Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.59%
2 UTRN 4.08%
3 GABF 4.06%
4 KBWP 3.91%
5 OCFS 3.45%
6 STNC 3.25%
7 WBIF 2.90%
8 PDP 2.59%
9 KMID 2.46%
10 FTCS 2.19%
11 IAK 2.16%
12 PWC 2.13%
13 EQRR 2.11%
14 PFI 2.11%
15 BMVP 2.10%
16 KIE 1.97%
17 FTGS 1.90%
18 BOUT 1.61%
19 DVLU 1.56%
20 VSMV 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.91M (12.03%) -157.13K
Decreased by -0.44%
Sep 30, 24
2 Morgan Stanley - Brokerage Accounts 20.03M (6.71%) -19.93M
Decreased by -99.50%
Sep 30, 24
3 BlackRock Inc 15.82M (5.30%) 141.49K
Increased by +0.89%
Jun 30, 24
4 State Street Corp 15.12M (5.07%) -138.76K
Decreased by -0.92%
Sep 30, 24
5 Kayne Anderson Rudnick Investment Management LLC 11.61M (3.89%) 274.71K
Increased by +2.37%
Sep 30, 24
6 HHG PLC 11.32M (3.79%) 76.88K
Increased by +0.68%
Sep 30, 24
7 State Street Corporation 10.45M (3.50%) -447.35K
Decreased by -4.28%
Mar 31, 24
8 Geode Capital Management, LLC 7.59M (2.54%) -107.07K
Decreased by -1.41%
Sep 30, 24
9 JPMorgan Chase & Co 7.37M (2.47%) 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 (1.41%) -531.93K
Decreased by -12.62%
Jun 30, 24
12 Manufacturers Life Insurance Co 4.15M (1.39%) 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 (1.28%) 803.13K
Increased by +21.00%
Jun 30, 24
15 Principal Financial Group Inc 3.67M (1.23%) 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 12.14M (4.07%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 8.97M (3.01%) -36.18K
Decreased by -0.40%
Oct 31, 24
3 Janus Henderson Enterprise D 8.60M (2.88%) 0.00
Increased by 0.00%
Sep 30, 24
4 Janus Inst Mid Cap Growth CF 8.60M (2.88%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 7.97M (2.67%) 92.14K
Increased by +1.16%
Oct 31, 24
6 Vanguard Mid Cap Index Institutional 6.06M (2.03%) 11.01K
Increased by +0.18%
Oct 31, 24
7 SPDR® S&P 500® ETF Trust 3.72M (1.25%) 21.95K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 3.69M (1.24%) -6.07K
Decreased by -0.16%
Oct 31, 24
9 iShares Core S&P 500 ETF 3.40M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
10 First Trust Capital Strength ETF 3.30M (1.11%) 0.00
Increased by 0.00%
Sep 30, 24
11 Manulife Dividend Income F 3.02M (1.01%) 588.17K
Increased by +19.47%
Oct 31, 24
12 Polar Capital Global Ins A Inc 2.92M (0.98%) 0.00
Increased by 0.00%
Oct 31, 24
13 Principal MidCap R5 2.74M (0.92%) 274.38K
Increased by +10.00%
Oct 31, 24
14 JPM US Mid Cap Value-MA 2.72M (0.91%) 255.00K
Increased by +9.37%
Sep 30, 24
15 JPMorgan Mid Cap Value L 2.72M (0.91%) 0.00
Increased by 0.00%
Oct 31, 24
16 Victory Sycamore Established Value R 2.56M (0.86%) -415.00K
Decreased by -16.21%
Jun 30, 24
17 Principal Aligned MidCap Equity 2.47M (0.83%) 1.30M
Increased by +52.44%
Sep 30, 24
18 SPDR® S&P 500 ETF Trust 2.46M (0.82%) -18.96K
Decreased by -0.77%
Mar 31, 24
19 Vanguard Value Index Inv 2.42M (0.81%) 6.16K
Increased by +0.25%
Oct 31, 24
20 Fidelity® 500 Index 2.37M (0.79%) 15.09K
Increased by +0.64%
Nov 30, 23