Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 4.47%
2 UTRN 4.16%
3 PRN 4.06%
4 SAMM 3.86%
5 PPA 3.75%
6 MADE 2.87%
7 BCUS 2.67%
8 UPGR 2.55%
9 BIBL 2.43%
10 WBIE 2.39%
11 BOUT 2.37%
12 CAML 2.12%
13 CVSE 2.05%
14 JHAC 2.01%
15 FTIF 1.99%
16 XLI 1.94%
17 RUNN 1.74%
18 FTLS 1.66%
19 WBIL 1.63%
20 IWFG 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.85M (8.48%) 111.41K
Increased by +1.03%
Dec 31, 24
2 State Street Corp 9.81M (7.66%) 3.61M
Increased by +36.77%
Dec 31, 24
3 BlackRock Inc 9.22M (7.20%) 673.30K
Increased by +7.30%
Dec 31, 24
4 State Street Corporation 5.45M (4.26%) 21.69K
Increased by +0.40%
Mar 31, 24
5 Bank of America Corp 3.85M (3.01%) -318.75K
Decreased by -8.28%
Dec 31, 24
6 FMR Inc 3.53M (2.75%) -590.44K
Decreased by -16.75%
Dec 31, 24
7 Aristotle Capital Management LLC 3.19M (2.49%) -54.79K
Decreased by -1.72%
Dec 31, 24
8 Geode Capital Management, LLC 2.68M (2.09%) 99.26K
Increased by +3.71%
Dec 31, 24
9 Amvescap Plc. 2.50M (1.96%) 198.29K
Increased by +7.92%
Dec 31, 24
10 Royal Bank of Canada 2.28M (1.78%) 1.14M
Increased by +49.96%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 2.27M (1.77%) 107.44K
Increased by +4.74%
Dec 31, 24
12 Ameriprise Financial Inc 2.17M (1.70%) -61.48K
Decreased by -2.83%
Dec 31, 24
13 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 2.02M (1.58%) 172.06K
Increased by +8.53%
Dec 31, 24
14 JPMorgan Chase & Co 1.89M (1.47%) -2.45M
Decreased by -129.80%
Dec 31, 24
15 Wellington Management Company LLP 1.80M (1.41%) -177.17K
Decreased by -9.84%
Dec 31, 24
16 NORGES BANK 1.74M (1.36%) 30.37K
Increased by +1.75%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 1.60M (1.25%) 237.63K
Increased by +14.84%
Dec 31, 24
18 Charles Schwab Investment Management Inc 1.58M (1.24%) -11.44K
Decreased by -0.72%
Dec 31, 24
19 Northern Trust Corp 1.35M (1.05%) 182.13K
Increased by +13.54%
Dec 31, 24
20 Nuveen Asset Management, LLC 1.33M (1.04%) -123.60K
Decreased by -9.32%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.06M (3.17%) 14.71K
Increased by +0.36%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 3.57M (2.79%) 24.75K
Increased by +0.69%
Feb 28, 25
3 Fidelity 500 Index 1.60M (1.25%) 7.08K
Increased by +0.44%
Jan 31, 25
4 SPDR® S&P 500® ETF Trust 1.59M (1.24%) -11.86K
Decreased by -0.75%
Feb 28, 25
5 SPDR® S&P 500 ETF Trust 1.52M (1.19%) 3.42K
Increased by +0.23%
Apr 30, 24
6 iShares Core S&P 500 ETF 1.51M (1.18%) -76.00
Decreased by -0.01%
Feb 28, 25
7 Fidelity® 500 Index 1.50M (1.17%) 9.52K
Increased by +0.64%
Nov 30, 23
8 Vanguard Wellington™ Inv 1.41M (1.10%) -144.88K
Decreased by -10.31%
Dec 31, 24
9 Columbia Dividend Value 1.16M (0.90%) -8.06K
Decreased by -0.70%
Dec 31, 24
10 Columbia Dividend Income Inst 1.16M (0.90%) -2.68K
Decreased by -0.23%
Feb 28, 25
11 JPM US Equity Income-MA 1.14M (0.89%) 1.14M
Increased by +99.90%
Sep 30, 23
12 Vanguard Value Index Inv 1.11M (0.87%) 7.50K
Increased by +0.67%
Feb 28, 25
13 Vanguard Windsor™ II Inv 854.00K (0.67%) 0.00
Increased by 0.00%
Dec 31, 24
14 Vanguard Institutional Index I 797.84K (0.62%) -9.48K
Decreased by -1.19%
Feb 28, 25
15 JPM US Equity Income-Composite 773.80K (0.60%) -149.19K
Decreased by -19.28%
Dec 31, 24
16 JPMorgan Equity Income I 738.38K (0.58%) -35.42K
Decreased by -4.80%
Jan 31, 25
17 UniGlobal Vorsorge 682.84K (0.53%) 0.00
Increased by 0.00%
Jan 31, 25
18 The Industrial Select Sector SPDR® ETF 653.51K (0.51%) -3.36K
Decreased by -0.51%
Feb 28, 25
19 State St S&P 500® Indx SL Cl III 622.55K (0.49%) 500.00
Increased by +0.08%
Feb 28, 25
20 Industrial Select Sector SPDR® ETF 617.63K (0.48%) 3.76K
Increased by +0.61%
Apr 30, 24