Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ABEQ 6.73%
2 DEMZ 5.22%
3 BCIL 4.39%
4 UTRN 4.01%
5 KSEA 3.18%
6 JPEF 2.87%
7 FICS 2.09%
8 KIE 2.00%
9 HUSV 1.87%
10 IAK 1.81%
11 SPVM 1.42%
12 PXLV 1.41%
13 RYF 1.39%
14 CZAR 1.36%
15 RSPF 1.34%
16 ULVM 1.31%
17 FXO 1.23%
18 SPGP 1.16%
19 BVNSC 1.15%
20 XRLV 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.17M (10.94%) -56.64K
Decreased by -0.27%
Sep 30, 24
2 BlackRock Inc 14.83M (7.66%) -693.78K
Decreased by -4.68%
Jun 30, 24
3 JPMorgan Chase & Co 12.72M (6.57%) 152.78K
Increased by +1.20%
Jun 30, 24
4 State Street Corporation 8.02M (4.14%) -224.69K
Decreased by -2.80%
Mar 31, 24
5 State Street Corp 7.99M (4.13%) -27.03K
Decreased by -0.34%
Jun 30, 24
6 NORGES BANK 7.65M (3.95%) 306.66K
Increased by +4.01%
Jun 30, 24
7 T. Rowe Price Associates, Inc. 4.83M (2.50%) -160.81K
Decreased by -3.33%
Jun 30, 24
8 Amvescap Plc. 4.75M (2.45%) 836.85K
Increased by +17.63%
Jun 30, 24
9 Geode Capital Management, LLC 4.21M (2.18%) -10.47K
Decreased by -0.25%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 3.74M (1.93%) -47.25K
Decreased by -1.26%
Jun 30, 24
11 Allspring Global Investments Holdings, LLC 3.11M (1.61%) -146.12K
Decreased by -4.69%
Jun 30, 24
12 Dimensional Fund Advisors, Inc. 2.74M (1.41%) 61.80K
Increased by +2.26%
Sep 30, 24
13 Northern Trust Corp 2.04M (1.06%) -271.85K
Decreased by -13.30%
Sep 30, 24
14 Legal & General Group PLC 1.92M (0.99%) -17.62K
Decreased by -0.92%
Jun 30, 24
15 Goldman Sachs Group Inc 1.81M (0.93%) 900.63K
Increased by +49.80%
Dec 31, 23
16 Charles Schwab Investment Management Inc 1.61M (0.83%) 8.62K
Increased by +0.53%
Sep 30, 24
17 Davis Selected Advisers 1.45M (0.75%) -64.49K
Decreased by -4.45%
Dec 31, 23
18 Boston Partners Global Investors, Inc 1.29M (0.67%) -40.11K
Decreased by -3.11%
Jun 30, 24
19 Bank of New York Mellon Corp 1.22M (0.63%) -54.97K
Decreased by -4.52%
Jun 30, 24
20 UBS Asset Mgmt Americas Inc 1.22M (0.63%) -224.75K
Decreased by -18.48%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.93M (3.06%) -16.45K
Decreased by -0.28%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 4.83M (2.49%) 55.32K
Increased by +1.15%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 3.96M (2.05%) 7.49K
Increased by +0.19%
Oct 31, 24
4 JPM US Mid Cap Value-Composite 3.16M (1.63%) -34.69K
Decreased by -1.10%
Jun 30, 24
5 JPM US Mid Cap Value-MA 3.16M (1.63%) 0.00
Increased by 0.00%
Sep 30, 24
6 JPMorgan Mid Cap Value L 3.16M (1.63%) 0.00
Increased by 0.00%
Sep 30, 24
7 JPM America Equity A (dist) USD 2.72M (1.40%) 17.23K
Increased by +0.63%
Sep 30, 24
8 Allspring Special Mid Cap Value Inst 2.62M (1.35%) 0.00
Increased by 0.00%
Oct 31, 24
9 Allspring Special US Mid Cap Value Eq 2.62M (1.35%) 60.80K
Increased by +2.32%
Sep 30, 24
10 Allspring Mid Value SMA 2.56M (1.32%) 2.56M
Increased by +99.99%
Jun 30, 24
11 JPM US Value Advantage-MA 2.55M (1.32%) 2.44M
Increased by +95.82%
Sep 30, 23
12 T. Rowe Price Equity Income 2.33M (1.20%) -32.27K
Decreased by -1.39%
Sep 30, 24
13 T. Rowe Price US Lg-Cp Equity Inc Comp 2.33M (1.20%) -17.27K
Decreased by -0.74%
Sep 30, 24
14 Fidelity 500 Index 2.24M (1.16%) 3.08K
Increased by +0.14%
Sep 30, 24
15 SPDR® S&P 500® ETF Trust 2.22M (1.15%) 11.56K
Increased by +0.52%
Oct 31, 24
16 SPDR® S&P 500 ETF Trust 2.16M (1.12%) 4.86K
Increased by +0.22%
Apr 30, 24
17 Fidelity® 500 Index 2.15M (1.11%) 13.72K
Increased by +0.64%
Nov 30, 23
18 iShares Core S&P 500 ETF 2.03M (1.05%) 3.13K
Increased by +0.15%
Oct 31, 24
19 JPMorgan Value Advantage L 1.86M (0.96%) -228.21K
Decreased by -12.29%
Sep 30, 24
20 Invesco S&P 500® Equal Weight ETF 1.66M (0.86%) 7.65K
Increased by +0.46%
Oct 31, 24