Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.89%
2 PWER 3.27%
3 CTEX 2.92%
4 CNRG 2.85%
5 FEMA 2.62%
6 SIMS 2.61%
7 FIXT 2.51%
8 SAEF 2.23%
9 TEMP 2.11%
10 NBCT 1.71%
11 FORH 1.64%
12 SHRT 1.38%
13 HIPR 1.28%
14 RSPN 1.23%
15 RGI 1.22%
16 DVLU 0.98%
17 RAYD 0.98%
18 EIPI 0.93%
19 CLMA 0.93%
20 LSAF 0.85%

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 3.96M (6.76%) 15.51K
Increased by +0.39%
Dec 31, 24
3 State Street Corporation 2.21M (3.77%) 11.87K
Increased by +0.54%
Mar 31, 24
4 State Street Corp 2.17M (3.70%) 4.06K
Increased by +0.19%
Dec 31, 24
5 Boston Partners Global Investors, Inc 1.90M (3.25%) 533.61K
Increased by +28.04%
Dec 31, 24
6 UBS Group AG 1.55M (2.64%) 1.13M
Increased by +72.77%
Dec 31, 24
7 Ariel Investments, LLC 1.47M (2.51%) -337.22K
Decreased by -22.98%
Dec 31, 24
8 Geode Capital Management, LLC 1.44M (2.46%) 14.84K
Increased by +1.03%
Dec 31, 24
9 FMR Inc 1.42M (2.43%) -321.77K
Decreased by -22.61%
Dec 31, 24
10 Capital World Investors 1.33M (2.28%) -58.57K
Decreased by -4.40%
Dec 31, 24
11 Amvescap Plc. 1.13M (1.93%) -40.02K
Decreased by -3.54%
Dec 31, 24
12 Holocene Advisors, LP 1.12M (1.91%) 9.56K
Increased by +0.85%
Jun 30, 24
13 Arrowstreet Capital Limited Partnership 1.04M (1.78%) 469.57K
Increased by +45.03%
Dec 31, 24
14 Macquarie Group Ltd 953.57K (1.63%) -277.08K
Decreased by -29.06%
Dec 31, 24
15 Impax Asset Management Group PLC 936.14K (1.60%) -29.65K
Decreased by -3.17%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 882.84K (1.51%) 123.02K
Increased by +13.93%
Dec 31, 24
17 Mackenzie Investments 827.33K (1.41%) 405.21K
Increased by +48.98%
Dec 31, 24
18 JPMorgan Chase & Co 811.18K (1.39%) 139.12K
Increased by +17.15%
Sep 30, 24
19 Brown Advisory Holdings Inc 745.08K (1.27%) -97.71K
Decreased by -13.11%
Dec 31, 24
20 William Blair Investment Management, LLC 743.33K (1.27%) 743.33K
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.88M (3.20%) 11.12K
Increased by +0.59%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 1.65M (2.82%) 10.01K
Increased by +0.61%
Feb 28, 25
3 Vanguard Small Cap Index 1.52M (2.60%) 1.24K
Increased by +0.08%
Feb 28, 25
4 JHancock Disciplined Value Mid Cap I 1.38M (2.36%) 0.00
Increased by 0.00%
Jan 31, 25
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 888.07K (1.52%) 987.00
Increased by +0.11%
Feb 28, 25
8 Vanguard Small Cap Growth Index Inv 853.22K (1.46%) -3.52K
Decreased by -0.41%
Feb 28, 25
9 Delaware Ivy Mid Cap Growth A 787.19K (1.34%) -72.23K
Decreased by -9.18%
Oct 31, 24
10 Fidelity 500 Index 741.85K (1.27%) 3.27K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500 ETF Trust 740.60K (1.27%) -5.69K
Decreased by -0.77%
Mar 31, 24
12 SPDR® S&P 500® ETF Trust 735.75K (1.26%) -5.46K
Decreased by -0.74%
Feb 28, 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 697.99K (1.19%) -35.00
Decreased by -0.01%
Feb 28, 25
15 Macquarie Mid Cap Growth A 660.26K (1.13%) -1.03K
Decreased by -0.16%
Jan 31, 25
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