Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 PKB 5.14%
3 XLB 4.37%
4 RSPM 4.30%
5 RTM 4.30%
6 UTRN 3.96%
7 RSHO 3.80%
8 UYM 3.25%
9 HWAY 2.65%
10 FMAT 2.63%
11 VNMC 2.62%
12 VAW 2.61%
13 GRBIC 2.48%
14 CZA 2.39%
15 YLDE 2.26%
16 GURU 1.75%
17 MXI 1.58%
18 GDIV 1.26%
19 SWP 1.16%
20 FLM 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.26M (12.35%) 84.53K
Increased by +0.52%
Sep 30, 24
2 BlackRock Inc 10.04M (7.62%) 154.18K
Increased by +1.54%
Jun 30, 24
3 State Farm Mutual Automobile Ins Co 9.67M (7.34%) 0.00
Increased by 0.00%
Sep 30, 24
4 JPMorgan Chase & Co 6.64M (5.04%) 311.61K
Increased by +4.70%
Sep 30, 24
5 Principal Financial Group Inc 5.32M (4.04%) 884.58K
Increased by +16.63%
Sep 30, 24
6 State Street Corporation 5.31M (4.03%) 38.36K
Increased by +0.72%
Mar 31, 24
7 State Street Corp 5.28M (4.01%) 65.16K
Increased by +1.23%
Sep 30, 24
8 Massachusetts Financial Services Company 5.04M (3.83%) -2.14M
Decreased by -42.50%
Sep 30, 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 (2.12%) 196.21K
Increased by +7.03%
Sep 30, 24
12 Bank of America Corp 2.59M (1.96%) 60.47K
Increased by +2.34%
Jun 30, 24
13 Northern Trust Corp 2.25M (1.71%) -64.21K
Decreased by -2.86%
Sep 30, 24
14 Allspring Global Investments Holdings, LLC 2.13M (1.62%) 330.43K
Increased by +15.51%
Sep 30, 24
15 Stockbridge Partners LLC 1.57M (1.19%) 137.37K
Increased by +8.76%
Sep 30, 24
16 Amvescap Plc. 1.56M (1.19%) 219.63K
Increased by +14.04%
Jun 30, 24
17 Morgan Stanley - Brokerage Accounts 1.44M (1.09%) -1.58M
Decreased by -109.99%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 1.43M (1.09%) 96.73K
Increased by +6.77%
Sep 30, 24
19 Capital World Investors 1.42M (1.08%) 292.00
Increased by +0.02%
Jun 30, 24
20 NORGES BANK 1.39M (1.05%) 144.73K
Increased by +10.42%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.18M (3.17%) -13.71K
Decreased by -0.33%
Oct 31, 24
2 Principal MidCap R5 3.76M (2.86%) 282.28K
Increased by +7.51%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 3.50M (2.66%) 40.63K
Increased by +1.16%
Oct 31, 24
4 Principal Aligned MidCap Equity 3.48M (2.64%) 258.89K
Increased by +7.44%
Sep 30, 24
5 Vanguard Mid Cap Index Institutional 2.80M (2.13%) 5.09K
Increased by +0.18%
Oct 31, 24
6 MFS Growth Equity 2.51M (1.90%) -565.20K
Decreased by -22.54%
Sep 30, 24
7 JPM US Equity-MA 2.36M (1.79%) 120.17K
Increased by +5.09%
Sep 30, 24
8 JPMorgan US Equity L 2.36M (1.79%) 62.24K
Increased by +2.64%
Sep 30, 24
9 MFS Growth B 2.03M (1.54%) -476.10K
Decreased by -23.44%
Oct 31, 24
10 SPDR® S&P 500® ETF Trust 1.62M (1.23%) -9.05K
Decreased by -0.56%
Nov 27, 24
11 Fidelity 500 Index 1.62M (1.23%) -5.90K
Decreased by -0.36%
Sep 30, 24
12 SPDR® S&P 500 ETF Trust 1.60M (1.22%) -12.48K
Decreased by -0.78%
Mar 31, 24
13 Fidelity Magellan 1.56M (1.19%) 700.00
Increased by +0.04%
Sep 30, 24
14 Fidelity® 500 Index 1.55M (1.18%) 9.85K
Increased by +0.64%
Nov 30, 23
15 Allspring Special US Mid Cap Value Eq 1.52M (1.15%) 191.40K
Increased by +12.61%
Sep 30, 24
16 Vanguard Growth Index Investor 1.50M (1.14%) 9.65K
Increased by +0.64%
Oct 31, 24
17 iShares Core S&P 500 ETF 1.49M (1.13%) 4.60K
Increased by +0.31%
Nov 27, 24
18 Fidelity® Magellan® 1.45M (1.10%) 60.00K
Increased by +4.14%
Nov 30, 23
19 Allspring Mid Value SMA 1.33M (1.01%) 1.33M
Increased by +99.99%
Jun 30, 24
20 Allspring Special Mid Cap Value Inst 1.33M (1.01%) -191.90K
Decreased by -14.48%
Oct 31, 24