Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ABEQ 6.65%
2 DEMZ 4.67%
3 KSEA 4.06%
4 UTRN 3.90%
5 BCIL 3.88%
6 JPEF 3.27%
7 FICS 2.01%
8 KIE 1.96%
9 HUSV 1.88%
10 SPVM 1.82%
11 IAK 1.80%
12 CZAR 1.71%
13 EQRR 1.59%
14 RSPF 1.45%
15 PXLV 1.41%
16 RYF 1.39%
17 SPGP 1.36%
18 ULVM 1.34%
19 RPV 1.25%
20 FLCA 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.94M (12.16%) -232.19K
Decreased by -1.11%
Dec 31, 24
2 BlackRock Inc 14.93M (8.67%) 134.98K
Increased by +0.90%
Dec 31, 24
3 JPMorgan Chase & Co 12.33M (7.16%) -12.92M
Decreased by -104.76%
Dec 31, 24
4 State Street Corp 8.18M (4.75%) 106.74K
Increased by +1.30%
Dec 31, 24
5 State Street Corporation 8.02M (4.66%) -224.69K
Decreased by -2.80%
Mar 31, 24
6 NORGES BANK 7.36M (4.27%) -289.90K
Decreased by -3.94%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 4.63M (2.69%) -203.37K
Decreased by -4.39%
Dec 31, 24
8 Geode Capital Management, LLC 4.48M (2.60%) 210.59K
Increased by +4.70%
Dec 31, 24
9 Amvescap Plc. 4.46M (2.59%) 33.43K
Increased by +0.75%
Dec 31, 24
10 Allspring Global Investments Holdings, LLC 3.19M (1.85%) 8.75K
Increased by +0.27%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 2.69M (1.56%) -41.35K
Decreased by -1.53%
Dec 31, 24
12 Northern Trust Corp 2.10M (1.22%) 53.63K
Increased by +2.56%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 2.04M (1.18%) 35.64K
Increased by +1.75%
Dec 31, 24
14 Goldman Sachs Group Inc 1.81M (1.05%) 900.63K
Increased by +49.80%
Dec 31, 23
15 Charles Schwab Investment Management Inc 1.62M (0.94%) 11.54K
Increased by +0.71%
Dec 31, 24
16 Boston Partners Global Investors, Inc 1.50M (0.87%) 217.12K
Increased by +14.48%
Dec 31, 24
17 Legal & General Group PLC 1.46M (0.85%) -99.46K
Decreased by -6.82%
Dec 31, 24
18 Davis Selected Advisers 1.45M (0.84%) -64.49K
Decreased by -4.45%
Dec 31, 23
19 UBS Asset Mgmt Americas Inc 1.42M (0.83%) 207.57K
Increased by +14.58%
Dec 31, 24
20 Bank of New York Mellon Corp 1.29M (0.75%) 77.39K
Increased by +6.01%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.94M (3.45%) 2.77K
Increased by +0.05%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.83M (3.39%) 39.38K
Increased by +0.67%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 5.01M (2.91%) 36.53K
Increased by +0.73%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 4.00M (2.32%) 17.20K
Increased by +0.43%
Feb 28, 25
5 JPM US Mid Cap Value-Composite 3.16M (1.83%) -34.69K
Decreased by -1.10%
Jun 30, 24
6 JPM America Equity A (dist) USD 3.04M (1.77%) -121.15K
Decreased by -3.98%
Feb 28, 25
7 JPM US Mid Cap Value-MA 2.77M (1.61%) -392.07K
Decreased by -14.16%
Mar 31, 25
8 JPMorgan Mid Cap Value L 2.72M (1.58%) -444.27K
Decreased by -16.36%
Feb 28, 25
9 Allspring Mid Value SMA 2.62M (1.52%) 2.62M
Increased by +99.99%
Dec 31, 24
10 Allspring Special US Mid Cap Value Eq 2.62M (1.52%) 0.00
Increased by 0.00%
Dec 31, 24
11 JPM US Value Advantage-MA 2.55M (1.48%) 2.44M
Increased by +95.82%
Sep 30, 23
12 Allspring Special Mid Cap Value Inst 2.52M (1.46%) -15.50K
Decreased by -0.62%
Feb 28, 25
13 Fidelity 500 Index 2.26M (1.31%) 10.08K
Increased by +0.45%
Feb 28, 25
14 SPDR® S&P 500 ETF 2.20M (1.28%) -84.59K
Decreased by -3.85%
Mar 31, 25
15 T. Rowe Price US Lg-Cp Equity Inc Comp 2.17M (1.26%) -157.73K
Decreased by -7.27%
Dec 31, 24
16 SPDR® S&P 500 ETF Trust 2.16M (1.26%) 4.86K
Increased by +0.22%
Apr 30, 24
17 iShares Core S&P 500 ETF 2.16M (1.25%) 6.24K
Increased by +0.29%
Mar 31, 25
18 Fidelity® 500 Index 2.15M (1.25%) 13.72K
Increased by +0.64%
Nov 30, 23
19 SPDR® S&P 500® ETF Trust 2.14M (1.24%) -11.23K
Decreased by -0.53%
Mar 31, 25
20 SPDR® S&P 500® ETF 2.12M (1.23%) -35.57K
Decreased by -1.68%
Mar 31, 25