Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVFVC 5.07%
2 UTRN 4.00%
3 LOPP 3.70%
4 BEEZ 3.60%
5 MADE 3.56%
6 DIVC 3.33%
7 SAMM 3.31%
8 FTIF 2.64%
9 XKST 2.57%
10 CTEX 2.57%
11 FIXT 2.45%
12 LVHD 2.37%
13 SDOG 2.37%
14 WBIE 2.26%
15 TUSA 2.25%
16 USRD 2.20%
17 HYDR 2.19%
18 SPDV 2.19%
19 FTGS 2.18%
20 CNRG 2.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.96M (12.41%) 250.65K
Increased by +1.48%
Dec 31, 24
2 BlackRock Inc 12.32M (9.01%) 174.09K
Increased by +1.41%
Dec 31, 24
3 State Street Corp 6.40M (4.68%) 100.17K
Increased by +1.57%
Dec 31, 24
4 State Street Corporation 6.07M (4.44%) -259.69K
Decreased by -4.28%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 5.30M (3.88%) -502.06K
Decreased by -9.48%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 3.67M (2.68%) -9.60K
Decreased by -0.26%
Dec 31, 24
7 Geode Capital Management, LLC 3.38M (2.47%) 84.11K
Increased by +2.49%
Dec 31, 24
8 Fisher Asset Management, LLC 3.07M (2.25%) 66.89K
Increased by +2.18%
Dec 31, 24
9 Pathway Financial Advisors, LLC 2.53M (1.85%) 2.52M
Increased by +99.68%
Sep 30, 24
10 Goldman Sachs Group Inc 2.44M (1.78%) 1.47M
Increased by +60.24%
Dec 31, 23
11 Capital Research Global Investors 2.21M (1.62%) -100.15K
Decreased by -4.54%
Sep 30, 23
12 Columbia Mgmt Investment Advisers, LLC 2.05M (1.50%) 174.66K
Increased by +8.54%
Sep 30, 24
13 Northern Trust Corp 1.88M (1.38%) 246.81K
Increased by +13.11%
Dec 31, 24
14 PUBLIC INVESTMENT FUND 1.64M (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
15 Ameriprise Financial Inc 1.64M (1.20%) -409.37K
Decreased by -25.02%
Dec 31, 24
16 UBS Asset Mgmt Americas Inc 1.63M (1.19%) 99.01K
Increased by +6.09%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 1.59M (1.16%) 12.72K
Increased by +0.80%
Dec 31, 24
18 Arnhold & S. Bleichroeder Advisers, LLC 1.54M (1.13%) -309.48K
Decreased by -20.09%
Dec 31, 24
19 Legal & General Group PLC 1.48M (1.08%) 57.13K
Increased by +3.86%
Dec 31, 24
20 NORGES BANK 1.43M (1.05%) 129.53K
Increased by +9.04%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.33M (3.17%) 16.31K
Increased by +0.38%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 3.80M (2.78%) 25.94K
Increased by +0.68%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 2.96M (2.17%) 12.72K
Increased by +0.43%
Feb 28, 25
4 Fidelity 500 Index 1.71M (1.25%) 7.55K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 1.70M (1.24%) -12.64K
Decreased by -0.74%
Feb 28, 25
6 Fidelity® 500 Index 1.65M (1.21%) 10.50K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 1.61M (1.18%) -81.00
Decreased by -0.01%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 1.61M (1.18%) 3.65K
Increased by +0.23%
Apr 30, 24
9 Pacer US Cash Cows 100 ETF 1.55M (1.13%) 3.37K
Increased by +0.22%
Apr 30, 24
10 American Funds American Mutual A 1.20M (0.87%) -102.49K
Decreased by -8.57%
Sep 30, 23
11 Capital Group American Mutual Comp 1.20M (0.87%) -102.49K
Decreased by -8.57%
Sep 30, 23
12 Vanguard Value Index Inv 1.18M (0.87%) 5.08K
Increased by +0.43%
Feb 28, 25
13 First Eagle Global A 1.12M (0.82%) 0.00
Increased by 0.00%
Feb 28, 25
14 American Funds Income Fund of Amer A 1.00M (0.73%) 0.00
Increased by 0.00%
Sep 30, 23
15 Vanguard Mid-Cap Value ETF 922.93K (0.68%) 1.76K
Increased by +0.19%
Feb 28, 25
16 T. Rowe Price U.S. Large-Cap Core Tr-B 912.16K (0.67%) 62.81K
Increased by +6.89%
Mar 31, 24
17 Loomis Sayles Long Corp Disc Alpha 910.00K (0.67%) 910.00K
Increased by +100.00%
Dec 31, 24
18 T. Rowe Price US Large-Cap Core 899.91K (0.66%) 11.44K
Increased by +1.27%
Mar 31, 24
19 T. Rowe Price US Large-Cap Core Eq Comp 899.91K (0.66%) 11.44K
Increased by +1.27%
Mar 31, 24
20 T. Rowe Price US Large-Cap Core Eq SMA 899.91K (0.66%) 899.71K
Increased by +99.98%
Mar 31, 24