Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.04%
2 WBIF 4.49%
3 ECOZ 4.22%
4 UTRN 4.06%
5 WBIG 3.91%
6 BCUS 3.87%
7 PRN 3.77%
8 HWAY 3.35%
9 MDCP 3.25%
10 GAST 3.02%
11 JMID 2.37%
12 PWC 2.06%
13 CACG 2.04%
14 LRGE 1.91%
15 FTIF 1.84%
16 FTGS 1.83%
17 FTCS 1.81%
18 BMVP 1.73%
19 RUNN 1.65%
20 PWB 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.29M (11.86%) 31.99K
Increased by +0.60%
Sep 30, 24
2 BlackRock Inc 4.07M (9.13%) -19.96K
Decreased by -0.49%
Sep 30, 24
3 JPMorgan Chase & Co 2.25M (5.05%) -37.98K
Decreased by -1.69%
Sep 30, 24
4 State Street Corp 2.00M (4.48%) 45.37K
Increased by +2.27%
Sep 30, 24
5 State Street Corporation 1.95M (4.38%) -79.15K
Decreased by -4.05%
Mar 31, 24
6 FMR Inc 1.62M (3.63%) 40.99K
Increased by +2.53%
Sep 30, 24
7 Geode Capital Management, LLC 1.17M (2.62%) 28.63K
Increased by +2.45%
Sep 30, 24
8 Wells Fargo & Co 1.06M (2.39%) -20.68K
Decreased by -1.94%
Sep 30, 24
9 ClearBridge Advisors, LLC 1.01M (2.26%) -82.45K
Decreased by -8.19%
Sep 30, 24
10 Bank of America Corp 755.78K (1.69%) -6.87K
Decreased by -0.91%
Sep 30, 24
11 Franklin Resources Inc 629.31K (1.41%) -65.29K
Decreased by -10.38%
Sep 30, 24
12 Northern Trust Corp 597.32K (1.34%) -38.48K
Decreased by -6.44%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 551.65K (1.24%) -595.28K
Decreased by -107.91%
Sep 30, 24
14 UBS Asset Mgmt Americas Inc 546.96K (1.23%) 42.87K
Increased by +7.84%
Sep 30, 24
15 NORGES BANK 497.22K (1.11%) 23.62K
Increased by +4.75%
Jun 30, 24
16 Legal & General Group PLC 432.75K (0.97%) 5.20K
Increased by +1.20%
Sep 30, 24
17 Stifel Financial Corp 428.99K (0.96%) -3.66K
Decreased by -0.85%
Sep 30, 24
18 Nuveen Asset Management, LLC 403.00K (0.90%) -6.74K
Decreased by -1.67%
Sep 30, 24
19 Amundi 400.56K (0.90%) 25.46K
Increased by +6.36%
Sep 30, 24
20 Amvescap Plc. 399.04K (0.89%) 26.23K
Increased by +6.57%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.37M (3.08%) -6.34K
Decreased by -0.46%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 1.20M (2.69%) 5.65K
Increased by +0.47%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 942.38K (2.11%) 5.19K
Increased by +0.55%
Dec 31, 24
4 Fidelity Contrafund 584.24K (1.31%) 0.00
Increased by 0.00%
Dec 31, 24
5 Fidelity® Contrafund® 551.69K (1.24%) 28.90K
Increased by +5.24%
Nov 30, 23
6 Fidelity 500 Index 550.13K (1.23%) 1.10K
Increased by +0.20%
Dec 31, 24
7 SPDR® S&P 500® ETF Trust 545.73K (1.22%) -26.00
Decreased by -0.00%
Jan 30, 25
8 SPDR® S&P 500 ETF Trust 532.54K (1.19%) -4.11K
Decreased by -0.77%
Mar 31, 24
9 Fidelity® 500 Index 518.56K (1.16%) 3.30K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 517.39K (1.16%) -884.00
Decreased by -0.17%
Jan 29, 25
11 Franklin Rising Dividends Fund A 484.40K (1.09%) -10.60K
Decreased by -2.19%
Nov 30, 24
12 Franklin Rising Dividends A 477.50K (1.07%) -6.90K
Decreased by -1.45%
Dec 31, 24
13 Vanguard Growth Index Investor 462.20K (1.04%) -23.62K
Decreased by -5.11%
Dec 31, 24
14 JPMorgan Large Cap Growth I 388.29K (0.87%) -188.98K
Decreased by -48.67%
Dec 31, 24
15 Vanguard Mid-Cap Growth ETF 324.75K (0.73%) 12.79K
Increased by +3.94%
Dec 31, 24
16 Vanguard Institutional Index I 279.69K (0.63%) -1.47K
Decreased by -0.52%
Dec 31, 24
17 Fidelity Contrafund Commingled Pl S 252.59K (0.57%) 533.00
Increased by +0.21%
Dec 31, 24
18 Fidelity Contrafund Commingled Pl O 250.56K (0.56%) 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 244.57K (0.55%) 2.78K
Increased by +1.14%
Dec 31, 24