Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EFRA 5.99%
2 MDCP 4.37%
3 SSPX 4.20%
4 BUL 4.14%
5 UTRN 3.97%
6 BRNY 3.83%
7 KMID 3.66%
8 STNC 3.12%
9 HWAY 2.66%
10 FTXR 2.55%
11 RENW 2.16%
12 FTIF 2.16%
13 BOUT 2.05%
14 CZA 2.02%
15 CLNR 1.93%
16 BOON 1.92%
17 RYJ 1.88%
18 TMFX 1.86%
19 WBIL 1.71%
20 DVOL 1.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.55M (11.57%) -116.56K
Decreased by -0.60%
Dec 31, 24
2 BlackRock Inc 15.63M (9.25%) 151.93K
Increased by +0.97%
Dec 31, 24
3 FMR Inc 11.01M (6.52%) 4.09M
Increased by +37.12%
Dec 31, 24
4 T. Rowe Price Associates, Inc. 7.92M (4.68%) 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 (4.24%) 174.22K
Increased by +2.43%
Mar 31, 24
7 Select Equity Group LP 5.14M (3.04%) -543.83K
Decreased by -10.58%
Dec 31, 24
8 Massachusetts Financial Services Company 4.74M (2.80%) 43.51K
Increased by +0.92%
Dec 31, 24
9 Amvescap Plc. 4.52M (2.67%) 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 (1.86%) -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 (1.79%) 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 (1.51%) -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 (1.09%) -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 US Total Market Shares ETF 5.53M (3.27%) -39.58K
Decreased by -0.72%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.39M (3.19%) -28.28K
Decreased by -0.52%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 4.75M (2.81%) -19.46K
Decreased by -0.41%
Mar 31, 25
4 Vanguard Mid Cap Index Institutional 3.68M (2.18%) -33.09K
Decreased by -0.90%
Mar 31, 25
5 T. Rowe Price U.S. Value Equity Tr-Z 2.91M (1.72%) 213.55K
Increased by +7.33%
Mar 31, 25
6 T. Rowe Price U.S. Value Equity Tr-D 2.70M (1.60%) 48.13K
Increased by +1.78%
Dec 31, 24
7 T. Rowe Price US Value Equity Composite 2.53M (1.49%) 73.03K
Increased by +2.89%
Mar 31, 25
8 T. Rowe Price Value 2.53M (1.49%) -1.49K
Decreased by -0.06%
Mar 31, 25
9 Fidelity Magellan 2.32M (1.37%) 0.00
Increased by 0.00%
Feb 28, 25
10 Fidelity 500 Index 2.15M (1.27%) 9.59K
Increased by +0.45%
Feb 28, 25
11 SPDR® S&P 500 ETF 2.12M (1.26%) -45.67K
Decreased by -2.15%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 2.12M (1.26%) 4.77K
Increased by +0.22%
Apr 30, 24
13 Fidelity® 500 Index 2.09M (1.24%) 13.28K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 2.08M (1.23%) 6.06K
Increased by +0.29%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 2.07M (1.22%) -10.80K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 2.05M (1.21%) -34.20K
Decreased by -1.67%
Mar 31, 25
17 Hartford Dividend and Growth Y 1.72M (1.02%) 446.81K
Increased by +26.03%
Feb 28, 25
18 MFS Mid Cap Growth Equity 1.65M (0.98%) 15.98K
Increased by +0.97%
Dec 31, 24
19 MFS Mid Cap Growth A 1.55M (0.92%) -91.84K
Decreased by -5.93%
Feb 28, 25
20 Vanguard Value Index Inv 1.50M (0.89%) 15.47K
Increased by +1.03%
Mar 31, 25