Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 5.99%
2 UTRN 3.96%
3 FTXG 3.02%
4 PBJ 2.94%
5 RSPS 2.73%
6 RHS 2.72%
7 FXG 2.62%
8 UPGD 2.10%
9 RYJ 2.10%
10 BVAL 2.06%
11 PEY 2.00%
12 SPHD 1.97%
13 WBIG 1.69%
14 SPYD 1.55%
15 DSMC 1.39%
16 PXLV 1.29%
17 SZNE 1.26%
18 EQUL 1.21%
19 VSMV 1.19%
20 TPHD 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.34M (13.01%) 130.53K
Increased by +0.98%
Dec 31, 24
2 BlackRock Inc 8.37M (8.16%) 139.05K
Increased by +1.66%
Dec 31, 24
3 State Street Corp 7.34M (7.15%) 226.96K
Increased by +3.09%
Dec 31, 24
4 State Street Corporation 6.61M (6.45%) -312.02K
Decreased by -4.72%
Mar 31, 24
5 FMR Inc 3.73M (3.64%) 380.31K
Increased by +10.18%
Dec 31, 24
6 Geode Capital Management, LLC 2.61M (2.54%) 58.23K
Increased by +2.23%
Dec 31, 24
7 Amvescap Plc. 2.42M (2.35%) 418.88K
Increased by +17.34%
Dec 31, 24
8 Dimensional Fund Advisors, Inc. 2.01M (1.96%) 33.76K
Increased by +1.68%
Dec 31, 24
9 Ariel Investments, LLC 1.83M (1.79%) 201.58K
Increased by +11.00%
Dec 31, 24
10 Citadel Advisors Llc 1.81M (1.76%) 744.71K
Increased by +41.25%
Dec 31, 24
11 ProShare Advisors LLC 1.63M (1.59%) 89.45K
Increased by +5.50%
Dec 31, 24
12 Massachusetts Financial Services Company 1.42M (1.38%) -409.81K
Decreased by -28.84%
Sep 30, 23
13 JPMorgan Chase & Co 1.41M (1.37%) 106.26K
Increased by +7.55%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 1.38M (1.34%) -155.19K
Decreased by -11.28%
Dec 31, 24
15 Nordea Investment Mgmt Bank Demark A/s 1.36M (1.33%) 192.75K
Increased by +14.15%
Dec 31, 24
16 Point72 Asset Management, L.P. 1.32M (1.28%) 1.32M
Increased by +99.76%
Mar 31, 24
17 Champlain Investment Partners, LLC 1.31M (1.28%) -104.24K
Decreased by -7.94%
Dec 31, 24
18 Wells Fargo & Co 1.29M (1.26%) -35.88K
Decreased by -2.79%
Sep 30, 23
19 Millennium Management LLC 1.20M (1.17%) -239.48K
Decreased by -19.92%
Jun 30, 24
20 Boston Partners Global Investors, Inc 1.18M (1.15%) -2.24M
Decreased by -189.27%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.20M (3.11%) 4.69K
Increased by +0.15%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 2.95M (2.88%) 18.09K
Increased by +0.61%
Feb 28, 25
3 Vanguard Small Cap Index 2.58M (2.52%) 2.10K
Increased by +0.08%
Feb 28, 25
4 Vanguard Small Cap Value Index Inv 1.70M (1.66%) -5.87K
Decreased by -0.35%
Feb 28, 25
5 ProShares S&P 500 Dividend Aristocrats 1.63M (1.59%) 0.00
Increased by 0.00%
Feb 28, 25
6 Invesco S&P 500® Equal Weight ETF 1.35M (1.31%) 1.50K
Increased by +0.11%
Feb 28, 25
7 Fidelity 500 Index 1.33M (1.29%) 5.85K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 1.32M (1.29%) -9.83K
Decreased by -0.74%
Feb 28, 25
9 SPDR® S&P Dividend ETF 1.25M (1.22%) -1.26K
Decreased by -0.10%
Feb 28, 25
10 iShares Core S&P 500 ETF 1.25M (1.22%) -63.00
Decreased by -0.01%
Feb 28, 25
11 Fidelity® 500 Index 1.24M (1.21%) 54.05K
Increased by +4.37%
Nov 30, 23
12 SPDR® S&P 500 ETF Trust 1.23M (1.19%) 8.82K
Increased by +0.72%
May 30, 24
13 Vanguard Mid Cap Index Institutional 1.08M (1.05%) -750.00
Decreased by -0.07%
Aug 31, 24
14 The Consumer Staples Sel SectSPDR® ETF 1.04M (1.01%) -771.00
Decreased by -0.07%
Feb 28, 25
15 JHancock Disciplined Value I 1.01M (0.98%) 0.00
Increased by 0.00%
Sep 30, 24
16 Ariel Fund Investor 906.62K (0.88%) 93.67K
Increased by +10.33%
Dec 31, 24
17 Champlain Mid Cap Fund, LLC 840.89K (0.82%) -108.59K
Decreased by -12.91%
Feb 28, 25
18 Vanguard Value Index Inv 834.05K (0.81%) -5.02K
Decreased by -0.60%
Apr 30, 24
19 SPDR® Portfolio S&P 500® High Div ETF 823.28K (0.80%) 267.00
Increased by +0.03%
Feb 28, 25
20 Invesco S&P 500® Low Volatility ETF 748.24K (0.73%) -855.00
Decreased by -0.11%
Jan 31, 24