Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.94%
2 KONG 3.01%
3 KMID 2.73%
4 BOTT 2.52%
5 DVOL 2.18%
6 NBSM 1.98%
7 EQWM 1.95%
8 KSEA 1.90%
9 ROBO 1.50%
10 QQQN 1.39%
11 RSPN 1.18%
12 RGI 1.17%
13 DEMZ 1.14%
14 FLM 1.04%
15 PRAY 1.03%
16 FSCS 0.99%
17 PEXL 0.97%
18 RNMC 0.97%
19 RBLD 0.95%
20 VSDA 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.23M (12.81%) 93.15K
Increased by +1.50%
Dec 31, 24
2 BlackRock Inc 3.87M (7.96%) 2.34K
Increased by +0.06%
Dec 31, 24
3 State Street Corp 2.74M (5.64%) 101.98K
Increased by +3.72%
Dec 31, 24
4 Kayne Anderson Rudnick Investment Management LLC 2.59M (5.33%) -77.69K
Decreased by -3.00%
Dec 31, 24
5 State Street Corporation 2.45M (5.04%) -221.33K
Decreased by -9.03%
Mar 31, 24
6 Lazard Asset Management LLC 1.56M (3.21%) 47.05K
Increased by +3.01%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 1.51M (3.11%) 38.90K
Increased by +2.57%
Dec 31, 24
8 Geode Capital Management, LLC 1.46M (2.99%) 12.59K
Increased by +0.86%
Dec 31, 24
9 Goldman Sachs Group Inc 1.17M (2.40%) -115.19K
Decreased by -9.87%
Dec 31, 24
10 Amvescap Plc. 900.71K (1.85%) -57.78K
Decreased by -6.41%
Dec 31, 24
11 Champlain Investment Partners, LLC 860.43K (1.77%) 24.03K
Increased by +2.79%
Dec 31, 24
12 KeyBank National Association 832.29K (1.71%) -1.21K
Decreased by -0.15%
Sep 30, 23
13 ProShare Advisors LLC 761.23K (1.57%) 4.96K
Increased by +0.65%
Dec 31, 24
14 FMR Inc 693.63K (1.43%) 111.54K
Increased by +16.08%
Dec 31, 24
15 NORGES BANK 681.85K (1.40%) 26.51K
Increased by +3.89%
Dec 31, 24
16 Bank of New York Mellon Corp 510.24K (1.05%) 28.97K
Increased by +5.68%
Dec 31, 24
17 Northern Trust Corp 508.07K (1.04%) 91.10K
Increased by +17.93%
Dec 31, 24
18 Wells Fargo & Co 483.85K (1.00%) -33.38K
Decreased by -6.90%
Dec 31, 24
19 Royal London Asset Management Ltd 481.83K (0.99%) -14.69K
Decreased by -3.05%
Dec 31, 24
20 Wellington Management Company LLP 481.56K (0.99%) -71.22K
Decreased by -14.79%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.62M (3.34%) 2.32K
Increased by +0.14%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 1.51M (3.10%) 9.33K
Increased by +0.62%
Feb 28, 25
3 Vanguard Small Cap Index 1.31M (2.70%) 1.07K
Increased by +0.08%
Feb 28, 25
4 Vanguard Windsor™ II Inv 858.13K (1.76%) 65.91K
Increased by +7.68%
Dec 31, 24
5 Champlain Mid Cap Fund, LLC 794.34K (1.63%) -28.21K
Decreased by -3.55%
Feb 28, 25
6 Eaton Vance Atlanta Capital SMID-Cap I 794.05K (1.63%) 0.00
Increased by 0.00%
Jan 31, 25
7 ProShares S&P 500 Dividend Aristocrats 777.11K (1.60%) 0.00
Increased by 0.00%
Feb 28, 25
8 Vanguard Small Cap Growth Index Inv 737.99K (1.52%) -2.88K
Decreased by -0.39%
Feb 28, 25
9 Fidelity 500 Index 677.33K (1.39%) 2.99K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 671.76K (1.38%) -4.99K
Decreased by -0.74%
Feb 28, 25
11 iShares Core S&P 500 ETF 638.42K (1.31%) -32.00
Decreased by -0.01%
Feb 28, 25
12 SPDR® S&P 500 ETF Trust 637.43K (1.31%) 1.44K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 630.90K (1.30%) 4.01K
Increased by +0.64%
Nov 30, 23
14 Invesco S&P 500® Equal Weight ETF 611.52K (1.26%) 705.00
Increased by +0.12%
Feb 28, 25
15 SPDR® S&P Dividend ETF 562.47K (1.16%) -567.00
Decreased by -0.10%
Feb 28, 25
16 Champlain Mid Cap Adv 400.00K (0.82%) 0.00
Increased by 0.00%
Dec 31, 24
17 Virtus KAR Mid-Cap Core I 368.23K (0.76%) 9.65K
Increased by +2.62%
Dec 31, 24
18 Vanguard Institutional Index I 336.99K (0.69%) -3.94K
Decreased by -1.17%
Feb 28, 25
19 MFS Mid Cap Value A 333.38K (0.69%) 0.00
Increased by 0.00%
Feb 28, 25
20 Neuberger Berman Genesis Inv 331.44K (0.68%) -1.56K
Decreased by -0.47%
Sep 30, 24