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 3.49%
8 NEWZ 3.25%
9 IHF 3.25%
10 FRTY 3.23%
11 DIVL 2.99%
12 PINK 2.47%
13 UPGD 2.19%
14 RYJ 2.19%
15 FTDS 2.04%
16 XHS 2.03%
17 BMVP 1.96%
18 RSPH 1.85%
19 TUSA 1.84%
20 RYH 1.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.96M (12.57%) -10.09K
Decreased by -0.07%
Dec 31, 24
2 BlackRock Inc 10.12M (9.11%) -13.47K
Decreased by -0.13%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 5.49M (4.94%) 1.64M
Increased by +29.83%
Dec 31, 24
4 State Street Corp 5.22M (4.70%) -41.76K
Decreased by -0.80%
Dec 31, 24
5 State Street Corporation 5.20M (4.68%) -130.92K
Decreased by -2.52%
Mar 31, 24
6 Victory Capital Management Inc. 3.36M (3.02%) -104.37K
Decreased by -3.11%
Dec 31, 24
7 Geode Capital Management, LLC 2.69M (2.42%) 73.37K
Increased by +2.73%
Dec 31, 24
8 JPMorgan Chase & Co 2.43M (2.19%) -600.12K
Decreased by -24.66%
Dec 31, 24
9 Davis Selected Advisers 2.40M (2.16%) -1.84K
Decreased by -0.08%
Dec 31, 24
10 Grantham, Mayo, Van Otterloo & Co., LLC 2.27M (2.04%) 26.21K
Increased by +1.16%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 2.04M (1.84%) -5.16K
Decreased by -0.25%
Dec 31, 24
12 Wellington Management Company LLP 1.78M (1.61%) -549.28K
Decreased by -30.79%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.64M (1.48%) -74.88K
Decreased by -4.56%
Dec 31, 24
14 American Century Companies Inc 1.52M (1.37%) -764.96K
Decreased by -50.16%
Dec 31, 24
15 Wells Fargo & Co 1.42M (1.28%) -40.19K
Decreased by -2.83%
Dec 31, 24
16 Amvescap Plc. 1.38M (1.24%) -283.81K
Decreased by -20.54%
Dec 31, 24
17 Goldman Sachs Group Inc 1.33M (1.20%) -409.39K
Decreased by -30.76%
Sep 30, 24
18 Fiduciary Management, Inc. of Milwaukee 1.30M (1.17%) -84.08K
Decreased by -6.45%
Dec 31, 24
19 NORGES BANK 1.27M (1.14%) -16.58K
Decreased by -1.30%
Dec 31, 24
20 UBS Asset Mgmt Americas Inc 1.27M (1.14%) 57.52K
Increased by +4.53%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.51M (3.16%) 2.60K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.50M (3.15%) -16.83K
Decreased by -0.48%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 3.09M (2.78%) -8.87K
Decreased by -0.29%
Mar 31, 25
4 Vanguard Mid Cap Index Institutional 2.39M (2.15%) -20.60K
Decreased by -0.86%
Mar 31, 25
5 Sycamore Mid Cap Value Comp 2.18M (1.96%) 2.10M
Increased by +96.56%
Mar 31, 25
6 Victory Sycamore Established Value R 2.18M (1.96%) -210.00K
Decreased by -9.63%
Mar 31, 25
7 T. Rowe Price U.S. Large-Cap Core Tr-B 1.57M (1.41%) 47.37K
Increased by +3.02%
Mar 31, 25
8 T. Rowe Price U.S. Large-Cap Core Tr-C 1.52M (1.37%) 267.94K
Increased by +17.64%
Dec 31, 24
9 T. Rowe Price US Large-Cap Core 1.47M (1.32%) -958.00
Decreased by -0.07%
Mar 31, 25
10 T. Rowe Price US Large-Cap Core Eq Comp 1.47M (1.32%) -3.75K
Decreased by -0.26%
Mar 31, 25
11 Fidelity 500 Index 1.39M (1.25%) -5.30K
Decreased by -0.38%
Mar 31, 25
12 SPDR® S&P 500 ETF 1.38M (1.24%) -29.12K
Decreased by -2.11%
Mar 31, 25
13 SPDR® S&P 500® ETF 1.35M (1.21%) 1.10K
Increased by +0.08%
Apr 30, 25
14 SPDR® S&P 500 ETF Trust 1.34M (1.21%) -10.43K
Decreased by -0.78%
Mar 31, 24
15 SPDR® S&P 500® ETF Trust 1.34M (1.21%) -7.02K
Decreased by -0.52%
Mar 31, 25
16 iShares Core S&P 500 ETF 1.31M (1.18%) -1.36K
Decreased by -0.10%
Apr 30, 25
17 Fidelity® 500 Index 1.31M (1.18%) 8.32K
Increased by +0.64%
Nov 30, 23
18 JPM US Equity Income-Composite 1.29M (1.16%) 1.00M
Increased by +77.50%
Mar 31, 25
19 JPMorgan Equity Income I 1.29M (1.16%) 267.19K
Increased by +20.67%
Mar 31, 25
20 Vanguard Windsor Investor Shares 1.26M (1.14%) -33.26K
Decreased by -2.63%
Mar 31, 25