Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.75%
2 RCD 1.84%
3 SPDV 1.63%
4 QQQN 1.50%
5 EQRR 1.50%
6 QDIV 1.33%
7 RISN 1.19%
8 SPVM_old 1.18%
9 QQJG 1.14%
10 FTXR 1.09%
11 FXD 1.05%
12 PEXL 1.01%
13 AIVL 0.96%
14 CLMA 0.89%
15 HUSV 0.88%
16 TPHD 0.87%
17 TPHE 0.87%
18 PSET 0.84%
19 XRLV 0.79%
20 SPLV 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.90M (11.83%) 656.88K
Increased by +2.13%
Mar 31, 24
2 BlackRock Inc 26.49M (10.15%) -45.38K
Decreased by -0.17%
Mar 31, 24
3 State Street Corporation 11.31M (4.33%) -258.54K
Decreased by -2.29%
Mar 31, 24
4 Morgan Stanley - Brokerage Accounts 11.11M (4.25%) 1.02M
Increased by +9.19%
Mar 31, 24
5 Massachusetts Financial Services Company 11.07M (4.24%) -182.03K
Decreased by -1.64%
Mar 31, 24
6 Wellington Management Company LLP 10.50M (4.02%) -809.07K
Decreased by -7.71%
Mar 31, 24
7 Allspring Global Investments Holdings, LLC 9.11M (3.49%) 111.12K
Increased by +1.22%
Mar 31, 24
8 Amvescap Plc. 9.01M (3.45%) 3.53M
Increased by +39.13%
Mar 31, 24
9 Boston Partners Global Investors, Inc 8.22M (3.15%) 712.70K
Increased by +8.67%
Mar 31, 24
10 Nordea Investment Mgmt Bank Demark A/s 7.40M (2.83%) 103.66K
Increased by +1.40%
Mar 31, 24
11 JPMorgan Chase & Co 7.11M (2.72%) 591.43K
Increased by +8.32%
Mar 31, 24
12 Geode Capital Management, LLC 6.39M (2.45%) 239.35K
Increased by +3.74%
Mar 31, 24
13 River Road Asset Management, LLC 4.59M (1.76%) -97.26K
Decreased by -2.12%
Mar 31, 24
14 Dimensional Fund Advisors, Inc. 4.14M (1.59%) 84.31K
Increased by +2.03%
Mar 31, 24
15 NORGES BANK 3.33M (1.28%) -1.15M
Decreased by -34.61%
Dec 31, 23
16 FMR Inc 2.91M (1.11%) 1.34M
Increased by +46.03%
Mar 31, 24
17 UBS Asset Mgmt Americas Inc 2.75M (1.05%) 66.18K
Increased by +2.40%
Sep 30, 23
18 Northern Trust Corp 2.70M (1.03%) -99.51K
Decreased by -3.68%
Mar 31, 24
19 Legal & General Group PLC 2.65M (1.01%) -80.70K
Decreased by -3.05%
Mar 31, 24
20 Lazard Asset Management LLC 2.40M (0.92%) -1.47M
Decreased by -61.30%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.41M (3.22%) 4.59K
Increased by +0.05%
Jun 30, 24
2 Eaton Vance Atlanta Capital SMID-Cap I 7.58M (2.90%) 0.00
Increased by 0.00%
May 31, 24
3 AF High Growth (AFRIS) 7.50M (2.87%) 7.50M
Increased by +100.00%
Feb 29, 24
4 Allspring Mid Value SMA 7.06M (2.70%) 7.06M
Increased by +99.99%
Jun 30, 24
5 Allspring Special Mid Cap Value Inst 7.06M (2.70%) 0.00
Increased by 0.00%
Jun 30, 24
6 Allspring Special US Mid Cap Value Eq 7.06M (2.70%) -300.12K
Decreased by -4.25%
Jun 30, 24
7 Vanguard Institutional 500 Index Trust 6.86M (2.63%) -11.92K
Decreased by -0.17%
Jun 30, 24
8 MFS Mid Cap Value A 4.20M (1.61%) 334.30K
Increased by +7.96%
May 31, 24
9 MFS Mid Cap Value Equity 3.86M (1.48%) -46.38K
Decreased by -1.20%
Mar 31, 24
10 Global Balanced (AFRIS) 3.44M (1.32%) 3.44M
Increased by +100.00%
Feb 29, 24
11 JHancock Disciplined Value Mid Cap I 3.42M (1.31%) 57.93K
Increased by +1.69%
Feb 29, 24
12 Vanguard Small Cap Index 3.35M (1.28%) 3.35M
Increased by +100.00%
Jun 30, 24
13 JPM US Mid Cap Value-Composite 3.30M (1.26%) -63.47K
Decreased by -1.92%
Dec 31, 23
14 Fidelity 500 Index 3.26M (1.25%) 16.53K
Increased by +0.51%
May 31, 24
15 SPDR® S&P 500 ETF Trust 3.23M (1.24%) -25.12K
Decreased by -0.78%
Mar 31, 24
16 SPDR® S&P 500® ETF Trust 3.19M (1.22%) 29.86K
Increased by +0.94%
Jun 30, 24
17 Fidelity® 500 Index 3.12M (1.19%) 19.84K
Increased by +0.64%
Nov 30, 23
18 JPM US Mid Cap Value-MA 3.04M (1.16%) -33.33K
Decreased by -1.10%
Jun 30, 24
19 JPMorgan Mid Cap Value L 3.04M (1.16%) -33.33K
Decreased by -1.10%
May 31, 24
20 Nordea 1 - Global Climate & Envir BI EUR 2.88M (1.10%) 0.00
Increased by 0.00%
May 31, 24