Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 PKB 4.87%
3 RSHO 4.85%
4 RSPM 4.14%
5 RTM 3.44%
6 XLB 3.43%
7 FMAT 2.68%
8 VNMC 2.67%
9 VAW 2.66%
10 UYM 2.56%
11 YLDE 2.44%
12 GURU 1.81%
13 MXI 1.37%
14 PSET 1.12%
15 DVOL 1.11%
16 FLM 1.09%
17 LGLV 1.07%
18 VOT 1.01%
19 FXR 1.00%
20 SZNE 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.25M (11.57%) 105.23K
Increased by +0.69%
Dec 31, 23
2 BlackRock Inc 10.48M (7.95%) -337.49K
Decreased by -3.22%
Dec 31, 23
3 State Farm Mutual Automobile Ins Co 9.67M (7.33%) -143.82K
Decreased by -1.49%
Dec 31, 23
4 Massachusetts Financial Services Company 7.64M (5.80%) -103.26K
Decreased by -1.35%
Dec 31, 23
5 State Street Corporation 5.28M (4.00%) 111.92K
Increased by +2.12%
Dec 31, 23
6 JPMorgan Chase & Co 4.71M (3.57%) 209.79K
Increased by +4.45%
Dec 31, 23
7 Principal Financial Group Inc 4.41M (3.35%) 66.63K
Increased by +1.51%
Dec 31, 23
8 FMR Inc 3.19M (2.42%) 142.70K
Increased by +4.48%
Dec 31, 23
9 Geode Capital Management, LLC 3.07M (2.33%) 61.69K
Increased by +2.01%
Dec 31, 23
10 ClearBridge Advisors, LLC 2.88M (2.19%) -62.08K
Decreased by -2.15%
Dec 31, 23
11 Bank of America Corp 2.48M (1.88%) 8.78K
Increased by +0.35%
Dec 31, 23
12 Northern Trust Corp 2.44M (1.85%) -38.52K
Decreased by -1.58%
Dec 31, 23
13 Goldman Sachs Group Inc 2.35M (1.78%) 886.38K
Increased by +37.68%
Dec 31, 23
14 Allspring Global Investments Holdings, LLC 2.14M (1.62%) -33.97K
Decreased by -1.59%
Dec 31, 23
15 Stockbridge Partners LLC 2.06M (1.56%) 187.65K
Increased by +9.12%
Dec 31, 23
16 T. Rowe Price Associates, Inc. 1.61M (1.22%) -51.94K
Decreased by -3.24%
Dec 31, 23
17 Amvescap Plc. 1.60M (1.21%) -713.06K
Decreased by -44.53%
Dec 31, 23
18 Vontobel Asset Management Inc 1.40M (1.06%) -321.89K
Decreased by -23.03%
Dec 31, 23
19 Morgan Stanley - Brokerage Accounts 1.29M (0.98%) -35.04K
Decreased by -2.71%
Dec 31, 23
20 Bank of New York Mellon Corp 1.29M (0.98%) 344.70K
Increased by +26.63%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.15M (3.15%) -4.46K
Decreased by -0.11%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 3.35M (2.54%) 32.66K
Increased by +0.97%
Mar 31, 24
3 Principal Aligned MidCap Equity 3.20M (2.43%) 89.68K
Increased by +2.80%
Mar 31, 24
4 Principal MidCap R5 3.20M (2.43%) 4.37K
Increased by +0.14%
Mar 31, 24
5 MFS Growth B 3.13M (2.37%) -13.83K
Decreased by -0.44%
Mar 31, 24
6 MFS Growth Equity 3.13M (2.37%) -120.15K
Decreased by -3.84%
Mar 31, 24
7 Vanguard Mid Cap Index Institutional 2.87M (2.18%) -97.25K
Decreased by -3.39%
Mar 31, 24
8 SPDR® S&P 500 ETF Trust 1.60M (1.22%) -12.48K
Decreased by -0.78%
Mar 31, 24
9 Fidelity 500 Index 1.59M (1.21%) 16.04K
Increased by +1.01%
Feb 29, 24
10 Fidelity® 500 Index 1.55M (1.17%) 9.85K
Increased by +0.64%
Nov 30, 23
11 Fidelity Magellan 1.47M (1.12%) 44.00K
Increased by +2.99%
Feb 29, 24
12 JPM US Equity-MA 1.47M (1.11%) 1.47M
Increased by +99.88%
Dec 31, 23
13 Allspring Special Mid Cap Value Inst 1.46M (1.11%) 0.00
Increased by 0.00%
Mar 31, 24
14 Allspring Special US Mid Cap Value Eq 1.46M (1.11%) -216.75K
Decreased by -14.82%
Mar 31, 24
15 MFS Mid Cap Growth Equity 1.46M (1.11%) 0.00
Increased by 0.00%
Dec 31, 23
16 MFS Mid Cap Growth A 1.45M (1.10%) 0.00
Increased by 0.00%
Mar 31, 24
17 Fidelity® Magellan® 1.45M (1.10%) 60.00K
Increased by +4.14%
Nov 30, 23
18 iShares Core S&P 500 ETF 1.38M (1.04%) 10.11K
Increased by +0.73%
Mar 28, 24
19 JPMorgan US Equity L 1.38M (1.04%) 158.67K
Increased by +11.53%
Feb 29, 24
20 Vanguard Growth Index Investor 1.26M (0.95%) 23.48K
Increased by +1.87%
Mar 31, 24