LLC 20.04M (6.82%) -641.40K
Decreased by -3.20%
Sep 30, 24
5 T. Rowe Price Investment Management,Inc. 17.06M (5.81%) -504.81K
Decreased by -2.96%
Sep 30, 24
6 State Street Corporation 13.64M (4.64%) 100.58K
Increased by +0.74%
Mar 31, 24
7 State Street Corp 13.01M (4.43%) -89.48K
Decreased by -0.69%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 9.83M (3.35%) -9.59M
Decreased by -97.59%
Sep 30, 24
9 JPMorgan Chase & Co 8.79M (2.99%) -869.57K
Decreased by -9.90%
Sep 30, 24
10 Geode Capital Management, LLC 7.12M (2.42%) -85.31K
Decreased by -1.20%
Sep 30, 24
11 Franklin Resources Inc 6.95M (2.37%) 309.59K
Increased by +4.45%
Sep 30, 24
12 T. Rowe Price Associates, Inc. 6.47M (2.20%) 109.84K
Increased by +1.70%
Sep 30, 24
13 Putnam Investments LLC 5.82M (1.98%) 1.65M
Increased by +28.30%
Dec 31, 23
14 Putnam Investments, LLC., a Franklin Templeton company 5.82M (1.98%) 1.65M
Increased by +28.30%
Dec 31, 23
15 Boston Partners Global Investors, Inc 5.59M (1.90%) 1.08M
Increased by +19.29%
Sep 30, 24
16 Sustainable Growth Advisers, LP 4.83M (1.64%) -213.92K
Decreased by -4.43%
Mar 31, 24
17 FMR Inc 4.42M (1.50%) 588.28K
Increased by +13.31%
Sep 30, 24
18 NORGES BANK 3.43M (1.17%) 502.62K
Increased by +14.65%
Jun 30, 24
19 Amvescap Plc. 3.32M (1.13%) 375.29K
Increased by +11.31%
Sep 30, 24
20 Legal & General Group PLC 3.00M (1.02%) 117.95K
Increased by +3.94%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Parnassus Core Equity Investor 12.38M (4.21%) -765.79K
Decreased by -6.19%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 9.35M (3.18%) -191.72K
Decreased by -2.05%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 8.08M (2.75%) -82.58K
Decreased by -1.02%
Dec 31, 24
4 T. Rowe Price Mid-Cap Growth 7.23M (2.46%) 0.00
Increased by 0.00%
Dec 31, 24
5 T. Rowe Price US Mid-Cap Growth Equity 7.23M (2.46%) -1.07M
Decreased by -14.87%
Dec 31, 24
6 Vanguard Mid Cap Index Institutional 6.42M (2.18%) -58.30K
Decreased by -0.91%
Dec 31, 24
7 JHancock Disciplined Value Mid Cap I 4.43M (1.51%) 75.05K
Increased by +1.69%
Nov 30, 24
8 US Small-Cap Growth II Equity Comp 4.33M (1.47%) 4.33M
Increased by +100.00%
Jun 30, 23
9 SPDR® S&P 500 ETF Trust 3.71M (1.26%) 8.41K
Increased by +0.23%
Apr 30, 24
10 Fidelity 500 Index 3.70M (1.26%) -46.57K
Decreased by -1.26%
Dec 31, 24
11 SPDR® S&P 500® ETF Trust 3.68M (1.25%) -175.00
Decreased by -0.00%
Jan 30, 25
12 Fidelity® 500 Index 3.67M (1.25%) 23.36K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 3.48M (1.19%) -5.98K
Decreased by -0.17%
Jan 29, 25
14 Putnam Large Cap Value A 2.99M (1.02%) 63.72K
Increased by +2.13%
Dec 31, 24
15 Putnam US Large Cap Value Equity 2.99M (1.02%) 135.13K
Increased by +4.53%
Dec 31, 24
16 Parnassus Mid-Cap 2.87M (0.98%) -62.99K
Decreased by -2.20%
Dec 31, 23
17 Touchstone Mid Cap Y 2.86M (0.97%) 1.09M
Increased by +38.06%
Dec 31, 24
18 Invesco S&P 500® Equal Weight ETF 2.62M (0.89%) -1.34K
Decreased by -0.05%
Jan 30, 25
19 Vanguard Value Index Inv 2.55M (0.87%) -48.83K
Decreased by -1.92%
Dec 31, 24
20 Bridge Builder Large Cap Growth 2.52M (0.86%) -713.33K
Decreased by -28.34%
Apr 30, 24