Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.04%
2 WBIF 4.49%
3 BCUS 4.35%
4 ECOZ 4.22%
5 UTRN 4.07%
6 WBIG 3.91%
7 PRN 3.68%
8 HWAY 3.67%
9 MDCP 3.25%
10 GAST 3.02%
11 JMID 2.31%
12 LRGE 2.13%
13 PWC 2.06%
14 CACG 2.04%
15 BMVP 2.03%
16 PDP 2.00%
17 RUNN 1.77%
18 SXQG 1.74%
19 PWB 1.61%
20 DVOL 1.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.29M (12.00%) 31.99K
Increased by +0.60%
Sep 30, 24
2 BlackRock Inc 4.09M (9.28%) 64.92K
Increased by +1.59%
Jun 30, 24
3 State Street Corp 2.00M (4.53%) 45.37K
Increased by +2.27%
Sep 30, 24
4 State Street Corporation 1.95M (4.43%) -79.15K
Decreased by -4.05%
Mar 31, 24
5 FMR Inc 1.62M (3.67%) 40.99K
Increased by +2.53%
Sep 30, 24
6 Geode Capital Management, LLC 1.17M (2.65%) 28.63K
Increased by +2.45%
Sep 30, 24
7 JPMorgan Chase & Co 1.12M (2.53%) -28.07K
Decreased by -2.51%
Sep 30, 24
8 Wells Fargo & Co 1.06M (2.41%) -20.68K
Decreased by -1.94%
Sep 30, 24
9 ClearBridge Advisors, LLC 1.01M (2.28%) -82.45K
Decreased by -8.19%
Sep 30, 24
10 Bank of America Corp 755.78K (1.71%) -6.87K
Decreased by -0.91%
Sep 30, 24
11 Goldman Sachs Group Inc 646.27K (1.47%) 301.12K
Increased by +46.59%
Dec 31, 23
12 Franklin Resources Inc 629.31K (1.43%) -65.29K
Decreased by -10.38%
Sep 30, 24
13 Northern Trust Corp 597.32K (1.35%) -38.48K
Decreased by -6.44%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 551.65K (1.25%) -595.28K
Decreased by -107.91%
Sep 30, 24
15 UBS Asset Mgmt Americas Inc 546.96K (1.24%) 42.87K
Increased by +7.84%
Sep 30, 24
16 NORGES BANK 497.22K (1.13%) 23.62K
Increased by +4.75%
Jun 30, 24
17 Legal & General Group PLC 432.75K (0.98%) 5.20K
Increased by +1.20%
Sep 30, 24
18 Stifel Financial Corp 428.99K (0.97%) -3.66K
Decreased by -0.85%
Sep 30, 24
19 Nuveen Asset Management, LLC 403.00K (0.91%) -6.74K
Decreased by -1.67%
Sep 30, 24
20 Amundi 400.56K (0.91%) 25.46K
Increased by +6.36%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.38M (3.14%) -4.74K
Decreased by -0.34%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 1.18M (2.67%) 14.05K
Increased by +1.19%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 932.30K (2.11%) 1.68K
Increased by +0.18%
Oct 31, 24
4 JPMorgan Large Cap Growth I 599.86K (1.36%) 0.00
Increased by 0.00%
Oct 31, 24
5 Fidelity Contrafund 583.49K (1.32%) 1.16K
Increased by +0.20%
Oct 31, 24
6 Fidelity® Contrafund® 551.69K (1.25%) 28.90K
Increased by +5.24%
Nov 30, 23
7 SPDR® S&P 500® ETF Trust 549.06K (1.25%) 3.22K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 545.30K (1.24%) -896.00
Decreased by -0.16%
Oct 31, 24
9 SPDR® S&P 500 ETF Trust 532.54K (1.21%) -4.11K
Decreased by -0.77%
Mar 31, 24
10 Fidelity® 500 Index 518.56K (1.18%) 3.30K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 502.09K (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
12 Franklin Rising Dividends A 495.00K (1.12%) 0.00
Increased by 0.00%
Oct 31, 24
13 Franklin Rising Dividends Fund A 495.00K (1.12%) 0.00
Increased by 0.00%
Oct 31, 24
14 Vanguard Growth Index Investor 483.04K (1.10%) 2.95K
Increased by +0.61%
Oct 31, 24
15 Vanguard Mid-Cap Growth ETF 310.28K (0.70%) 822.00
Increased by +0.26%
Oct 31, 24
16 Vanguard Institutional Index I 282.29K (0.64%) -287.00
Decreased by -0.10%
Oct 31, 24
17 Fidelity Contrafund Commingled Pl O 250.56K (0.57%) 1.18K
Increased by +0.47%
Aug 31, 24
18 Fidelity Contrafund Commingled Pl S 250.22K (0.57%) 1.13K
Increased by +0.45%
Oct 31, 24
19 iShares MSCI USA Quality Factor ETF 249.69K (0.57%) 900.00
Increased by +0.36%
Oct 31, 24
20 Vanguard Dividend Appreciation ETF 240.39K (0.55%) 552.00
Increased by +0.23%
Oct 31, 24