Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.95%
2 ERNZ 3.66%
3 DIP 3.48%
4 BVAL 2.84%
5 RHS 2.53%
6 RSPS 2.51%
7 TBG 2.15%
8 UPGD 2.08%
9 RYJ 2.08%
10 TIME 2.01%
11 JMID 1.89%
12 TACE 1.62%
13 FDV 1.53%
14 VSDA 1.51%
15 FXG 1.48%
16 QDIV 1.45%
17 EQUL 1.32%
18 SZNE 1.28%
19 MPAY 1.25%
20 VALQ 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.51M (12.62%) 124.43K
Increased by +0.80%
Dec 31, 24
2 BlackRock Inc 11.66M (9.49%) 816.07K
Increased by +7.00%
Dec 31, 24
3 State Street Corp 8.38M (6.82%) 198.83K
Increased by +2.37%
Dec 31, 24
4 State Street Corporation 8.13M (6.62%) -268.18K
Decreased by -3.30%
Mar 31, 24
5 Mizuho Securities USA Inc 4.51M (3.67%) 4.50M
Increased by +99.79%
Sep 30, 24
6 Geode Capital Management, LLC 3.10M (2.52%) 69.97K
Increased by +2.26%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 2.61M (2.13%) 103.81K
Increased by +3.97%
Dec 31, 24
8 Stifel Financial Corp 2.34M (1.91%) 9.58K
Increased by +0.41%
Dec 31, 24
9 Royal Bank of Canada 2.00M (1.63%) -99.68K
Decreased by -4.99%
Dec 31, 24
10 Mariner Value Strategies, LLC 1.60M (1.30%) 960.09K
Increased by +60.09%
Jun 30, 24
11 NORGES BANK 1.59M (1.30%) 65.22K
Increased by +4.09%
Dec 31, 24
12 Renaissance Technologies Corp 1.53M (1.25%) 576.40K
Increased by +37.63%
Sep 30, 23
13 Millennium Management LLC 1.51M (1.23%) 934.32K
Increased by +61.81%
Dec 31, 23
14 Northern Trust Corp 1.49M (1.22%) 230.17K
Increased by +15.40%
Dec 31, 24
15 Van Eck Associates Corporation 1.49M (1.22%) 31.51K
Increased by +2.11%
Sep 30, 24
16 Balyasny Asset Management LLC 1.42M (1.16%) 316.19K
Increased by +22.24%
Dec 31, 24
17 Wells Fargo & Co 1.40M (1.14%) -202.86K
Decreased by -14.45%
Sep 30, 23
18 Holocene Advisors, LP 1.40M (1.14%) 394.72K
Increased by +28.24%
Dec 31, 24
19 JPMorgan Chase & Co 1.37M (1.12%) -221.50K
Decreased by -16.12%
Sep 30, 24
20 FMR Inc 1.36M (1.11%) 585.53K
Increased by +43.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.91M (3.18%) 19.59K
Increased by +0.50%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 3.43M (2.79%) 21.05K
Increased by +0.61%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 2.67M (2.18%) 11.23K
Increased by +0.42%
Feb 28, 25
4 Fidelity 500 Index 1.55M (1.26%) 6.90K
Increased by +0.45%
Feb 28, 25
5 iShares Core S&P 500 ETF 1.50M (1.22%) 4.38K
Increased by +0.29%
Mar 31, 25
6 SPDR® S&P 500® ETF Trust 1.50M (1.22%) -7.78K
Decreased by -0.52%
Mar 31, 25
7 SPDR® S&P 500 ETF Trust 1.50M (1.22%) -11.69K
Decreased by -0.78%
Mar 31, 24
8 Fidelity® 500 Index 1.44M (1.17%) 9.18K
Increased by +0.64%
Nov 30, 23
9 VanEck Morningstar Wide Moat 1.39M (1.13%) 28.19K
Increased by +2.02%
Sep 30, 24
10 SPDR® S&P Dividend ETF 1.38M (1.13%) -3.75K
Decreased by -0.27%
Mar 31, 25
11 VanEck Morningstar Wide Moat ETF 1.38M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
12 The Consumer Staples Sel SectSPDR® ETF 1.25M (1.02%) 1.53K
Increased by +0.12%
Mar 31, 25
13 Vanguard Value Index Inv 1.07M (0.87%) 4.51K
Increased by +0.42%
Feb 28, 25
14 ProShares S&P 500 Dividend Aristocrats 1.06M (0.87%) 0.00
Increased by 0.00%
Mar 31, 25
15 Invesco S&P 500® Equal Weight ETF 964.09K (0.78%) 2.05K
Increased by +0.21%
Mar 31, 25
16 Washington Crossing Rising Dividend 958.19K (0.78%) 2.71K
Increased by +0.28%
Dec 31, 24
17 Champlain Mid Cap Fund, LLC 860.40K (0.70%) -34.81K
Decreased by -4.05%
Feb 28, 25
18 Consumer Staples Select Sector SPDR® ETF 833.62K (0.68%) -1.64K
Decreased by -0.20%
Mar 31, 24
19 Vanguard Mid-Cap Value ETF 832.75K (0.68%) 1.54K
Increased by +0.18%
Feb 28, 25
20 Nuance Mid Cap Value Institutional 769.16K (0.63%) 312.81K
Increased by +40.67%
Jul 31, 24