Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.75%
2 TPMN 2.81%
3 SMRI 1.73%
4 RCD 1.63%
5 RSPD 1.62%
6 QQQN 1.50%
7 SPDV 1.46%
8 EQRR 1.41%
9 QDIV 1.33%
10 RISN 1.19%
11 SPVM_old 1.18%
12 CCSO 1.16%
13 FTXR 1.07%
14 PEXL 1.00%
15 QQJG 0.97%
16 FXD 0.96%
17 LQAI 0.93%
18 CLMA 0.89%
19 HUSV 0.88%
20 PSET 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.67M (12.28%) 216.55K
Increased by +0.68%
Sep 30, 24
2 BlackRock Inc 26.49M (10.27%) -6.56K
Decreased by -0.02%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 15.41M (5.98%) -11.05M
Decreased by -71.71%
Sep 30, 24
4 Massachusetts Financial Services Company 11.98M (4.65%) 33.21K
Increased by +0.28%
Sep 30, 24
5 State Street Corp 11.45M (4.44%) 134.18K
Increased by +1.17%
Sep 30, 24
6 State Street Corporation 11.31M (4.39%) -258.54K
Decreased by -2.29%
Mar 31, 24
7 Boston Partners Global Investors, Inc 8.22M (3.19%) 712.70K
Increased by +8.67%
Mar 31, 24
8 Nordea Investment Mgmt Bank Demark A/s 7.57M (2.94%) -366.29K
Decreased by -4.84%
Sep 30, 24
9 Geode Capital Management, LLC 6.54M (2.54%) 21.16K
Increased by +0.32%
Sep 30, 24
10 Wellington Management Company LLP 6.25M (2.42%) -3.75M
Decreased by -60.02%
Sep 30, 24
11 FMR Inc 6.02M (2.34%) 411.39K
Increased by +6.83%
Sep 30, 24
12 JPMorgan Chase & Co 5.43M (2.11%) -1.17M
Decreased by -21.49%
Sep 30, 24
13 Allspring Global Investments Holdings, LLC 4.68M (1.81%) -4.15M
Decreased by -88.65%
Sep 30, 24
14 Amvescap Plc. 4.40M (1.71%) -2.33M
Decreased by -52.99%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 4.18M (1.62%) -219.60K
Decreased by -5.25%
Sep 30, 24
16 Cooke & Bieler LP 3.99M (1.55%) 923.75K
Increased by +23.14%
Sep 30, 24
17 River Road Asset Management, LLC 3.60M (1.40%) -125.91K
Decreased by -3.50%
Sep 30, 24
18 NORGES BANK 3.35M (1.30%) 20.02K
Increased by +0.60%
Jun 30, 24
19 Legal & General Group PLC 2.49M (0.97%) -104.96K
Decreased by -4.21%
Sep 30, 24
20 Charles Schwab Investment Management Inc 2.49M (0.97%) 12.77K
Increased by +0.51%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 10.12M (3.92%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 8.26M (3.20%) -30.34K
Decreased by -0.37%
Oct 31, 24
3 AF High Growth (AFRIS) 7.50M (2.91%) 7.50M
Increased by +100.00%
Feb 29, 24
4 Allspring Mid Value SMA 7.06M (2.74%) 7.06M
Increased by +99.99%
Jun 30, 24
5 Vanguard Institutional 500 Index Trust 6.98M (2.71%) 80.16K
Increased by +1.15%
Oct 31, 24
6 Vanguard Small Cap Index 6.60M (2.56%) 12.90K
Increased by +0.20%
Oct 31, 24
7 Vanguard Small Cap Value Index Inv 4.46M (1.73%) -1.55K
Decreased by -0.03%
Oct 31, 24
8 MFS Mid Cap Value A 4.15M (1.61%) 0.00
Increased by 0.00%
Oct 31, 24
9 MFS Mid Cap Value Equity 4.15M (1.61%) -17.10K
Decreased by -0.41%
Sep 30, 24
10 Allspring Special Mid Cap Value Inst 3.67M (1.42%) -2.21M
Decreased by -60.18%
Sep 30, 24
11 Allspring Special US Mid Cap Value Eq 3.67M (1.42%) -3.39M
Decreased by -92.34%
Sep 30, 24
12 Global Balanced (AFRIS) 3.44M (1.33%) 3.44M
Increased by +100.00%
Feb 29, 24
13 JHancock Disciplined Value Mid Cap I 3.42M (1.33%) 57.93K
Increased by +1.69%
Feb 29, 24
14 Invesco S&P 500® Equal Weight ETF 3.35M (1.30%) 4.67K
Increased by +0.14%
Nov 29, 24
15 SPDR® S&P 500® ETF Trust 3.25M (1.26%) 19.22K
Increased by +0.59%
Nov 30, 24
16 SPDR® S&P 500 ETF Trust 3.23M (1.25%) -25.12K
Decreased by -0.78%
Mar 31, 24
17 Fidelity 500 Index 3.23M (1.25%) -5.33K
Decreased by -0.16%
Oct 31, 24
18 Fidelity® 500 Index 3.12M (1.21%) 19.84K
Increased by +0.64%
Nov 30, 23
19 JPM US Mid Cap Value-Composite 3.04M (1.18%) -33.33K
Decreased by -1.10%
Jun 30, 24
20 iShares Core S&P 500 ETF 2.97M (1.15%) 0.00
Increased by 0.00%
Nov 30, 24