Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 9.77%
2 UTRN 3.92%
3 FXZ 3.73%
4 RSPM 3.59%
5 RTM 3.59%
6 PYZ 2.74%
7 TOGA 2.27%
8 FTIF 2.06%
9 IYM 1.95%
10 SAGP 1.92%
11 FTDS 1.89%
12 SMN 1.67%
13 SBM 1.67%
14 QDIV 1.61%
15 PLDR 1.51%
16 TSME 1.47%
17 SPHD 1.42%
18 PEY 1.41%
19 XLB 1.40%
20 PVAL 1.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.81M (12.88%) -13.56K
Decreased by -0.09%
Sep 30, 24
2 BlackRock Inc 8.42M (7.32%) 21.02K
Increased by +0.25%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 7.13M (6.20%) -611.25K
Decreased by -8.58%
Jun 30, 24
4 State Street Corp 5.21M (4.54%) 382.05K
Increased by +7.33%
Jun 30, 24
5 Capital Research Global Investors 5.19M (4.51%) 237.07K
Increased by +4.57%
Sep 30, 24
6 Franklin Resources Inc 4.94M (4.29%) 458.14K
Increased by +9.28%
Jun 30, 24
7 State Street Corporation 4.83M (4.20%) -13.96K
Decreased by -0.29%
Mar 31, 24
8 Putnam Investments, LLC., a Franklin Templeton company 4.36M (3.79%) 168.04K
Increased by +3.86%
Dec 31, 23
9 Putnam Investments LLC 4.19M (3.64%) 519.00
Increased by +0.01%
Sep 30, 23
10 Geode Capital Management, LLC 2.77M (2.41%) 66.18K
Increased by +2.39%
Jun 30, 24
11 Massachusetts Financial Services Company 2.73M (2.38%) 83.50K
Increased by +3.05%
Sep 30, 24
12 Bank of America Corp 2.50M (2.18%) 393.81K
Increased by +15.74%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 2.34M (2.03%) 57.08K
Increased by +2.44%
Sep 30, 24
14 Earnest Partners LLC 2.24M (1.95%) 40.07K
Increased by +1.79%
Jun 30, 24
15 Amvescap Plc. 2.15M (1.87%) -212.31K
Decreased by -9.85%
Jun 30, 24
16 JPMorgan Chase & Co 1.72M (1.50%) -666.54K
Decreased by -38.70%
Jun 30, 24
17 Millennium Management LLC 1.55M (1.35%) -495.43K
Decreased by -31.86%
Mar 31, 24
18 NORGES BANK 1.51M (1.32%) 156.38K
Increased by +10.34%
Jun 30, 24
19 LSV Asset Management 1.45M (1.26%) -134.93K
Decreased by -9.33%
Sep 30, 24
20 Northern Trust Corp 1.25M (1.09%) -51.36K
Decreased by -4.11%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.70M (3.22%) -11.90K
Decreased by -0.32%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 3.10M (2.70%) 36.11K
Increased by +1.17%
Oct 31, 24
3 Vanguard Small Cap Index 2.93M (2.55%) 5.75K
Increased by +0.20%
Oct 31, 24
4 Putnam Large Cap Value A 2.02M (1.75%) 43.93K
Increased by +2.18%
Sep 30, 24
5 Putnam US Large Cap Value Equity 2.02M (1.75%) 119.75K
Increased by +5.94%
Sep 30, 24
6 Vanguard Small Cap Value Index Inv 1.98M (1.72%) -684.00
Decreased by -0.03%
Oct 31, 24
7 American Funds American Mutual A 1.76M (1.53%) -1.03K
Decreased by -0.06%
Sep 30, 24
8 Capital Group American Mutual Comp 1.76M (1.53%) -1.03K
Decreased by -0.06%
Sep 30, 24
9 MFS Mid Cap Value A 1.69M (1.47%) -6.97K
Decreased by -0.41%
Sep 30, 24
10 MFS Mid Cap Value Equity 1.69M (1.47%) -6.97K
Decreased by -0.41%
Sep 30, 24
11 American Funds IS® Growth-Income 1 1.61M (1.40%) 0.00
Increased by 0.00%
Sep 30, 24
12 Capital Group Core Equity Composite 1.61M (1.40%) 0.00
Increased by 0.00%
Sep 30, 24
13 JPM US Equity-MA 1.47M (1.28%) 1.47M
Increased by +99.84%
Dec 31, 23
14 JPMorgan US Equity L 1.47M (1.28%) -58.49K
Decreased by -3.98%
Dec 31, 23
15 Fidelity 500 Index 1.44M (1.25%) -12.36K
Decreased by -0.86%
Sep 30, 24
16 SPDR® S&P 500® ETF Trust 1.43M (1.24%) 7.45K
Increased by +0.52%
Oct 31, 24
17 SPDR® S&P 500 ETF Trust 1.40M (1.22%) -3.01K
Decreased by -0.22%
Apr 30, 24
18 Fidelity® 500 Index 1.38M (1.20%) 8.79K
Increased by +0.64%
Nov 30, 23
19 Vanguard Mid Cap Index Institutional 1.33M (1.16%) -1.37M
Decreased by -102.77%
Dec 31, 23
20 iShares Core S&P 500 ETF 1.30M (1.13%) 2.00K
Increased by +0.15%
Oct 31, 24