Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AHOY 5.14%
2 UTRN 4.00%
3 XKFF 3.84%
4 EQTY 3.45%
5 FEMA 2.19%
6 FIXT 2.19%
7 XKFS 2.06%
8 ECLN 1.81%
9 RUNN 1.80%
10 NBCT 1.67%
11 NUKZ 1.66%
12 SMCO 1.58%
13 RGI 1.41%
14 RSPN 1.41%
15 SRHQ 1.38%
16 CZA 1.30%
17 PXLV 1.29%
18 HWAY 1.20%
19 SDVY 1.11%
20 SPVM_old 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.91M (11.33%) -27.41K
Decreased by -0.20%
Sep 30, 24
2 BlackRock Inc 8.10M (6.60%) 17.42K
Increased by +0.21%
Jun 30, 24
3 State Street Corporation 7.36M (5.99%) -94.38K
Decreased by -1.28%
Mar 31, 24
4 State Street Corp 7.32M (5.96%) -36.54K
Decreased by -0.50%
Jun 30, 24
5 Capital World Investors 5.49M (4.47%) -907.32K
Decreased by -16.52%
Mar 31, 24
6 PRIMECAP Management Company 5.27M (4.30%) -310.94K
Decreased by -5.90%
Sep 30, 24
7 Boston Partners Global Investors, Inc 3.92M (3.19%) 223.17K
Increased by +5.69%
Jun 30, 24
8 Barrow Hanley Mewhinney & Strauss LLC 3.22M (2.63%) -102.46K
Decreased by -3.18%
Sep 30, 24
9 Geode Capital Management, LLC 3.07M (2.50%) 60.81K
Increased by +1.98%
Jun 30, 24
10 Allspring Global Investments Holdings, LLC 2.90M (2.37%) -34.54K
Decreased by -1.19%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 2.72M (2.22%) 434.30K
Increased by +15.95%
Jun 30, 24
12 Ruane, Cunniff & Goldfarb L.P. 2.53M (2.06%) -45.25K
Decreased by -1.79%
Sep 30, 24
13 Macquarie Group Ltd 2.06M (1.68%) 2.05M
Increased by +99.47%
Jun 30, 24
14 Amvescap Plc. 2.01M (1.64%) 247.15K
Increased by +12.32%
Jun 30, 24
15 Select Equity Group LP 1.84M (1.50%) -2.19M
Decreased by -119.36%
Dec 31, 23
16 Third Point, LLC 1.74M (1.42%) -6.76K
Decreased by -0.39%
Jun 30, 24
17 Massachusetts Financial Services Company 1.65M (1.35%) -32.27K
Decreased by -1.95%
Sep 30, 24
18 Ninety One UK Limited 1.54M (1.25%) -39.08K
Decreased by -2.54%
Sep 30, 24
19 Bank of America Corp 1.42M (1.16%) 244.60K
Increased by +17.25%
Jun 30, 24
20 Findlay Park Partners LLP 1.39M (1.13%) -207.84K
Decreased by -14.94%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.91M (3.18%) -12.93K
Decreased by -0.33%
Oct 31, 24
2 Capital Group Growth Fnd of Amer Comp 3.68M (3.00%) 0.00
Increased by 0.00%
Mar 31, 24
3 Vanguard Institutional 500 Index Trust 3.32M (2.70%) 38.38K
Increased by +1.16%
Oct 31, 24
4 American Funds Growth Fund of Amer A 2.71M (2.21%) -977.12K
Decreased by -36.11%
Jun 30, 24
5 Vanguard Mid Cap Index Institutional 2.64M (2.15%) 4.82K
Increased by +0.18%
Oct 31, 24
6 Allspring Mid Value SMA 2.48M (2.02%) 2.48M
Increased by +99.99%
Jun 30, 24
7 Vanguard Capital Opportunity Inv 2.14M (1.74%) -56.54K
Decreased by -2.65%
Sep 30, 24
8 Allspring Special Mid Cap Value Inst 2.08M (1.69%) 0.00
Increased by 0.00%
Oct 31, 24
9 Allspring Special US Mid Cap Value Eq 2.08M (1.69%) -407.70K
Decreased by -19.64%
Sep 30, 24
10 Fidelity 500 Index 1.54M (1.25%) -3.35K
Decreased by -0.22%
Sep 30, 24
11 SPDR® S&P 500® ETF Trust 1.53M (1.24%) 7.99K
Increased by +0.52%
Oct 31, 24
12 Capital Group Growth Composite 1.50M (1.22%) -669.00K
Decreased by -44.60%
Mar 31, 24
13 SPDR® S&P 500 ETF Trust 1.49M (1.21%) -3.23K
Decreased by -0.22%
Apr 30, 24
14 Fidelity® 500 Index 1.47M (1.20%) 9.34K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 1.39M (1.13%) 2.15K
Increased by +0.15%
Oct 31, 24
16 JHancock Disciplined Value I 1.23M (1.01%) 1.23M
Increased by +100.00%
Sep 30, 24
17 Invesco S&P 500® Equal Weight ETF 1.11M (0.90%) 5.10K
Increased by +0.46%
Oct 31, 24
18 American Funds IS® Growth 1 1.10M (0.90%) -397.80K
Decreased by -36.09%
Jun 30, 24
19 Vanguard Value Index Inv 1.06M (0.86%) 2.70K
Increased by +0.26%
Oct 31, 24
20 Sequoia 992.74K (0.81%) 0.00
Increased by 0.00%
Jun 30, 24