Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EFRA 6.09%
2 SSPX 4.20%
3 MDCP 4.12%
4 BUL 4.09%
5 UTRN 3.97%
6 BRNY 3.83%
7 KMID 3.55%
8 STNC 3.12%
9 HWAY 2.63%
10 FTXR 2.40%
11 CZA 2.22%
12 RENW 2.16%
13 BOUT 2.05%
14 FTIF 1.99%
15 CLNR 1.96%
16 BOON 1.92%
17 RYJ 1.88%
18 WBIL 1.71%
19 DVOL 1.70%
20 TMFX 1.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.55M (11.59%) -116.56K
Decreased by -0.60%
Dec 31, 24
2 BlackRock Inc 15.63M (9.27%) 151.93K
Increased by +0.97%
Dec 31, 24
3 FMR Inc 11.01M (6.53%) 4.09M
Increased by +37.12%
Dec 31, 24
4 T. Rowe Price Associates, Inc. 7.92M (4.69%) 1.58M
Increased by +19.96%
Dec 31, 24
5 State Street Corp 7.49M (4.44%) 270.31K
Increased by +3.61%
Dec 31, 24
6 State Street Corporation 7.17M (4.25%) 174.22K
Increased by +2.43%
Mar 31, 24
7 Select Equity Group LP 5.14M (3.05%) -543.83K
Decreased by -10.58%
Dec 31, 24
8 Massachusetts Financial Services Company 4.74M (2.81%) 43.51K
Increased by +0.92%
Dec 31, 24
9 Amvescap Plc. 4.52M (2.68%) 27.87K
Increased by +0.62%
Dec 31, 24
10 Geode Capital Management, LLC 4.12M (2.44%) 32.67K
Increased by +0.79%
Dec 31, 24
11 Fidelity International Ltd 3.71M (2.20%) 1.41M
Increased by +38.04%
Dec 31, 24
12 HHG PLC 3.15M (1.87%) -1.27M
Decreased by -40.33%
Sep 30, 24
13 Wellington Management Company LLP 3.14M (1.86%) -645.70K
Decreased by -20.56%
Dec 31, 24
14 JPMorgan Chase & Co 3.03M (1.80%) 145.70K
Increased by +4.81%
Sep 30, 24
15 Boston Partners Global Investors, Inc 2.71M (1.60%) -29.84K
Decreased by -1.10%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 2.56M (1.52%) -38.09K
Decreased by -1.49%
Dec 31, 24
17 NORGES BANK 1.90M (1.13%) 34.13K
Increased by +1.79%
Dec 31, 24
18 Pzena Investment Management, LLC 1.85M (1.10%) -2.70M
Decreased by -145.97%
Mar 31, 24
19 Northern Trust Corp 1.80M (1.07%) 312.85K
Increased by +17.38%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 1.72M (1.02%) 85.80K
Increased by +5.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.42M (3.21%) 13.72K
Increased by +0.25%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 4.77M (2.83%) 34.43K
Increased by +0.72%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 3.71M (2.20%) 15.89K
Increased by +0.43%
Feb 28, 25
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%) -4.54K
Decreased by -0.19%
Jan 31, 25
7 Fidelity Magellan 2.32M (1.38%) -1.70K
Decreased by -0.07%
Jan 31, 25
8 Fidelity 500 Index 2.14M (1.27%) 9.46K
Increased by +0.44%
Jan 31, 25
9 SPDR® S&P 500® ETF Trust 2.13M (1.26%) -15.76K
Decreased by -0.74%
Feb 28, 25
10 SPDR® S&P 500 ETF Trust 2.12M (1.26%) 4.77K
Increased by +0.22%
Apr 30, 24
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 (1.20%) -101.00
Decreased by -0.01%
Feb 28, 25
13 Hartford Dividend and Growth Y 1.72M (1.02%) 446.81K
Increased by +26.03%
Feb 28, 25
14 MFS Mid Cap Growth Equity 1.65M (0.98%) 15.98K
Increased by +0.97%
Dec 31, 24
15 MFS Mid Cap Growth A 1.55M (0.92%) -91.84K
Decreased by -5.93%
Feb 28, 25
16 Vanguard Value Index Inv 1.48M (0.88%) 6.39K
Increased by +0.43%
Feb 28, 25
17 Janus Inst Mid Cap Growth CF 1.47M (0.87%) -657.77K
Decreased by -44.73%
Sep 30, 24
18 Vanguard Windsor Investor Shares 1.43M (0.85%) -767.45K
Decreased by -53.80%
Jun 30, 24
19 Fidelity Series Stk Selec Lg Cp Val 1.24M (0.74%) 33.90K
Increased by +2.73%
Jan 31, 25
20 Fidelity Greater Canada Sr F 1.20M (0.71%) 250.00K
Increased by +20.83%
Dec 31, 24