Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.89%
2 PWER 3.15%
3 CTEX 2.69%
4 FEMA 2.62%
5 CNRG 2.55%
6 FIXT 2.51%
7 SIMS 2.43%
8 SAEF 2.00%
9 TEMP 1.87%
10 NBCT 1.71%
11 FORH 1.54%
12 HIPR 1.28%
13 RGI 1.13%
14 RSPN 1.11%
15 DVLU 0.98%
16 EIPI 0.94%
17 CLMA 0.93%
18 LSAF 0.85%
19 QMID 0.77%
20 ECLN 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.80M (11.84%) 47.45K
Increased by +0.70%
Dec 31, 24
2 BlackRock Inc 3.96M (6.89%) 15.51K
Increased by +0.39%
Dec 31, 24
3 State Street Corporation 2.21M (3.84%) 11.87K
Increased by +0.54%
Mar 31, 24
4 State Street Corp 2.17M (3.78%) 4.06K
Increased by +0.19%
Dec 31, 24
5 Boston Partners Global Investors, Inc 1.90M (3.32%) 533.61K
Increased by +28.04%
Dec 31, 24
6 UBS Group AG 1.55M (2.70%) 1.13M
Increased by +72.77%
Dec 31, 24
7 Ariel Investments, LLC 1.47M (2.56%) -337.22K
Decreased by -22.98%
Dec 31, 24
8 Geode Capital Management, LLC 1.44M (2.51%) 14.84K
Increased by +1.03%
Dec 31, 24
9 FMR Inc 1.42M (2.48%) -321.77K
Decreased by -22.61%
Dec 31, 24
10 Capital World Investors 1.33M (2.32%) -58.57K
Decreased by -4.40%
Dec 31, 24
11 Amvescap Plc. 1.13M (1.97%) -40.02K
Decreased by -3.54%
Dec 31, 24
12 Holocene Advisors, LP 1.12M (1.95%) 9.56K
Increased by +0.85%
Jun 30, 24
13 Arrowstreet Capital Limited Partnership 1.04M (1.82%) 469.57K
Increased by +45.03%
Dec 31, 24
14 Macquarie Group Ltd 953.57K (1.66%) -277.08K
Decreased by -29.06%
Dec 31, 24
15 Impax Asset Management Group PLC 936.14K (1.63%) -29.65K
Decreased by -3.17%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 882.84K (1.54%) 123.02K
Increased by +13.93%
Dec 31, 24
17 Mackenzie Investments 827.33K (1.44%) 405.21K
Increased by +48.98%
Dec 31, 24
18 JPMorgan Chase & Co 811.18K (1.41%) 139.12K
Increased by +17.15%
Sep 30, 24
19 Brown Advisory Holdings Inc 745.08K (1.30%) -97.71K
Decreased by -13.11%
Dec 31, 24
20 William Blair Investment Management, LLC 743.33K (1.30%) 743.33K
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.92M (3.34%) 1.62K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.88M (3.28%) 9.30K
Increased by +0.49%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 1.66M (2.89%) 8.30K
Increased by +0.50%
Mar 31, 25
4 Vanguard Small Cap Index 1.49M (2.59%) -31.41K
Decreased by -2.11%
Mar 31, 25
5 JHancock Disciplined Value Mid Cap I 1.38M (2.41%) 3.83K
Increased by +0.28%
Feb 28, 25
6 Invesco S&P 500® Equal Weight ETF 1.07M (1.87%) -3.51K
Decreased by -0.33%
Apr 30, 25
7 Vanguard Small Cap Growth Index Inv 833.90K (1.45%) -19.32K
Decreased by -2.32%
Mar 31, 25
8 Delaware Ivy Mid Cap Growth A 787.19K (1.37%) -72.23K
Decreased by -9.18%
Oct 31, 24
9 Fidelity 500 Index 747.89K (1.30%) 2.73K
Increased by +0.37%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 740.60K (1.29%) -5.69K
Decreased by -0.77%
Mar 31, 24
11 SPDR® S&P 500 ETF 740.51K (1.29%) -10.85K
Decreased by -1.47%
Mar 31, 25
12 Fidelity® 500 Index 725.31K (1.26%) 4.62K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500® ETF 722.00K (1.26%) 595.00
Increased by +0.08%
Apr 30, 25
14 SPDR® S&P 500® ETF Trust 720.88K (1.26%) -3.78K
Decreased by -0.52%
Mar 31, 25
15 iShares Core S&P 500 ETF 706.01K (1.23%) -700.00
Decreased by -0.10%
Apr 29, 25
16 Macquarie Mid Cap Growth A 645.88K (1.13%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity Growth Compy Commingled Pl O 550.24K (0.96%) 0.00
Increased by 0.00%
Aug 31, 24
18 Ariel Fund Investor 477.92K (0.83%) -18.62K
Decreased by -3.90%
Mar 31, 25
19 BNP Paribas Climate Impact Privl C 472.74K (0.82%) 86.00
Increased by +0.02%
Feb 29, 24
20 Vanguard Explorer Inv 447.93K (0.78%) -81.00K
Decreased by -18.08%
Mar 31, 25