Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAUD 9.78%
2 EWA 6.67%
3 FLAU 5.55%
4 EPP 4.51%
5 XMHQ 4.22%
6 UTRN 4.05%
7 XHB 3.88%
8 GRNR 3.79%
9 MDCP 3.57%
10 MCSE 3.57%
11 SOLR 2.79%
12 SULR 2.79%
13 BKCI 2.58%
14 PKB 2.41%
15 SMAP 2.33%
16 PRN 2.25%
17 SMRI 2.22%
18 CEFA 2.21%
19 BUL 2.17%
20 FTIF 2.16%

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 GAMMA Investing LLC 507.00K (1.15%) 505.68K
Increased by +99.74%
Mar 31, 25
19 Northern Trust Corp 488.61K (1.11%) 83.65K
Increased by +17.12%
Dec 31, 24
20 Bessemer Group Inc 465.46K (1.06%) 3.10K
Increased by +0.67%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 1.78M (4.05%) 136.99K
Increased by +7.69%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 1.47M (3.33%) -39.66K
Decreased by -2.70%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.45M (3.30%) 2.56K
Increased by +0.18%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.41M (3.20%) -20.64K
Decreased by -1.47%
Mar 31, 25
5 Vanguard Small Cap Index 1.11M (2.53%) -45.44K
Decreased by -4.09%
Mar 31, 25
6 Franklin Rising Dividends A 1.03M (2.35%) 18.00K
Increased by +1.74%
Dec 31, 24
7 Franklin Rising Dividends Fund A 1.03M (2.35%) 0.00
Increased by 0.00%
Mar 31, 25
8 Allspring Special Mid Cap Value Inst 803.30K (1.83%) 42.00K
Increased by +5.23%
Mar 31, 25
9 Allspring Special US Mid Cap Value Eq 803.30K (1.83%) 42.00K
Increased by +5.23%
Mar 31, 25
10 Allspring Mid Value SMA 761.30K (1.73%) 761.23K
Increased by +99.99%
Dec 31, 24
11 Vanguard Small Cap Value Index Inv 720.86K (1.64%) -41.36K
Decreased by -5.74%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 684.43K (1.56%) -1.33K
Decreased by -0.19%
Mar 31, 25
13 Invesco S&P MidCap Quality ETF 612.03K (1.39%) -832.00
Decreased by -0.14%
Mar 31, 25
14 Pacer US Cash Cows 100 ETF 502.24K (1.14%) 896.00
Increased by +0.18%
Mar 28, 24
15 JPM US Mid Cap Value-Composite 441.95K (1.00%) -4.85K
Decreased by -1.10%
Jun 30, 24
16 First Eagle Global A 403.99K (0.92%) 0.00
Increased by 0.00%
Mar 31, 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