Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ABEQ 6.62%
2 DEMZ 4.21%
3 UTRN 3.95%
4 BCIL 3.72%
5 KSEA 3.18%
6 JPEF 2.78%
7 FICS 1.96%
8 HUSV 1.88%
9 KIE 1.87%
10 IAK 1.79%
11 SPVM 1.62%
12 PXLV 1.41%
13 EQRR 1.40%
14 RYF 1.39%
15 ULVM 1.34%
16 RSPF 1.34%
17 CZAR 1.29%
18 FXO 1.26%
19 ALTL 1.20%
20 SPGP 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 25.25M (14.31%) -197.38K
Decreased by -0.78%
Sep 30, 24
2 Vanguard Group Inc 20.94M (11.86%) -232.19K
Decreased by -1.11%
Dec 31, 24
3 BlackRock Inc 14.80M (8.38%) -29.29K
Decreased by -0.20%
Sep 30, 24
4 State Street Corp 8.08M (4.58%) 82.58K
Increased by +1.02%
Sep 30, 24
5 State Street Corporation 8.02M (4.54%) -224.69K
Decreased by -2.80%
Mar 31, 24
6 NORGES BANK 7.36M (4.17%) -289.90K
Decreased by -3.94%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 4.83M (2.74%) 1.73K
Increased by +0.04%
Sep 30, 24
8 Amvescap Plc. 4.43M (2.51%) -317.96K
Decreased by -7.18%
Sep 30, 24
9 Geode Capital Management, LLC 4.27M (2.42%) 53.43K
Increased by +1.25%
Sep 30, 24
10 Allspring Global Investments Holdings, LLC 3.19M (1.81%) 8.75K
Increased by +0.27%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 2.69M (1.53%) -41.35K
Decreased by -1.53%
Dec 31, 24
12 Northern Trust Corp 2.04M (1.16%) -271.85K
Decreased by -13.30%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 2.00M (1.13%) -1.74M
Decreased by -87.19%
Sep 30, 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 (0.83%) -349.54K
Decreased by -23.96%
Dec 31, 24
18 Davis Selected Advisers 1.45M (0.82%) -64.49K
Decreased by -4.45%
Dec 31, 23
19 Bank of New York Mellon Corp 1.29M (0.73%) 77.39K
Increased by +6.01%
Dec 31, 24
20 UBS Asset Mgmt Americas Inc 1.22M (0.69%) -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 5.76M (3.26%) -107.23K
Decreased by -1.86%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 4.90M (2.77%) 137.00
Increased by +0.00%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 3.98M (2.25%) -89.00
Decreased by -0.00%
Dec 31, 24
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%
Dec 31, 24
7 JPM America Equity A (dist) USD 2.93M (1.66%) 182.71K
Increased by +6.25%
Dec 31, 24
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 2.53M (1.44%) -82.80K
Decreased by -3.27%
Jan 31, 25
12 Fidelity 500 Index 2.24M (1.27%) -7.60K
Decreased by -0.34%
Dec 31, 24
13 SPDR® S&P 500® ETF Trust 2.20M (1.25%) -21.62K
Decreased by -0.98%
Jan 31, 25
14 T. Rowe Price Equity Income 2.17M (1.23%) -120.00K
Decreased by -5.53%
Dec 31, 24
15 T. Rowe Price US Lg-Cp Equity Inc Comp 2.17M (1.23%) -157.73K
Decreased by -7.27%
Dec 31, 24
16 SPDR® S&P 500 ETF Trust 2.16M (1.23%) 4.86K
Increased by +0.22%
Apr 30, 24
17 Fidelity® 500 Index 2.15M (1.22%) 13.72K
Increased by +0.64%
Nov 30, 23
18 iShares Core S&P 500 ETF 2.12M (1.20%) 3.33K
Increased by +0.16%
Jan 31, 25
19 Invesco S&P 500® Equal Weight ETF 1.78M (1.01%) 5.76K
Increased by +0.32%
Jan 31, 25
20 Vanguard Value Index Inv 1.58M (0.89%) -16.32K
Decreased by -1.03%
Dec 31, 24