Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 3.98%
2 UTRN 3.93%
3 RYJ 2.02%
4 UPGD 2.02%
5 FLV 1.96%
6 XHS 1.82%
7 RSPH 1.65%
8 RYH 1.58%
9 FXH 1.32%
10 DEMZ 1.24%
11 SHRT 0.88%
12 SZNE 0.88%
13 QQJG 0.81%
14 DSTL 0.66%
15 TERM 0.66%
16 QQQJ 0.60%
17 RPV 0.55%
18 USVM 0.50%
19 PSM 0.46%
20 WTV 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.73M (13.38%) -108.40K
Decreased by -0.74%
Dec 31, 24
2 BlackRock Inc 9.05M (8.22%) -182.97K
Decreased by -2.02%
Dec 31, 24
3 Artisan Partners Limited Partnership 6.53M (5.93%) -16.06K
Decreased by -0.25%
Dec 31, 24
4 State Street Corporation 6.39M (5.81%) -116.86K
Decreased by -1.83%
Mar 31, 24
5 State Street Corp 5.98M (5.43%) -130.75K
Decreased by -2.19%
Dec 31, 24
6 JPMorgan Chase & Co 5.91M (5.37%) -7.15M
Decreased by -120.95%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 4.99M (4.54%) -105.57K
Decreased by -2.11%
Jun 30, 24
8 Amvescap Plc. 4.96M (4.51%) 17.55K
Increased by +0.35%
Dec 31, 24
9 American Century Companies Inc 4.80M (4.36%) -551.08K
Decreased by -11.48%
Dec 31, 24
10 FMR Inc 3.50M (3.18%) 217.14K
Increased by +6.21%
Dec 31, 24
11 Geode Capital Management, LLC 3.17M (2.88%) 14.88K
Increased by +0.47%
Dec 31, 24
12 Generation Investment Management LLP 2.74M (2.49%) -1.66M
Decreased by -60.49%
Dec 31, 24
13 Palestra Capital Management LLC 2.64M (2.40%) 2.64M
Increased by +100.00%
Dec 31, 24
14 Boston Partners Global Investors, Inc 2.64M (2.40%) 1.56M
Increased by +59.03%
Dec 31, 23
15 Southpoint Capital Advisors LP 2.60M (2.36%) 0.00
Increased by 0.00%
Dec 31, 24
16 Fiduciary Management, Inc. of Milwaukee 2.49M (2.26%) 167.99K
Increased by +6.75%
Dec 31, 24
17 Perpetual Ltd 2.38M (2.17%) -35.51K
Decreased by -1.49%
Jun 30, 24
18 Swedbank AB 2.36M (2.14%) -271.63K
Decreased by -11.53%
Sep 30, 24
19 Lazard Asset Management LLC 2.19M (1.99%) -114.11K
Decreased by -5.21%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 2.14M (1.94%) 279.51K
Increased by +13.08%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.93M (3.57%) 12.35K
Increased by +0.31%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 3.46M (3.14%) 21.22K
Increased by +0.61%
Feb 28, 25
3 Vanguard Small Cap Index 3.18M (2.89%) 2.63K
Increased by +0.08%
Feb 28, 25
4 JPM US Mid Cap Value-Composite 2.30M (2.09%) -25.20K
Decreased by -1.10%
Jun 30, 24
5 JPM US Mid Cap Value-MA 2.30M (2.09%) 0.00
Increased by 0.00%
Dec 31, 24
6 JPMorgan Mid Cap Value L 2.30M (2.09%) 0.00
Increased by 0.00%
Jan 31, 25
7 American Century Mid Cap Value Inv 2.26M (2.05%) -185.73K
Decreased by -8.23%
Dec 31, 24
8 American Century U.S. Mid Cap Value 2.26M (2.05%) -185.73K
Decreased by -8.23%
Dec 31, 24
9 Vanguard Small Cap Value Index Inv 2.10M (1.91%) -7.50K
Decreased by -0.36%
Feb 28, 25
10 Invesco S&P 500® Equal Weight ETF 1.99M (1.81%) 2.26K
Increased by +0.11%
Feb 28, 25
11 Fidelity 500 Index 1.55M (1.41%) 6.86K
Increased by +0.44%
Jan 31, 25
12 SPDR® S&P 500® ETF Trust 1.54M (1.40%) -11.39K
Decreased by -0.74%
Feb 28, 25
13 SPDR® S&P 500 ETF Trust 1.54M (1.40%) -3.31K
Decreased by -0.21%
Apr 30, 24
14 Invesco Comstock A 1.54M (1.40%) 0.00
Increased by 0.00%
Jan 31, 25
15 Invesco Large Cap Value 1.54M (1.40%) 0.00
Increased by 0.00%
Dec 31, 24
16 Fidelity® 500 Index 1.52M (1.38%) 9.69K
Increased by +0.64%
Nov 30, 23
17 Vanguard Mid Cap Index Institutional 1.46M (1.33%) -1.23K
Decreased by -0.08%
Jan 31, 24
18 iShares Core S&P 500 ETF 1.46M (1.33%) -74.00
Decreased by -0.01%
Feb 28, 25
19 Nuance Mid Cap Value Separate Account 1.37M (1.25%) -99.99K
Decreased by -7.28%
Dec 31, 24
20 MFS Mid Cap Growth Equity 1.35M (1.23%) -5.61K
Decreased by -0.42%
Sep 30, 23