Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.89%
2 PWER 3.09%
3 CTEX 2.91%
4 CNRG 2.71%
5 FEMA 2.62%
6 FIXT 2.51%
7 SIMS 2.43%
8 SAEF 2.23%
9 TEMP 1.82%
10 NBCT 1.71%
11 FORH 1.46%
12 SHRT 1.30%
13 HIPR 1.28%
14 RSPN 1.14%
15 RGI 1.14%
16 DVLU 0.98%
17 CLMA 0.93%
18 LSAF 0.85%
19 EIPI 0.84%
20 QMID 0.75%

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 US Total Market Shares ETF 1.92M (3.27%) 1.62K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.88M (3.20%) 11.12K
Increased by +0.59%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 1.65M (2.82%) 10.01K
Increased by +0.61%
Feb 28, 25
4 Vanguard Small Cap Index 1.52M (2.60%) 1.24K
Increased by +0.08%
Feb 28, 25
5 JHancock Disciplined Value Mid Cap I 1.38M (2.36%) 3.83K
Increased by +0.28%
Feb 28, 25
6 Invesco S&P 500® Equal Weight ETF 1.08M (1.85%) 2.31K
Increased by +0.21%
Mar 31, 25
7 American Funds Growth Fund of Amer A 942.79K (1.61%) 0.00
Increased by 0.00%
Dec 31, 24
8 Capital Group Growth Fnd of Amer Comp 942.79K (1.61%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Small Cap Growth Index Inv 853.22K (1.46%) -3.52K
Decreased by -0.41%
Feb 28, 25
10 Delaware Ivy Mid Cap Growth A 787.19K (1.34%) -72.23K
Decreased by -9.18%
Oct 31, 24
11 Fidelity 500 Index 745.16K (1.27%) 3.32K
Increased by +0.45%
Feb 28, 25
12 SPDR® S&P 500 ETF Trust 740.60K (1.27%) -5.69K
Decreased by -0.77%
Mar 31, 24
13 SPDR® S&P 500 ETF 740.51K (1.27%) -10.85K
Decreased by -1.47%
Mar 31, 25
14 iShares Core S&P 500 ETF 726.34K (1.24%) 2.10K
Increased by +0.29%
Mar 31, 25
15 Fidelity® 500 Index 725.31K (1.24%) 4.62K
Increased by +0.64%
Nov 30, 23
16 SPDR® S&P 500® ETF Trust 720.88K (1.23%) -3.78K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 712.68K (1.22%) -11.97K
Decreased by -1.68%
Mar 31, 25
18 Macquarie Mid Cap Growth A 645.88K (1.10%) -14.38K
Decreased by -2.23%
Feb 28, 25
19 Fidelity Growth Compy Commingled Pl O 550.24K (0.94%) 0.00
Increased by 0.00%
Aug 31, 24
20 Vanguard Explorer Inv 528.93K (0.90%) 53.61K
Increased by +10.14%
Dec 31, 24