Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OCFS 4.64%
2 WBIL 4.59%
3 KBWP 4.27%
4 GABF 4.19%
5 UTRN 4.08%
6 STNC 3.25%
7 KMID 3.17%
8 WBIF 2.86%
9 FTGS 2.62%
10 DVLU 2.61%
11 PDP 2.59%
12 FTDS 2.42%
13 FTCS 2.38%
14 IAK 2.34%
15 PWC 2.13%
16 BMVP 2.10%
17 EQRR 2.05%
18 KIE 2.05%
19 CZA 1.77%
20 VSMV 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.44M (12.29%) 529.29K
Increased by +1.45%
Dec 31, 24
2 BlackRock Inc 24.36M (8.22%) 1.00M
Increased by +4.12%
Dec 31, 24
3 Morgan Stanley - Brokerage Accounts 18.37M (6.19%) -1.66M
Decreased by -9.06%
Dec 31, 24
4 State Street Corp 15.11M (5.10%) -11.02K
Decreased by -0.07%
Dec 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 11.72M (3.95%) 116.96K
Increased by +1.00%
Dec 31, 24
6 State Street Corporation 10.45M (3.52%) -447.35K
Decreased by -4.28%
Mar 31, 24
7 HHG PLC 9.96M (3.36%) -1.36M
Decreased by -13.71%
Dec 31, 24
8 Geode Capital Management, LLC 7.69M (2.60%) 103.35K
Increased by +1.34%
Dec 31, 24
9 JPMorgan Chase & Co 7.09M (2.39%) -7.64M
Decreased by -107.70%
Dec 31, 24
10 Manufacturers Life Insurance Co 4.79M (1.61%) 632.58K
Increased by +13.21%
Dec 31, 24
11 NORGES BANK 4.66M (1.57%) -1.08M
Decreased by -23.14%
Dec 31, 24
12 Amvescap Plc. 4.55M (1.54%) 231.54K
Increased by +5.09%
Dec 31, 24
13 Victory Capital Management Inc. 4.22M (1.42%) -531.93K
Decreased by -12.62%
Jun 30, 24
14 Principal Financial Group Inc 4.12M (1.39%) 447.80K
Increased by +10.86%
Dec 31, 24
15 First Trust Advisors L.P. 3.99M (1.35%) 498.47K
Increased by +12.49%
Sep 30, 24
16 Northern Trust Corp 3.28M (1.11%) 560.37K
Increased by +17.09%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 3.12M (1.05%) 76.35K
Increased by +2.45%
Dec 31, 24
18 Bank of America Corp 2.95M (0.99%) -189.92K
Decreased by -6.44%
Dec 31, 24
19 Polar Capital Holdings PLC 2.92M (0.99%) 0.00
Increased by 0.00%
Dec 31, 24
20 Wells Fargo & Co 2.87M (0.97%) 104.48K
Increased by +3.64%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 11.94M (4.03%) 0.00
Increased by 0.00%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 8.99M (3.03%) 13.77K
Increased by +0.15%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 8.35M (2.82%) 58.96K
Increased by +0.71%
Feb 28, 25
4 Janus Inst Mid Cap Growth CF 7.52M (2.53%) -1.08M
Decreased by -14.37%
Dec 31, 24
5 Janus Henderson Enterprise D 6.47M (2.18%) -1.04M
Decreased by -16.08%
Jan 31, 25
6 Vanguard Mid Cap Index Institutional 6.17M (2.08%) 26.34K
Increased by +0.43%
Feb 28, 25
7 Fidelity 500 Index 3.75M (1.27%) 16.56K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 3.73M (1.26%) -27.61K
Decreased by -0.74%
Feb 28, 25
9 iShares Core S&P 500 ETF 3.54M (1.19%) -178.00
Decreased by -0.01%
Feb 28, 25
10 Principal MidCap R5 3.27M (1.10%) 156.27K
Increased by +4.78%
Feb 28, 25
11 Polar Capital Global Ins A Inc 2.92M (0.99%) 0.00
Increased by 0.00%
Jan 31, 25
12 First Trust Capital Strength ETF 2.83M (0.96%) -3.00K
Decreased by -0.11%
Feb 27, 25
13 Principal Aligned MidCap Equity 2.82M (0.95%) 345.83K
Increased by +12.28%
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%
Jan 31, 25
16 Victory Sycamore Established Value R 2.56M (0.86%) -415.00K
Decreased by -16.21%
Jun 30, 24
17 Invesco S&P 500® Equal Weight ETF 2.51M (0.85%) 2.82K
Increased by +0.11%
Feb 28, 25
18 Vanguard Value Index Inv 2.46M (0.83%) 10.53K
Increased by +0.43%
Feb 28, 25
19 SPDR® S&P 500 ETF Trust 2.46M (0.83%) -18.96K
Decreased by -0.77%
Mar 31, 24
20 Fidelity® 500 Index 2.37M (0.80%) 15.09K
Increased by +0.64%
Nov 30, 23