Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 10.96%
2 NETZ 8.66%
3 RNEW 5.70%
4 CCSO 5.62%
5 FCTE 5.36%
6 LOPP 3.89%
7 UTRN 3.89%
8 KSEA 3.52%
9 VSMV 3.40%
10 DVOL 3.35%
11 IDU 3.30%
12 BCUS 3.12%
13 GAST 2.97%
14 HUSV 2.56%
15 UPGR 2.53%
16 BECO 2.32%
17 MBOX 2.24%
18 VSDA 2.20%
19 PRN 2.16%
20 POWA 2.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.45M (5.92%) 90.22K
Increased by +0.49%
Sep 30, 24
2 BlackRock Inc 17.65M (5.66%) -235.31K
Decreased by -1.33%
Sep 30, 24
3 State Street Corporation 9.49M (3.05%) 806.09K
Increased by +8.49%
Mar 31, 24
4 State Street Corp 9.39M (3.01%) -6.80K
Decreased by -0.07%
Sep 30, 24
5 Capital World Investors 7.86M (2.52%) -80.84K
Decreased by -1.03%
Sep 30, 24
6 Pictet Asset Manangement SA 6.04M (1.94%) -559.29K
Decreased by -9.25%
Sep 30, 24
7 Wellington Management Company LLP 6.00M (1.93%) 1.13M
Increased by +18.85%
Sep 30, 24
8 T. Rowe Price Associates, Inc. 4.82M (1.55%) 601.37K
Increased by +12.48%
Sep 30, 24
9 Geode Capital Management, LLC 4.51M (1.45%) 73.21K
Increased by +1.62%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 4.40M (1.41%) -7.58M
Decreased by -172.43%
Sep 30, 24
11 JPMorgan Chase & Co 3.13M (1.00%) -519.36K
Decreased by -16.59%
Sep 30, 24
12 Nordea Investment Mgmt Bank Demark A/s 3.13M (1.00%) 509.12K
Increased by +16.27%
Dec 31, 24
13 Goldman Sachs Group Inc 3.12M (1.00%) 1.30M
Increased by +41.63%
Dec 31, 23
14 Allspring Global Investments Holdings, LLC 2.52M (0.81%) 57.04K
Increased by +2.26%
Sep 30, 24
15 NORGES BANK 2.45M (0.79%) 278.73K
Increased by +11.36%
Jun 30, 24
16 UBS Group AG 2.31M (0.74%) 113.57K
Increased by +4.92%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 2.23M (0.72%) -452.00K
Decreased by -20.27%
Mar 31, 24
18 Victory Capital Management Inc. 2.21M (0.71%) -237.84K
Decreased by -10.77%
Dec 31, 23
19 Northern Trust Corp 2.15M (0.69%) -109.59K
Decreased by -5.11%
Sep 30, 24
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 6.38M (2.05%) -32.40K
Decreased by -0.51%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 5.51M (1.77%) 23.55K
Increased by +0.43%
Dec 31, 24
3 Vanguard Wellington™ Inv 4.66M (1.50%) 977.79K
Increased by +20.97%
Sep 30, 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%
Sep 30, 24
6 JPM US Equity Income-MA 3.23M (1.04%) 3.23M
Increased by +99.90%
Sep 30, 23
7 SPDR® S&P 500® ETF Trust 2.56M (0.82%) 29.64K
Increased by +1.16%
Dec 31, 24
8 Fidelity 500 Index 2.52M (0.81%) 17.14K
Increased by +0.68%
Nov 30, 24
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%) 1.68K
Increased by +0.07%
Dec 31, 24
12 Pictet Water Segregated Accounts 2.26M (0.72%) 2.26M
Increased by +100.00%
Mar 31, 24
13 Pictet-Water I EUR 2.09M (0.67%) -5.14K
Decreased by -0.25%
Dec 31, 24
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%
Dec 31, 24
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 1.73M (0.56%) -11.38K
Decreased by -0.66%
Dec 31, 24
18 iShares MSCI USA Min Vol Factor ETF 1.65M (0.53%) -6.48K
Decreased by -0.39%
Dec 31, 24
19 Nordea 1 - Global Climate & Envir BI EUR 1.51M (0.48%) -12.64K
Decreased by -0.84%
Dec 31, 24
20 Impax Leaders Strategy Composite 1.45M (0.46%) -77.55K
Decreased by -5.36%
Feb 29, 24