Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 PKB 4.57%
3 XLB 4.23%
4 RSPM 4.18%
5 RTM 4.18%
6 UTRN 3.96%
7 RSHO 3.80%
8 UYM 2.94%
9 VNMC 2.62%
10 HWAY 2.62%
11 FMAT 2.59%
12 VAW 2.54%
13 GRBIC 2.48%
14 CZA 2.40%
15 YLDE 2.31%
16 GURU 1.75%
17 MXI 1.55%
18 GDIV 1.32%
19 FLM 1.12%
20 RBLD 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.18M (12.28%) 172.13K
Increased by +1.06%
Jun 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%
Jun 30, 24
4 Massachusetts Financial Services Company 7.19M (5.46%) -89.60K
Decreased by -1.25%
Jun 30, 24
5 JPMorgan Chase & Co 6.33M (4.80%) 1.37M
Increased by +21.69%
Jun 30, 24
6 State Street Corporation 5.31M (4.03%) 38.36K
Increased by +0.72%
Mar 31, 24
7 State Street Corp 5.22M (3.96%) -98.23K
Decreased by -1.88%
Jun 30, 24
8 Principal Financial Group Inc 4.44M (3.37%) -58.47K
Decreased by -1.32%
Jun 30, 24
9 FMR Inc 3.58M (2.72%) 24.43K
Increased by +0.68%
Jun 30, 24
10 Geode Capital Management, LLC 3.28M (2.49%) 80.17K
Increased by +2.45%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 3.01M (2.29%) 69.90K
Increased by +2.32%
Jun 30, 24
12 ClearBridge Advisors, LLC 2.59M (1.97%) -6.18K
Decreased by -0.24%
Jun 30, 24
13 Bank of America Corp 2.59M (1.96%) 60.47K
Increased by +2.34%
Jun 30, 24
14 Northern Trust Corp 2.31M (1.75%) -67.45K
Decreased by -2.92%
Jun 30, 24
15 Allspring Global Investments Holdings, LLC 1.80M (1.37%) -82.87K
Decreased by -4.60%
Jun 30, 24
16 Amvescap Plc. 1.56M (1.19%) 219.63K
Increased by +14.04%
Jun 30, 24
17 Stockbridge Partners LLC 1.43M (1.09%) -290.55K
Decreased by -20.30%
Jun 30, 24
18 Capital World Investors 1.42M (1.08%) 292.00
Increased by +0.02%
Jun 30, 24
19 NORGES BANK 1.39M (1.05%) 144.73K
Increased by +10.42%
Jun 30, 24
20 Dimensional Fund Advisors, Inc. 1.33M (1.01%) 43.29K
Increased by +3.25%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.19M (3.18%) 23.89K
Increased by +0.57%
Aug 31, 24
2 Principal Aligned MidCap Equity 3.48M (2.64%) 258.89K
Increased by +7.44%
Sep 30, 24
3 Principal MidCap R5 3.48M (2.64%) 88.96K
Increased by +2.56%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 3.46M (2.63%) 25.88K
Increased by +0.75%
Aug 31, 24
5 Vanguard Mid Cap Index Institutional 2.83M (2.15%) -496.00
Decreased by -0.02%
Aug 31, 24
6 MFS Growth B 2.51M (1.90%) -381.12K
Decreased by -15.20%
Sep 30, 24
7 MFS Growth Equity 2.51M (1.90%) -565.20K
Decreased by -22.54%
Sep 30, 24
8 JPM US Equity-MA 2.36M (1.79%) 120.17K
Increased by +5.09%
Sep 30, 24
9 JPMorgan US Equity L 2.30M (1.74%) 17.89K
Increased by +0.78%
Aug 31, 24
10 Fidelity 500 Index 1.63M (1.24%) 12.62K
Increased by +0.77%
Aug 31, 24
11 SPDR® S&P 500 ETF Trust 1.60M (1.22%) -12.48K
Decreased by -0.78%
Mar 31, 24
12 SPDR® S&P 500® ETF Trust 1.60M (1.21%) -6.47K
Decreased by -0.40%
Sep 30, 24
13 Fidelity Magellan 1.56M (1.19%) 92.10K
Increased by +5.90%
Aug 31, 24
14 Fidelity® 500 Index 1.55M (1.18%) 9.85K
Increased by +0.64%
Nov 30, 23
15 Allspring Special Mid Cap Value Inst 1.52M (1.15%) 74.00K
Increased by +4.88%
Sep 30, 24
16 Allspring Special US Mid Cap Value Eq 1.52M (1.15%) 191.40K
Increased by +12.61%
Sep 30, 24
17 Fidelity® Magellan® 1.45M (1.10%) 60.00K
Increased by +4.14%
Nov 30, 23
18 iShares Core S&P 500 ETF 1.44M (1.09%) 4.76K
Increased by +0.33%
Sep 30, 24
19 Vanguard Growth Index Investor 1.43M (1.08%) 6.06K
Increased by +0.42%
Aug 31, 24
20 Allspring Mid Value SMA 1.33M (1.01%) 1.33M
Increased by +99.99%
Jun 30, 24