Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.02%
2 YUMY 3.73%
3 RTM 3.22%
4 RSPM 3.22%
5 AHOY 2.34%
6 GSFP 2.10%
7 XLB 2.09%
8 ROKT 1.92%
9 UPGD 1.81%
10 RYJ 1.81%
11 OCEN 1.74%
12 UYM 1.42%
13 FMAT 1.31%
14 VAW 1.29%
15 JGRW 1.28%
16 PVAL 1.21%
17 PLDR 1.14%
18 AIEQ 0.98%
19 SROI 0.95%
20 TPHD 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.72M (11.72%) -586.38K
Decreased by -1.69%
Sep 30, 24
2 BlackRock Inc 22.21M (7.50%) -267.68K
Decreased by -1.21%
Jun 30, 24
3 Parnassus Investments, LLC 21.06M (7.11%) 998.53K
Increased by +4.74%
Dec 31, 23
4 Parnassus Investments LLC 20.04M (6.76%) -641.40K
Decreased by -3.20%
Sep 30, 24
5 Morgan Stanley - Brokerage Accounts 19.42M (6.55%) -1.00M
Decreased by -5.16%
Jun 30, 24
6 T. Rowe Price Investment Management,Inc. 17.06M (5.76%) -504.81K
Decreased by -2.96%
Sep 30, 24
7 State Street Corporation 13.64M (4.60%) 100.58K
Increased by +0.74%
Mar 31, 24
8 State Street Corp 13.10M (4.42%) -536.48K
Decreased by -4.10%
Jun 30, 24
9 Franklin Resources Inc 7.93M (2.67%) 1.28M
Increased by +16.15%
Sep 30, 24
10 Geode Capital Management, LLC 7.12M (2.40%) -85.31K
Decreased by -1.20%
Sep 30, 24
11 T. Rowe Price Associates, Inc. 6.36M (2.15%) -1.95M
Decreased by -30.62%
Jun 30, 24
12 Putnam Investments LLC 5.82M (1.96%) 1.65M
Increased by +28.30%
Dec 31, 23
13 Putnam Investments, LLC., a Franklin Templeton company 5.82M (1.96%) 1.65M
Increased by +28.30%
Dec 31, 23
14 Boston Partners Global Investors, Inc 5.59M (1.89%) 1.08M
Increased by +19.29%
Sep 30, 24
15 Sustainable Growth Advisers, LP 4.83M (1.63%) -213.92K
Decreased by -4.43%
Mar 31, 24
16 JPMorgan Chase & Co 4.83M (1.63%) 195.94K
Increased by +4.06%
Jun 30, 24
17 FMR Inc 4.42M (1.49%) 588.28K
Increased by +13.31%
Sep 30, 24
18 NORGES BANK 3.43M (1.16%) 502.62K
Increased by +14.65%
Jun 30, 24
19 Thrivent Financial For Lutherans 2.98M (1.01%) 313.00K
Increased by +10.49%
Mar 31, 24
20 Amvescap Plc. 2.94M (0.99%) 483.67K
Increased by +16.43%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Parnassus Core Equity Investor 13.27M (4.48%) -271.82K
Decreased by -2.05%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 9.59M (3.24%) -36.32K
Decreased by -0.38%
Oct 31, 24
3 T. Rowe Price Mid-Cap Growth 8.30M (2.80%) -232.90K
Decreased by -2.81%
Sep 30, 24
4 T. Rowe Price US Mid-Cap Growth Equity 8.30M (2.80%) -238.40K
Decreased by -2.87%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 8.04M (2.72%) 92.57K
Increased by +1.15%
Oct 31, 24
6 Vanguard Mid Cap Index Institutional 6.44M (2.17%) 11.60K
Increased by +0.18%
Oct 31, 24
7 US Small-Cap Growth II Equity Comp 4.33M (1.46%) 4.33M
Increased by +100.00%
Jun 30, 23
8 JHancock Disciplined Value Mid Cap I 4.12M (1.39%) 0.00
Increased by 0.00%
Sep 30, 24
9 Fidelity 500 Index 3.73M (1.26%) -92.07K
Decreased by -2.47%
Sep 30, 24
10 SPDR® S&P 500 ETF Trust 3.71M (1.25%) 8.41K
Increased by +0.23%
Apr 30, 24
11 SPDR® S&P 500® ETF Trust 3.70M (1.25%) 19.33K
Increased by +0.52%
Oct 31, 24
12 Fidelity® 500 Index 3.67M (1.24%) 23.36K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 3.38M (1.14%) 5.19K
Increased by +0.15%
Oct 31, 24
14 Parnassus Mid-Cap 2.87M (0.97%) -62.99K
Decreased by -2.20%
Dec 31, 23
15 Putnam Large Cap Value A 2.85M (0.96%) 62.09K
Increased by +2.18%
Sep 30, 24
16 Putnam US Large Cap Value Equity 2.85M (0.96%) 169.24K
Increased by +5.94%
Sep 30, 24
17 Vanguard Value Index Inv 2.58M (0.87%) 6.58K
Increased by +0.26%
Oct 31, 24
18 Bridge Builder Large Cap Growth 2.52M (0.85%) -713.33K
Decreased by -28.34%
Apr 30, 24
19 AMOne Global ESG Hi Quality Gr Eq MF 2.42M (0.82%) -111.20K
Decreased by -4.60%
Jul 14, 23
20 Parnassus Value Equity Fund Composite 2.31M (0.78%) 0.00
Increased by 0.00%
Oct 31, 24