Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAUD 9.78%
2 EWA 6.67%
3 FLAU 5.75%
4 EPP 4.51%
5 UTRN 4.05%
6 XMHQ 3.87%
7 GRNR 3.79%
8 MCSE 3.67%
9 XHB 3.50%
10 MDCP 3.27%
11 SULR 2.62%
12 SOLR 2.62%
13 BKCI 2.61%
14 PKB 2.41%
15 SMAP 2.31%
16 PRN 2.25%
17 CEFA 2.24%
18 XMMO 2.14%
19 VIGI 2.13%
20 BCUS 2.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.64M (10.55%) -112.82K
Decreased by -2.43%
Dec 31, 24
2 BlackRock Inc 4.52M (10.28%) -246.88K
Decreased by -5.46%
Dec 31, 24
3 Morgan Stanley - Brokerage Accounts 2.35M (5.33%) -185.96K
Decreased by -7.93%
Dec 31, 24
4 State Street Corporation 2.25M (5.11%) -173.96K
Decreased by -7.74%
Mar 31, 24
5 State Street Corp 2.20M (5.00%) 3.69K
Increased by +0.17%
Dec 31, 24
6 Amvescap Plc. 1.36M (3.09%) 29.80K
Increased by +2.19%
Dec 31, 24
7 Franklin Resources Inc 1.19M (2.71%) 17.21K
Increased by +1.44%
Dec 31, 24
8 JPMorgan Chase & Co 1.13M (2.58%) -1.07M
Decreased by -94.00%
Dec 31, 24
9 Allspring Global Investments Holdings, LLC 1.10M (2.50%) -1.57K
Decreased by -0.14%
Dec 31, 24
10 Harris Associates L.P. 970.55K (2.21%) -146.38K
Decreased by -15.08%
Sep 30, 23
11 Geode Capital Management, LLC 863.19K (1.96%) -9.87K
Decreased by -1.14%
Dec 31, 24
12 FMR Inc 789.62K (1.79%) -165.67K
Decreased by -20.98%
Dec 31, 24
13 Generation Investment Management LLP 718.92K (1.63%) -125.97K
Decreased by -17.52%
Jun 30, 24
14 Wells Fargo & Co 616.87K (1.40%) 538.99K
Increased by +87.37%
Dec 31, 24
15 NORGES BANK 564.19K (1.28%) -2.90K
Decreased by -0.51%
Dec 31, 24
16 Fiduciary Management, Inc. of Milwaukee 540.94K (1.23%) -518.97K
Decreased by -95.94%
Dec 31, 24
17 Ninety One UK Limited 518.87K (1.18%) 9.88K
Increased by +1.90%
Mar 31, 24
18 Northern Trust Corp 488.61K (1.11%) 83.65K
Increased by +17.12%
Dec 31, 24
19 Bessemer Group Inc 465.46K (1.06%) 3.10K
Increased by +0.67%
Dec 31, 24
20 Bessemer Investment Management LLC 462.36K (1.05%) 13.93K
Increased by +3.01%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 1.64M (3.73%) 119.89K
Increased by +7.29%
Jan 31, 25
2 iShares Core S&P Mid-Cap ETF 1.47M (3.34%) 1.10K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 1.43M (3.25%) 7.53K
Increased by +0.53%
Feb 28, 25
4 Vanguard Small Cap Index 1.16M (2.63%) 945.00
Increased by +0.08%
Feb 28, 25
5 Franklin Rising Dividends A 1.03M (2.35%) 18.00K
Increased by +1.74%
Dec 31, 24
6 Franklin Rising Dividends Fund A 1.03M (2.35%) 0.00
Increased by 0.00%
Feb 28, 25
7 Vanguard Small Cap Value Index Inv 762.23K (1.73%) -2.66K
Decreased by -0.35%
Feb 28, 25
8 Allspring Mid Value SMA 761.30K (1.73%) 761.23K
Increased by +99.99%
Dec 31, 24
9 Allspring Special Mid Cap Value Inst 761.30K (1.73%) 0.00
Increased by 0.00%
Feb 28, 25
10 Allspring Special US Mid Cap Value Eq 761.30K (1.73%) 0.00
Increased by 0.00%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 685.76K (1.56%) 905.00
Increased by +0.13%
Feb 28, 25
12 Invesco S&P MidCap Quality ETF 604.22K (1.37%) -100.00
Decreased by -0.02%
Feb 28, 25
13 Pacer US Cash Cows 100 ETF 502.24K (1.14%) 896.00
Increased by +0.18%
Mar 28, 24
14 JPM US Mid Cap Value-Composite 441.95K (1.00%) -4.85K
Decreased by -1.10%
Jun 30, 24
15 JPM US Mid Cap Value-MA 410.83K (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
16 First Eagle Global A 403.99K (0.92%) 403.99K
Increased by +100.00%
Feb 28, 25
17 RobecoSAM Smart Energy Eqs F EUR 380.00K (0.86%) 0.00
Increased by 0.00%
Feb 29, 24
18 Harris Assoc. Oakmark Eq & Inc CIT 377.95K (0.86%) -141.60K
Decreased by -37.46%
Sep 30, 23
19 Oakmark Equity And Income Investor 377.95K (0.86%) -141.60K
Decreased by -37.46%
Sep 30, 23
20 Robeco Smart Energy F-EUR Cap 369.00K (0.84%) 0.00
Increased by 0.00%
Sep 30, 24