Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.00%
2 WBIF 4.49%
3 BCUS 4.30%
4 ECOZ 4.22%
5 PRN 4.17%
6 UTRN 4.02%
7 WBIG 3.91%
8 HWAY 3.60%
9 MDCP 3.25%
10 GAST 3.01%
11 JMID 2.55%
12 LRGE 2.23%
13 PWC 2.06%
14 CACG 2.04%
15 FTGS 1.94%
16 FTIF 1.90%
17 RUNN 1.83%
18 FTCS 1.76%
19 PDP 1.76%
20 BMVP 1.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.33M (12.06%) 40.38K
Increased by +0.76%
Dec 31, 24
2 BlackRock Inc 4.01M (9.07%) -61.67K
Decreased by -1.54%
Dec 31, 24
3 State Street Corp 2.01M (4.55%) 14.93K
Increased by +0.74%
Dec 31, 24
4 State Street Corporation 1.95M (4.42%) -79.15K
Decreased by -4.05%
Mar 31, 24
5 FMR Inc 1.60M (3.63%) -13.35K
Decreased by -0.83%
Dec 31, 24
6 Geode Capital Management, LLC 1.19M (2.70%) 27.72K
Increased by +2.32%
Dec 31, 24
7 Wells Fargo & Co 1.06M (2.41%) -553.00
Decreased by -0.05%
Dec 31, 24
8 ClearBridge Advisors, LLC 961.32K (2.17%) -45.56K
Decreased by -4.74%
Dec 31, 24
9 JPMorgan Chase & Co 746.77K (1.69%) -1.50M
Decreased by -201.49%
Dec 31, 24
10 Northern Trust Corp 681.91K (1.54%) 84.59K
Increased by +12.41%
Dec 31, 24
11 Franklin Resources Inc 618.36K (1.40%) -10.95K
Decreased by -1.77%
Dec 31, 24
12 UBS Asset Mgmt Americas Inc 584.85K (1.32%) 37.89K
Increased by +6.48%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 582.91K (1.32%) 31.26K
Increased by +5.36%
Dec 31, 24
14 Bank of America Corp 562.13K (1.27%) -193.66K
Decreased by -34.45%
Dec 31, 24
15 Amvescap Plc. 514.33K (1.16%) 115.29K
Increased by +22.42%
Dec 31, 24
16 NORGES BANK 508.43K (1.15%) 11.21K
Increased by +2.20%
Dec 31, 24
17 Amundi 459.54K (1.04%) 58.98K
Increased by +12.83%
Dec 31, 24
18 Stifel Financial Corp 419.48K (0.95%) -9.50K
Decreased by -2.27%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 409.29K (0.93%) 20.18K
Increased by +4.93%
Dec 31, 24
20 Nuveen Asset Management, LLC 376.59K (0.85%) -26.41K
Decreased by -7.01%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.38M (3.13%) 5.82K
Increased by +0.42%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 1.23M (2.78%) 8.00K
Increased by +0.65%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 946.64K (2.14%) 4.05K
Increased by +0.43%
Feb 28, 25
4 Fidelity Contrafund 584.24K (1.32%) 0.00
Increased by 0.00%
Jan 31, 25
5 Fidelity 500 Index 552.57K (1.25%) 2.44K
Increased by +0.44%
Jan 31, 25
6 Fidelity® Contrafund® 551.69K (1.25%) 28.90K
Increased by +5.24%
Nov 30, 23
7 SPDR® S&P 500® ETF Trust 548.02K (1.24%) -4.06K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 532.54K (1.20%) -4.11K
Decreased by -0.77%
Mar 31, 24
9 iShares Core S&P 500 ETF 520.54K (1.18%) -26.00
Decreased by -0.00%
Feb 28, 25
10 Fidelity® 500 Index 518.56K (1.17%) 3.30K
Increased by +0.64%
Nov 30, 23
11 Franklin Rising Dividends A 477.50K (1.08%) -6.90K
Decreased by -1.45%
Dec 31, 24
12 Vanguard Growth Index Investor 464.12K (1.05%) 425.00
Increased by +0.09%
Feb 28, 25
13 Franklin Rising Dividends Fund A 398.50K (0.90%) 0.00
Increased by 0.00%
Feb 28, 25
14 JPMorgan Large Cap Growth I 388.29K (0.88%) 0.00
Increased by 0.00%
Jan 31, 25
15 Vanguard Mid-Cap Growth ETF 329.11K (0.74%) 2.65K
Increased by +0.80%
Feb 28, 25
16 Vanguard Institutional Index I 274.81K (0.62%) -3.13K
Decreased by -1.14%
Feb 28, 25
17 Fidelity Contrafund Commingled Pl S 253.05K (0.57%) 461.00
Increased by +0.18%
Jan 31, 25
18 Fidelity Contrafund Commingled Pl O 250.56K (0.57%) 1.18K
Increased by +0.47%
Aug 31, 24
19 iShares MSCI USA Quality Factor ETF 249.69K (0.56%) 900.00
Increased by +0.36%
Oct 31, 24
20 Vanguard Dividend Appreciation ETF 244.23K (0.55%) 1.32K
Increased by +0.54%
Feb 28, 25