Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.89%
2 PWER 3.43%
3 CTEX 2.73%
4 CNRG 2.71%
5 SIMS 2.63%
6 FEMA 2.62%
7 FIXT 2.51%
8 TEMP 2.25%
9 SAEF 2.23%
10 FORH 1.93%
11 NBCT 1.71%
12 SHRT 1.56%
13 HIPR 1.28%
14 RSPN 1.10%
15 RGI 1.10%
16 EIPI 1.06%
17 DVLU 0.98%
18 ECLN 0.94%
19 CLMA 0.93%
20 LSAF 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.80M (11.61%) 47.45K
Increased by +0.70%
Dec 31, 24
2 BlackRock Inc 3.94M (6.73%) 160.50K
Increased by +4.07%
Sep 30, 24
3 State Street Corporation 2.21M (3.77%) 11.87K
Increased by +0.54%
Mar 31, 24
4 State Street Corp 2.16M (3.69%) -22.02K
Decreased by -1.02%
Sep 30, 24
5 Boston Partners Global Investors, Inc 1.90M (3.25%) 533.61K
Increased by +28.04%
Dec 31, 24
6 Ariel Investments, LLC 1.80M (3.08%) -123.70K
Decreased by -6.85%
Sep 30, 24
7 FMR Inc 1.75M (2.98%) -472.79K
Decreased by -27.09%
Sep 30, 24
8 Geode Capital Management, LLC 1.43M (2.44%) -2.39K
Decreased by -0.17%
Sep 30, 24
9 Capital World Investors 1.33M (2.28%) -58.57K
Decreased by -4.40%
Dec 31, 24
10 Macquarie Group Ltd 1.23M (2.10%) -79.99K
Decreased by -6.50%
Sep 30, 24
11 Amvescap Plc. 1.17M (2.00%) 84.98K
Increased by +7.27%
Sep 30, 24
12 Holocene Advisors, LP 1.12M (1.91%) 9.56K
Increased by +0.85%
Jun 30, 24
13 Impax Asset Management Group PLC 936.14K (1.60%) -29.65K
Decreased by -3.17%
Sep 30, 24
14 Brown Advisory Holdings Inc 842.79K (1.44%) -643.61K
Decreased by -76.37%
Sep 30, 24
15 JPMorgan Chase & Co 811.18K (1.39%) 139.12K
Increased by +17.15%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 759.82K (1.30%) -914.43K
Decreased by -120.35%
Sep 30, 24
17 William Blair Investment Management, LLC 743.33K (1.27%) 743.33K
Increased by +100.00%
Jun 30, 24
18 Dimensional Fund Advisors, Inc. 728.54K (1.24%) 16.95K
Increased by +2.33%
Dec 31, 24
19 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 721.37K (1.23%) -41.90K
Decreased by -5.81%
Sep 30, 24
20 Ameriprise Financial Inc 710.41K (1.21%) 116.18K
Increased by +16.35%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.86M (3.18%) -27.06K
Decreased by -1.45%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 1.61M (2.75%) -5.50K
Decreased by -0.34%
Dec 31, 24
3 Vanguard Small Cap Index 1.52M (2.59%) -2.41K
Decreased by -0.16%
Dec 31, 24
4 JHancock Disciplined Value Mid Cap I 1.38M (2.36%) 152.83K
Increased by +11.08%
Dec 31, 24
5 American Funds Growth Fund of Amer A 942.79K (1.61%) 0.00
Increased by 0.00%
Dec 31, 24
6 Capital Group Growth Fnd of Amer Comp 942.79K (1.61%) 0.00
Increased by 0.00%
Dec 31, 24
7 Invesco S&P 500® Equal Weight ETF 879.93K (1.50%) 2.81K
Increased by +0.32%
Jan 31, 25
8 Vanguard Small Cap Growth Index Inv 859.32K (1.47%) 24.27K
Increased by +2.82%
Dec 31, 24
9 Delaware Ivy Mid Cap Growth A 787.19K (1.34%) -72.23K
Decreased by -9.18%
Oct 31, 24
10 SPDR® S&P 500 ETF Trust 740.60K (1.26%) -5.69K
Decreased by -0.77%
Mar 31, 24
11 Fidelity 500 Index 738.57K (1.26%) -4.73K
Decreased by -0.64%
Dec 31, 24
12 SPDR® S&P 500® ETF Trust 725.53K (1.24%) -7.14K
Decreased by -0.98%
Jan 31, 25
13 Fidelity® 500 Index 725.31K (1.24%) 4.62K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 696.91K (1.19%) 140.00
Increased by +0.02%
Jan 31, 25
15 Macquarie Mid Cap Growth A 661.30K (1.13%) -15.21K
Decreased by -2.30%
Dec 31, 24
16 Fidelity Growth Compy Commingled Pl O 550.24K (0.94%) 0.00
Increased by 0.00%
Aug 31, 24
17 Vanguard Explorer Inv 528.93K (0.90%) 53.61K
Increased by +10.14%
Dec 31, 24
18 Ariel Fund Investor 496.54K (0.85%) -29.02K
Decreased by -5.84%
Dec 31, 24
19 BNP Paribas Climate Impact Privl C 472.74K (0.81%) 86.00
Increased by +0.02%
Feb 29, 24
20 Brown Advisory Growth Equity Inv 413.72K (0.71%) -5.73K
Decreased by -1.38%
Jan 31, 24