Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.03%
2 IAI 3.13%
3 STNC 2.87%
4 CZAR 2.77%
5 PFI 2.56%
6 AHOY 2.48%
7 FTCS 2.34%
8 FTGS 1.98%
9 WLTG 1.97%
10 KOOL 1.91%
11 TSME 1.89%
12 PWC 1.88%
13 KCE 1.67%
14 BMVP 1.64%
15 DVLU 1.60%
16 RDVY 1.54%
17 SOVF 1.43%
18 RYF 1.43%
19 EQUL 1.42%
20 MCDS 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.90M (12.21%) -35.89K
Decreased by -0.16%
Dec 31, 24
2 BlackRock Inc 14.34M (8.00%) 714.14K
Increased by +4.98%
Dec 31, 24
3 PRIMECAP Management Company 11.47M (6.40%) -507.26K
Decreased by -4.42%
Dec 31, 24
4 Wellington Management Company LLP 10.33M (5.76%) -1.79M
Decreased by -17.29%
Dec 31, 24
5 State Street Corp 8.18M (4.56%) 206.13K
Increased by +2.52%
Dec 31, 24
6 State Street Corporation 7.84M (4.37%) 12.37K
Increased by +0.16%
Mar 31, 24
7 FMR Inc 6.52M (3.64%) 137.28K
Increased by +2.10%
Dec 31, 24
8 JPMorgan Chase & Co 4.42M (2.46%) -4.67M
Decreased by -105.67%
Dec 31, 24
9 Geode Capital Management, LLC 4.39M (2.45%) 40.58K
Increased by +0.92%
Dec 31, 24
10 T. Rowe Price Investment Management,Inc. 4.11M (2.29%) -23.37K
Decreased by -0.57%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 2.82M (1.57%) 982.76K
Increased by +34.79%
Dec 31, 24
12 Earnest Partners LLC 2.53M (1.41%) 24.20K
Increased by +0.95%
Dec 31, 24
13 Bank of America Corp 2.44M (1.36%) -142.87K
Decreased by -5.85%
Dec 31, 24
14 Amvescap Plc. 2.44M (1.36%) 192.90K
Increased by +7.92%
Dec 31, 24
15 AGF Management Ltd 2.38M (1.33%) -231.87K
Decreased by -9.75%
Dec 31, 24
16 Massachusetts Financial Services Company 2.16M (1.20%) 553.00
Increased by +0.03%
Dec 31, 24
17 Brave Warrior Advisors LLC 2.14M (1.19%) -23.60K
Decreased by -1.10%
Sep 30, 23
18 Northern Trust Corp 2.11M (1.17%) 327.74K
Increased by +15.55%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 2.07M (1.15%) 2.21K
Increased by +0.11%
Dec 31, 24
20 NORGES BANK 1.90M (1.06%) -382.17K
Decreased by -20.15%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.86M (3.27%) -37.48K
Decreased by -0.64%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.84M (3.26%) 51.16K
Increased by +0.88%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 5.13M (2.86%) 52.39K
Increased by +1.02%
Mar 31, 25
4 Vanguard PRIMECAP Inv 4.29M (2.39%) -17.53K
Decreased by -0.41%
Dec 31, 24
5 Vanguard Mid Cap Index Institutional 3.97M (2.21%) 5.22K
Increased by +0.13%
Mar 31, 25
6 Vanguard Equity-Income Inv 3.29M (1.84%) -531.71K
Decreased by -16.14%
Dec 31, 24
7 Vanguard Capital Opportunity Inv 2.80M (1.56%) -78.42K
Decreased by -2.80%
Dec 31, 24
8 Vanguard Windsor Investor Shares 2.30M (1.28%) -321.69K
Decreased by -13.98%
Dec 31, 24
9 Fidelity 500 Index 2.29M (1.28%) 10.20K
Increased by +0.45%
Feb 28, 25
10 SPDR® S&P 500 ETF 2.28M (1.27%) -33.48K
Decreased by -1.47%
Mar 31, 25
11 iShares Core S&P 500 ETF 2.25M (1.25%) 6.54K
Increased by +0.29%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 2.23M (1.24%) 5.04K
Increased by +0.23%
Apr 30, 24
13 SPDR® S&P 500® ETF Trust 2.22M (1.24%) -11.66K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500® ETF 2.19M (1.22%) -36.94K
Decreased by -1.69%
Mar 31, 25
15 Fidelity® 500 Index 2.19M (1.22%) 13.94K
Increased by +0.64%
Nov 30, 23
16 T. Rowe Price Mid-Cap Growth 1.98M (1.11%) -2.40K
Decreased by -0.12%
Mar 31, 25
17 T. Rowe Price US Mid-Cap Growth Equity 1.98M (1.11%) -3.20K
Decreased by -0.16%
Mar 31, 25
18 Vanguard PRIMECAP Core Inv 1.71M (0.96%) -10.15K
Decreased by -0.59%
Dec 31, 24
19 JPM US Mid Cap Value-Composite 1.68M (0.94%) -18.48K
Decreased by -1.10%
Jun 30, 24
20 Fidelity Low-Priced Stock 1.65M (0.92%) -15.51K
Decreased by -0.94%
Oct 31, 24