Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.02%
2 RSPM 3.88%
3 RTM 3.88%
4 YUMY 3.73%
5 ROKT 2.55%
6 AHOY 2.34%
7 XLB 2.03%
8 RYJ 1.80%
9 UPGD 1.80%
10 GSFP 1.71%
11 OCEN 1.63%
12 UYM 1.50%
13 SPVM 1.21%
14 FMAT 1.20%
15 JGRW 1.20%
16 VAW 1.16%
17 PVAL 1.04%
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 34.30M (12.20%) -423.70K
Decreased by -1.24%
Dec 31, 24
2 BlackRock Inc 23.80M (8.47%) 1.07M
Increased by +4.49%
Dec 31, 24
3 Parnassus Investments, LLC 21.06M (7.49%) 998.53K
Increased by +4.74%
Dec 31, 23
4 Parnassus Investments LLC 18.84M (6.70%) -1.20M
Decreased by -6.37%
Dec 31, 24
5 T. Rowe Price Investment Management,Inc. 14.91M (5.31%) -2.14M
Decreased by -14.36%
Dec 31, 24
6 State Street Corporation 13.64M (4.85%) 100.58K
Increased by +0.74%
Mar 31, 24
7 State Street Corp 12.95M (4.61%) -61.11K
Decreased by -0.47%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 9.57M (3.41%) -255.15K
Decreased by -2.67%
Dec 31, 24
9 Franklin Resources Inc 7.76M (2.76%) 803.73K
Increased by +10.36%
Dec 31, 24
10 Geode Capital Management, LLC 7.13M (2.54%) 12.56K
Increased by +0.18%
Dec 31, 24
11 Putnam Investments LLC 5.82M (2.07%) 1.65M
Increased by +28.30%
Dec 31, 23
12 Putnam Investments, LLC., a Franklin Templeton company 5.82M (2.07%) 1.65M
Increased by +28.30%
Dec 31, 23
13 JPMorgan Chase & Co 5.50M (1.96%) -3.29M
Decreased by -59.78%
Dec 31, 24
14 Boston Partners Global Investors, Inc 5.09M (1.81%) -501.00K
Decreased by -9.84%
Dec 31, 24
15 Sustainable Growth Advisers, LP 4.83M (1.72%) -213.92K
Decreased by -4.43%
Mar 31, 24
16 Amvescap Plc. 4.16M (1.48%) 840.36K
Increased by +20.20%
Dec 31, 24
17 FMR Inc 3.47M (1.23%) -948.08K
Decreased by -27.32%
Dec 31, 24
18 NORGES BANK 3.45M (1.23%) 18.50K
Increased by +0.54%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 3.06M (1.09%) 367.80K
Increased by +12.04%
Dec 31, 24
20 London Company of Virginia 3.05M (1.09%) 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 11.89M (4.23%) -222.93K
Decreased by -1.87%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 9.41M (3.35%) 34.14K
Increased by +0.36%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 8.28M (2.95%) 60.70K
Increased by +0.73%
Feb 28, 25
4 T. Rowe Price US Mid-Cap Growth Equity 7.23M (2.57%) -1.07M
Decreased by -14.87%
Dec 31, 24
5 T. Rowe Price Mid-Cap Growth 7.00M (2.49%) -228.70K
Decreased by -3.27%
Jan 31, 25
6 Vanguard Mid Cap Index Institutional 6.45M (2.29%) 28.50K
Increased by +0.44%
Feb 28, 25
7 US Small-Cap Growth II Equity Comp 4.33M (1.54%) 4.33M
Increased by +100.00%
Jun 30, 23
8 Fidelity 500 Index 3.72M (1.32%) 16.42K
Increased by +0.44%
Jan 31, 25
9 SPDR® S&P 500 ETF Trust 3.71M (1.32%) 8.41K
Increased by +0.23%
Apr 30, 24
10 JHancock Disciplined Value Mid Cap I 3.69M (1.31%) 0.00
Increased by 0.00%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 3.69M (1.31%) -27.30K
Decreased by -0.74%
Feb 28, 25
12 Fidelity® 500 Index 3.67M (1.31%) 23.36K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 3.51M (1.25%) -176.00
Decreased by -0.01%
Feb 28, 25
14 Putnam Large Cap Value A 3.05M (1.09%) 0.00
Increased by 0.00%
Feb 28, 25
15 Putnam US Large Cap Value Equity 2.99M (1.06%) 135.13K
Increased by +4.53%
Dec 31, 24
16 Parnassus Mid-Cap 2.87M (1.02%) -62.99K
Decreased by -2.20%
Dec 31, 23
17 Touchstone Mid Cap Y 2.86M (1.02%) 1.09M
Increased by +38.06%
Dec 31, 24
18 Invesco S&P 500® Equal Weight ETF 2.66M (0.95%) 3.01K
Increased by +0.11%
Feb 28, 25
19 Vanguard Value Index Inv 2.57M (0.92%) 11.09K
Increased by +0.43%
Feb 28, 25
20 Bridge Builder Large Cap Growth 2.52M (0.90%) -713.33K
Decreased by -28.34%
Apr 30, 24