Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.10%
2 XAR 3.89%
3 MISL 3.60%
4 SAMT 3.28%
5 GCAD 2.53%
6 DVLU 2.22%
7 JETS 2.01%
8 SAGP 1.97%
9 DFEN 1.73%
10 VSMV 1.47%
11 PPA 1.40%
12 XKFS 1.34%
13 NATO 1.27%
14 RSPN 1.26%
15 RGI 1.25%
16 FITE 1.17%
17 DVOL 1.10%
18 HAIL 1.09%
19 HCOW 1.09%
20 COWS 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.50M (11.85%) -80.22K
Decreased by -0.37%
Dec 31, 24
2 BlackRock Inc 14.90M (8.21%) -407.01K
Decreased by -2.73%
Dec 31, 24
3 T. Rowe Price Investment Management,Inc. 11.33M (6.25%) -1.52M
Decreased by -13.42%
Dec 31, 24
4 State Street Corp 8.85M (4.87%) 64.98K
Increased by +0.73%
Dec 31, 24
5 State Street Corporation 8.72M (4.81%) -129.24K
Decreased by -1.48%
Mar 31, 24
6 Amvescap Plc. 7.73M (4.26%) 1.17M
Increased by +15.09%
Dec 31, 24
7 Boston Partners Global Investors, Inc 7.48M (4.12%) 333.13K
Increased by +4.45%
Dec 31, 24
8 JPMorgan Chase & Co 5.88M (3.24%) -5.98M
Decreased by -101.72%
Dec 31, 24
9 PRIMECAP Management Company 4.87M (2.69%) -405.74K
Decreased by -8.32%
Dec 31, 24
10 Victory Capital Management Inc. 4.84M (2.67%) -731.48K
Decreased by -15.10%
Dec 31, 24
11 Geode Capital Management, LLC 4.60M (2.53%) 164.96K
Increased by +3.59%
Dec 31, 24
12 LSV Asset Management 3.97M (2.19%) -113.82K
Decreased by -2.86%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 2.80M (1.54%) -52.37K
Decreased by -1.87%
Dec 31, 24
14 T. Rowe Price Associates, Inc. 2.63M (1.45%) 2.73K
Increased by +0.10%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 2.14M (1.18%) -318.78K
Decreased by -14.89%
Dec 31, 24
16 Goldman Sachs Group Inc 2.14M (1.18%) 1.06M
Increased by +49.61%
Dec 31, 23
17 FMR Inc 2.03M (1.12%) -115.06K
Decreased by -5.68%
Dec 31, 24
18 Brandes Investment Partners & Co 1.86M (1.02%) 302.71K
Increased by +16.28%
Dec 31, 24
19 Northern Trust Corp 1.80M (0.99%) 155.38K
Increased by +8.61%
Dec 31, 24
20 Charles Schwab Investment Management Inc 1.68M (0.93%) 7.61K
Increased by +0.45%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.85M (3.22%) 32.98K
Increased by +0.56%
Feb 28, 25
2 T. Rowe Price US Mid-Cap Growth Equity 5.49M (3.02%) -746.60K
Decreased by -13.61%
Dec 31, 24
3 T. Rowe Price Mid-Cap Growth 5.48M (3.02%) -2.30K
Decreased by -0.04%
Jan 31, 25
4 Vanguard Institutional 500 Index Trust 5.15M (2.84%) 38.28K
Increased by +0.74%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 4.01M (2.21%) 17.90K
Increased by +0.45%
Feb 28, 25
6 JHancock Disciplined Value Mid Cap I 3.81M (2.10%) 0.00
Increased by 0.00%
Jan 31, 25
7 Vanguard PRIMECAP Inv 3.53M (1.95%) -70.00K
Decreased by -1.98%
Dec 31, 24
8 Victory Sycamore Established Value R 3.17M (1.75%) -450.00K
Decreased by -14.20%
Dec 31, 24
9 SPDR® S&P 500 ETF Trust 2.36M (1.30%) -18.33K
Decreased by -0.78%
Mar 31, 24
10 Fidelity 500 Index 2.31M (1.27%) 10.21K
Increased by +0.44%
Jan 31, 25
11 Fidelity® 500 Index 2.31M (1.27%) 14.69K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500® ETF Trust 2.29M (1.26%) -17.00K
Decreased by -0.74%
Feb 28, 25
13 iShares Core S&P 500 ETF 2.18M (1.20%) -110.00
Decreased by -0.01%
Feb 28, 25
14 iShares US Aerospace & Defense ETF 2.09M (1.15%) 0.00
Increased by 0.00%
Feb 28, 25
15 Invesco S&P 500® Equal Weight ETF 1.86M (1.02%) 2.12K
Increased by +0.11%
Feb 28, 25
16 Vanguard Value Index Inv 1.60M (0.88%) 6.96K
Increased by +0.43%
Feb 28, 25
17 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 1.53M (0.84%) -135.10K
Decreased by -8.84%
Dec 31, 24
18 JPMorgan Equity Premium Income ETF 1.47M (0.81%) 1.60K
Increased by +0.11%
Dec 31, 24
19 SPDR® S&P Aerospace & Defense ETF 1.46M (0.81%) 0.00
Increased by 0.00%
Feb 28, 25
20 Invesco Comstock A 1.40M (0.77%) 0.00
Increased by 0.00%
Jan 31, 25