Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.04%
2 WBIF 4.49%
3 BCUS 4.26%
4 ECOZ 4.22%
5 UTRN 4.07%
6 WBIG 3.91%
7 HWAY 3.71%
8 PRN 3.68%
9 MDCP 3.25%
10 JMID 2.94%
11 GAST 2.71%
12 LRGE 2.27%
13 PDP 2.12%
14 BMVP 2.07%
15 PWC 2.06%
16 CACG 2.04%
17 SXQG 1.86%
18 RUNN 1.83%
19 ESMV 1.68%
20 PWB 1.61%

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 Corporation 1.95M (4.43%) -79.15K
Decreased by -4.05%
Mar 31, 24
4 State Street Corp 1.95M (4.43%) -1.89K
Decreased by -0.10%
Jun 30, 24
5 FMR Inc 1.62M (3.67%) 40.99K
Increased by +2.53%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 1.15M (2.60%) 32.14K
Increased by +2.80%
Jun 30, 24
7 JPMorgan Chase & Co 1.14M (2.60%) 31.45K
Increased by +2.75%
Jun 30, 24
8 Geode Capital Management, LLC 1.14M (2.58%) 20.38K
Increased by +1.79%
Jun 30, 24
9 ClearBridge Advisors, LLC 1.09M (2.47%) -58.72K
Decreased by -5.39%
Jun 30, 24
10 Wells Fargo & Co 1.09M (2.46%) -1.44K
Decreased by -0.13%
Jun 30, 24
11 Bank of America Corp 762.65K (1.73%) -175.05K
Decreased by -22.95%
Jun 30, 24
12 Franklin Resources Inc 694.61K (1.58%) 6.26K
Increased by +0.90%
Jun 30, 24
13 Goldman Sachs Group Inc 646.27K (1.47%) 301.12K
Increased by +46.59%
Dec 31, 23
14 Northern Trust Corp 597.32K (1.35%) -38.48K
Decreased by -6.44%
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 Stifel Financial Corp 432.65K (0.98%) -6.49K
Decreased by -1.50%
Jun 30, 24
18 Legal & General Group PLC 427.56K (0.97%) -9.84K
Decreased by -2.30%
Jun 30, 24
19 Nuveen Asset Management, LLC 409.74K (0.93%) -47.50K
Decreased by -11.59%
Jun 30, 24
20 Dimensional Fund Advisors, Inc. 389.11K (0.88%) 29.09K
Increased by +7.48%
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%
Sep 30, 24
5 Fidelity Contrafund 582.33K (1.32%) 2.06K
Increased by +0.35%
Sep 30, 24
6 Fidelity® Contrafund® 551.69K (1.25%) 28.90K
Increased by +5.24%
Nov 30, 23
7 Fidelity 500 Index 546.20K (1.24%) 7.47K
Increased by +1.37%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 541.50K (1.23%) 2.81K
Increased by +0.52%
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 Franklin Rising Dividends A 495.00K (1.12%) 0.00
Increased by 0.00%
Sep 30, 24
12 Franklin Rising Dividends Fund A 495.00K (1.12%) 0.00
Increased by 0.00%
Sep 30, 24
13 iShares Core S&P 500 ETF 494.37K (1.12%) 754.00
Increased by +0.15%
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 iShares MSCI USA Quality Factor ETF 249.69K (0.57%) 900.00
Increased by +0.36%
Oct 31, 24
19 Fidelity Contrafund Commingled Pl S 249.08K (0.56%) -1.48K
Decreased by -0.59%
Sep 30, 24
20 Vanguard Dividend Appreciation ETF 240.39K (0.55%) 552.00
Increased by +0.23%
Oct 31, 24