Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.03%
2 IAI 3.10%
3 STNC 2.87%
4 CZAR 2.77%
5 PFI 2.50%
6 AHOY 2.48%
7 FTCS 2.34%
8 TSME 2.05%
9 WLTG 2.01%
10 PWC 1.88%
11 KOOL 1.87%
12 KCE 1.63%
13 BMVP 1.63%
14 RDVY 1.49%
15 RYF 1.43%
16 EQUL 1.42%
17 SOVF 1.37%
18 MCDS 1.32%
19 RSPF 1.29%
20 EQRR 1.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.90M (12.10%) -35.89K
Decreased by -0.16%
Dec 31, 24
2 BlackRock Inc 14.34M (7.93%) 714.14K
Increased by +4.98%
Dec 31, 24
3 PRIMECAP Management Company 11.47M (6.34%) -507.26K
Decreased by -4.42%
Dec 31, 24
4 Wellington Management Company LLP 10.33M (5.71%) -1.79M
Decreased by -17.29%
Dec 31, 24
5 State Street Corp 8.18M (4.52%) 206.13K
Increased by +2.52%
Dec 31, 24
6 State Street Corporation 7.84M (4.33%) 12.37K
Increased by +0.16%
Mar 31, 24
7 FMR Inc 6.52M (3.60%) 137.28K
Increased by +2.10%
Dec 31, 24
8 JPMorgan Chase & Co 4.42M (2.44%) -4.67M
Decreased by -105.67%
Dec 31, 24
9 Geode Capital Management, LLC 4.39M (2.43%) 40.58K
Increased by +0.92%
Dec 31, 24
10 T. Rowe Price Investment Management,Inc. 4.11M (2.27%) -23.37K
Decreased by -0.57%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 2.82M (1.56%) 982.76K
Increased by +34.79%
Dec 31, 24
12 Earnest Partners LLC 2.53M (1.40%) 24.20K
Increased by +0.95%
Dec 31, 24
13 Bank of America Corp 2.44M (1.35%) -142.87K
Decreased by -5.85%
Dec 31, 24
14 Amvescap Plc. 2.44M (1.35%) 192.90K
Increased by +7.92%
Dec 31, 24
15 AGF Management Ltd 2.38M (1.31%) -231.87K
Decreased by -9.75%
Dec 31, 24
16 Massachusetts Financial Services Company 2.16M (1.19%) 553.00
Increased by +0.03%
Dec 31, 24
17 Brave Warrior Advisors LLC 2.14M (1.18%) -23.60K
Decreased by -1.10%
Sep 30, 23
18 Northern Trust Corp 2.11M (1.16%) 327.74K
Increased by +15.55%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 2.07M (1.14%) 2.21K
Increased by +0.11%
Dec 31, 24
20 NORGES BANK 1.90M (1.05%) -382.17K
Decreased by -20.15%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.79M (3.20%) 20.45K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 5.07M (2.80%) 34.15K
Increased by +0.67%
Feb 28, 25
3 Vanguard PRIMECAP Inv 4.29M (2.37%) -17.53K
Decreased by -0.41%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 3.97M (2.19%) 17.02K
Increased by +0.43%
Feb 28, 25
5 Vanguard Equity-Income Inv 3.29M (1.82%) -531.71K
Decreased by -16.14%
Dec 31, 24
6 Vanguard Capital Opportunity Inv 2.80M (1.55%) -78.42K
Decreased by -2.80%
Dec 31, 24
7 Vanguard Windsor Investor Shares 2.30M (1.27%) -321.69K
Decreased by -13.98%
Dec 31, 24
8 Fidelity 500 Index 2.28M (1.26%) 10.07K
Increased by +0.44%
Jan 31, 25
9 SPDR® S&P 500® ETF Trust 2.26M (1.25%) -16.85K
Decreased by -0.74%
Feb 28, 25
10 SPDR® S&P 500 ETF Trust 2.23M (1.23%) 5.04K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 2.19M (1.21%) 13.94K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 2.15M (1.19%) -108.00
Decreased by -0.01%
Feb 28, 25
13 T. Rowe Price US Mid-Cap Growth Equity 1.99M (1.10%) -8.70K
Decreased by -0.44%
Dec 31, 24
14 T. Rowe Price Mid-Cap Growth 1.99M (1.10%) -800.00
Decreased by -0.04%
Jan 31, 25
15 Vanguard PRIMECAP Core Inv 1.71M (0.95%) -10.15K
Decreased by -0.59%
Dec 31, 24
16 JPM US Mid Cap Value-Composite 1.68M (0.93%) -18.48K
Decreased by -1.10%
Jun 30, 24
17 Fidelity Low-Priced Stock 1.65M (0.91%) -15.51K
Decreased by -0.94%
Oct 31, 24
18 BlackRock Equity Dividend Instl 1.64M (0.91%) -35.57K
Decreased by -2.17%
Dec 31, 23
19 Vanguard Value Index Inv 1.58M (0.88%) 6.77K
Increased by +0.43%
Feb 28, 25
20 First Trust Capital Strength ETF 1.56M (0.86%) 0.00
Increased by 0.00%
Sep 30, 24