Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 6.72%
2 EDOC 4.54%
3 HEAL 4.54%
4 WBIG 4.24%
5 WBIF 4.22%
6 UTRN 4.11%
7 SMIG 3.70%
8 FRTY 3.43%
9 NEWZ 3.31%
10 DIVL 2.96%
11 IHF 2.80%
12 FTDS 2.50%
13 BMVP 2.19%
14 UPGD 2.19%
15 RYJ 2.19%
16 XHS 1.96%
17 TUSA 1.84%
18 RSPH 1.77%
19 RYH 1.67%
20 DSMC 1.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.96M (12.65%) -10.09K
Decreased by -0.07%
Dec 31, 24
2 BlackRock Inc 10.12M (9.17%) -13.47K
Decreased by -0.13%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 5.49M (4.97%) 1.64M
Increased by +29.83%
Dec 31, 24
4 State Street Corp 5.22M (4.73%) -41.76K
Decreased by -0.80%
Dec 31, 24
5 State Street Corporation 5.20M (4.71%) -130.92K
Decreased by -2.52%
Mar 31, 24
6 Victory Capital Management Inc. 3.36M (3.04%) -104.37K
Decreased by -3.11%
Dec 31, 24
7 Geode Capital Management, LLC 2.69M (2.44%) 73.37K
Increased by +2.73%
Dec 31, 24
8 JPMorgan Chase & Co 2.43M (2.21%) -600.12K
Decreased by -24.66%
Dec 31, 24
9 Davis Selected Advisers 2.40M (2.17%) -1.84K
Decreased by -0.08%
Dec 31, 24
10 Grantham, Mayo, Van Otterloo & Co., LLC 2.27M (2.06%) 26.21K
Increased by +1.16%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 2.04M (1.85%) -5.16K
Decreased by -0.25%
Dec 31, 24
12 Wellington Management Company LLP 1.78M (1.62%) -549.28K
Decreased by -30.79%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.64M (1.49%) -74.88K
Decreased by -4.56%
Dec 31, 24
14 American Century Companies Inc 1.52M (1.38%) -764.96K
Decreased by -50.16%
Dec 31, 24
15 Wells Fargo & Co 1.42M (1.29%) -40.19K
Decreased by -2.83%
Dec 31, 24
16 Amvescap Plc. 1.38M (1.25%) -283.81K
Decreased by -20.54%
Dec 31, 24
17 Goldman Sachs Group Inc 1.33M (1.21%) -409.39K
Decreased by -30.76%
Sep 30, 24
18 Fiduciary Management, Inc. of Milwaukee 1.30M (1.18%) -84.08K
Decreased by -6.45%
Dec 31, 24
19 NORGES BANK 1.27M (1.15%) -16.58K
Decreased by -1.30%
Dec 31, 24
20 UBS Asset Mgmt Americas Inc 1.27M (1.15%) 57.52K
Increased by +4.53%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.52M (3.19%) 8.29K
Increased by +0.24%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 3.09M (2.80%) 21.88K
Increased by +0.71%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 2.41M (2.18%) 10.18K
Increased by +0.42%
Feb 28, 25
4 Victory Sycamore Established Value R 2.39M (2.17%) -50.00K
Decreased by -2.09%
Dec 31, 24
5 T. Rowe Price U.S. Large-Cap Core Tr-B 1.52M (1.38%) 267.94K
Increased by +17.64%
Dec 31, 24
6 T. Rowe Price US Large-Cap Core Eq Comp 1.47M (1.33%) 251.81K
Increased by +17.11%
Dec 31, 24
7 T. Rowe Price US Large-Cap Core 1.47M (1.33%) -2.80K
Decreased by -0.19%
Jan 31, 25
8 Fidelity 500 Index 1.39M (1.26%) 6.14K
Increased by +0.44%
Jan 31, 25
9 SPDR® S&P 500® ETF Trust 1.38M (1.25%) -10.30K
Decreased by -0.75%
Feb 28, 25
10 SPDR® S&P 500 ETF Trust 1.34M (1.22%) -10.43K
Decreased by -0.78%
Mar 31, 24
11 iShares Core S&P 500 ETF 1.31M (1.19%) -66.00
Decreased by -0.01%
Feb 28, 25
12 Fidelity® 500 Index 1.31M (1.18%) 8.32K
Increased by +0.64%
Nov 30, 23
13 Vanguard Windsor Investor Shares 1.30M (1.17%) -339.99K
Decreased by -26.24%
Dec 31, 24
14 JPM US Mid Cap Value-MA 1.12M (1.01%) 406.49K
Increased by +36.31%
Dec 31, 24
15 JPMorgan Mid Cap Value L 1.12M (1.01%) 0.00
Increased by 0.00%
Jan 31, 25
16 JPMorgan Equity Income I 1.03M (0.93%) 734.63K
Increased by +71.63%
Jan 31, 25
17 Invesco S&P 500® Equal Weight ETF 980.54K (0.89%) 1.13K
Increased by +0.12%
Feb 28, 25
18 Vanguard Value Index Inv 962.80K (0.87%) 4.14K
Increased by +0.43%
Feb 28, 25
19 American Century Mid Cap Value Inv 896.20K (0.81%) -219.48K
Decreased by -24.49%
Sep 30, 24
20 American Century U.S. Mid Cap Value 896.20K (0.81%) -219.48K
Decreased by -24.49%
Sep 30, 24