Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.91%
2 TPMN 2.81%
3 SPDV 2.17%
4 CGMM 1.99%
5 RSPD 1.97%
6 RCD 1.97%
7 SMRI 1.76%
8 FTXR 1.53%
9 QQQN 1.50%
10 FXD 1.44%
11 EQRR 1.41%
12 QDIV 1.33%
13 CCSO 1.25%
14 RISN 1.19%
15 SPVM_old 1.18%
16 RPV 1.17%
17 PEXL 1.00%
18 QQJG 0.99%
19 LQAI 0.93%
20 CLMA 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.53M (12.27%) -132.97K
Decreased by -0.42%
Dec 31, 24
2 BlackRock Inc 23.69M (9.21%) -2.55M
Decreased by -10.75%
Dec 31, 24
3 Morgan Stanley - Brokerage Accounts 16.12M (6.27%) 710.75K
Increased by +4.41%
Dec 31, 24
4 State Street Corp 11.72M (4.56%) 270.38K
Increased by +2.31%
Dec 31, 24
5 Massachusetts Financial Services Company 11.65M (4.53%) -328.55K
Decreased by -2.82%
Dec 31, 24
6 State Street Corporation 11.31M (4.40%) -258.54K
Decreased by -2.29%
Mar 31, 24
7 JPMorgan Chase & Co 10.99M (4.28%) -2.20M
Decreased by -20.01%
Sep 30, 24
8 Nordea Investment Mgmt Bank Demark A/s 8.41M (3.27%) 833.52K
Increased by +9.92%
Dec 31, 24
9 Boston Partners Global Investors, Inc 8.22M (3.20%) 712.70K
Increased by +8.67%
Mar 31, 24
10 Geode Capital Management, LLC 6.59M (2.56%) 48.81K
Increased by +0.74%
Dec 31, 24
11 Wellington Management Company LLP 6.25M (2.43%) -3.75M
Decreased by -60.02%
Sep 30, 24
12 FMR Inc 5.61M (2.18%) -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 (1.82%) -4.15M
Decreased by -88.65%
Sep 30, 24
16 Fuller & Thaler Asset Management Inc 4.50M (1.75%) 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 3.88M (1.51%) -115.19K
Decreased by -2.97%
Dec 31, 24
19 River Road Asset Management, LLC 3.51M (1.36%) -92.88K
Decreased by -2.65%
Dec 31, 24
20 NORGES BANK 3.25M (1.26%) -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 (3.87%) 0.00
Increased by 0.00%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 8.17M (3.18%) 40.07K
Increased by +0.49%
Feb 28, 25
3 AF High Growth (AFRIS) 7.50M (2.92%) 7.50M
Increased by +100.00%
Feb 29, 24
4 Vanguard Institutional 500 Index Trust 7.21M (2.80%) 43.80K
Increased by +0.61%
Feb 28, 25
5 Allspring Mid Value SMA 7.06M (2.75%) 7.06M
Increased by +99.99%
Jun 30, 24
6 Vanguard Small Cap Index 6.64M (2.58%) 5.44K
Increased by +0.08%
Feb 28, 25
7 Vanguard Small Cap Value Index Inv 4.37M (1.70%) -15.54K
Decreased by -0.36%
Feb 28, 25
8 MFS Mid Cap Value A 4.15M (1.61%) 0.00
Increased by 0.00%
Feb 28, 25
9 MFS Mid Cap Value Equity 4.15M (1.61%) 0.00
Increased by 0.00%
Dec 31, 24
10 Invesco S&P 500® Equal Weight ETF 3.95M (1.54%) 4.46K
Increased by +0.11%
Feb 28, 25
11 FullerThaler Behavioral Small-Cap Value 3.93M (1.53%) 1.89M
Increased by +48.11%
Dec 31, 24
12 Undiscovered Managers Behavioral Val L 3.89M (1.51%) 137.56K
Increased by +3.54%
Jan 31, 25
13 Allspring Special Mid Cap Value Inst 3.67M (1.43%) -2.21M
Decreased by -60.18%
Sep 30, 24
14 Allspring Special US Mid Cap Value Eq 3.67M (1.43%) -3.39M
Decreased by -92.34%
Sep 30, 24
15 Global Balanced (AFRIS) 3.44M (1.34%) 3.44M
Increased by +100.00%
Feb 29, 24
16 JHancock Disciplined Value Mid Cap I 3.42M (1.33%) 57.93K
Increased by +1.69%
Feb 29, 24
17 Fidelity 500 Index 3.24M (1.26%) 14.31K
Increased by +0.44%
Jan 31, 25
18 SPDR® S&P 500 ETF Trust 3.23M (1.26%) -25.12K
Decreased by -0.78%
Mar 31, 24
19 SPDR® S&P 500® ETF Trust 3.21M (1.25%) -23.87K
Decreased by -0.74%
Feb 28, 25
20 Fidelity® 500 Index 3.12M (1.21%) 19.84K
Increased by +0.64%
Nov 30, 23