Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.59%
2 KBWP 4.15%
3 UTRN 4.08%
4 GABF 4.06%
5 OCFS 3.60%
6 STNC 3.25%
7 WBIF 2.86%
8 KMID 2.60%
9 PDP 2.59%
10 IAK 2.16%
11 PWC 2.13%
12 PFI 2.12%
13 BMVP 2.10%
14 EQRR 2.05%
15 FTDS 2.05%
16 FTGS 2.02%
17 FTCS 2.02%
18 DVLU 1.98%
19 KIE 1.88%
20 BOUT 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.91M (12.08%) -157.13K
Decreased by -0.44%
Sep 30, 24
2 BlackRock Inc 23.36M (7.86%) -374.48K
Decreased by -1.60%
Sep 30, 24
3 Morgan Stanley - Brokerage Accounts 20.03M (6.74%) -19.93M
Decreased by -99.50%
Sep 30, 24
4 State Street Corp 15.12M (5.09%) -138.76K
Decreased by -0.92%
Sep 30, 24
5 Kayne Anderson Rudnick Investment Management LLC 11.61M (3.90%) 274.71K
Increased by +2.37%
Sep 30, 24
6 HHG PLC 11.32M (3.81%) 76.88K
Increased by +0.68%
Sep 30, 24
7 State Street Corporation 10.45M (3.51%) -447.35K
Decreased by -4.28%
Mar 31, 24
8 Geode Capital Management, LLC 7.59M (2.55%) -107.07K
Decreased by -1.41%
Sep 30, 24
9 JPMorgan Chase & Co 7.37M (2.48%) 241.13K
Increased by +3.27%
Sep 30, 24
10 Amvescap Plc. 4.32M (1.45%) -808.13K
Decreased by -18.70%
Sep 30, 24
11 Victory Capital Management Inc. 4.22M (1.42%) -531.93K
Decreased by -12.62%
Jun 30, 24
12 Manufacturers Life Insurance Co 4.15M (1.40%) 1.10M
Increased by +26.49%
Sep 30, 24
13 First Trust Advisors L.P. 3.99M (1.34%) 498.47K
Increased by +12.49%
Sep 30, 24
14 NORGES BANK 3.82M (1.29%) 803.13K
Increased by +21.00%
Jun 30, 24
15 Principal Financial Group Inc 3.67M (1.24%) 1.90M
Increased by +51.81%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 3.04M (1.02%) -13.43K
Decreased by -0.44%
Sep 30, 24
17 Polar Capital Holdings PLC 2.92M (0.98%) 22.50K
Increased by +0.77%
Sep 30, 24
18 1832 Asset Management L.P 2.89M (0.97%) -3.86K
Decreased by -0.13%
Sep 30, 24
19 Goldman Sachs Group Inc 2.79M (0.94%) 1.31M
Increased by +46.82%
Dec 31, 23
20 Wells Fargo & Co 2.77M (0.93%) 106.33K
Increased by +3.85%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 11.94M (4.02%) -195.93K
Decreased by -1.64%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.95M (3.01%) 8.88K
Increased by +0.10%
Dec 31, 24
3 Janus Henderson Enterprise D 8.60M (2.89%) 0.00
Increased by 0.00%
Nov 30, 24
4 Janus Inst Mid Cap Growth CF 8.60M (2.89%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 8.15M (2.74%) 67.84K
Increased by +0.83%
Dec 31, 24
6 Vanguard Mid Cap Index Institutional 6.14M (2.07%) 57.40K
Increased by +0.93%
Dec 31, 24
7 SPDR® S&P 500® ETF Trust 3.79M (1.27%) 43.72K
Increased by +1.15%
Dec 31, 24
8 Fidelity 500 Index 3.71M (1.25%) 25.26K
Increased by +0.68%
Nov 30, 24
9 iShares Core S&P 500 ETF 3.53M (1.19%) 2.48K
Increased by +0.07%
Dec 31, 24
10 First Trust Capital Strength ETF 3.30M (1.11%) 0.00
Increased by 0.00%
Sep 30, 24
11 Polar Capital Global Ins A Inc 2.92M (0.98%) 0.00
Increased by 0.00%
Nov 30, 24
12 Principal Aligned MidCap Equity 2.82M (0.95%) 345.83K
Increased by +12.28%
Dec 31, 24
13 Principal MidCap R5 2.82M (0.95%) 51.93K
Increased by +1.84%
Dec 31, 24
14 JPM US Mid Cap Value-MA 2.72M (0.92%) 0.00
Increased by 0.00%
Dec 31, 24
15 JPMorgan Mid Cap Value L 2.72M (0.92%) 0.00
Increased by 0.00%
Nov 30, 24
16 Manulife Dividend Income F 2.57M (0.86%) -451.50K
Decreased by -17.57%
Nov 30, 24
17 Victory Sycamore Established Value R 2.56M (0.86%) -415.00K
Decreased by -16.21%
Jun 30, 24
18 Invesco S&P 500® Equal Weight ETF 2.47M (0.83%) 2.70K
Increased by +0.11%
Dec 31, 24
19 SPDR® S&P 500 ETF Trust 2.46M (0.83%) -18.96K
Decreased by -0.77%
Mar 31, 24
20 Vanguard Value Index Inv 2.44M (0.82%) -1.42K
Decreased by -0.06%
Dec 31, 24