Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AHOY 5.08%
2 OCFS 4.07%
3 UTRN 3.94%
4 XKFF 3.84%
5 EQTY 3.18%
6 FEMA 2.19%
7 FIXT 2.19%
8 XKFS 2.06%
9 ECLN 1.75%
10 RUNN 1.67%
11 NBCT 1.67%
12 SMCO 1.45%
13 NUKZ 1.35%
14 PXLV 1.29%
15 RGI 1.27%
16 RSPN 1.27%
17 SRHQ 1.25%
18 HWAY 1.19%
19 SPVM_old 1.07%
20 CZA 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.91M (11.48%) -27.41K
Decreased by -0.20%
Sep 30, 24
2 BlackRock Inc 8.10M (6.69%) 17.42K
Increased by +0.21%
Jun 30, 24
3 State Street Corporation 7.36M (6.07%) -94.38K
Decreased by -1.28%
Mar 31, 24
4 State Street Corp 7.30M (6.03%) -14.37K
Decreased by -0.20%
Sep 30, 24
5 Capital World Investors 5.49M (4.53%) -907.32K
Decreased by -16.52%
Mar 31, 24
6 PRIMECAP Management Company 5.27M (4.35%) -310.94K
Decreased by -5.90%
Sep 30, 24
7 Boston Partners Global Investors, Inc 4.08M (3.37%) 158.02K
Increased by +3.87%
Sep 30, 24
8 Barrow Hanley Mewhinney & Strauss LLC 3.22M (2.66%) -102.46K
Decreased by -3.18%
Sep 30, 24
9 Geode Capital Management, LLC 3.15M (2.60%) 73.57K
Increased by +2.34%
Sep 30, 24
10 Ruane, Cunniff & Goldfarb L.P. 2.53M (2.09%) -45.25K
Decreased by -1.79%
Sep 30, 24
11 Allspring Global Investments Holdings, LLC 2.43M (2.01%) -471.73K
Decreased by -19.40%
Sep 30, 24
12 Amvescap Plc. 2.21M (1.82%) 203.32K
Increased by +9.20%
Sep 30, 24
13 Macquarie Group Ltd 1.85M (1.53%) -208.40K
Decreased by -11.25%
Sep 30, 24
14 Select Equity Group LP 1.84M (1.52%) -2.19M
Decreased by -119.36%
Dec 31, 23
15 Massachusetts Financial Services Company 1.65M (1.36%) -32.27K
Decreased by -1.95%
Sep 30, 24
16 Third Point, LLC 1.65M (1.36%) -93.24K
Decreased by -5.65%
Sep 30, 24
17 Ninety One UK Limited 1.54M (1.27%) -39.08K
Decreased by -2.54%
Sep 30, 24
18 Bank of America Corp 1.42M (1.17%) 244.60K
Increased by +17.25%
Jun 30, 24
19 Findlay Park Partners LLP 1.39M (1.15%) -207.84K
Decreased by -14.94%
Sep 30, 23
20 American Century Companies Inc 1.34M (1.11%) -376.19K
Decreased by -28.05%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.91M (3.23%) -12.93K
Decreased by -0.33%
Oct 31, 24
2 Capital Group Growth Fnd of Amer Comp 3.68M (3.04%) 0.00
Increased by 0.00%
Mar 31, 24
3 Vanguard Institutional 500 Index Trust 3.32M (2.74%) 38.38K
Increased by +1.16%
Oct 31, 24
4 American Funds Growth Fund of Amer A 2.71M (2.23%) -977.12K
Decreased by -36.11%
Jun 30, 24
5 Vanguard Mid Cap Index Institutional 2.64M (2.18%) 4.82K
Increased by +0.18%
Oct 31, 24
6 Allspring Mid Value SMA 2.48M (2.05%) 2.48M
Increased by +99.99%
Jun 30, 24
7 Vanguard Capital Opportunity Inv 2.14M (1.76%) -56.54K
Decreased by -2.65%
Sep 30, 24
8 Allspring Special Mid Cap Value Inst 2.08M (1.71%) 0.00
Increased by 0.00%
Oct 31, 24
9 Allspring Special US Mid Cap Value Eq 2.08M (1.71%) -407.70K
Decreased by -19.64%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 1.54M (1.27%) -8.58K
Decreased by -0.56%
Nov 27, 24
11 Fidelity 500 Index 1.54M (1.27%) -3.35K
Decreased by -0.22%
Sep 30, 24
12 Capital Group Growth Composite 1.50M (1.24%) -669.00K
Decreased by -44.60%
Mar 31, 24
13 SPDR® S&P 500 ETF Trust 1.49M (1.23%) -3.23K
Decreased by -0.22%
Apr 30, 24
14 Fidelity® 500 Index 1.47M (1.21%) 9.34K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 1.41M (1.17%) 4.37K
Increased by +0.31%
Nov 27, 24
16 JHancock Disciplined Value I 1.23M (1.02%) 1.23M
Increased by +100.00%
Sep 30, 24
17 Invesco S&P 500® Equal Weight ETF 1.17M (0.97%) 8.64K
Increased by +0.74%
Nov 27, 24
18 American Funds IS® Growth 1 1.10M (0.91%) -397.80K
Decreased by -36.09%
Jun 30, 24
19 Vanguard Value Index Inv 1.06M (0.87%) 2.70K
Increased by +0.26%
Oct 31, 24
20 Sequoia 992.74K (0.82%) 992.74K
Increased by +100.00%
Sep 30, 24