Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 4.69%
2 SUPL 4.40%
3 UTRN 4.31%
4 HWAY 4.28%
5 TADS 4.23%
6 FTXR 4.01%
7 FLV 3.64%
8 SHPP 3.29%
9 BDVG 2.92%
10 TPOR 2.75%
11 CCOR 2.65%
12 XTN 2.61%
13 TUSA 2.12%
14 FTDS 2.00%
15 GREI 1.92%
16 RUNN 1.79%
17 BKUS 1.75%
18 AIEQ 1.41%
19 XLI 1.26%
20 RGI 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.95M (8.87%) 215.54K
Increased by +1.08%
Sep 30, 24
2 BlackRock Inc 14.59M (6.48%) 233.99K
Increased by +1.60%
Sep 30, 24
3 Dodge & Cox 10.86M (4.83%) 67.97K
Increased by +0.63%
Sep 30, 24
4 State Street Corp 9.33M (4.15%) 196.25K
Increased by +2.10%
Sep 30, 24
5 State Street Corporation 9.08M (4.03%) -103.67K
Decreased by -1.14%
Mar 31, 24
6 JPMorgan Chase & Co 7.82M (3.47%) 88.44K
Increased by +1.13%
Sep 30, 24
7 T. Rowe Price Associates, Inc. 7.69M (3.42%) 1.53M
Increased by +19.96%
Sep 30, 24
8 Lazard Asset Management LLC 5.71M (2.54%) -601.85K
Decreased by -10.55%
Sep 30, 24
9 Geode Capital Management, LLC 4.58M (2.04%) 62.19K
Increased by +1.36%
Sep 30, 24
10 EdgePoint Investment Group, Inc. 3.89M (1.73%) 103.28K
Increased by +2.65%
Sep 30, 24
11 Boston Partners Global Investors, Inc 3.44M (1.53%) 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 (1.31%) -415.61K
Decreased by -14.13%
Sep 30, 24
15 Goldman Sachs Group Inc 2.83M (1.26%) 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 7.16M (3.18%) 24.91K
Increased by +0.35%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 7.15M (3.18%) 5.15K
Increased by +0.07%
Sep 30, 24
3 Dodge & Cox Stock I 6.97M (3.10%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 6.29M (2.80%) 20.30K
Increased by +0.32%
Mar 31, 25
5 JPM US Equity Income-MA 3.72M (1.65%) 3.71M
Increased by +99.90%
Sep 30, 23
6 JPM US Equity Income-Composite 3.17M (1.41%) -381.14K
Decreased by -12.02%
Mar 31, 25
7 JPMorgan Equity Income I 3.17M (1.41%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity 500 Index 2.84M (1.26%) 7.33K
Increased by +0.26%
Mar 31, 25
9 SPDR® S&P 500 ETF 2.82M (1.25%) -41.23K
Decreased by -1.46%
Mar 31, 25
10 SPDR® S&P 500® ETF 2.75M (1.22%) 2.26K
Increased by +0.08%
Apr 30, 25
11 SPDR® S&P 500® ETF Trust 2.74M (1.22%) -14.36K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 2.73M (1.21%) -21.17K
Decreased by -0.78%
Mar 31, 24
13 iShares Core S&P 500 ETF 2.68M (1.19%) -2.66K
Decreased by -0.10%
Apr 29, 25
14 Fidelity® 500 Index 2.65M (1.18%) 16.84K
Increased by +0.64%
Nov 30, 23
15 T. Rowe Price U.S. Value Equity Tr-Z 2.07M (0.92%) 454.91K
Increased by +21.94%
Mar 31, 25
16 Vanguard Value Index Inv 1.99M (0.88%) 29.02K
Increased by +1.46%
Mar 31, 25
17 EdgePoint Global 1.91M (0.85%) -64.85K
Decreased by -3.40%
Dec 31, 24
18 EdgePoint Global Portfolio Series F 1.91M (0.85%) -64.85K
Decreased by -3.40%
Dec 31, 24
19 Lazard Glbl Listed Infrastruct USD Hedge 1.83M (0.81%) 255.00K
Increased by +13.92%
Mar 31, 25
20 Lazard Global Listed Infrastructure Inst 1.83M (0.81%) 255.00K
Increased by +13.92%
Mar 31, 25