Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 4.27%
2 UTRN 4.02%
3 LBAY 3.87%
4 ACTV 3.13%
5 RHS 3.03%
6 RSPS 2.15%
7 EQRR 2.02%
8 KEAT 1.86%
9 VEGI 1.74%
10 SZNE 1.61%
11 FTDS 1.58%
12 EATV 1.51%
13 LIVR 1.30%
14 FTXG 1.20%
15 UBCB 1.07%
16 SPGP 0.90%
17 QMID 0.74%
18 FXG 0.71%
19 DIVG 0.71%
20 HIBL 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.59M (12.35%) -456.51K
Decreased by -2.75%
Sep 30, 24
2 BlackRock Inc 10.12M (7.53%) -789.60K
Decreased by -7.81%
Jun 30, 24
3 FMR Inc 9.74M (7.26%) -6.18M
Decreased by -63.44%
Sep 30, 24
4 State Street Corp 6.22M (4.63%) 549.81K
Increased by +8.84%
Sep 30, 24
5 State Street Corporation 5.67M (4.23%) -56.86K
Decreased by -1.00%
Mar 31, 24
6 Apg All Pensions Group 4.56M (3.40%) -1.39M
Decreased by -30.47%
Jun 30, 24
7 Stockbridge Partners LLC 3.99M (2.97%) 217.46K
Increased by +5.46%
Jun 30, 24
8 Viking Global Investors LP 3.55M (2.64%) 3.55M
Increased by +100.00%
Dec 31, 23
9 Jana Partners Management LP 3.53M (2.63%) 3.53M
Increased by +100.00%
Sep 30, 24
10 Geode Capital Management, LLC 3.39M (2.52%) 24.10K
Increased by +0.71%
Sep 30, 24
11 JPMorgan Chase & Co 3.33M (2.48%) 1.22M
Increased by +36.57%
Jun 30, 24
12 Clarkston Capital Partners, LLC 3.11M (2.31%) 1.62M
Increased by +52.08%
Sep 30, 24
13 Amvescap Plc. 3.04M (2.26%) 605.41K
Increased by +19.92%
Sep 30, 24
14 TPG GP A, LLC 2.92M (2.18%) 1.25M
Increased by +42.65%
Jun 30, 24
15 Boston Partners Global Investors, Inc 2.74M (2.04%) 2.61M
Increased by +95.31%
Sep 30, 24
16 London Company of Virginia 2.70M (2.01%) 62.47K
Increased by +2.31%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 2.57M (1.92%) -3.29M
Decreased by -127.76%
Sep 30, 24
18 Anomaly Capital Management, LP 2.52M (1.87%) 1.51M
Increased by +60.10%
Mar 31, 24
19 T. Rowe Price Associates, Inc. 2.51M (1.87%) 2.31M
Increased by +92.02%
Sep 30, 24
20 Gates Capital Management Inc 2.29M (1.71%) 647.44K
Increased by +28.27%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.51M (3.36%) -45.74K
Decreased by -1.01%
Nov 30, 24
2 Vanguard Institutional 500 Index Trust 3.86M (2.88%) 54.92K
Increased by +1.42%
Nov 30, 24
3 Vanguard Small Cap Index 3.62M (2.70%) 21.15K
Increased by +0.58%
Nov 30, 24
4 Champlain Mid Cap Fund, LLC 2.19M (1.63%) -65.58K
Decreased by -2.99%
Nov 30, 24
5 Fidelity Low-Priced Stock 2.14M (1.60%) 83.80K
Increased by +3.91%
Sep 30, 24
6 Invesco S&P 500® Equal Weight ETF 2.14M (1.60%) 2.97K
Increased by +0.14%
Nov 29, 24
7 JHancock Disciplined Value Mid Cap I 2.13M (1.58%) 117.55K
Increased by +5.53%
Oct 31, 24
8 Vanguard Small Cap Growth Index Inv 1.99M (1.49%) 16.43K
Increased by +0.82%
Nov 30, 24
9 Strategic Advisers Fidelity US TtlStk 1.98M (1.48%) 179.43K
Increased by +9.05%
May 31, 24
10 Clarkston Capital SMID Composite 1.88M (1.40%) 1.01M
Increased by +53.81%
Sep 30, 24
11 Touchstone Mid Cap Y 1.88M (1.40%) 38.73K
Increased by +2.06%
Sep 30, 24
12 SPDR® S&P 500® ETF Trust 1.78M (1.32%) 10.54K
Increased by +0.59%
Nov 30, 24
13 Fidelity 500 Index 1.76M (1.31%) -2.90K
Decreased by -0.16%
Oct 31, 24
14 Fidelity® 500 Index 1.70M (1.27%) 10.81K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500 ETF Trust 1.69M (1.26%) 10.66K
Increased by +0.63%
Feb 29, 24
16 iShares Core S&P 500 ETF 1.62M (1.21%) 0.00
Increased by 0.00%
Nov 30, 24
17 Vanguard Mid Cap Index Institutional 1.55M (1.15%) 1.91K
Increased by +0.12%
Aug 31, 24
18 The Consumer Staples Sel SectSPDR® ETF 1.37M (1.02%) 3.04K
Increased by +0.22%
Nov 30, 24
19 T. Rowe Price Mid-Cap Value 1.37M (1.02%) 20.91K
Increased by +1.53%
Oct 31, 24
20 T. Rowe Price US Mid-Cap Value Equity 1.35M (1.00%) 1.35M
Increased by +100.00%
Sep 30, 24