Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EQTY 3.95%
2 MDCP 3.83%
3 UTRN 3.73%
4 XTH 3.59%
5 MID 2.78%
6 TENG 2.76%
7 SSPX 2.43%
8 FTIF 2.15%
9 USRD 2.02%
10 SIXG 1.73%
11 CZA 1.70%
12 SAEF 1.65%
13 RYT 1.57%
14 NBDS 1.56%
15 SRHQ 1.46%
16 FIVG 1.42%
17 RSPT 1.42%
18 FLLV 1.37%
19 MPAY 1.35%
20 EQUL 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.82M (12.07%) 275.91K
Increased by +1.33%
Sep 30, 24
2 BlackRock Inc 17.18M (9.96%) -761.51K
Decreased by -4.43%
Jun 30, 24
3 T. Rowe Price Associates, Inc. 8.38M (4.86%) 5.22M
Increased by +62.28%
Jun 30, 24
4 State Street Corporation 7.80M (4.52%) -58.15K
Decreased by -0.75%
Mar 31, 24
5 State Street Corp 7.66M (4.44%) -132.89K
Decreased by -1.73%
Jun 30, 24
6 Swedbank AB 4.42M (2.56%) 292.37K
Increased by +6.61%
Sep 30, 24
7 T. Rowe Price Investment Management,Inc. 4.11M (2.38%) -17.80K
Decreased by -0.43%
Sep 30, 24
8 Geode Capital Management, LLC 4.08M (2.36%) 56.80K
Increased by +1.39%
Jun 30, 24
9 Capital World Investors 3.28M (1.90%) 229.41K
Increased by +7.00%
Sep 30, 24
10 Amundi 3.20M (1.86%) 534.77K
Increased by +16.70%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 2.87M (1.66%) -476.95K
Decreased by -16.64%
Jun 30, 24
12 UBS Asset Mgmt Americas Inc 2.38M (1.38%) -873.28K
Decreased by -36.70%
Sep 30, 24
13 Boston Partners Global Investors, Inc 2.27M (1.31%) 1.14M
Increased by +50.23%
Jun 30, 24
14 AllianceBernstein L.P. 2.19M (1.27%) -70.15K
Decreased by -3.21%
Jun 30, 24
15 Amvescap Plc. 2.19M (1.27%) 396.30K
Increased by +18.13%
Jun 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 JPMorgan Chase & Co 1.92M (1.11%) -1.65M
Decreased by -86.00%
Jun 30, 24
20 NORGES BANK 1.90M (1.10%) -11.24K
Decreased by -0.59%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.52M (3.20%) -19.96K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 4.63M (2.68%) 53.06K
Increased by +1.15%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 3.70M (2.15%) 6.73K
Increased by +0.18%
Oct 31, 24
4 T. Rowe Price U.S. Value Equity Tr-Z 3.18M (1.84%) 1.05M
Increased by +32.98%
Sep 30, 24
5 T. Rowe Price US Value Equity Composite 2.97M (1.72%) 927.26K
Increased by +31.26%
Sep 30, 24
6 T. Rowe Price Value 2.97M (1.72%) 167.40K
Increased by +5.64%
Sep 30, 24
7 Swedbank Robur Technology A 2.50M (1.45%) 0.00
Increased by 0.00%
Oct 31, 24
8 UBS: Global Equity 2.23M (1.29%) 495.07K
Increased by +22.17%
Jun 30, 24
9 Fidelity 500 Index 2.15M (1.24%) -4.88K
Decreased by -0.23%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 2.13M (1.23%) 11.12K
Increased by +0.52%
Oct 31, 24
11 SPDR® S&P 500 ETF Trust 2.10M (1.22%) 4.68K
Increased by +0.22%
Apr 30, 24
12 Fidelity® 500 Index 2.08M (1.21%) 13.23K
Increased by +0.64%
Nov 30, 23
13 T. Rowe Price Mid-Cap Growth 1.99M (1.15%) -4.20K
Decreased by -0.21%
Sep 30, 24
14 T. Rowe Price US Mid-Cap Growth Equity 1.99M (1.15%) -5.40K
Decreased by -0.27%
Sep 30, 24
15 iShares Core S&P 500 ETF 1.94M (1.13%) 2.99K
Increased by +0.15%
Oct 31, 24
16 American Funds Fundamental Invs A 1.93M (1.12%) 100.23K
Increased by +5.18%
Sep 30, 24
17 Capital Group Fundamental Invtrs Comp 1.93M (1.12%) 100.23K
Increased by +5.18%
Sep 30, 24
18 Swedbank Robur Globalfond A 1.70M (0.99%) 0.00
Increased by 0.00%
Oct 31, 24
19 Vanguard Value Index Inv 1.48M (0.86%) 3.78K
Increased by +0.25%
Oct 31, 24
20 Vanguard Information Technology ETF 1.40M (0.81%) 6.38K
Increased by +0.45%
Oct 31, 24