Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 PKB 5.35%
3 UTRN 3.96%
4 RSHO 3.79%
5 RSPM 3.57%
6 RTM 3.57%
7 XLB 3.51%
8 HWAY 2.66%
9 VAW 2.65%
10 VNMC 2.62%
11 FMAT 2.59%
12 UYM 2.54%
13 GRBIC 2.48%
14 CZA 2.31%
15 YLDE 2.23%
16 GURU 1.75%
17 MXI 1.50%
18 KOOL 1.46%
19 GDIV 1.24%
20 SWP 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.35M (12.40%) 90.16K
Increased by +0.55%
Dec 31, 24
2 JPMorgan Chase & Co 13.27M (10.06%) 623.21K
Increased by +4.70%
Sep 30, 24
3 BlackRock Inc 9.74M (7.38%) -300.94K
Decreased by -3.09%
Sep 30, 24
4 State Farm Mutual Automobile Ins Co 9.65M (7.31%) -19.63K
Decreased by -0.20%
Dec 31, 24
5 Principal Financial Group Inc 6.06M (4.60%) 741.63K
Increased by +12.23%
Dec 31, 24
6 State Street Corporation 5.31M (4.03%) 38.36K
Increased by +0.72%
Mar 31, 24
7 State Street Corp 5.28M (4.00%) 65.16K
Increased by +1.23%
Sep 30, 24
8 Massachusetts Financial Services Company 3.95M (2.99%) -1.10M
Decreased by -27.74%
Dec 31, 24
9 FMR Inc 3.66M (2.78%) 78.27K
Increased by +2.14%
Sep 30, 24
10 Geode Capital Management, LLC 3.31M (2.51%) 33.06K
Increased by +1.00%
Sep 30, 24
11 ClearBridge Advisors, LLC 2.79M (2.11%) 196.21K
Increased by +7.03%
Sep 30, 24
12 Northern Trust Corp 2.25M (1.70%) -64.21K
Decreased by -2.86%
Sep 30, 24
13 Bank of America Corp 2.03M (1.54%) -560.93K
Decreased by -27.69%
Sep 30, 24
14 Allspring Global Investments Holdings, LLC 1.92M (1.46%) -208.89K
Decreased by -10.87%
Dec 31, 24
15 Stockbridge Partners LLC 1.75M (1.32%) 177.92K
Increased by +10.19%
Dec 31, 24
16 NORGES BANK 1.48M (1.12%) 89.42K
Increased by +6.05%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 1.44M (1.09%) -1.58M
Decreased by -109.99%
Sep 30, 24
18 Capital World Investors 1.42M (1.08%) 292.00
Increased by +0.02%
Jun 30, 24
19 Dimensional Fund Advisors, Inc. 1.40M (1.06%) -28.34K
Decreased by -2.02%
Dec 31, 24
20 Alkeon Capital Management, LLC 1.28M (0.97%) 450.00K
Increased by +35.10%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.13M (3.13%) -17.05K
Decreased by -0.41%
Dec 31, 24
2 Principal Aligned MidCap Equity 4.00M (3.03%) 522.70K
Increased by +13.06%
Dec 31, 24
3 Principal MidCap R5 4.00M (3.03%) 112.45K
Increased by +2.81%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 3.58M (2.71%) 26.54K
Increased by +0.74%
Dec 31, 24
5 Vanguard Mid Cap Index Institutional 2.84M (2.15%) 23.05K
Increased by +0.81%
Dec 31, 24
6 JPMorgan US Equity L 2.36M (1.79%) 138.45K
Increased by +5.86%
Dec 31, 24
7 JPM US Equity-MA 2.36M (1.79%) 120.17K
Increased by +5.09%
Sep 30, 24
8 MFS Growth B 1.97M (1.49%) -45.16K
Decreased by -2.30%
Dec 31, 24
9 MFS Growth Equity 1.97M (1.49%) -540.91K
Decreased by -27.50%
Dec 31, 24
10 Fidelity 500 Index 1.64M (1.24%) 7.51K
Increased by +0.46%
Dec 31, 24
11 SPDR® S&P 500® ETF Trust 1.61M (1.22%) -15.91K
Decreased by -0.99%
Jan 31, 25
12 SPDR® S&P 500 ETF Trust 1.60M (1.22%) -12.48K
Decreased by -0.78%
Mar 31, 24
13 Fidelity Magellan 1.55M (1.18%) -7.80K
Decreased by -0.50%
Dec 31, 24
14 iShares Core S&P 500 ETF 1.55M (1.17%) 2.28K
Increased by +0.15%
Jan 31, 25
15 Fidelity® 500 Index 1.55M (1.17%) 9.85K
Increased by +0.64%
Nov 30, 23
16 Fidelity® Magellan® 1.45M (1.10%) 60.00K
Increased by +4.14%
Nov 30, 23
17 Vanguard Growth Index Investor 1.42M (1.07%) -95.45K
Decreased by -6.74%
Dec 31, 24
18 Allspring Mid Value SMA 1.33M (1.01%) 1.33M
Increased by +99.99%
Dec 31, 24
19 Allspring Special US Mid Cap Value Eq 1.33M (1.01%) -191.90K
Decreased by -14.48%
Dec 31, 24
20 Allspring Special Mid Cap Value Inst 1.18M (0.90%) -144.40K
Decreased by -12.23%
Jan 31, 25