Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EFRA 5.99%
2 MDCP 4.24%
3 SSPX 4.03%
4 UTRN 3.93%
5 BRNY 3.83%
6 KMID 3.55%
7 BUL 3.55%
8 STNC 3.12%
9 HWAY 2.43%
10 CZA 2.22%
11 RENW 2.16%
12 FTXR 2.12%
13 BOUT 2.05%
14 FTIF 1.93%
15 BOON 1.92%
16 RYJ 1.88%
17 CLNR 1.88%
18 DVOL 1.76%
19 BLCV 1.63%
20 TMFX 1.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.67M (11.65%) 32.93K
Increased by +0.17%
Sep 30, 24
2 BlackRock Inc 15.48M (9.17%) 386.21K
Increased by +2.49%
Sep 30, 24
3 State Street Corp 7.22M (4.28%) 51.31K
Increased by +0.71%
Sep 30, 24
4 State Street Corporation 7.17M (4.25%) 174.22K
Increased by +2.43%
Mar 31, 24
5 FMR Inc 6.93M (4.10%) 4.30M
Increased by +62.09%
Sep 30, 24
6 T. Rowe Price Associates, Inc. 6.34M (3.75%) -2.07M
Decreased by -32.75%
Sep 30, 24
7 Select Equity Group LP 5.68M (3.37%) 20.10K
Increased by +0.35%
Sep 30, 24
8 Massachusetts Financial Services Company 4.69M (2.78%) 278.33K
Increased by +5.93%
Sep 30, 24
9 Amvescap Plc. 4.49M (2.66%) 727.09K
Increased by +16.20%
Sep 30, 24
10 Geode Capital Management, LLC 4.08M (2.42%) 19.79K
Increased by +0.48%
Sep 30, 24
11 Wellington Management Company LLP 3.79M (2.24%) -1.42M
Decreased by -37.40%
Sep 30, 24
12 HHG PLC 3.15M (1.87%) -1.27M
Decreased by -40.33%
Sep 30, 24
13 JPMorgan Chase & Co 3.03M (1.79%) 145.70K
Increased by +4.81%
Sep 30, 24
14 Boston Partners Global Investors, Inc 2.74M (1.62%) -21.94K
Decreased by -0.80%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 2.59M (1.54%) -4.34M
Decreased by -167.53%
Sep 30, 24
16 Fidelity International Ltd 2.30M (1.36%) 25.06K
Increased by +1.09%
Sep 30, 24
17 Farallon Capital Management, L.L.C. 2.21M (1.31%) 21.90K
Increased by +0.99%
Sep 30, 24
18 NORGES BANK 1.87M (1.11%) 322.25K
Increased by +17.22%
Jun 30, 24
19 Pzena Investment Management, LLC 1.85M (1.10%) -2.70M
Decreased by -145.97%
Mar 31, 24
20 Mackenzie Investments 1.77M (1.05%) -122.67K
Decreased by -6.95%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.39M (3.19%) -107.48K
Decreased by -1.99%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 4.65M (2.76%) -55.13K
Decreased by -1.18%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 3.70M (2.19%) -40.30K
Decreased by -1.09%
Dec 31, 24
4 T. Rowe Price U.S. Value Equity Tr-Z 2.70M (1.60%) 48.13K
Increased by +1.78%
Dec 31, 24
5 T. Rowe Price US Value Equity Composite 2.45M (1.45%) -52.85K
Decreased by -2.15%
Dec 31, 24
6 T. Rowe Price Value 2.45M (1.45%) -39.14K
Decreased by -1.60%
Dec 31, 24
7 Fidelity Magellan 2.32M (1.38%) -11.60K
Decreased by -0.50%
Dec 31, 24
8 Fidelity 500 Index 2.13M (1.26%) -30.94K
Decreased by -1.45%
Dec 31, 24
9 SPDR® S&P 500 ETF Trust 2.12M (1.26%) 4.77K
Increased by +0.22%
Apr 30, 24
10 SPDR® S&P 500® ETF Trust 2.11M (1.25%) -9.39K
Decreased by -0.45%
Jan 31, 25
11 Fidelity® 500 Index 2.09M (1.24%) 13.28K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 2.02M (1.19%) 2.87K
Increased by +0.14%
Jan 31, 25
13 MFS Mid Cap Growth A 1.65M (0.98%) 0.00
Increased by 0.00%
Dec 31, 24
14 MFS Mid Cap Growth Equity 1.65M (0.98%) 15.98K
Increased by +0.97%
Dec 31, 24
15 Janus Inst Mid Cap Growth CF 1.47M (0.87%) -657.77K
Decreased by -44.73%
Sep 30, 24
16 Vanguard Value Index Inv 1.47M (0.87%) -30.91K
Decreased by -2.11%
Dec 31, 24
17 Vanguard Windsor Investor Shares 1.43M (0.85%) -767.45K
Decreased by -53.80%
Jun 30, 24
18 Hartford Dividend and Growth Y 1.27M (0.75%) -13.98K
Decreased by -1.10%
Dec 31, 24
19 Fidelity Series Stk Selec Lg Cp Val 1.21M (0.72%) 138.10K
Increased by +11.42%
Dec 31, 24
20 Janus Henderson Enterprise D 1.16M (0.68%) -117.57K
Decreased by -10.17%
Nov 30, 24