Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMIG 4.76%
2 BEEZ 4.28%
3 CWS 4.26%
4 WBIE 4.12%
5 UTRN 4.09%
6 JGRW 3.83%
7 NEWZ 3.36%
8 KMID 3.34%
9 FINQ 3.16%
10 CCOR 2.79%
11 BOUT 2.44%
12 DEF 1.99%
13 RUNN 1.84%
14 PWC 1.73%
15 JMID 1.72%
16 TMFX 1.65%
17 RSPN 1.38%
18 RGI 1.38%
19 SMCO 1.38%
20 WBIF 1.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.29M (12.28%) 74.67K
Increased by +0.52%
Dec 31, 24
2 BlackRock Inc 10.53M (9.05%) 270.17K
Increased by +2.57%
Dec 31, 24
3 State Street Corp 5.53M (4.75%) 351.75K
Increased by +6.36%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 5.16M (4.43%) -193.99K
Decreased by -3.76%
Dec 31, 24
5 State Street Corporation 4.88M (4.20%) 69.42K
Increased by +1.42%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 3.56M (3.06%) 1.19M
Increased by +33.33%
Dec 31, 24
7 HHG PLC 3.18M (2.73%) -55.94K
Decreased by -1.76%
Dec 31, 24
8 Geode Capital Management, LLC 3.04M (2.61%) 37.14K
Increased by +1.22%
Dec 31, 24
9 Baillie Gifford & Co Limited. 2.80M (2.41%) -166.81K
Decreased by -5.95%
Dec 31, 23
10 T. Rowe Price Investment Management,Inc. 2.50M (2.14%) -167.69K
Decreased by -6.72%
Dec 31, 24
11 Capital Research & Mgmt Co - Division 3 1.93M (1.66%) -821.20K
Decreased by -42.54%
Dec 31, 24
12 Apg All Pensions Group 1.67M (1.44%) -1.09M
Decreased by -65.30%
Dec 31, 24
13 Mitsubishi UFJ Asset Management Co.,Ltd 1.65M (1.42%) 43.53K
Increased by +2.64%
Dec 31, 24
14 Barclays PLC 1.65M (1.42%) 40.51K
Increased by +2.46%
Dec 31, 24
15 Jensen Investment Management 1.62M (1.39%) -21.04K
Decreased by -1.30%
Dec 31, 24
16 Stifel Financial Corp 1.62M (1.39%) 20.72K
Increased by +1.28%
Dec 31, 24
17 Northern Trust Corp 1.60M (1.38%) 314.32K
Increased by +19.59%
Dec 31, 24
18 Amvescap Plc. 1.46M (1.26%) 55.08K
Increased by +3.77%
Dec 31, 24
19 Wells Fargo & Co 1.20M (1.03%) -12.49K
Decreased by -1.04%
Dec 31, 24
20 Bahl & Gaynor Inc. 1.13M (0.97%) 29.48K
Increased by +2.61%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.68M (3.16%) 11.65K
Increased by +0.32%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 3.24M (2.79%) 22.05K
Increased by +0.68%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 2.52M (2.17%) 10.71K
Increased by +0.42%
Feb 28, 25
4 Janus Henderson Enterprise D 1.78M (1.53%) 0.00
Increased by 0.00%
Jan 31, 25
5 Janus Inst Mid Cap Growth CF 1.78M (1.53%) 0.00
Increased by 0.00%
Dec 31, 24
6 MS INVF Global Brands A USD 1.54M (1.32%) -30.23K
Decreased by -1.96%
Jun 30, 24
7 Fidelity 500 Index 1.46M (1.25%) 6.43K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 1.45M (1.24%) -10.76K
Decreased by -0.74%
Feb 28, 25
9 SPDR® S&P 500 ETF Trust 1.39M (1.20%) 3.15K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 1.38M (1.18%) 8.76K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 1.37M (1.18%) -69.00
Decreased by -0.01%
Feb 28, 25
12 MS INVF Global Brands A 1.37M (1.18%) -19.29K
Decreased by -1.41%
Dec 31, 24
13 Morgan Stanley Glbl Franchise 1.37M (1.18%) -99.63K
Decreased by -7.26%
Dec 31, 24
14 T. Rowe Price US Dividend Growth Eq SMA 1.35M (1.16%) 1.35M
Increased by +99.99%
Dec 31, 23
15 Vanguard Growth Index Investor 1.29M (1.11%) 1.15K
Increased by +0.09%
Feb 28, 25
16 T. Rowe Price US Dividend Growth Eq Comp 1.23M (1.05%) 0.00
Increased by 0.00%
Dec 31, 24
17 Jensen Quality Growth J 1.22M (1.05%) -9.00K
Decreased by -0.74%
Feb 28, 25
18 T. Rowe Price Dividend Growth 1.21M (1.04%) -20.90K
Decreased by -1.73%
Jan 31, 25
19 T. Rowe Price US Mid-Cap Growth Equity 1.20M (1.03%) -88.40K
Decreased by -7.37%
Dec 31, 24
20 T. Rowe Price Mid-Cap Growth 1.20M (1.03%) -600.00
Decreased by -0.05%
Jan 31, 25