Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLD 1000.00%
2 IWB 1000.00%
3 JKE 1000.00%
4 UTRN 4.04%
5 KNGS 3.76%
6 RSPS 2.86%
7 VSDA 2.67%
8 RHS 2.60%
9 FXG 2.49%
10 RYJ 1.98%
11 FTXG 1.95%
12 VETS 1.93%
13 VTRN 1.73%
14 SPHD 1.49%
15 QDIV 1.42%
16 SZNE 1.26%
17 SDG 1.17%
18 JRNY 1.14%
19 DEMZ 1.01%
20 RBUS 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.76M (12.67%) 1.97M
Increased by +5.36%
Jun 30, 24
2 BlackRock Inc 25.50M (8.79%) -1.11M
Decreased by -4.36%
Jun 30, 24
3 State Street Corporation 25.17M (8.68%) -1.56M
Decreased by -6.20%
Mar 31, 24
4 State Street Corp 24.45M (8.43%) -717.61K
Decreased by -2.93%
Jun 30, 24
5 Geode Capital Management, LLC 7.24M (2.50%) 212.92K
Increased by +2.94%
Jun 30, 24
6 Amvescap Plc. 6.46M (2.23%) 392.01K
Increased by +6.07%
Jun 30, 24
7 Champlain Investment Partners, LLC 6.31M (2.18%) 1.39M
Increased by +22.09%
Jun 30, 24
8 Citadel Advisors Llc 5.60M (1.93%) 4.92M
Increased by +87.93%
Jun 30, 24
9 ProShare Advisors LLC 5.08M (1.75%) -558.22K
Decreased by -10.99%
Jun 30, 24
10 Mairs & Power Inc 5.08M (1.75%) -472.97K
Decreased by -9.32%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 4.51M (1.56%) 377.93K
Increased by +8.38%
Mar 31, 24
12 NORGES BANK 3.15M (1.09%) 1.21M
Increased by +38.33%
Jun 30, 24
13 Stifel Financial Corp 3.10M (1.07%) 99.36K
Increased by +3.20%
Jun 30, 24
14 Millennium Management LLC 3.09M (1.07%) 405.21K
Increased by +13.11%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 2.98M (1.03%) 575.38K
Increased by +19.33%
Jun 30, 24
16 Renaissance Technologies Corp 2.87M (0.99%) -626.90K
Decreased by -21.81%
Mar 31, 24
17 Northern Trust Corp 2.77M (0.95%) -42.03K
Decreased by -1.52%
Jun 30, 24
18 Principal Financial Group Inc 2.30M (0.79%) -892.95K
Decreased by -38.82%
Jun 30, 24
19 UBS Asset Mgmt Americas Inc 2.26M (0.78%) 671.00K
Increased by +29.69%
Jun 30, 24
20 Gates Bill & Melinda Foundation 2.20M (0.76%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 11.47M (3.96%) 674.05K
Increased by +5.87%
Sep 30, 23
2 Capital Group Wash Mutual Invtrs Comp 11.47M (3.96%) 674.05K
Increased by +5.87%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 9.55M (3.29%) -22.20K
Decreased by -0.23%
Jul 31, 24
4 Vanguard Institutional 500 Index Trust 7.54M (2.60%) 85.69K
Increased by +1.14%
Jul 31, 24
5 Vanguard Mid Cap Index Institutional 6.45M (2.23%) -5.67K
Decreased by -0.09%
Jul 31, 24
6 ProShares S&P 500 Dividend Aristocrats 5.63M (1.94%) 917.00
Increased by +0.02%
Aug 29, 24
7 Champlain Mid Cap Fund, LLC 5.50M (1.90%) -708.07K
Decreased by -12.88%
Aug 31, 24
8 Invesco S&P 500® Equal Weight ETF 3.77M (1.30%) 17.87K
Increased by +0.47%
Aug 30, 24
9 Fidelity 500 Index 3.55M (1.22%) 236.00
Increased by +0.01%
Jul 31, 24
10 SPDR® S&P 500 ETF Trust 3.46M (1.19%) 24.08K
Increased by +0.70%
May 30, 24
11 SPDR® S&P 500® ETF Trust 3.43M (1.18%) -17.89K
Decreased by -0.52%
Aug 31, 24
12 SPDR® S&P Dividend ETF 3.40M (1.17%) 0.00
Increased by 0.00%
Aug 31, 24
13 Fidelity® 500 Index 3.37M (1.16%) 21.48K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 3.18M (1.10%) 173.00
Increased by +0.01%
Aug 30, 24
15 Champlain Mid Cap Adv 3.06M (1.05%) 640.00K
Increased by +20.95%
Jun 30, 24
16 Mairs & Power Growth 2.81M (0.97%) -330.00K
Decreased by -11.74%
Jun 30, 24
17 Mairs & Power Multi Cap 2.81M (0.97%) -330.00K
Decreased by -11.74%
Jun 30, 24
18 Vanguard Value Index Inv 2.49M (0.86%) 9.38K
Increased by +0.38%
Jul 31, 24
19 Principal Equity Income A 2.45M (0.84%) -43.31K
Decreased by -1.77%
Apr 30, 24
20 Invesco S&P 500® Low Volatility ETF 2.20M (0.76%) -2.52K
Decreased by -0.11%
Jan 31, 24