Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.91%
2 TPMN 2.81%
3 RSPD 2.07%
4 RCD 2.07%
5 SPDV 1.89%
6 SMRI 1.76%
7 QQQN 1.50%
8 EQRR 1.41%
9 QDIV 1.33%
10 FTXR 1.22%
11 RISN 1.19%
12 SPVM_old 1.18%
13 FXD 1.15%
14 CCSO 1.05%
15 RPV 1.04%
16 PEXL 1.00%
17 QQJG 0.99%
18 LQAI 0.93%
19 CLMA 0.89%
20 HUSV 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.53M (12.22%) -132.97K
Decreased by -0.42%
Dec 31, 24
2 BlackRock Inc 26.23M (10.17%) -253.33K
Decreased by -0.97%
Sep 30, 24
3 Morgan Stanley - Brokerage Accounts 15.41M (5.97%) -11.05M
Decreased by -71.71%
Sep 30, 24
4 Massachusetts Financial Services Company 11.65M (4.51%) -328.55K
Decreased by -2.82%
Dec 31, 24
5 State Street Corp 11.45M (4.44%) 134.18K
Increased by +1.17%
Sep 30, 24
6 State Street Corporation 11.31M (4.38%) -258.54K
Decreased by -2.29%
Mar 31, 24
7 JPMorgan Chase & Co 10.99M (4.26%) -2.20M
Decreased by -20.01%
Sep 30, 24
8 Nordea Investment Mgmt Bank Demark A/s 8.41M (3.26%) 833.52K
Increased by +9.92%
Dec 31, 24
9 Boston Partners Global Investors, Inc 8.22M (3.19%) 712.70K
Increased by +8.67%
Mar 31, 24
10 Geode Capital Management, LLC 6.54M (2.54%) 21.16K
Increased by +0.32%
Sep 30, 24
11 Wellington Management Company LLP 6.25M (2.42%) -3.75M
Decreased by -60.02%
Sep 30, 24
12 FMR Inc 6.02M (2.33%) 411.39K
Increased by +6.83%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 5.23M (2.03%) 1.05M
Increased by +20.13%
Dec 31, 24
14 Allspring Global Investments Holdings, LLC 4.68M (1.81%) -4.15M
Decreased by -88.65%
Sep 30, 24
15 Amvescap Plc. 4.40M (1.71%) -2.33M
Decreased by -52.99%
Sep 30, 24
16 Cooke & Bieler LP 3.88M (1.50%) -115.19K
Decreased by -2.97%
Dec 31, 24
17 River Road Asset Management, LLC 3.51M (1.36%) -92.88K
Decreased by -2.65%
Dec 31, 24
18 NORGES BANK 3.25M (1.26%) -105.03K
Decreased by -3.23%
Dec 31, 24
19 Charles Schwab Investment Management Inc 2.57M (1.00%) 84.24K
Increased by +3.27%
Dec 31, 24
20 Clarkston Capital Partners, LLC 2.49M (0.97%) 2.49M
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 9.95M (3.86%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 8.12M (3.15%) -123.32K
Decreased by -1.52%
Dec 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 7.04M (2.73%) -37.89K
Decreased by -0.54%
Dec 31, 24
6 Vanguard Small Cap Index 6.62M (2.57%) -21.54K
Decreased by -0.33%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 4.40M (1.70%) -95.80K
Decreased by -2.18%
Dec 31, 24
8 MFS Mid Cap Value A 4.15M (1.61%) 0.00
Increased by 0.00%
Dec 31, 24
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 3.92M (1.52%) 12.73K
Increased by +0.33%
Jan 31, 25
11 Undiscovered Managers Behavioral Val L 3.75M (1.45%) 1.79M
Increased by +47.64%
Dec 31, 24
12 Allspring Special Mid Cap Value Inst 3.67M (1.42%) -2.21M
Decreased by -60.18%
Sep 30, 24
13 Allspring Special US Mid Cap Value Eq 3.67M (1.42%) -3.39M
Decreased by -92.34%
Sep 30, 24
14 Global Balanced (AFRIS) 3.44M (1.33%) 3.44M
Increased by +100.00%
Feb 29, 24
15 JHancock Disciplined Value Mid Cap I 3.42M (1.33%) 57.93K
Increased by +1.69%
Feb 29, 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%) -26.00K
Decreased by -0.81%
Dec 31, 24
18 SPDR® S&P 500® ETF Trust 3.17M (1.23%) -31.21K
Decreased by -0.98%
Jan 31, 25
19 Fidelity® 500 Index 3.12M (1.21%) 19.84K
Increased by +0.64%
Nov 30, 23
20 iShares Core S&P 500 ETF 3.04M (1.18%) 612.00
Increased by +0.02%
Jan 31, 25