Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.85%
2 IAI 3.48%
3 STNC 2.87%
4 EQRR 2.59%
5 AHOY 2.48%
6 FTCS 2.34%
7 KCE 1.94%
8 PWC 1.88%
9 RSPF 1.70%
10 MCDS 1.57%
11 TSME 1.55%
12 KLDW 1.44%
13 SOVF 1.43%
14 RYF 1.43%
15 EQUL 1.42%
16 PXLG 1.22%
17 AVMV 1.14%
18 RNMC 1.12%
19 FSCS 1.12%
20 DQML 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.93M (12.04%) -4.25K
Decreased by -0.02%
Sep 30, 24
2 BlackRock Inc 14.38M (7.89%) -816.69K
Decreased by -5.68%
Jun 30, 24
3 Wellington Management Company LLP 12.11M (6.65%) 2.90M
Increased by +23.92%
Sep 30, 24
4 PRIMECAP Management Company 11.98M (6.57%) -109.17K
Decreased by -0.91%
Sep 30, 24
5 State Street Corp 7.97M (4.38%) 54.27K
Increased by +0.68%
Sep 30, 24
6 State Street Corporation 7.84M (4.30%) 12.37K
Increased by +0.16%
Mar 31, 24
7 FMR Inc 6.38M (3.50%) -142.32K
Decreased by -2.23%
Sep 30, 24
8 JPMorgan Chase & Co 4.54M (2.49%) 488.25K
Increased by +10.74%
Sep 30, 24
9 Geode Capital Management, LLC 4.35M (2.39%) 12.87K
Increased by +0.30%
Sep 30, 24
10 T. Rowe Price Investment Management,Inc. 4.13M (2.27%) 249.60K
Increased by +6.04%
Sep 30, 24
11 AGF Management Ltd 2.61M (1.43%) 30.70K
Increased by +1.18%
Sep 30, 24
12 Bank of America Corp 2.58M (1.42%) 300.14K
Increased by +11.61%
Sep 30, 24
13 Earnest Partners LLC 2.51M (1.38%) 4.10K
Increased by +0.16%
Sep 30, 24
14 NORGES BANK 2.28M (1.25%) 137.11K
Increased by +6.02%
Jun 30, 24
15 Amvescap Plc. 2.24M (1.23%) 190.76K
Increased by +8.51%
Sep 30, 24
16 Massachusetts Financial Services Company 2.16M (1.18%) -59.56K
Decreased by -2.76%
Sep 30, 24
17 Brave Warrior Advisors LLC 2.14M (1.17%) -23.60K
Decreased by -1.10%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 2.06M (1.13%) 40.17K
Increased by +1.95%
Sep 30, 24
19 Marshall Wace Asset Management Ltd 1.89M (1.04%) 641.78K
Increased by +33.89%
Dec 31, 23
20 Apg All Pensions Group 1.87M (1.03%) 38.70K
Increased by +2.06%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.84M (3.21%) -20.90K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 4.91M (2.70%) 56.45K
Increased by +1.15%
Oct 31, 24
3 Vanguard PRIMECAP Inv 4.31M (2.36%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Mid Cap Index Institutional 3.93M (2.16%) 7.13K
Increased by +0.18%
Oct 31, 24
5 Vanguard Equity-Income Inv 3.83M (2.10%) 165.31K
Increased by +4.32%
Sep 30, 24
6 Vanguard Capital Opportunity Inv 2.88M (1.58%) -10.50K
Decreased by -0.36%
Sep 30, 24
7 Vanguard Windsor Investor Shares 2.62M (1.44%) 307.47K
Increased by +11.72%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 2.29M (1.26%) 13.52K
Increased by +0.59%
Nov 30, 24
9 Fidelity 500 Index 2.27M (1.25%) -3.74K
Decreased by -0.16%
Oct 31, 24
10 SPDR® S&P 500 ETF Trust 2.23M (1.22%) 5.04K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 2.19M (1.20%) 13.94K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 2.09M (1.15%) 0.00
Increased by 0.00%
Nov 30, 24
13 T. Rowe Price US Mid-Cap Growth Equity 1.99M (1.09%) 121.10K
Increased by +6.07%
Sep 30, 24
14 T. Rowe Price Mid-Cap Growth 1.99M (1.09%) -2.00K
Decreased by -0.10%
Oct 31, 24
15 Vanguard PRIMECAP Core Inv 1.72M (0.95%) -100.00
Decreased by -0.01%
Sep 30, 24
16 JPM US Mid Cap Value-Composite 1.68M (0.92%) -18.48K
Decreased by -1.10%
Jun 30, 24
17 JPM US Mid Cap Value-MA 1.68M (0.92%) 0.00
Increased by 0.00%
Sep 30, 24
18 JPMorgan Mid Cap Value L 1.68M (0.92%) 0.00
Increased by 0.00%
Oct 31, 24
19 Fidelity Low-Priced Stock 1.66M (0.91%) 0.00
Increased by 0.00%
Sep 30, 24
20 BlackRock Equity Dividend Instl 1.64M (0.90%) -35.57K
Decreased by -2.17%
Dec 31, 23