Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 4.62%
2 UTRN 4.31%
3 TADS 4.23%
4 HWAY 4.03%
5 FLV 3.55%
6 SHPP 3.45%
7 FTXR 3.19%
8 BDVG 3.07%
9 TPOR 2.71%
10 CCOR 2.65%
11 XTN 2.32%
12 TUSA 2.12%
13 FTDS 2.12%
14 GREI 1.86%
15 BKUS 1.75%
16 RUNN 1.66%
17 XLI 1.33%
18 RGI 1.18%
19 RSPN 1.18%
20 PSET 1.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.95M (8.84%) 215.54K
Increased by +1.08%
Sep 30, 24
2 BlackRock Inc 14.35M (6.36%) 57.78K
Increased by +0.40%
Jun 30, 24
3 Dodge & Cox 10.86M (4.81%) 67.97K
Increased by +0.63%
Sep 30, 24
4 State Street Corp 9.33M (4.13%) 196.25K
Increased by +2.10%
Sep 30, 24
5 State Street Corporation 9.08M (4.02%) -103.67K
Decreased by -1.14%
Mar 31, 24
6 JPMorgan Chase & Co 7.82M (3.46%) 88.44K
Increased by +1.13%
Sep 30, 24
7 T. Rowe Price Associates, Inc. 7.69M (3.41%) 1.53M
Increased by +19.96%
Sep 30, 24
8 Lazard Asset Management LLC 5.71M (2.53%) -601.85K
Decreased by -10.55%
Sep 30, 24
9 Geode Capital Management, LLC 4.58M (2.03%) 62.19K
Increased by +1.36%
Sep 30, 24
10 EdgePoint Investment Group, Inc. 3.89M (1.72%) 103.28K
Increased by +2.65%
Sep 30, 24
11 Boston Partners Global Investors, Inc 3.44M (1.52%) 369.89K
Increased by +10.75%
Sep 30, 24
12 Mizuho Securities USA Inc 3.31M (1.47%) 3.30M
Increased by +99.47%
Sep 30, 24
13 Bank of America Corp 2.98M (1.32%) -542.00
Decreased by -0.02%
Sep 30, 24
14 American Century Companies Inc 2.94M (1.30%) -415.61K
Decreased by -14.13%
Sep 30, 24
15 Goldman Sachs Group Inc 2.83M (1.25%) 1.74M
Increased by +61.64%
Dec 31, 23
16 FMR Inc 2.70M (1.20%) 881.41K
Increased by +32.62%
Sep 30, 24
17 Northern Trust Corp 2.64M (1.17%) -91.65K
Decreased by -3.48%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 2.57M (1.14%) -2.53M
Decreased by -98.35%
Sep 30, 24
19 NORGES BANK 2.41M (1.07%) 57.18K
Increased by +2.37%
Jun 30, 24
20 Legal & General Group PLC 2.31M (1.02%) -106.30K
Decreased by -4.61%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.13M (3.16%) -25.58K
Decreased by -0.36%
Oct 31, 24
2 Dodge & Cox Stock I 6.97M (3.09%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 5.99M (2.65%) 70.77K
Increased by +1.18%
Oct 31, 24
4 JPM US Equity Income-Composite 3.77M (1.67%) -8.29K
Decreased by -0.22%
Sep 30, 24
5 JPMorgan Equity Income I 3.77M (1.67%) 0.00
Increased by 0.00%
Oct 31, 24
6 JPM US Equity Income-MA 3.72M (1.65%) 3.71M
Increased by +99.90%
Sep 30, 23
7 SPDR® S&P 500® ETF Trust 2.79M (1.24%) 16.49K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 2.77M (1.23%) -4.56K
Decreased by -0.16%
Oct 31, 24
9 SPDR® S&P 500 ETF Trust 2.73M (1.21%) -21.17K
Decreased by -0.78%
Mar 31, 24
10 Fidelity® 500 Index 2.65M (1.17%) 16.84K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 2.56M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
12 EdgePoint Global 1.97M (0.87%) 0.00
Increased by 0.00%
Sep 30, 24
13 EdgePoint Global Portfolio Series F 1.97M (0.87%) 0.00
Increased by 0.00%
Sep 30, 24
14 Vanguard Value Index Inv 1.92M (0.85%) 6.29K
Increased by +0.33%
Oct 31, 24
15 Lazard Glbl Listed Infrastruct USD Hedge 1.71M (0.76%) -169.43K
Decreased by -9.89%
Sep 30, 24
16 Lazard Global Listed Infrastructure Inst 1.71M (0.76%) -169.43K
Decreased by -9.89%
Sep 30, 24
17 JPM US Equity-MA 1.57M (0.70%) 1.57M
Increased by +99.87%
Dec 31, 23
18 JPMorgan US Equity L 1.57M (0.70%) 11.21K
Increased by +0.71%
Dec 31, 23
19 Vanguard Windsor™ II Inv 1.53M (0.68%) 268.21K
Increased by +17.48%
Sep 30, 24
20 Vanguard Institutional Index I 1.44M (0.64%) -1.50K
Decreased by -0.10%
Oct 31, 24