Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.31%
2 GFGF 5.00%
3 MDCP 4.49%
4 STNC 4.02%
5 UTRN 3.99%
6 OCFS 3.93%
7 KMID 3.75%
8 NEWZ 3.39%
9 BCUS 3.14%
10 DVOL 2.90%
11 PXMG 2.75%
12 PFI 2.59%
13 CGMM 2.54%
14 FTCS 2.07%
15 KIE 2.03%
16 CZA 2.01%
17 FTGS 1.97%
18 BMVP 1.90%
19 RUNN 1.86%
20 RYF 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.60M (11.99%) -91.38K
Decreased by -0.32%
Sep 30, 24
2 BlackRock Inc 17.92M (7.51%) 1.25M
Increased by +6.98%
Sep 30, 24
3 Principal Financial Group Inc 12.81M (5.37%) 2.87K
Increased by +0.02%
Sep 30, 24
4 State Street Corp 10.87M (4.55%) 3.84K
Increased by +0.04%
Sep 30, 24
5 State Street Corporation 10.83M (4.54%) 85.84K
Increased by +0.79%
Mar 31, 24
6 Select Equity Group LP 9.57M (4.01%) -3.56M
Decreased by -37.19%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 8.46M (3.54%) -9.31M
Decreased by -110.04%
Sep 30, 24
8 Geode Capital Management, LLC 5.98M (2.51%) -7.55K
Decreased by -0.13%
Sep 30, 24
9 Goldman Sachs Group Inc 4.15M (1.74%) 127.05K
Increased by +3.06%
Sep 30, 24
10 Allspring Global Investments Holdings, LLC 3.92M (1.64%) 28.18K
Increased by +0.72%
Sep 30, 24
11 Capital World Investors 3.63M (1.52%) 2.20M
Increased by +60.71%
Sep 30, 24
12 Amvescap Plc. 3.42M (1.43%) 833.34K
Increased by +24.40%
Sep 30, 24
13 NORGES BANK 3.35M (1.40%) 284.49K
Increased by +8.50%
Jun 30, 24
14 Wells Fargo & Co 3.28M (1.37%) -42.09K
Decreased by -1.29%
Sep 30, 24
15 Arnhold & S. Bleichroeder Advisers, LLC 3.10M (1.30%) 2.40K
Increased by +0.08%
Sep 30, 24
16 Apg All Pensions Group 2.91M (1.22%) -110.11K
Decreased by -3.78%
Jun 30, 24
17 Royal Bank of Canada 2.83M (1.18%) 368.22K
Increased by +13.03%
Sep 30, 24
18 First Trust Advisors L.P. 2.64M (1.11%) -253.52K
Decreased by -9.59%
Sep 30, 23
19 Clarkston Capital Partners, LLC 2.62M (1.10%) 1.40K
Increased by +0.05%
Mar 31, 24
20 Barclays PLC 2.47M (1.03%) 371.98K
Increased by +15.08%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 9.61M (4.03%) 67.17K
Increased by +0.70%
Dec 31, 24
2 Principal MidCap R5 9.61M (4.03%) 114.90K
Increased by +1.20%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 7.64M (3.20%) 464.44K
Increased by +6.08%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 6.43M (2.69%) 61.79K
Increased by +0.96%
Dec 31, 24
5 Vanguard Mid Cap Index Institutional 5.23M (2.19%) 359.39K
Increased by +6.88%
Dec 31, 24
6 Eaton Vance Atlanta Capital SMID-Cap I 4.01M (1.68%) -65.77K
Decreased by -1.64%
Nov 30, 24
7 Allspring Mid Value SMA 3.24M (1.36%) 3.24M
Increased by +99.99%
Dec 31, 24
8 Allspring Special Mid Cap Value Inst 3.24M (1.36%) 0.00
Increased by 0.00%
Dec 31, 24
9 Allspring Special US Mid Cap Value Eq 3.24M (1.36%) 0.00
Increased by 0.00%
Dec 31, 24
10 SPDR® S&P 500® ETF Trust 2.98M (1.25%) 34.58K
Increased by +1.16%
Dec 31, 24
11 Fidelity 500 Index 2.93M (1.23%) 19.88K
Increased by +0.68%
Nov 30, 24
12 Vanguard Small Cap Index 2.89M (1.21%) 6.88K
Increased by +0.24%
Aug 31, 24
13 SPDR® S&P 500 ETF Trust 2.85M (1.19%) -22.12K
Decreased by -0.78%
Mar 31, 24
14 iShares Core S&P 500 ETF 2.78M (1.17%) 1.96K
Increased by +0.07%
Dec 31, 24
15 Fidelity® 500 Index 2.73M (1.14%) 21.72K
Increased by +0.80%
Oct 31, 23
16 Vanguard Growth Index Investor 2.67M (1.12%) -37.13K
Decreased by -1.39%
Dec 31, 24
17 Clarkston Capital SMID Composite 1.98M (0.83%) -521.82K
Decreased by -26.31%
Dec 31, 23
18 SKAGEN Global A 1.98M (0.83%) 0.00
Increased by 0.00%
Jun 30, 24
19 Vanguard Small Cap Value Index Inv 1.94M (0.81%) -168.00
Decreased by -0.01%
Aug 31, 24
20 Vanguard Mid-Cap Growth ETF 1.80M (0.75%) 180.83K
Increased by +10.04%
Dec 31, 24