Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 6.72%
2 UTRN 4.11%
3 WBIF 3.85%
4 EDOC 3.77%
5 WBIG 3.76%
6 SMIG 3.05%
7 NEWZ 3.01%
8 IHF 2.76%
9 DIVL 1.99%
10 FTDS 1.98%
11 UPGD 1.93%
12 RYJ 1.92%
13 XHS 1.88%
14 TUSA 1.84%
15 FXH 1.72%
16 RYH 1.67%
17 RSPH 1.61%
18 DSMC 1.51%
19 QLTY 1.30%
20 FLV 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.97M (12.62%) 18.75K
Increased by +0.13%
Sep 30, 24
2 BlackRock Inc 10.14M (9.16%) 78.74K
Increased by +0.78%
Sep 30, 24
3 State Street Corp 5.26M (4.75%) 70.58K
Increased by +1.34%
Sep 30, 24
4 State Street Corporation 5.20M (4.70%) -130.92K
Decreased by -2.52%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 3.85M (3.48%) 3.70M
Increased by +95.97%
Sep 30, 24
6 Victory Capital Management Inc. 3.46M (3.13%) -419.37K
Decreased by -12.11%
Sep 30, 24
7 Geode Capital Management, LLC 2.62M (2.36%) 39.22K
Increased by +1.50%
Sep 30, 24
8 Davis Selected Advisers 2.40M (2.17%) 8.28K
Increased by +0.34%
Sep 30, 24
9 Wellington Management Company LLP 2.33M (2.11%) -217.34K
Decreased by -9.31%
Sep 30, 24
10 American Century Companies Inc 2.29M (2.07%) -564.73K
Decreased by -24.66%
Sep 30, 24
11 Grantham, Mayo, Van Otterloo & Co., LLC 2.24M (2.03%) 114.06K
Increased by +5.09%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 2.05M (1.85%) -62.89K
Decreased by -3.07%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 1.72M (1.55%) -2.06M
Decreased by -120.23%
Sep 30, 24
14 Amvescap Plc. 1.67M (1.50%) -125.71K
Decreased by -7.55%
Sep 30, 24
15 JPMorgan Chase & Co 1.52M (1.37%) -18.50K
Decreased by -1.22%
Sep 30, 24
16 Wells Fargo & Co 1.46M (1.32%) -51.38K
Decreased by -3.52%
Sep 30, 24
17 Fiduciary Management, Inc. of Milwaukee 1.39M (1.25%) -39.88K
Decreased by -2.88%
Sep 30, 24
18 Goldman Sachs Group Inc 1.33M (1.20%) -409.39K
Decreased by -30.76%
Sep 30, 24
19 NORGES BANK 1.29M (1.16%) 269.31K
Increased by +20.91%
Jun 30, 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 3.50M (3.16%) 6.47K
Increased by +0.18%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 3.02M (2.73%) 28.82K
Increased by +0.95%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 2.40M (2.17%) 25.58K
Increased by +1.07%
Dec 31, 24
4 Victory Sycamore Established Value R 2.39M (2.16%) -50.00K
Decreased by -2.09%
Dec 31, 24
5 Vanguard Windsor Investor Shares 1.64M (1.48%) -52.91K
Decreased by -3.23%
Sep 30, 24
6 T. Rowe Price U.S. Large-Cap Core Tr-B 1.52M (1.37%) 267.94K
Increased by +17.64%
Dec 31, 24
7 T. Rowe Price US Large-Cap Core 1.47M (1.33%) 64.00K
Increased by +4.35%
Dec 31, 24
8 T. Rowe Price US Large-Cap Core Eq Comp 1.47M (1.33%) 251.81K
Increased by +17.11%
Dec 31, 24
9 SPDR® S&P 500® ETF Trust 1.40M (1.27%) 16.30K
Increased by +1.16%
Dec 31, 24
10 Fidelity 500 Index 1.38M (1.24%) 9.34K
Increased by +0.68%
Nov 30, 24
11 SPDR® S&P 500 ETF Trust 1.34M (1.21%) -10.43K
Decreased by -0.78%
Mar 31, 24
12 iShares Core S&P 500 ETF 1.31M (1.18%) 924.00
Increased by +0.07%
Dec 31, 24
13 Fidelity® 500 Index 1.31M (1.18%) 8.32K
Increased by +0.64%
Nov 30, 23
14 Invesco S&P 500® Equal Weight ETF 964.56K (0.87%) 1.03K
Increased by +0.11%
Dec 31, 24
15 Vanguard Value Index Inv 952.68K (0.86%) 1.27K
Increased by +0.13%
Dec 31, 24
16 American Century Mid Cap Value Inv 896.20K (0.81%) -219.48K
Decreased by -24.49%
Sep 30, 24
17 American Century U.S. Mid Cap Value 896.20K (0.81%) -219.48K
Decreased by -24.49%
Sep 30, 24
18 GMO Quality Composite 853.91K (0.77%) 0.00
Increased by 0.00%
Sep 30, 24
19 GMO Quality IV 853.91K (0.77%) 0.00
Increased by 0.00%
Nov 30, 24
20 Health Care Select Sector SPDR® ETF 832.83K (0.75%) -4.20K
Decreased by -0.50%
Mar 31, 24