Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 4.43%
2 UTRN 3.73%
3 XTH 3.59%
4 EQTY 3.03%
5 MID 2.78%
6 TENG 2.76%
7 SAMM 2.72%
8 IDAT 2.44%
9 SSPX 2.28%
10 FTIF 1.96%
11 USRD 1.79%
12 SIXG 1.78%
13 FIVG 1.78%
14 SAEF 1.64%
15 RYT 1.57%
16 NBDS 1.56%
17 CZA 1.56%
18 EQUL 1.45%
19 SRHQ 1.43%
20 RSPT 1.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.87M (12.16%) 55.22K
Increased by +0.26%
Dec 31, 24
2 T. Rowe Price Associates, Inc. 16.11M (9.39%) 3.62M
Increased by +22.47%
Dec 31, 24
3 BlackRock Inc 15.67M (9.13%) -1.88M
Decreased by -12.00%
Dec 31, 24
4 State Street Corporation 7.80M (4.54%) -58.15K
Decreased by -0.75%
Mar 31, 24
5 State Street Corp 7.76M (4.52%) -100.32K
Decreased by -1.29%
Dec 31, 24
6 Kovitz Investment Group Partners, LLC 4.65M (2.71%) 3.65M
Increased by +78.48%
Dec 31, 24
7 Geode Capital Management, LLC 4.42M (2.57%) 17.21K
Increased by +0.39%
Dec 31, 24
8 Swedbank AB 4.38M (2.55%) -37.65K
Decreased by -0.86%
Dec 31, 24
9 Boston Partners Global Investors, Inc 3.96M (2.31%) 704.92K
Increased by +17.81%
Dec 31, 24
10 Capital World Investors 3.79M (2.21%) 511.72K
Increased by +13.50%
Dec 31, 24
11 Mackenzie Investments 3.51M (2.05%) 1.78M
Increased by +50.77%
Dec 31, 24
12 JPMorgan Chase & Co 3.50M (2.04%) -341.31K
Decreased by -9.75%
Sep 30, 24
13 T. Rowe Price Investment Management,Inc. 3.28M (1.91%) -827.42K
Decreased by -25.20%
Dec 31, 24
14 Amundi 3.27M (1.90%) -48.26K
Decreased by -1.48%
Dec 31, 24
15 UBS Asset Mgmt Americas Inc 2.59M (1.51%) 214.01K
Increased by +8.25%
Dec 31, 24
16 Amvescap Plc. 2.22M (1.29%) 45.87K
Increased by +2.07%
Dec 31, 24
17 AllianceBernstein L.P. 2.19M (1.27%) -70.15K
Decreased by -3.21%
Jun 30, 24
18 Jennison Associates LLC 2.15M (1.25%) -1.61M
Decreased by -75.00%
Sep 30, 24
19 Millennium Management LLC 2.11M (1.23%) 661.82K
Increased by +31.38%
Sep 30, 23
20 Northern Trust Corp 2.04M (1.19%) 217.85K
Increased by +10.65%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.47M (3.19%) 10.68K
Increased by +0.20%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 4.81M (2.80%) 32.47K
Increased by +0.67%
Feb 28, 25
3 T. Rowe Price Value 3.84M (2.24%) 110.97K
Increased by +2.89%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 3.75M (2.18%) 16.10K
Increased by +0.43%
Feb 28, 25
5 T. Rowe Price U.S. Value Equity Tr-Z 3.63M (2.11%) 449.38K
Increased by +12.38%
Dec 31, 24
6 T. Rowe Price US Value Equity Composite 3.31M (1.93%) 347.94K
Increased by +10.50%
Dec 31, 24
7 Swedbank Robur Technology A 2.50M (1.46%) 0.00
Increased by 0.00%
Feb 28, 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 2.17M (1.27%) 9.68K
Increased by +0.45%
Feb 28, 25
12 iShares Core S&P 500 ETF 2.11M (1.23%) 6.12K
Increased by +0.29%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 2.10M (1.22%) 4.68K
Increased by +0.22%
Apr 30, 24
14 SPDR® S&P 500® ETF Trust 2.09M (1.22%) -11.02K
Decreased by -0.53%
Mar 31, 25
15 Fidelity® 500 Index 2.08M (1.21%) 13.23K
Increased by +0.64%
Nov 30, 23
16 Swedbank Robur Globalfond A 1.70M (0.99%) 0.00
Increased by 0.00%
Feb 28, 25
17 T. Rowe Price US Mid-Cap Growth Equity 1.59M (0.93%) -397.40K
Decreased by -24.93%
Dec 31, 24
18 T. Rowe Price Mid-Cap Growth 1.59M (0.93%) 0.00
Increased by 0.00%
Feb 28, 25
19 Vanguard Value Index Inv 1.50M (0.87%) 16.05K
Increased by +1.07%
Feb 28, 25
20 Vanguard Information Technology ETF 1.44M (0.84%) -23.66K
Decreased by -1.65%
Feb 28, 25