Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ETEC 6.35%
2 UTRN 4.03%
3 PSCD 3.86%
4 RNEW 3.49%
5 EVAV 3.28%
6 HCOW 1.85%
7 RSPD 1.84%
8 COWS 1.83%
9 RCD 1.83%
10 SMRI 1.79%
11 FTXR 1.76%
12 HAIL 1.58%
13 SPVM 1.46%
14 MGMT 1.35%
15 DEMZ 1.35%
16 RPV 1.29%
17 FXD 1.12%
18 RWJ 1.07%
19 UBCB 1.05%
20 RZV 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.64M (11.84%) -644.27K
Decreased by -2.51%
Dec 31, 24
2 BlackRock Inc 17.55M (8.10%) 1.69M
Increased by +9.60%
Dec 31, 24
3 Victory Capital Management Inc. 12.19M (5.63%) -64.38K
Decreased by -0.53%
Dec 31, 24
4 Harris Associates L.P. 11.74M (5.42%) -101.60K
Decreased by -0.87%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 11.28M (5.21%) 753.34K
Increased by +6.68%
Dec 31, 24
6 State Street Corporation 9.79M (4.52%) -856.47K
Decreased by -8.75%
Mar 31, 24
7 State Street Corp 8.33M (3.85%) 26.27K
Increased by +0.32%
Dec 31, 24
8 Amvescap Plc. 6.80M (3.14%) 628.93K
Increased by +9.26%
Dec 31, 24
9 AllianceBernstein L.P. 5.98M (2.76%) 381.50K
Increased by +6.38%
Dec 31, 24
10 Diamond Hill Capital Management Inc 5.81M (2.68%) 350.83K
Increased by +6.03%
Dec 31, 23
11 Macquarie Group Ltd 5.81M (2.68%) 344.56K
Increased by +5.93%
Sep 30, 23
12 Geode Capital Management, LLC 5.43M (2.51%) -956.27K
Decreased by -17.62%
Dec 31, 24
13 Boston Partners Global Investors, Inc 5.27M (2.43%) 1.95M
Increased by +37.05%
Sep 30, 23
14 Pacer Advisors, INC. 5.25M (2.43%) 606.29K
Increased by +11.54%
Dec 31, 24
15 Balyasny Asset Management LLC 4.76M (2.20%) 3.67M
Increased by +77.09%
Jun 30, 24
16 LSV Asset Management 4.31M (1.99%) 792.10K
Increased by +18.39%
Dec 31, 24
17 Citadel Advisors Llc 4.24M (1.96%) 1.80M
Increased by +42.39%
Jun 30, 24
18 Turtle Creek Asset Management Inc. 4.08M (1.88%) 267.25K
Increased by +6.55%
Dec 31, 24
19 Earnest Partners LLC 3.93M (1.81%) 27.96K
Increased by +0.71%
Dec 31, 24
20 Bank of America Corp 3.88M (1.79%) -733.17K
Decreased by -18.90%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Established Value R 8.86M (4.09%) -40.00K
Decreased by -0.45%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 6.88M (3.18%) 9.84K
Increased by +0.14%
Feb 28, 25
3 Oakmark Investor 6.62M (3.06%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 6.07M (2.80%) 53.40K
Increased by +0.88%
Feb 28, 25
5 Vanguard Small Cap Index 5.58M (2.58%) 4.58K
Increased by +0.08%
Feb 28, 25
6 Pacer US Cash Cows 100 ETF 5.22M (2.41%) 7.71K
Increased by +0.15%
Feb 28, 25
7 Invesco S&P 500® Equal Weight ETF 4.35M (2.01%) 4.89K
Increased by +0.11%
Feb 28, 25
8 Diamond Hill Large Cap Equity 4.24M (1.96%) -149.07K
Decreased by -3.51%
Jan 31, 24
9 Vanguard Small Cap Value Index Inv 3.68M (1.70%) -13.67K
Decreased by -0.37%
Feb 28, 25
10 Delaware Ivy Mid Cap Growth A 3.20M (1.48%) 0.00
Increased by 0.00%
Sep 30, 23
11 DFA US Small Cap Value I 2.90M (1.34%) 49.73K
Increased by +1.71%
Jan 31, 25
12 SPDR® S&P 500 ETF Trust 2.78M (1.28%) 6.12K
Increased by +0.22%
Apr 30, 24
13 Fidelity® 500 Index 2.74M (1.26%) 17.43K
Increased by +0.64%
Nov 30, 23
14 Fidelity 500 Index 2.73M (1.26%) 12.05K
Increased by +0.44%
Jan 31, 25
15 SPDR® S&P 500® ETF Trust 2.70M (1.25%) -20.12K
Decreased by -0.74%
Feb 28, 25
16 Vanguard Mid Cap Index Institutional 2.67M (1.23%) -2.62K
Decreased by -0.10%
Nov 30, 23
17 iShares Core S&P 500 ETF 2.57M (1.18%) -129.00
Decreased by -0.01%
Feb 28, 25
18 Diamond Hill Large Cap Inv 2.52M (1.16%) 0.00
Increased by 0.00%
Jan 31, 24
19 Harris Assoc. Oakmark Eq & Inc CIT 2.20M (1.02%) 0.00
Increased by 0.00%
Dec 31, 24
20 Oakmark Equity And Income Investor 2.20M (1.02%) 0.00
Increased by 0.00%
Dec 31, 24