Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.05%
2 BEEZ 3.88%
3 STNC 3.80%
4 FIW 3.49%
5 XHB 3.11%
6 ESN 2.14%
7 OAKM 1.99%
8 RYJ 1.77%
9 CLAW 1.72%
10 DVLU 1.57%
11 EQOP 1.55%
12 NAIL 1.41%
13 SRHQ 1.32%
14 RGI 1.16%
15 RSPN 1.15%
16 SAEF 1.10%
17 FLM 1.06%
18 TPHE 1.01%
19 TPHD 1.01%
20 CZA 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.11M (12.37%) -118.07K
Decreased by -0.45%
Dec 31, 24
2 BlackRock Inc 16.13M (7.64%) 49.50K
Increased by +0.31%
Dec 31, 24
3 State Street Corp 10.30M (4.88%) 7.77K
Increased by +0.08%
Dec 31, 24
4 State Street Corporation 9.73M (4.61%) 104.49K
Increased by +1.07%
Mar 31, 24
5 Boston Partners Global Investors, Inc 7.77M (3.68%) -1.21M
Decreased by -15.59%
Dec 31, 24
6 Harris Associates L.P. 6.37M (3.02%) -242.36K
Decreased by -3.80%
Dec 31, 24
7 Massachusetts Financial Services Company 5.85M (2.77%) -1.32M
Decreased by -22.58%
Dec 31, 24
8 Geode Capital Management, LLC 5.13M (2.43%) 58.74K
Increased by +1.15%
Dec 31, 24
9 Northern Trust Corp 3.90M (1.85%) 337.16K
Increased by +8.64%
Dec 31, 24
10 JPMorgan Chase & Co 3.73M (1.77%) -4.27M
Decreased by -114.70%
Dec 31, 24
11 Fiduciary Management, Inc. of Milwaukee 3.27M (1.55%) -175.03K
Decreased by -5.35%
Dec 31, 24
12 Van Eck Associates Corporation 3.25M (1.54%) 299.52K
Increased by +9.21%
Dec 31, 24
13 Nordea Investment Mgmt Bank Demark A/s 3.00M (1.42%) 520.55K
Increased by +17.36%
Dec 31, 24
14 Holocene Advisors, LP 2.99M (1.42%) 466.44K
Increased by +15.58%
Dec 31, 24
15 Amvescap Plc. 2.82M (1.34%) 360.93K
Increased by +12.79%
Dec 31, 24
16 UBS Asset Mgmt Americas Inc 2.79M (1.32%) -396.70K
Decreased by -14.23%
Sep 30, 23
17 Beutel, Goodman & Company Ltd. 2.79M (1.32%) 3.99K
Increased by +0.14%
Dec 31, 24
18 Deutsche Bank AG 2.76M (1.31%) 305.16K
Increased by +11.05%
Dec 31, 24
19 Amundi 2.75M (1.30%) -817.57K
Decreased by -29.77%
Sep 30, 24
20 Manning & Napier Group, LLC 2.71M (1.29%) -138.48K
Decreased by -5.11%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.92M (3.28%) -68.67K
Decreased by -0.99%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.70M (3.17%) -120.49K
Decreased by -1.80%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 5.89M (2.79%) -91.29K
Decreased by -1.55%
Mar 31, 25
4 Vanguard Mid Cap Index Institutional 4.56M (2.16%) -94.24K
Decreased by -2.06%
Mar 31, 25
5 Oakmark Investor 3.76M (1.78%) -100.00K
Decreased by -2.66%
Dec 31, 24
6 JHancock Disciplined Value Mid Cap I 3.20M (1.51%) 8.86K
Increased by +0.28%
Feb 28, 25
7 Fidelity 500 Index 2.70M (1.28%) 12.03K
Increased by +0.45%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 2.66M (1.26%) 5.85K
Increased by +0.22%
Apr 30, 24
9 SPDR® S&P 500 ETF 2.64M (1.25%) -87.60K
Decreased by -3.32%
Mar 31, 25
10 Fidelity® 500 Index 2.62M (1.24%) 16.68K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 2.59M (1.23%) 7.50K
Increased by +0.29%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 2.57M (1.22%) -13.50K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 2.54M (1.20%) -42.75K
Decreased by -1.68%
Mar 31, 25
14 VanEck Morningstar Wide Moat ETF 2.32M (1.10%) -3.04K
Decreased by -0.13%
Mar 29, 25
15 VanEck Morningstar Wide Moat 2.32M (1.10%) -185.41K
Decreased by -7.99%
Mar 31, 25
16 Impax Water Strategy Composite 2.28M (1.08%) 0.00
Increased by 0.00%
Feb 28, 25
17 Invesco S&P 500® Equal Weight ETF 2.00M (0.95%) 4.27K
Increased by +0.21%
Mar 31, 25
18 Pictet-Water I EUR 1.97M (0.93%) -4.86K
Decreased by -0.25%
Dec 31, 24
19 Vanguard Value Index Inv 1.87M (0.88%) 4.18K
Increased by +0.22%
Mar 31, 25
20 Pictet Water Segregated Accounts 1.82M (0.86%) 1.82M
Increased by +100.00%
Mar 31, 24