Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 PKB 4.97%
3 RSHO 4.07%
4 XLB 4.07%
5 RSPM 3.97%
6 RTM 3.97%
7 UTRN 3.96%
8 UYM 3.03%
9 VNMC 2.62%
10 HWAY 2.58%
11 GRBIC 2.48%
12 VAW 2.41%
13 FMAT 2.40%
14 CZA 2.31%
15 YLDE 1.99%
16 GURU 1.75%
17 KOOL 1.46%
18 MXI 1.37%
19 GDIV 1.17%
20 FLM 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.35M (12.41%) 90.16K
Increased by +0.55%
Dec 31, 24
2 BlackRock Inc 9.68M (7.35%) -54.60K
Decreased by -0.56%
Dec 31, 24
3 State Farm Mutual Automobile Ins Co 9.65M (7.32%) -19.63K
Decreased by -0.20%
Dec 31, 24
4 JPMorgan Chase & Co 6.60M (5.01%) -6.68M
Decreased by -101.20%
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 5.30M (4.03%) 22.74K
Increased by +0.43%
Dec 31, 24
8 Massachusetts Financial Services Company 3.95M (3.00%) -1.10M
Decreased by -27.74%
Dec 31, 24
9 FMR Inc 3.39M (2.58%) -268.41K
Decreased by -7.91%
Dec 31, 24
10 Geode Capital Management, LLC 3.35M (2.54%) 36.83K
Increased by +1.10%
Dec 31, 24
11 ClearBridge Advisors, LLC 2.49M (1.89%) -297.46K
Decreased by -11.94%
Dec 31, 24
12 Northern Trust Corp 2.24M (1.70%) -8.88K
Decreased by -0.40%
Dec 31, 24
13 Bank of America Corp 1.99M (1.51%) -40.18K
Decreased by -2.02%
Dec 31, 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 (1.33%) 177.92K
Increased by +10.19%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 1.56M (1.18%) 120.32K
Increased by +7.73%
Dec 31, 24
17 NORGES BANK 1.48M (1.12%) 89.42K
Increased by +6.05%
Dec 31, 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 4.16M (3.16%) 15.23K
Increased by +0.37%
Feb 28, 25
2 Principal MidCap R5 4.10M (3.11%) 33.74K
Increased by +0.82%
Feb 28, 25
3 Principal Aligned MidCap Equity 4.00M (3.04%) 522.70K
Increased by +13.06%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 3.66M (2.78%) 26.27K
Increased by +0.72%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 2.85M (2.16%) 11.97K
Increased by +0.42%
Feb 28, 25
6 JPM US Equity-MA 2.36M (1.79%) 120.17K
Increased by +5.09%
Sep 30, 24
7 JPMorgan US Equity L 2.26M (1.71%) -106.92K
Decreased by -4.74%
Jan 31, 25
8 MFS Growth Equity 1.97M (1.49%) -540.91K
Decreased by -27.50%
Dec 31, 24
9 MFS Growth B 1.92M (1.46%) -19.03K
Decreased by -0.99%
Feb 28, 25
10 Fidelity 500 Index 1.65M (1.25%) 7.27K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 1.63M (1.24%) -12.17K
Decreased by -0.75%
Feb 28, 25
12 SPDR® S&P 500 ETF Trust 1.60M (1.22%) -12.48K
Decreased by -0.78%
Mar 31, 24
13 iShares Core S&P 500 ETF 1.55M (1.18%) -78.00
Decreased by -0.01%
Feb 28, 25
14 Fidelity Magellan 1.55M (1.18%) -1.20K
Decreased by -0.08%
Jan 31, 25
15 Fidelity® 500 Index 1.55M (1.18%) 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 (1.08%) 1.27K
Increased by +0.09%
Feb 28, 25
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 1.10M (0.83%) -85.00K
Decreased by -7.75%
Feb 28, 25