Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 4.43%
2 UTRN 3.73%
3 EQTY 3.67%
4 XTH 3.59%
5 SAMM 3.04%
6 SSPX 2.85%
7 MID 2.78%
8 TENG 2.76%
9 IDAT 2.65%
10 FTIF 2.23%
11 USRD 2.06%
12 CZA 1.91%
13 SIXG 1.82%
14 SRHQ 1.74%
15 SAEF 1.64%
16 RYT 1.57%
17 NBDS 1.56%
18 RSPT 1.55%
19 EQUL 1.45%
20 FIVG 1.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.87M (12.12%) 55.22K
Increased by +0.26%
Dec 31, 24
2 BlackRock Inc 17.55M (10.19%) 365.51K
Increased by +2.08%
Sep 30, 24
3 T. Rowe Price Associates, Inc. 12.49M (7.25%) 4.11M
Increased by +32.93%
Sep 30, 24
4 State Street Corp 7.86M (4.56%) 194.29K
Increased by +2.47%
Sep 30, 24
5 State Street Corporation 7.80M (4.53%) -58.15K
Decreased by -0.75%
Mar 31, 24
6 Geode Capital Management, LLC 4.40M (2.55%) 323.24K
Increased by +7.35%
Sep 30, 24
7 Swedbank AB 4.38M (2.55%) -37.65K
Decreased by -0.86%
Dec 31, 24
8 T. Rowe Price Investment Management,Inc. 4.11M (2.39%) -17.80K
Decreased by -0.43%
Sep 30, 24
9 Boston Partners Global Investors, Inc 3.96M (2.30%) 704.92K
Increased by +17.81%
Dec 31, 24
10 Capital World Investors 3.79M (2.20%) 511.72K
Increased by +13.50%
Dec 31, 24
11 JPMorgan Chase & Co 3.50M (2.03%) -341.31K
Decreased by -9.75%
Sep 30, 24
12 Amundi 3.27M (1.90%) -48.26K
Decreased by -1.48%
Dec 31, 24
13 UBS Asset Mgmt Americas Inc 2.38M (1.38%) -873.28K
Decreased by -36.70%
Sep 30, 24
14 AllianceBernstein L.P. 2.19M (1.27%) -70.15K
Decreased by -3.21%
Jun 30, 24
15 Amvescap Plc. 2.17M (1.26%) -11.84K
Decreased by -0.54%
Sep 30, 24
16 Jennison Associates LLC 2.15M (1.25%) -1.61M
Decreased by -75.00%
Sep 30, 24
17 Millennium Management LLC 2.11M (1.22%) 661.82K
Increased by +31.38%
Sep 30, 23
18 Goldman Sachs Group Inc 2.04M (1.18%) 1.05M
Increased by +51.29%
Dec 31, 23
19 NORGES BANK 2.00M (1.16%) 100.42K
Increased by +5.03%
Dec 31, 24
20 Northern Trust Corp 1.83M (1.06%) -51.89K
Decreased by -2.84%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.45M (3.16%) -46.06K
Decreased by -0.85%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 4.70M (2.73%) 7.36K
Increased by +0.16%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 3.73M (2.17%) 9.30K
Increased by +0.25%
Dec 31, 24
4 T. Rowe Price U.S. Value Equity Tr-Z 3.63M (2.11%) 449.38K
Increased by +12.38%
Dec 31, 24
5 T. Rowe Price US Value Equity Composite 3.31M (1.92%) 347.94K
Increased by +10.50%
Dec 31, 24
6 T. Rowe Price Value 3.31M (1.92%) -52.88K
Decreased by -1.60%
Dec 31, 24
7 Swedbank Robur Technology A 2.50M (1.45%) 0.00
Increased by 0.00%
Jan 31, 25
8 UBS: Global Equity 2.23M (1.30%) 0.00
Increased by 0.00%
Sep 30, 24
9 American Funds Fundamental Invs A 2.19M (1.27%) 252.45K
Increased by +11.54%
Dec 31, 24
10 Capital Group Fundamental Invtrs Comp 2.19M (1.27%) 252.45K
Increased by +11.54%
Dec 31, 24
11 Fidelity 500 Index 2.15M (1.25%) -2.46K
Decreased by -0.11%
Dec 31, 24
12 SPDR® S&P 500® ETF Trust 2.12M (1.23%) -20.81K
Decreased by -0.98%
Jan 31, 25
13 SPDR® S&P 500 ETF Trust 2.10M (1.22%) 4.68K
Increased by +0.22%
Apr 30, 24
14 Fidelity® 500 Index 2.08M (1.21%) 13.23K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 2.04M (1.18%) 2.90K
Increased by +0.14%
Jan 31, 25
16 Swedbank Robur Globalfond A 1.70M (0.99%) 0.00
Increased by 0.00%
Jan 31, 25
17 T. Rowe Price Mid-Cap Growth 1.59M (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
18 T. Rowe Price US Mid-Cap Growth Equity 1.59M (0.93%) -397.40K
Decreased by -24.93%
Dec 31, 24
19 Vanguard Value Index Inv 1.48M (0.86%) -17.01K
Decreased by -1.15%
Dec 31, 24
20 Vanguard Information Technology ETF 1.44M (0.83%) 21.16K
Increased by +1.47%
Dec 31, 24