Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.91%
2 TPMN 2.81%
3 SPDV 2.18%
4 CGMM 1.92%
5 RCD 1.85%
6 RSPD 1.85%
7 SMRI 1.76%
8 QQQN 1.50%
9 FTXR 1.43%
10 EQRR 1.41%
11 QDIV 1.33%
12 CCSO 1.23%
13 RISN 1.19%
14 SPVM_old 1.18%
15 RPV 1.16%
16 LQAI 1.10%
17 PEXL 1.00%
18 QQJG 0.99%
19 CLMA 0.89%
20 HUSV 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.53M (12.31%) -132.97K
Decreased by -0.42%
Dec 31, 24
2 BlackRock Inc 23.69M (9.25%) -2.55M
Decreased by -10.75%
Dec 31, 24
3 Morgan Stanley - Brokerage Accounts 16.12M (6.29%) 710.75K
Increased by +4.41%
Dec 31, 24
4 State Street Corp 11.72M (4.57%) 270.38K
Increased by +2.31%
Dec 31, 24
5 State Street Corporation 11.31M (4.41%) -258.54K
Decreased by -2.29%
Mar 31, 24
6 Massachusetts Financial Services Company 11.26M (4.40%) -389.84K
Decreased by -3.46%
Mar 31, 25
7 JPMorgan Chase & Co 10.99M (4.29%) -2.20M
Decreased by -20.01%
Sep 30, 24
8 Nordea Investment Mgmt Bank Demark A/s 8.41M (3.28%) 833.52K
Increased by +9.92%
Dec 31, 24
9 Boston Partners Global Investors, Inc 8.22M (3.21%) 712.70K
Increased by +8.67%
Mar 31, 24
10 Geode Capital Management, LLC 6.59M (2.57%) 48.81K
Increased by +0.74%
Dec 31, 24
11 Wellington Management Company LLP 6.25M (2.44%) -3.75M
Decreased by -60.02%
Sep 30, 24
12 FMR Inc 5.61M (2.19%) -411.93K
Decreased by -7.34%
Dec 31, 24
13 Amvescap Plc. 5.57M (2.17%) 1.17M
Increased by +21.03%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 5.23M (2.04%) 1.05M
Increased by +20.13%
Dec 31, 24
15 Allspring Global Investments Holdings, LLC 4.68M (1.83%) -4.15M
Decreased by -88.65%
Sep 30, 24
16 Fuller & Thaler Asset Management Inc 4.50M (1.76%) 4.50M
Increased by +100.00%
Dec 31, 24
17 EdgePoint Investment Group, Inc. 4.36M (1.70%) 4.36M
Increased by +100.00%
Dec 31, 24
18 Cooke & Bieler LP 3.77M (1.47%) -109.84K
Decreased by -2.92%
Mar 31, 25
19 River Road Asset Management, LLC 3.51M (1.37%) -92.88K
Decreased by -2.65%
Dec 31, 24
20 NORGES BANK 3.25M (1.27%) -105.03K
Decreased by -3.23%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 9.95M (3.89%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 8.29M (3.24%) -117.48K
Decreased by -1.42%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 8.22M (3.21%) 49.73K
Increased by +0.60%
Mar 31, 25
4 AF High Growth (AFRIS) 7.50M (2.93%) 7.50M
Increased by +100.00%
Feb 29, 24
5 Vanguard Institutional 500 Index Trust 7.23M (2.82%) 19.69K
Increased by +0.27%
Mar 31, 25
6 Allspring Mid Value SMA 7.06M (2.76%) 7.06M
Increased by +99.99%
Jun 30, 24
7 Vanguard Small Cap Index 6.47M (2.52%) -169.94K
Decreased by -2.63%
Mar 31, 25
8 Nordea 1 - Global Climate & Envir BI EUR 4.33M (1.69%) 615.16K
Increased by +14.21%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 4.19M (1.64%) -178.63K
Decreased by -4.26%
Mar 31, 25
10 FullerThaler Behavioral Small-Cap Value 3.97M (1.55%) 39.85K
Increased by +1.00%
Mar 31, 25
11 Undiscovered Managers Behavioral Val L 3.78M (1.48%) -90.62K
Decreased by -2.40%
Mar 31, 25
12 Allspring Special Mid Cap Value Inst 3.67M (1.43%) -2.21M
Decreased by -60.18%
Sep 30, 24
13 Allspring Special US Mid Cap Value Eq 3.67M (1.43%) -3.39M
Decreased by -92.34%
Sep 30, 24
14 MFS Mid Cap Value A 3.58M (1.40%) -571.47K
Decreased by -15.97%
Mar 31, 25
15 MFS Mid Cap Value Equity 3.58M (1.40%) -571.47K
Decreased by -15.97%
Mar 31, 25
16 Global Balanced (AFRIS) 3.44M (1.34%) 3.44M
Increased by +100.00%
Feb 29, 24
17 JHancock Disciplined Value Mid Cap I 3.42M (1.34%) 57.93K
Increased by +1.69%
Feb 29, 24
18 Invesco S&P 500® Equal Weight ETF 3.31M (1.29%) -10.80K
Decreased by -0.33%
Apr 30, 25
19 Fidelity 500 Index 3.26M (1.27%) 5.63K
Increased by +0.17%
Mar 31, 25
20 SPDR® S&P 500 ETF 3.24M (1.26%) -47.43K
Decreased by -1.47%
Mar 31, 25