Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.97%
2 KMID 3.11%
3 KONG 3.01%
4 BOTT 2.52%
5 KSEA 2.18%
6 DVOL 2.18%
7 NBSM 1.98%
8 EQWM 1.95%
9 DEMZ 1.89%
10 QQQN 1.39%
11 ROBO 1.21%
12 RSPN 1.16%
13 RGI 1.16%
14 FLM 1.04%
15 RBLD 1.03%
16 PRAY 1.03%
17 FSCS 1.01%
18 RNMC 1.01%
19 PEXL 0.96%
20 VSDA 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.23M (12.75%) 93.15K
Increased by +1.50%
Dec 31, 24
2 BlackRock Inc 3.87M (7.92%) -1.88K
Decreased by -0.05%
Sep 30, 24
3 Kayne Anderson Rudnick Investment Management LLC 2.67M (5.46%) 76.93K
Increased by +2.88%
Sep 30, 24
4 State Street Corp 2.64M (5.40%) 177.28K
Increased by +6.72%
Sep 30, 24
5 State Street Corporation 2.45M (5.02%) -221.33K
Decreased by -9.03%
Mar 31, 24
6 Lazard Asset Management LLC 1.51M (3.10%) 189.22K
Increased by +12.49%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 1.47M (3.01%) -1.45M
Decreased by -98.35%
Sep 30, 24
8 Geode Capital Management, LLC 1.44M (2.96%) 14.78K
Increased by +1.02%
Sep 30, 24
9 Goldman Sachs Group Inc 1.28M (2.63%) 66.21K
Increased by +5.16%
Sep 30, 24
10 JPMorgan Chase & Co 1.03M (2.11%) 97.44K
Increased by +9.47%
Sep 30, 24
11 Amvescap Plc. 958.49K (1.96%) -201.70K
Decreased by -21.04%
Sep 30, 24
12 Champlain Investment Partners, LLC 860.43K (1.76%) 24.03K
Increased by +2.79%
Dec 31, 24
13 KeyBank National Association 832.29K (1.70%) -1.21K
Decreased by -0.15%
Sep 30, 23
14 ProShare Advisors LLC 756.28K (1.55%) 74.15K
Increased by +9.80%
Sep 30, 24
15 NORGES BANK 681.85K (1.40%) 26.51K
Increased by +3.89%
Dec 31, 24
16 Neuberger Berman Group LLC 669.43K (1.37%) -6.93K
Decreased by -1.04%
Sep 30, 24
17 FMR Inc 582.09K (1.19%) -54.04K
Decreased by -9.28%
Sep 30, 24
18 Wells Fargo & Co 517.22K (1.06%) 6.35K
Increased by +1.23%
Sep 30, 24
19 Bank of New York Mellon Corp 510.24K (1.04%) 28.97K
Increased by +5.68%
Dec 31, 24
20 Royal London Asset Management Ltd 481.83K (0.99%) -14.69K
Decreased by -3.05%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.62M (3.32%) 1.27K
Increased by +0.08%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 1.47M (3.01%) 8.85K
Increased by +0.60%
Dec 31, 24
3 Vanguard Small Cap Index 1.31M (2.68%) 11.90K
Increased by +0.91%
Dec 31, 24
4 Vanguard Windsor™ II Inv 858.13K (1.76%) 65.91K
Increased by +7.68%
Dec 31, 24
5 Champlain Mid Cap Fund, LLC 822.55K (1.68%) -25.43K
Decreased by -3.09%
Jan 31, 25
6 Eaton Vance Atlanta Capital SMID-Cap I 794.05K (1.63%) 0.00
Increased by 0.00%
Dec 31, 24
7 ProShares S&P 500 Dividend Aristocrats 744.57K (1.52%) 0.00
Increased by 0.00%
Jan 31, 25
8 Vanguard Small Cap Growth Index Inv 742.54K (1.52%) 28.24K
Increased by +3.80%
Dec 31, 24
9 Fidelity 500 Index 674.34K (1.38%) 2.06K
Increased by +0.31%
Dec 31, 24
10 SPDR® S&P 500® ETF Trust 662.42K (1.36%) -6.53K
Decreased by -0.99%
Jan 31, 25
11 SPDR® S&P 500 ETF Trust 637.43K (1.31%) 1.44K
Increased by +0.23%
Apr 30, 24
12 iShares Core S&P 500 ETF 637.43K (1.31%) 1.26K
Increased by +0.20%
Jan 31, 25
13 Fidelity® 500 Index 630.90K (1.29%) 4.01K
Increased by +0.64%
Nov 30, 23
14 Invesco S&P 500® Equal Weight ETF 606.98K (1.24%) 2.01K
Increased by +0.33%
Jan 31, 25
15 SPDR® S&P Dividend ETF 566.68K (1.16%) 69.90K
Increased by +12.34%
Jan 31, 25
16 Champlain Mid Cap Adv 400.00K (0.82%) -15.00K
Decreased by -3.75%
Sep 30, 24
17 Virtus KAR Mid-Cap Core I 358.58K (0.73%) 271.00
Increased by +0.08%
Sep 30, 24
18 Vanguard Institutional Index I 342.03K (0.70%) -2.00K
Decreased by -0.58%
Dec 31, 24
19 Neuberger Berman Genesis Inv 331.44K (0.68%) -1.56K
Decreased by -0.47%
Sep 30, 24
20 American Century US Premier Lg Cp Gr 330.00K (0.68%) -110.00K
Decreased by -33.33%
Sep 30, 24