Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 10.66%
2 NETZ 10.11%
3 CCSO 6.74%
4 RNEW 6.61%
5 FCTE 5.36%
6 BCUS 4.30%
7 SGDJ 4.25%
8 LOPP 3.92%
9 DVOL 3.91%
10 UTRN 3.89%
11 USSE 3.87%
12 VSMV 3.77%
13 KSEA 3.57%
14 IDU 3.56%
15 UPGR 3.36%
16 PRN 3.13%
17 GAST 2.93%
18 RJMG 2.80%
19 HUSV 2.76%
20 MBOX 2.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.59M (5.96%) 144.72K
Increased by +0.78%
Dec 31, 24
2 BlackRock Inc 17.60M (5.65%) -51.63K
Decreased by -0.29%
Dec 31, 24
3 State Street Corp 9.75M (3.13%) 355.99K
Increased by +3.65%
Dec 31, 24
4 State Street Corporation 9.49M (3.05%) 806.09K
Increased by +8.49%
Mar 31, 24
5 Capital World Investors 7.86M (2.52%) 2.71K
Increased by +0.03%
Dec 31, 24
6 Pictet Asset Manangement SA 6.26M (2.01%) 218.73K
Increased by +3.49%
Dec 31, 24
7 Wellington Management Company LLP 5.90M (1.89%) -107.02K
Decreased by -1.81%
Dec 31, 24
8 T. Rowe Price Associates, Inc. 5.32M (1.71%) 499.24K
Increased by +9.39%
Dec 31, 24
9 Geode Capital Management, LLC 4.57M (1.46%) 57.62K
Increased by +1.26%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 4.24M (1.36%) -157.83K
Decreased by -3.72%
Dec 31, 24
11 Nordea Investment Mgmt Bank Demark A/s 3.13M (1.00%) 509.12K
Increased by +16.27%
Dec 31, 24
12 Goldman Sachs Group Inc 3.12M (1.00%) 1.30M
Increased by +41.63%
Dec 31, 23
13 JPMorgan Chase & Co 2.75M (0.88%) -3.51M
Decreased by -127.46%
Dec 31, 24
14 NORGES BANK 2.75M (0.88%) 294.29K
Increased by +10.71%
Dec 31, 24
15 Allspring Global Investments Holdings, LLC 2.55M (0.82%) 25.35K
Increased by +1.00%
Dec 31, 24
16 Northern Trust Corp 2.43M (0.78%) 280.54K
Increased by +11.56%
Dec 31, 24
17 UBS Group AG 2.27M (0.73%) -38.83K
Decreased by -1.71%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 2.23M (0.72%) -452.00K
Decreased by -20.27%
Mar 31, 24
19 Victory Capital Management Inc. 2.21M (0.71%) -237.84K
Decreased by -10.77%
Dec 31, 23
20 American Century Companies Inc 2.09M (0.67%) -52.52K
Decreased by -2.51%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.42M (2.06%) 24.35K
Increased by +0.38%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 5.65M (1.81%) 38.89K
Increased by +0.69%
Feb 28, 25
3 Vanguard Wellington™ Inv 4.57M (1.46%) -96.42K
Decreased by -2.11%
Dec 31, 24
4 American Funds Growth Fund of Amer A 3.97M (1.27%) 0.00
Increased by 0.00%
Dec 31, 24
5 Capital Group Growth Fnd of Amer Comp 3.97M (1.27%) 0.00
Increased by 0.00%
Dec 31, 24
6 JPM US Equity Income-MA 3.23M (1.04%) 3.23M
Increased by +99.90%
Sep 30, 23
7 Fidelity 500 Index 2.54M (0.81%) 11.20K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 2.52M (0.81%) -18.72K
Decreased by -0.74%
Feb 28, 25
9 SPDR® S&P 500 ETF Trust 2.42M (0.78%) 5.45K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 2.40M (0.77%) 15.25K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 2.39M (0.77%) -120.00
Decreased by -0.01%
Feb 28, 25
12 Pictet Water Segregated Accounts 2.26M (0.72%) 2.26M
Increased by +100.00%
Mar 31, 24
13 Pictet-Water I EUR 1.99M (0.64%) -78.44K
Decreased by -3.94%
Feb 28, 25
14 Allspring Mid Value SMA 1.87M (0.60%) 1.87M
Increased by +99.99%
Dec 31, 24
15 Allspring Special Mid Cap Value Inst 1.87M (0.60%) 0.00
Increased by 0.00%
Feb 28, 25
16 Allspring Special US Mid Cap Value Eq 1.87M (0.60%) 27.40K
Increased by +1.46%
Dec 31, 24
17 Vanguard Value Index Inv 1.76M (0.56%) 13.19K
Increased by +0.75%
Feb 28, 25
18 iShares MSCI USA Min Vol Factor ETF 1.64M (0.53%) -2.60K
Decreased by -0.16%
Feb 28, 25
19 Impax Leaders Strategy Composite 1.45M (0.46%) -77.55K
Decreased by -5.36%
Feb 29, 24
20 Nordea 1 - Global Climate & Envir BI EUR 1.44M (0.46%) -22.75K
Decreased by -1.58%
Feb 28, 25