Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ABEQ 6.96%
2 DEMZ 4.48%
3 UTRN 3.98%
4 BCIL 3.77%
5 KSEA 3.25%
6 JPEF 2.91%
7 FICS 2.10%
8 KIE 1.95%
9 HUSV 1.93%
10 IAK 1.86%
11 SPVM 1.68%
12 EQRR 1.45%
13 PXLV 1.41%
14 RSPF 1.40%
15 RYF 1.39%
16 CZAR 1.35%
17 ULVM 1.34%
18 FXO 1.32%
19 SPLV 1.21%
20 XRLV 1.21%

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 14.80M (7.64%) -29.29K
Decreased by -0.20%
Sep 30, 24
3 JPMorgan Chase & Co 12.63M (6.52%) -98.69K
Decreased by -0.78%
Sep 30, 24
4 State Street Corp 8.08M (4.17%) 82.58K
Increased by +1.02%
Sep 30, 24
5 State Street Corporation 8.02M (4.14%) -224.69K
Decreased by -2.80%
Mar 31, 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%) 1.73K
Increased by +0.04%
Sep 30, 24
8 Amvescap Plc. 4.43M (2.29%) -317.96K
Decreased by -7.18%
Sep 30, 24
9 Geode Capital Management, LLC 4.27M (2.20%) 53.43K
Increased by +1.25%
Sep 30, 24
10 Allspring Global Investments Holdings, LLC 3.18M (1.64%) 69.46K
Increased by +2.18%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 2.74M (1.41%) 61.80K
Increased by +2.26%
Sep 30, 24
12 Northern Trust Corp 2.04M (1.06%) -271.85K
Decreased by -13.30%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 2.00M (1.03%) -1.74M
Decreased by -87.19%
Sep 30, 24
14 Goldman Sachs Group Inc 1.81M (0.93%) 900.63K
Increased by +49.80%
Dec 31, 23
15 Legal & General Group PLC 1.81M (0.93%) -107.45K
Decreased by -5.94%
Sep 30, 24
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 1.28M (0.66%) -8.29K
Decreased by -0.65%
Sep 30, 24
19 UBS Asset Mgmt Americas Inc 1.22M (0.63%) -224.75K
Decreased by -18.48%
Sep 30, 24
20 Bank of New York Mellon Corp 1.21M (0.63%) -6.54K
Decreased by -0.54%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.76M (2.97%) -107.23K
Decreased by -1.86%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 4.90M (2.53%) 137.00
Increased by +0.00%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 3.98M (2.06%) -89.00
Decreased by -0.00%
Dec 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%
Nov 30, 24
7 JPM America Equity A (dist) USD 2.93M (1.51%) 182.71K
Increased by +6.25%
Dec 31, 24
8 Allspring Mid Value SMA 2.62M (1.35%) 2.62M
Increased by +99.99%
Dec 31, 24
9 Allspring Special Mid Cap Value Inst 2.62M (1.35%) 0.00
Increased by 0.00%
Dec 31, 24
10 Allspring Special US Mid Cap Value Eq 2.62M (1.35%) 0.00
Increased by 0.00%
Dec 31, 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 2.29M (1.18%) -10.00K
Decreased by -0.44%
Nov 30, 24
13 SPDR® S&P 500® ETF Trust 2.27M (1.17%) 26.18K
Increased by +1.15%
Dec 31, 24
14 Fidelity 500 Index 2.25M (1.16%) 15.32K
Increased by +0.68%
Nov 30, 24
15 T. Rowe Price US Lg-Cp Equity Inc Comp 2.17M (1.12%) -157.73K
Decreased by -7.27%
Dec 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 2.12M (1.10%) 1.50K
Increased by +0.07%
Dec 31, 24
19 Invesco S&P 500® Equal Weight ETF 1.77M (0.92%) 1.94K
Increased by +0.11%
Dec 31, 24
20 JPMorgan Value Advantage L 1.60M (0.83%) -13.58K
Decreased by -0.85%
Nov 30, 24