Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 5.04%
2 FCTE 4.93%
3 RSPM 4.42%
4 RTM 4.42%
5 XLB 4.33%
6 UTRN 4.00%
7 MDCP 3.42%
8 UYM 3.02%
9 RISN 2.82%
10 HWAY 2.62%
11 FMAT 2.59%
12 RJMG 2.56%
13 VAW 2.26%
14 ATFV 2.22%
15 LSEQ 2.16%
16 FTGS 1.96%
17 FTCS 1.86%
18 CAML 1.82%
19 JPEF 1.44%
20 MXI 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.17M (11.99%) 36.53K
Increased by +0.51%
Dec 31, 24
2 BlackRock Inc 4.26M (7.12%) 203.63K
Increased by +4.78%
Dec 31, 24
3 State Street Corp 2.69M (4.50%) -12.61K
Decreased by -0.47%
Dec 31, 24
4 JPMorgan Chase & Co 2.68M (4.47%) -2.68M
Decreased by -100.20%
Dec 31, 24
5 State Street Corporation 2.64M (4.42%) 150.32K
Increased by +5.69%
Mar 31, 24
6 FMR Inc 2.51M (4.20%) -1.78K
Decreased by -0.07%
Dec 31, 24
7 Aristotle Capital Management LLC 2.40M (4.01%) -52.60K
Decreased by -2.20%
Dec 31, 24
8 Principal Financial Group Inc 1.94M (3.24%) 120.68K
Increased by +6.22%
Mar 31, 25
9 Baillie Gifford & Co Limited. 1.91M (3.20%) -207.86K
Decreased by -10.88%
Dec 31, 24
10 T. Rowe Price Investment Management,Inc. 1.61M (2.69%) -1.86M
Decreased by -115.59%
Dec 31, 24
11 Bank of America Corp 1.59M (2.66%) -116.42K
Decreased by -7.32%
Dec 31, 24
12 Amundi 1.56M (2.61%) 148.06K
Increased by +9.48%
Dec 31, 24
13 Geode Capital Management, LLC 1.47M (2.46%) 32.08K
Increased by +2.18%
Dec 31, 24
14 Select Equity Group LP 1.41M (2.35%) -340.93K
Decreased by -24.20%
Dec 31, 24
15 Goldman Sachs Group Inc 976.71K (1.63%) 189.02K
Increased by +19.35%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 951.35K (1.59%) 112.24K
Increased by +11.80%
Dec 31, 24
17 Amvescap Plc. 873.63K (1.46%) 44.68K
Increased by +5.11%
Dec 31, 24
18 Alkeon Capital Management, LLC 771.20K (1.29%) 245.00K
Increased by +31.77%
Dec 31, 24
19 T. Rowe Price Associates, Inc. 768.08K (1.28%) -69.02K
Decreased by -8.99%
Dec 31, 24
20 Atlantic Trust Group, LLC 761.99K (1.27%) -88.83K
Decreased by -11.66%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.93M (3.23%) -20.89K
Decreased by -1.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.93M (3.22%) -1.40K
Decreased by -0.07%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 1.70M (2.84%) 2.99K
Increased by +0.18%
Mar 31, 25
4 Principal Aligned MidCap Equity 1.43M (2.38%) 96.10K
Increased by +6.74%
Mar 31, 25
5 Principal MidCap R5 1.42M (2.37%) 77.50K
Increased by +5.47%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 1.31M (2.20%) -5.82K
Decreased by -0.44%
Mar 31, 25
7 Fidelity Magellan 954.21K (1.60%) 85.80K
Increased by +8.99%
Mar 31, 25
8 Fidelity® Magellan® 805.81K (1.35%) 118.70K
Increased by +14.73%
Nov 30, 23
9 Fidelity 500 Index 766.79K (1.28%) 1.32K
Increased by +0.17%
Mar 31, 25
10 SPDR® S&P 500 ETF 760.72K (1.27%) -11.16K
Decreased by -1.47%
Mar 31, 25
11 Pioneer US Large Core Equity 753.43K (1.26%) 68.57K
Increased by +9.10%
Mar 31, 25
12 Victory Pioneer A 753.43K (1.26%) 14.10K
Increased by +1.87%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 746.16K (1.25%) -5.85K
Decreased by -0.78%
Mar 31, 24
14 SPDR® S&P 500® ETF 741.67K (1.24%) 612.00
Increased by +0.08%
Apr 30, 25
15 SPDR® S&P 500® ETF Trust 740.52K (1.24%) -3.89K
Decreased by -0.53%
Mar 31, 25
16 iShares Core S&P 500 ETF 724.29K (1.21%) -756.00
Decreased by -0.10%
Apr 30, 25
17 Fidelity® 500 Index 720.19K (1.20%) 4.58K
Increased by +0.64%
Nov 30, 23
18 Pioneer A 708.69K (1.18%) 23.83K
Increased by +3.36%
Jan 31, 25
19 Vanguard Windsor™ II Inv 621.28K (1.04%) 0.00
Increased by 0.00%
Mar 31, 25
20 T. Rowe Price Mid-Cap Growth 577.50K (0.97%) -700.00
Decreased by -0.12%
Mar 31, 25