Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ABEQ 7.04%
2 DEMZ 4.78%
3 UTRN 3.90%
4 KSEA 3.66%
5 JPEF 3.27%
6 BCIL 3.23%
7 FICS 2.21%
8 KIE 1.97%
9 HUSV 1.88%
10 SPVM 1.85%
11 IAK 1.82%
12 EQRR 1.56%
13 CZAR 1.51%
14 FXO 1.48%
15 RSPF 1.45%
16 PXLV 1.41%
17 RYF 1.39%
18 SPGP 1.35%
19 ULVM 1.34%
20 RPV 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.94M (11.83%) -232.19K
Decreased by -1.11%
Dec 31, 24
2 BlackRock Inc 14.93M (8.43%) 134.98K
Increased by +0.90%
Dec 31, 24
3 JPMorgan Chase & Co 12.33M (6.97%) -12.92M
Decreased by -104.76%
Dec 31, 24
4 State Street Corp 8.18M (4.62%) 106.74K
Increased by +1.30%
Dec 31, 24
5 State Street Corporation 8.02M (4.53%) -224.69K
Decreased by -2.80%
Mar 31, 24
6 NORGES BANK 7.36M (4.16%) -289.90K
Decreased by -3.94%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 4.63M (2.62%) -203.37K
Decreased by -4.39%
Dec 31, 24
8 Geode Capital Management, LLC 4.48M (2.53%) 210.59K
Increased by +4.70%
Dec 31, 24
9 Amvescap Plc. 4.46M (2.52%) 33.43K
Increased by +0.75%
Dec 31, 24
10 Allspring Global Investments Holdings, LLC 3.19M (1.80%) 8.75K
Increased by +0.27%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 2.69M (1.52%) -41.35K
Decreased by -1.53%
Dec 31, 24
12 Northern Trust Corp 2.10M (1.18%) 53.63K
Increased by +2.56%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 2.04M (1.15%) 35.64K
Increased by +1.75%
Dec 31, 24
14 Goldman Sachs Group Inc 1.81M (1.02%) 900.63K
Increased by +49.80%
Dec 31, 23
15 Charles Schwab Investment Management Inc 1.62M (0.92%) 11.54K
Increased by +0.71%
Dec 31, 24
16 Boston Partners Global Investors, Inc 1.50M (0.85%) 217.12K
Increased by +14.48%
Dec 31, 24
17 Legal & General Group PLC 1.46M (0.82%) -99.46K
Decreased by -6.82%
Dec 31, 24
18 Davis Selected Advisers 1.45M (0.82%) -64.49K
Decreased by -4.45%
Dec 31, 23
19 UBS Asset Mgmt Americas Inc 1.42M (0.80%) 207.57K
Increased by +14.58%
Dec 31, 24
20 Bank of New York Mellon Corp 1.29M (0.73%) 77.39K
Increased by +6.01%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.83M (3.30%) 39.38K
Increased by +0.67%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 5.01M (2.83%) 36.53K
Increased by +0.73%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 4.00M (2.26%) 17.20K
Increased by +0.43%
Feb 28, 25
4 JPM US Mid Cap Value-Composite 3.16M (1.79%) -34.69K
Decreased by -1.10%
Jun 30, 24
5 JPM US Mid Cap Value-MA 3.16M (1.79%) 0.00
Increased by 0.00%
Dec 31, 24
6 JPMorgan Mid Cap Value L 3.16M (1.79%) 0.00
Increased by 0.00%
Jan 31, 25
7 JPM America Equity A (dist) USD 3.04M (1.72%) -121.15K
Decreased by -3.98%
Feb 28, 25
8 Allspring Mid Value SMA 2.62M (1.48%) 2.62M
Increased by +99.99%
Dec 31, 24
9 Allspring Special US Mid Cap Value Eq 2.62M (1.48%) 0.00
Increased by 0.00%
Dec 31, 24
10 JPM US Value Advantage-MA 2.55M (1.44%) 2.44M
Increased by +95.82%
Sep 30, 23
11 Allspring Special Mid Cap Value Inst 2.52M (1.42%) -15.50K
Decreased by -0.62%
Feb 28, 25
12 Fidelity 500 Index 2.25M (1.27%) 9.95K
Increased by +0.44%
Jan 31, 25
13 SPDR® S&P 500® ETF Trust 2.24M (1.26%) -16.54K
Decreased by -0.74%
Feb 28, 25
14 T. Rowe Price US Lg-Cp Equity Inc Comp 2.17M (1.23%) -157.73K
Decreased by -7.27%
Dec 31, 24
15 SPDR® S&P 500 ETF Trust 2.16M (1.22%) 4.86K
Increased by +0.22%
Apr 30, 24
16 Fidelity® 500 Index 2.15M (1.22%) 13.72K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 2.12M (1.20%) -107.00
Decreased by -0.01%
Feb 28, 25
18 T. Rowe Price Equity Income 2.10M (1.19%) -70.00K
Decreased by -3.33%
Jan 31, 25
19 Invesco S&P 500® Equal Weight ETF 1.80M (1.02%) 2.02K
Increased by +0.11%
Feb 28, 25
20 Vanguard Value Index Inv 1.60M (0.90%) 6.96K
Increased by +0.44%
Feb 28, 25