Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 5.17%
2 FCTE 4.93%
3 ATFV 4.69%
4 UTRN 4.00%
5 RSPM 3.96%
6 RTM 3.96%
7 XLB 3.84%
8 MDCP 3.18%
9 UYM 2.86%
10 RISN 2.82%
11 RJMG 2.56%
12 HWAY 2.44%
13 FMAT 2.27%
14 VAW 2.18%
15 LSEQ 2.16%
16 FTGS 1.96%
17 FTCS 1.86%
18 CAML 1.71%
19 MXI 1.30%
20 JPEF 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.17M (11.86%) 36.53K
Increased by +0.51%
Dec 31, 24
2 BlackRock Inc 4.26M (7.04%) 203.63K
Increased by +4.78%
Dec 31, 24
3 State Street Corp 2.69M (4.46%) -12.61K
Decreased by -0.47%
Dec 31, 24
4 JPMorgan Chase & Co 2.68M (4.42%) -2.68M
Decreased by -100.20%
Dec 31, 24
5 State Street Corporation 2.64M (4.37%) 150.32K
Increased by +5.69%
Mar 31, 24
6 FMR Inc 2.51M (4.16%) -1.78K
Decreased by -0.07%
Dec 31, 24
7 Aristotle Capital Management LLC 2.40M (3.96%) -52.60K
Decreased by -2.20%
Dec 31, 24
8 Baillie Gifford & Co Limited. 1.91M (3.16%) -207.86K
Decreased by -10.88%
Dec 31, 24
9 Principal Financial Group Inc 1.82M (3.01%) 191.04K
Increased by +10.50%
Dec 31, 24
10 T. Rowe Price Investment Management,Inc. 1.61M (2.66%) -1.86M
Decreased by -115.59%
Dec 31, 24
11 Bank of America Corp 1.59M (2.63%) -116.42K
Decreased by -7.32%
Dec 31, 24
12 Amundi 1.56M (2.58%) 148.06K
Increased by +9.48%
Dec 31, 24
13 Geode Capital Management, LLC 1.47M (2.43%) 32.08K
Increased by +2.18%
Dec 31, 24
14 Select Equity Group LP 1.41M (2.33%) -340.93K
Decreased by -24.20%
Dec 31, 24
15 Goldman Sachs Group Inc 976.71K (1.62%) 189.02K
Increased by +19.35%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 951.35K (1.57%) 112.24K
Increased by +11.80%
Dec 31, 24
17 Amvescap Plc. 873.63K (1.44%) 44.68K
Increased by +5.11%
Dec 31, 24
18 Alkeon Capital Management, LLC 771.20K (1.28%) 245.00K
Increased by +31.77%
Dec 31, 24
19 T. Rowe Price Associates, Inc. 768.08K (1.27%) -69.02K
Decreased by -8.99%
Dec 31, 24
20 Atlantic Trust Group, LLC 761.99K (1.26%) -88.83K
Decreased by -11.66%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.93M (3.19%) 7.89K
Increased by +0.41%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 1.69M (2.80%) 11.66K
Increased by +0.69%
Feb 28, 25
3 Principal MidCap R5 1.34M (2.22%) 1.71K
Increased by +0.13%
Feb 28, 25
4 Principal Aligned MidCap Equity 1.33M (2.20%) 123.06K
Increased by +9.25%
Dec 31, 24
5 Vanguard Mid Cap Index Institutional 1.32M (2.18%) 5.52K
Increased by +0.42%
Feb 28, 25
6 Fidelity® Magellan® 805.81K (1.33%) 118.70K
Increased by +14.73%
Nov 30, 23
7 Fidelity Magellan 794.01K (1.31%) 43.40K
Increased by +5.47%
Jan 31, 25
8 Fidelity 500 Index 762.06K (1.26%) 3.36K
Increased by +0.44%
Jan 31, 25
9 SPDR® S&P 500® ETF Trust 755.82K (1.25%) -5.62K
Decreased by -0.74%
Feb 28, 25
10 SPDR® S&P 500 ETF Trust 746.16K (1.23%) -5.85K
Decreased by -0.78%
Mar 31, 24
11 Fidelity® 500 Index 720.19K (1.19%) 4.58K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 717.89K (1.19%) -36.00
Decreased by -0.01%
Feb 28, 25
13 Pioneer A 708.69K (1.17%) 23.83K
Increased by +3.36%
Jan 31, 25
14 Pioneer US Large Core Equity 684.87K (1.13%) 43.33K
Increased by +6.33%
Dec 31, 24
15 Vanguard Windsor™ II Inv 621.28K (1.03%) 0.00
Increased by 0.00%
Dec 31, 24
16 T. Rowe Price US Mid-Cap Growth Equity 578.50K (0.96%) -214.20K
Decreased by -37.03%
Dec 31, 24
17 T. Rowe Price Mid-Cap Growth 578.20K (0.96%) -300.00
Decreased by -0.05%
Jan 31, 25
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 Vanguard Mid-Cap Growth ETF 458.92K (0.76%) 3.69K
Increased by +0.80%
Feb 28, 25