Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EFRA 7.24%
2 SSPX 4.42%
3 MDCP 4.28%
4 UTRN 4.04%
5 BRNY 3.92%
6 KMID 3.64%
7 STNC 3.12%
8 HWAY 2.57%
9 FTIF 2.53%
10 CZA 2.25%
11 RENW 2.16%
12 FTXR 2.12%
13 LQAI 2.08%
14 BOON 1.92%
15 RYJ 1.88%
16 CLNR 1.74%
17 TMFX 1.74%
18 DRIV 1.67%
19 BLCV 1.63%
20 EVSTC_old 1.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.67M (11.47%) 32.93K
Increased by +0.17%
Sep 30, 24
2 BlackRock Inc 15.10M (8.81%) 669.79K
Increased by +4.44%
Jun 30, 24
3 State Street Corp 7.22M (4.21%) 51.31K
Increased by +0.71%
Sep 30, 24
4 State Street Corporation 7.17M (4.18%) 174.22K
Increased by +2.43%
Mar 31, 24
5 FMR Inc 6.93M (4.04%) 4.30M
Increased by +62.09%
Sep 30, 24
6 T. Rowe Price Associates, Inc. 6.34M (3.70%) -2.07M
Decreased by -32.75%
Sep 30, 24
7 Select Equity Group LP 5.68M (3.32%) 20.10K
Increased by +0.35%
Sep 30, 24
8 Massachusetts Financial Services Company 4.69M (2.74%) 278.33K
Increased by +5.93%
Sep 30, 24
9 Amvescap Plc. 4.49M (2.62%) 727.09K
Increased by +16.20%
Sep 30, 24
10 Geode Capital Management, LLC 4.08M (2.38%) 19.79K
Increased by +0.48%
Sep 30, 24
11 Wellington Management Company LLP 3.79M (2.21%) -1.42M
Decreased by -37.40%
Sep 30, 24
12 HHG PLC 3.15M (1.84%) -1.27M
Decreased by -40.33%
Sep 30, 24
13 Boston Partners Global Investors, Inc 2.74M (1.60%) -21.94K
Decreased by -0.80%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 2.59M (1.51%) -4.34M
Decreased by -167.53%
Sep 30, 24
15 Fidelity International Ltd 2.30M (1.34%) 25.06K
Increased by +1.09%
Sep 30, 24
16 Farallon Capital Management, L.L.C. 2.21M (1.29%) 21.90K
Increased by +0.99%
Sep 30, 24
17 NORGES BANK 1.87M (1.09%) 322.25K
Increased by +17.22%
Jun 30, 24
18 Pzena Investment Management, LLC 1.85M (1.08%) -2.70M
Decreased by -145.97%
Mar 31, 24
19 Mackenzie Investments 1.77M (1.03%) -122.67K
Decreased by -6.95%
Mar 31, 24
20 Dimensional Fund Advisors, Inc. 1.63M (0.95%) 9.35K
Increased by +0.57%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.52M (3.22%) -18.51K
Decreased by -0.34%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 4.64M (2.71%) 56.25K
Increased by +1.21%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 3.72M (2.17%) 6.78K
Increased by +0.18%
Oct 31, 24
4 T. Rowe Price U.S. Value Equity Tr-Z 2.65M (1.55%) 44.37K
Increased by +1.67%
Sep 30, 24
5 T. Rowe Price US Value Equity Composite 2.51M (1.46%) -6.75K
Decreased by -0.27%
Sep 30, 24
6 T. Rowe Price Value 2.50M (1.46%) -10.35K
Decreased by -0.41%
Oct 31, 24
7 Fidelity Magellan 2.34M (1.37%) 0.00
Increased by 0.00%
Oct 31, 24
8 SPDR® S&P 500® ETF Trust 2.17M (1.26%) 12.77K
Increased by +0.59%
Nov 30, 24
9 Fidelity 500 Index 2.15M (1.25%) -3.53K
Decreased by -0.16%
Oct 31, 24
10 SPDR® S&P 500 ETF Trust 2.12M (1.24%) 4.77K
Increased by +0.22%
Apr 30, 24
11 Fidelity® 500 Index 2.09M (1.22%) 13.28K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 1.98M (1.16%) 0.00
Increased by 0.00%
Nov 30, 24
13 MFS Mid Cap Growth A 1.65M (0.96%) 20.66K
Increased by +1.25%
Oct 31, 24
14 MFS Mid Cap Growth Equity 1.63M (0.95%) 0.00
Increased by 0.00%
Sep 30, 24
15 Vanguard Value Index Inv 1.49M (0.87%) 3.78K
Increased by +0.25%
Oct 31, 24
16 Janus Henderson Enterprise D 1.47M (0.86%) -50.81K
Decreased by -3.46%
Sep 30, 24
17 Janus Inst Mid Cap Growth CF 1.47M (0.86%) -657.77K
Decreased by -44.73%
Sep 30, 24
18 Vanguard Windsor Investor Shares 1.43M (0.83%) -767.45K
Decreased by -53.80%
Jun 30, 24
19 Hartford Dividend and Growth Y 1.27M (0.74%) 0.00
Increased by 0.00%
Oct 31, 24
20 Vanguard Mid-Cap Value ETF 1.21M (0.70%) 3.98K
Increased by +0.33%
Oct 31, 24