Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 9.98%
2 NETZ 9.32%
3 RNEW 5.62%
4 FCTE 5.05%
5 MID 4.68%
6 BCUS 4.09%
7 LOPP 4.01%
8 UTRN 3.98%
9 DVOL 3.27%
10 VSMV 3.03%
11 KSEA 3.03%
12 GAST 2.99%
13 IDU 2.98%
14 HUSV 2.44%
15 BECO 2.32%
16 GOAU 2.27%
17 VSDA 2.20%
18 UPGR 2.19%
19 PRN 2.15%
20 MBOX 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.23M (9.44%) -456.79K
Decreased by -2.38%
Mar 31, 24
2 Vanguard Group Inc 18.25M (8.96%) 101.52K
Increased by +0.56%
Mar 31, 24
3 State Street Corporation 9.49M (4.66%) 806.09K
Increased by +8.49%
Mar 31, 24
4 Capital World Investors 7.91M (3.88%) 1.35M
Increased by +17.03%
Mar 31, 24
5 Pictet Asset Manangement SA 7.10M (3.49%) -460.52K
Decreased by -6.49%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 5.65M (2.78%) 377.29K
Increased by +6.67%
Mar 31, 24
7 Geode Capital Management, LLC 4.97M (2.44%) 215.22K
Increased by +4.33%
Mar 31, 24
8 JPMorgan Chase & Co 4.41M (2.17%) -1.15M
Decreased by -26.04%
Mar 31, 24
9 Nordea Investment Mgmt Bank Demark A/s 3.17M (1.56%) -269.10K
Decreased by -8.50%
Mar 31, 24
10 Goldman Sachs Group Inc 3.12M (1.53%) 1.30M
Increased by +41.63%
Dec 31, 23
11 Allspring Global Investments Holdings, LLC 3.00M (1.47%) -707.01K
Decreased by -23.55%
Mar 31, 24
12 UBS Group AG 2.37M (1.16%) -62.58K
Decreased by -2.64%
Mar 31, 24
13 Northern Trust Corp 2.27M (1.11%) -10.60K
Decreased by -0.47%
Mar 31, 24
14 Dimensional Fund Advisors, Inc. 2.23M (1.10%) -452.00K
Decreased by -20.27%
Mar 31, 24
15 Victory Capital Management Inc. 2.21M (1.08%) -237.84K
Decreased by -10.77%
Dec 31, 23
16 FMR Inc 2.18M (1.07%) 130.85K
Increased by +5.99%
Mar 31, 24
17 NORGES BANK 2.18M (1.07%) 175.56K
Increased by +8.07%
Dec 31, 23
18 Franklin Resources Inc 2.14M (1.05%) 30.67K
Increased by +1.43%
Mar 31, 24
19 Bank of America Corp 2.14M (1.05%) -71.13K
Decreased by -3.33%
Mar 31, 24
20 American Century Companies Inc 2.09M (1.03%) -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 6.47M (3.18%) 3.40K
Increased by +0.05%
Jun 30, 24
2 Vanguard Institutional 500 Index Trust 5.26M (2.58%) 13.19K
Increased by +0.25%
Jun 30, 24
3 American Funds Growth Fund of Amer A 3.97M (1.95%) 0.00
Increased by 0.00%
Jun 30, 24
4 Capital Group Growth Fnd of Amer Comp 3.97M (1.95%) 1.04M
Increased by +26.20%
Mar 31, 24
5 JPM US Equity Income-MA 3.23M (1.59%) 3.23M
Increased by +99.90%
Sep 30, 23
6 Fidelity 500 Index 2.49M (1.22%) 12.63K
Increased by +0.51%
May 31, 24
7 SPDR® S&P 500® ETF Trust 2.44M (1.20%) 22.87K
Increased by +0.94%
Jun 30, 24
8 SPDR® S&P 500 ETF Trust 2.42M (1.19%) 5.45K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 2.40M (1.18%) 15.25K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 2.18M (1.07%) 11.10K
Increased by +0.51%
Jun 28, 24
11 Pictet-Water I EUR 2.17M (1.07%) 29.94K
Increased by +1.38%
Jun 30, 24
12 iShares MSCI USA Min Vol Factor ETF 1.92M (0.94%) 0.00
Increased by 0.00%
Jun 28, 24
13 Pictet - Global Envir Opps I USD 1.86M (0.92%) -32.38K
Decreased by -1.74%
Jun 30, 24
14 Allspring Mid Value SMA 1.77M (0.87%) 1.77M
Increased by +99.99%
Jun 30, 24
15 Allspring Special Mid Cap Value Inst 1.77M (0.87%) 0.00
Increased by 0.00%
Jun 30, 24
16 Allspring Special US Mid Cap Value Eq 1.77M (0.87%) -435.60K
Decreased by -24.65%
Jun 30, 24
17 Vanguard Value Index Inv 1.68M (0.82%) -23.29K
Decreased by -1.39%
Jun 30, 24
18 Nordea 1 - Global Climate & Envir BI EUR 1.64M (0.81%) -44.82K
Decreased by -2.73%
Jun 30, 24
19 Impax Leaders Strategy Composite 1.45M (0.71%) -77.55K
Decreased by -5.36%
Feb 29, 24
20 Victory Sycamore Established Value R 1.42M (0.70%) -195.00K
Decreased by -13.73%
Dec 31, 23