Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.05%
2 STNC 3.80%
3 BEEZ 3.80%
4 XHB 3.40%
5 ESN 2.51%
6 OAKM 2.21%
7 RYJ 1.77%
8 CLAW 1.72%
9 EQOP 1.55%
10 NAIL 1.52%
11 SRHQ 1.45%
12 SAEF 1.29%
13 RGI 1.17%
14 RSPN 1.15%
15 CZA 1.10%
16 FLM 1.06%
17 SPHB 0.94%
18 RBLD 0.92%
19 VALQ 0.91%
20 LSAF 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.23M (12.21%) -80.71K
Decreased by -0.31%
Sep 30, 24
2 BlackRock Inc 16.76M (7.81%) -443.75K
Decreased by -2.65%
Jun 30, 24
3 State Street Corp 10.29M (4.79%) 194.30K
Increased by +1.89%
Sep 30, 24
4 State Street Corporation 9.73M (4.53%) 104.49K
Increased by +1.07%
Mar 31, 24
5 Boston Partners Global Investors, Inc 8.98M (4.18%) -84.44K
Decreased by -0.94%
Sep 30, 24
6 Massachusetts Financial Services Company 7.17M (3.34%) -2.66M
Decreased by -37.15%
Sep 30, 24
7 Harris Associates L.P. 6.62M (3.08%) -380.50K
Decreased by -5.75%
Sep 30, 24
8 Geode Capital Management, LLC 5.07M (2.36%) -147.00
Decreased by -0.00%
Sep 30, 24
9 JPMorgan Chase & Co 4.00M (1.86%) 201.15K
Increased by +5.03%
Sep 30, 24
10 Northern Trust Corp 3.56M (1.66%) -157.74K
Decreased by -4.43%
Sep 30, 24
11 Fiduciary Management, Inc. of Milwaukee 3.45M (1.61%) -126.47K
Decreased by -3.67%
Sep 30, 24
12 Van Eck Associates Corporation 2.95M (1.37%) 26.26K
Increased by +0.89%
Sep 30, 24
13 UBS Asset Mgmt Americas Inc 2.79M (1.30%) -396.70K
Decreased by -14.23%
Sep 30, 23
14 Beutel, Goodman & Company Ltd. 2.78M (1.30%) -260.28K
Decreased by -9.36%
Sep 30, 24
15 Amundi 2.75M (1.28%) -817.57K
Decreased by -29.77%
Sep 30, 24
16 Manning & Napier Group, LLC 2.71M (1.26%) -138.48K
Decreased by -5.11%
Sep 30, 23
17 Pictet Asset Manangement SA 2.63M (1.22%) -64.98K
Decreased by -2.47%
Sep 30, 24
18 Impax Asset Management Group PLC 2.54M (1.18%) -312.80K
Decreased by -12.30%
Sep 30, 24
19 Holocene Advisors, LP 2.53M (1.18%) -1.23M
Decreased by -48.77%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 2.48M (1.16%) -3.30M
Decreased by -132.93%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.90M (3.21%) -20.69K
Decreased by -0.30%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 5.78M (2.69%) 66.61K
Increased by +1.15%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 4.63M (2.16%) 8.32K
Increased by +0.18%
Oct 31, 24
4 Oakmark Investor 3.86M (1.80%) 0.00
Increased by 0.00%
Sep 30, 24
5 JHancock Disciplined Value Mid Cap I 3.21M (1.49%) -595.80K
Decreased by -18.58%
Oct 31, 24
6 SPDR® S&P 500® ETF Trust 2.70M (1.26%) 15.87K
Increased by +0.59%
Nov 30, 24
7 Fidelity 500 Index 2.68M (1.25%) -4.39K
Decreased by -0.16%
Oct 31, 24
8 SPDR® S&P 500 ETF Trust 2.66M (1.24%) 5.85K
Increased by +0.22%
Apr 30, 24
9 Fidelity® 500 Index 2.62M (1.22%) 16.68K
Increased by +0.64%
Nov 30, 23
10 VanEck Morningstar Wide Moat 2.61M (1.22%) 16.95K
Increased by +0.65%
Sep 30, 24
11 VanEck Morningstar Wide Moat ETF 2.59M (1.21%) 0.00
Increased by 0.00%
Nov 30, 24
12 iShares Core S&P 500 ETF 2.47M (1.15%) 0.00
Increased by 0.00%
Nov 30, 24
13 Impax Water Strategy Composite 2.31M (1.08%) -232.00K
Decreased by -10.04%
Oct 31, 24
14 Pictet-Water I EUR 2.03M (0.94%) -2.97K
Decreased by -0.15%
Aug 31, 24
15 Vanguard Value Index Inv 1.85M (0.86%) 4.75K
Increased by +0.26%
Oct 31, 24
16 Pictet Water Segregated Accounts 1.82M (0.85%) 1.82M
Increased by +100.00%
Mar 31, 24
17 Invesco S&P 500® Equal Weight ETF 1.72M (0.80%) 2.42K
Increased by +0.14%
Nov 29, 24
18 MFS Mid Cap Value Equity 1.65M (0.77%) -343.43K
Decreased by -20.78%
Mar 31, 24
19 MFS Mid Cap Value A 1.63M (0.76%) -19.58K
Decreased by -1.20%
May 31, 24
20 American Funds SMALLCAP World A 1.63M (0.76%) 0.00
Increased by 0.00%
Sep 30, 24