Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPAY 4.43%
2 FINX 4.29%
3 UTRN 4.10%
4 BPAY 3.96%
5 LEND 2.63%
6 ABCS 1.76%
7 GBGR 1.69%
8 FTXD 1.66%
9 FDIG 1.55%
10 HCOW 1.47%
11 COWS 1.46%
12 RYF 1.43%
13 ISHP 1.42%
14 RSPF 1.33%
15 GDIV 1.24%
16 FXR 1.15%
17 PKW 1.00%
18 DTEC 0.97%
19 SURE 0.92%
20 ALTL 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.00M (10.18%) 179.19K
Increased by +0.72%
Dec 31, 24
2 BlackRock Inc 18.89M (7.69%) 1.02M
Increased by +5.38%
Dec 31, 24
3 State Street Corp 10.82M (4.40%) 272.94K
Increased by +2.52%
Dec 31, 24
4 State Street Corporation 10.56M (4.30%) -24.63K
Decreased by -0.23%
Mar 31, 24
5 Pzena Investment Management, LLC 8.30M (3.38%) 1.66M
Increased by +20.00%
Dec 31, 24
6 Synovus Financial Corp 7.52M (3.06%) -51.16K
Decreased by -0.68%
Dec 31, 24
7 Ameriprise Financial Inc 7.26M (2.95%) -221.67K
Decreased by -3.06%
Dec 31, 24
8 Geode Capital Management, LLC 6.23M (2.54%) 301.88K
Increased by +4.85%
Dec 31, 24
9 Bank of America Corp 5.96M (2.43%) -3.00M
Decreased by -50.27%
Dec 31, 24
10 T. Rowe Price Associates, Inc. 5.87M (2.39%) -1.77M
Decreased by -30.19%
Dec 31, 24
11 Orbis Allan Gray Ltd 5.71M (2.33%) -547.48K
Decreased by -9.59%
Dec 31, 24
12 Harris Associates L.P. 5.35M (2.18%) 325.45K
Increased by +6.08%
Dec 31, 24
13 Franklin Resources Inc 5.05M (2.06%) -449.23K
Decreased by -8.89%
Dec 31, 24
14 Boston Partners Global Investors, Inc 4.80M (1.95%) 12.20K
Increased by +0.25%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 4.29M (1.75%) 425.81K
Increased by +9.92%
Dec 31, 24
16 Glenview Capital Management LLC 3.93M (1.60%) -215.01K
Decreased by -5.48%
Dec 31, 24
17 FMR Inc 3.91M (1.59%) -469.82K
Decreased by -12.00%
Dec 31, 24
18 Millennium Management LLC 3.50M (1.42%) 1.40M
Increased by +39.92%
Jun 30, 24
19 NORGES BANK 3.09M (1.26%) -56.51K
Decreased by -1.83%
Dec 31, 24
20 Nordea Investment Mgmt Bank Demark A/s 2.95M (1.20%) 349.46K
Increased by +11.85%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.13M (2.50%) -284.22K
Decreased by -4.64%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 5.41M (2.20%) -321.99K
Decreased by -5.95%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 4.21M (1.71%) -196.47K
Decreased by -4.67%
Feb 28, 25
4 Oakmark Investor 4.10M (1.67%) 222.00K
Increased by +5.41%
Dec 31, 24
5 Columbia Seligman Tech & Info A 3.73M (1.52%) 0.00
Increased by 0.00%
Feb 28, 25
6 Columbia Seligman Technology Growth 3.73M (1.52%) 81.10K
Increased by +2.17%
Dec 31, 24
7 Fidelity 500 Index 3.17M (1.29%) 14.00K
Increased by +0.44%
Jan 31, 25
8 Vanguard Wellington™ Inv 3.16M (1.29%) -2.42M
Decreased by -76.49%
Dec 31, 23
9 SPDR® S&P 500® ETF Trust 3.15M (1.28%) -23.40K
Decreased by -0.74%
Feb 28, 25
10 SPDR® S&P 500 ETF Trust 3.14M (1.28%) -24.49K
Decreased by -0.78%
Mar 31, 24
11 Fidelity® 500 Index 3.03M (1.23%) 19.28K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 2.99M (1.22%) -150.00
Decreased by -0.01%
Feb 28, 25
13 Vanguard Value Index Inv 2.20M (0.90%) 20.97K
Increased by +0.95%
Feb 28, 25
14 T. Rowe Price All-Cap Opportunities Fund 2.14M (0.87%) 324.00K
Increased by +15.13%
Sep 30, 24
15 T. Rowe Price US All-Cap Opp Eq Comp 2.14M (0.87%) 963.50K
Increased by +45.00%
Sep 30, 24
16 T. Rowe Price US All-Cap Opp Eq SMA 2.14M (0.87%) 963.50K
Increased by +45.00%
Sep 30, 24
17 Pzena Large Cap Value 2.04M (0.83%) 0.00
Increased by 0.00%
Feb 28, 25
18 Vanguard Windsor Investor Shares 2.04M (0.83%) 129.54K
Increased by +6.34%
Dec 31, 24
19 Victory Sycamore Established Value R 1.98M (0.80%) -205.00K
Decreased by -10.38%
Sep 30, 24
20 The Financial Select Sector SPDR® ETF 1.91M (0.78%) 2.27K
Increased by +0.12%
Feb 28, 25