Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 5.01%
2 FCTE 4.93%
3 UTRN 4.00%
4 MDCP 3.49%
5 RSPM 3.49%
6 RTM 3.49%
7 XLB 3.16%
8 RISN 3.10%
9 RJMG 2.56%
10 VAW 2.43%
11 HWAY 2.41%
12 FMAT 2.34%
13 UYM 2.29%
14 LSEQ 2.16%
15 FTGS 1.96%
16 FTCS 1.86%
17 CAML 1.68%
18 MXI 1.36%
19 AIEQ 1.29%
20 FXR 1.23%

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 JPMorgan Chase & Co 5.36M (8.84%) 1.01M
Increased by +18.92%
Sep 30, 24
3 BlackRock Inc 4.06M (6.69%) -84.80K
Decreased by -2.09%
Sep 30, 24
4 T. Rowe Price Investment Management,Inc. 3.46M (5.71%) 634.63K
Increased by +18.32%
Sep 30, 24
5 State Street Corp 2.71M (4.46%) -44.59K
Decreased by -1.65%
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. 1.91M (3.15%) -207.86K
Decreased by -10.88%
Dec 31, 24
10 Principal Financial Group Inc 1.82M (3.00%) 191.04K
Increased by +10.50%
Dec 31, 24
11 Select Equity Group LP 1.75M (2.89%) -346.89K
Decreased by -19.83%
Sep 30, 24
12 Bank of America Corp 1.71M (2.82%) 51.80K
Increased by +3.03%
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 1.91M (3.15%) -8.01K
Decreased by -0.42%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 1.66M (2.73%) 12.32K
Increased by +0.74%
Dec 31, 24
3 Principal Aligned MidCap Equity 1.33M (2.19%) 123.06K
Increased by +9.25%
Dec 31, 24
4 Principal MidCap R5 1.33M (2.19%) 9.48K
Increased by +0.71%
Dec 31, 24
5 Vanguard Mid Cap Index Institutional 1.31M (2.17%) 10.70K
Increased by +0.81%
Dec 31, 24
6 Fidelity® Magellan® 805.81K (1.33%) 118.70K
Increased by +14.73%
Nov 30, 23
7 Fidelity 500 Index 758.69K (1.25%) 3.48K
Increased by +0.46%
Dec 31, 24
8 Fidelity Magellan 750.61K (1.24%) 20.20K
Increased by +2.69%
Dec 31, 24
9 SPDR® S&P 500® ETF Trust 749.31K (1.24%) -3.35K
Decreased by -0.45%
Jan 31, 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 716.78K (1.18%) 1.03K
Increased by +0.14%
Jan 31, 25
13 Pioneer A 684.87K (1.13%) 15.39K
Increased by +2.25%
Dec 31, 24
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 (1.02%) 0.00
Increased by 0.00%
Dec 31, 24
16 T. Rowe Price Mid-Cap Growth 578.50K (0.95%) 0.00
Increased by 0.00%
Dec 31, 24
17 T. Rowe Price US Mid-Cap Growth Equity 578.50K (0.95%) -214.20K
Decreased by -37.03%
Dec 31, 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 455.75K (0.75%) 640.00
Increased by +0.14%
Jan 31, 25