Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWB 1000.00%
2 JKE 1000.00%
3 GFGF 5.08%
4 BCUS 4.10%
5 MDCP 4.04%
6 STNC 4.02%
7 UTRN 3.99%
8 NEWZ 3.68%
9 PFI 3.08%
10 PXMG 2.75%
11 DVOL 2.68%
12 KIE 2.07%
13 CZA 2.04%
14 BMVP 2.02%
15 RUNN 1.97%
16 RYF 1.46%
17 FXO 1.37%
18 RISN 1.11%
19 RNMC 1.08%
20 FFTY 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.36M (11.95%) 203.10K
Increased by +0.72%
Mar 31, 24
2 BlackRock Inc 16.60M (7.00%) 251.31K
Increased by +1.51%
Mar 31, 24
3 Select Equity Group LP 13.61M (5.73%) -704.09K
Decreased by -5.17%
Mar 31, 24
4 Principal Financial Group Inc 12.72M (5.36%) 392.25K
Increased by +3.08%
Mar 31, 24
5 State Street Corporation 10.83M (4.56%) 85.84K
Increased by +0.79%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 8.87M (3.74%) -133.99K
Decreased by -1.51%
Mar 31, 24
7 Geode Capital Management, LLC 5.79M (2.44%) 238.92K
Increased by +4.13%
Mar 31, 24
8 Allspring Global Investments Holdings, LLC 4.57M (1.93%) -663.85K
Decreased by -14.52%
Mar 31, 24
9 Goldman Sachs Group Inc 3.52M (1.48%) -3.68M
Decreased by -104.46%
Mar 31, 24
10 Wells Fargo & Co 3.34M (1.41%) 54.15K
Increased by +1.62%
Mar 31, 24
11 Arnhold & S. Bleichroeder Advisers, LLC 3.11M (1.31%) -999.06K
Decreased by -32.13%
Mar 31, 24
12 NORGES BANK 3.06M (1.29%) 571.18K
Increased by +18.66%
Dec 31, 23
13 Apg All Pensions Group 3.02M (1.27%) 6.11K
Increased by +0.20%
Mar 31, 24
14 Manufacturers Life Insurance Co 2.80M (1.18%) 801.29K
Increased by +28.60%
Mar 31, 24
15 Amvescap Plc. 2.70M (1.14%) 654.67K
Increased by +24.25%
Mar 31, 24
16 First Trust Advisors L.P. 2.64M (1.11%) -253.52K
Decreased by -9.59%
Sep 30, 23
17 Clarkston Capital Partners, LLC 2.62M (1.10%) 1.40K
Increased by +0.05%
Mar 31, 24
18 Fenimore Asset Management Inc 2.41M (1.01%) -10.21K
Decreased by -0.42%
Mar 31, 24
19 ProShare Advisors LLC 2.25M (0.95%) -71.32K
Decreased by -3.17%
Mar 31, 24
20 Royal Bank of Canada 2.23M (0.94%) 266.41K
Increased by +11.95%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 9.44M (3.98%) 131.63K
Increased by +1.39%
Jun 30, 24
2 Principal MidCap R5 9.44M (3.98%) 8.04K
Increased by +0.09%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 7.21M (3.04%) 4.43K
Increased by +0.06%
Jun 30, 24
4 Vanguard Institutional 500 Index Trust 6.09M (2.56%) 22.06K
Increased by +0.36%
Jun 30, 24
5 Eaton Vance Atlanta Capital SMID-Cap I 4.62M (1.95%) 0.00
Increased by 0.00%
May 31, 24
6 Allspring Mid Value SMA 3.21M (1.35%) 3.21M
Increased by +99.99%
Jun 30, 24
7 Allspring Special Mid Cap Value Inst 3.21M (1.35%) -31.10K
Decreased by -0.97%
Jun 30, 24
8 Allspring Special US Mid Cap Value Eq 3.21M (1.35%) -614.60K
Decreased by -19.15%
Jun 30, 24
9 Fidelity 500 Index 2.88M (1.21%) 14.59K
Increased by +0.51%
May 31, 24
10 Vanguard Small Cap Index 2.87M (1.21%) -49.27K
Decreased by -1.72%
Jun 30, 24
11 SPDR® S&P 500 ETF Trust 2.85M (1.20%) -22.12K
Decreased by -0.78%
Mar 31, 24
12 SPDR® S&P 500® ETF Trust 2.81M (1.18%) 26.46K
Increased by +0.94%
Jun 30, 24
13 Fidelity® 500 Index 2.73M (1.15%) 21.72K
Increased by +0.80%
Oct 31, 23
14 iShares Core S&P 500 ETF 2.53M (1.06%) 12.83K
Increased by +0.51%
Jun 28, 24
15 Vanguard Mid Cap Index Institutional 2.44M (1.03%) -38.82K
Decreased by -1.59%
Jun 30, 24
16 First Eagle Global A 2.29M (0.96%) 0.00
Increased by 0.00%
Jun 30, 24
17 ProShares S&P 500 Dividend Aristocrats 2.13M (0.90%) -1.79K
Decreased by -0.08%
Jun 28, 24
18 Clarkston Capital SMID Composite 1.98M (0.84%) -521.82K
Decreased by -26.31%
Dec 31, 23
19 SKAGEN Global A 1.98M (0.83%) 0.00
Increased by 0.00%
Jun 30, 24
20 Vanguard Small Cap Value Index Inv 1.93M (0.81%) -22.62K
Decreased by -1.17%
Jun 30, 24