Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 4.93%
2 PKB 4.88%
3 UTRN 4.03%
4 XLB 3.99%
5 RSPM 3.92%
6 RTM 3.92%
7 UYM 2.97%
8 RJMG 2.56%
9 VAW 2.51%
10 HWAY 2.45%
11 FMAT 2.44%
12 LSEQ 2.16%
13 AIEQ 2.16%
14 FTGS 1.96%
15 FTCS 1.86%
16 CAML 1.74%
17 TCAF 1.59%
18 MXI 1.46%
19 JPEF 1.25%
20 FLM 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.14M (11.77%) -25.27K
Decreased by -0.35%
Sep 30, 24
2 BlackRock Inc 4.14M (6.83%) 45.48K
Increased by +1.10%
Jun 30, 24
3 T. Rowe Price Investment Management,Inc. 3.46M (5.71%) 634.63K
Increased by +18.32%
Sep 30, 24
4 State Street Corp 2.71M (4.46%) -44.59K
Decreased by -1.65%
Sep 30, 24
5 JPMorgan Chase & Co 2.68M (4.42%) 506.70K
Increased by +18.92%
Sep 30, 24
6 State Street Corporation 2.64M (4.36%) 150.32K
Increased by +5.69%
Mar 31, 24
7 FMR Inc 2.52M (4.15%) 334.61K
Increased by +13.30%
Sep 30, 24
8 Aristotle Capital Management LLC 2.45M (4.04%) -210.89K
Decreased by -8.61%
Sep 30, 24
9 Baillie Gifford & Co Limited. 2.12M (3.49%) -86.14K
Decreased by -4.06%
Sep 30, 24
10 Select Equity Group LP 1.75M (2.89%) -346.89K
Decreased by -19.83%
Sep 30, 24
11 Bank of America Corp 1.66M (2.73%) 32.47K
Increased by +1.96%
Jun 30, 24
12 Principal Financial Group Inc 1.63M (2.69%) 704.46K
Increased by +43.25%
Sep 30, 24
13 Geode Capital Management, LLC 1.44M (2.38%) -80.83K
Decreased by -5.61%
Sep 30, 24
14 Amundi 1.41M (2.33%) 303.90K
Increased by +21.49%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 839.12K (1.38%) -773.95K
Decreased by -92.23%
Sep 30, 24
16 T. Rowe Price Associates, Inc. 837.10K (1.38%) -394.35K
Decreased by -47.11%
Sep 30, 24
17 Amvescap Plc. 828.95K (1.37%) 140.75K
Increased by +16.98%
Sep 30, 24
18 Goldman Sachs Group Inc 787.69K (1.30%) -81.56K
Decreased by -10.35%
Sep 30, 24
19 Atlantic Trust Group, LLC 761.99K (1.26%) -88.83K
Decreased by -11.66%
Jun 30, 24
20 Gardner Russo & Gardner 750.07K (1.24%) -13.99K
Decreased by -1.86%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.93M (3.18%) -6.23K
Decreased by -0.32%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 1.62M (2.67%) 19.18K
Increased by +1.18%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 1.30M (2.14%) 2.37K
Increased by +0.18%
Oct 31, 24
4 Principal MidCap R5 1.27M (2.10%) 64.97K
Increased by +5.11%
Oct 31, 24
5 Principal Aligned MidCap Equity 1.21M (1.99%) 563.58K
Increased by +46.69%
Sep 30, 24
6 Fidelity® Magellan® 805.81K (1.33%) 118.70K
Increased by +14.73%
Nov 30, 23
7 T. Rowe Price Mid-Cap Growth 792.70K (1.31%) -1.70K
Decreased by -0.21%
Sep 30, 24
8 T. Rowe Price US Mid-Cap Growth Equity 792.70K (1.31%) -2.20K
Decreased by -0.28%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 751.37K (1.24%) -4.18K
Decreased by -0.56%
Nov 27, 24
10 Fidelity 500 Index 751.32K (1.24%) -8.08K
Decreased by -1.08%
Sep 30, 24
11 SPDR® S&P 500 ETF Trust 746.16K (1.23%) -5.85K
Decreased by -0.78%
Mar 31, 24
12 Fidelity Magellan 732.41K (1.21%) 300.00
Increased by +0.04%
Sep 30, 24
13 Fidelity® 500 Index 720.19K (1.19%) 4.58K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 689.69K (1.14%) 2.12K
Increased by +0.31%
Nov 27, 24
15 Pioneer US Large Core Equity 641.54K (1.06%) 174.35K
Increased by +27.18%
Sep 30, 24
16 Pioneer A 635.71K (1.05%) 77.78K
Increased by +12.24%
Sep 30, 24
17 Vanguard Windsor™ II Inv 621.28K (1.02%) -98.72K
Decreased by -15.89%
Sep 30, 24
18 CIBC Disciplined Equity 553.10K (0.91%) 0.00
Increased by 0.00%
Sep 30, 23
19 JPM US Mid Cap Value-MA 472.45K (0.78%) 471.13K
Increased by +99.72%
Sep 30, 23
20 Global X US Infrastructure Dev ETF 435.05K (0.72%) 672.00
Increased by +0.15%
Nov 27, 24