Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GABF 4.70%
2 WBIL 4.59%
3 OCFS 4.51%
4 KBWP 4.46%
5 UTRN 4.08%
6 STNC 3.25%
7 WBIF 2.86%
8 PDP 2.59%
9 FTDS 2.54%
10 IAK 2.46%
11 KMID 2.38%
12 KIE 2.16%
13 PWC 2.13%
14 BMVP 2.10%
15 EQRR 2.05%
16 BOUT 2.04%
17 FTCS 2.00%
18 FTGS 1.91%
19 CZA 1.67%
20 VSMV 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.44M (12.13%) 529.29K
Increased by +1.45%
Dec 31, 24
2 BlackRock Inc 24.36M (8.11%) 1.00M
Increased by +4.12%
Dec 31, 24
3 Morgan Stanley - Brokerage Accounts 18.37M (6.12%) -1.66M
Decreased by -9.06%
Dec 31, 24
4 State Street Corp 15.11M (5.03%) -11.02K
Decreased by -0.07%
Dec 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 11.72M (3.90%) 116.96K
Increased by +1.00%
Dec 31, 24
6 State Street Corporation 10.45M (3.48%) -447.35K
Decreased by -4.28%
Mar 31, 24
7 HHG PLC 9.96M (3.32%) -1.36M
Decreased by -13.71%
Dec 31, 24
8 Geode Capital Management, LLC 7.69M (2.56%) 103.35K
Increased by +1.34%
Dec 31, 24
9 JPMorgan Chase & Co 7.09M (2.36%) -7.64M
Decreased by -107.70%
Dec 31, 24
10 Principal Financial Group Inc 5.02M (1.67%) 900.07K
Increased by +17.92%
Mar 31, 25
11 Manufacturers Life Insurance Co 4.79M (1.59%) 632.58K
Increased by +13.21%
Dec 31, 24
12 NORGES BANK 4.66M (1.55%) -1.08M
Decreased by -23.14%
Dec 31, 24
13 Amvescap Plc. 4.55M (1.52%) 231.54K
Increased by +5.09%
Dec 31, 24
14 Victory Capital Management Inc. 4.22M (1.40%) -531.93K
Decreased by -12.62%
Jun 30, 24
15 First Trust Advisors L.P. 3.99M (1.33%) 498.47K
Increased by +12.49%
Sep 30, 24
16 Northern Trust Corp 3.28M (1.09%) 560.37K
Increased by +17.09%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 3.12M (1.04%) 76.35K
Increased by +2.45%
Dec 31, 24
18 Bank of America Corp 2.95M (0.98%) -189.92K
Decreased by -6.44%
Dec 31, 24
19 Polar Capital Holdings PLC 2.92M (0.97%) 0.00
Increased by 0.00%
Dec 31, 24
20 Wells Fargo & Co 2.87M (0.96%) 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 11.13M (3.71%) -812.85K
Decreased by -7.31%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 9.01M (3.00%) 28.23K
Increased by +0.31%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 9.01M (3.00%) -78.26K
Decreased by -0.87%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 8.35M (2.78%) -2.37K
Decreased by -0.03%
Mar 31, 25
5 Janus Inst Mid Cap Growth CF 7.52M (2.50%) -1.08M
Decreased by -14.37%
Dec 31, 24
6 Janus Henderson Enterprise D 6.47M (2.16%) 0.00
Increased by 0.00%
Feb 28, 25
7 Vanguard Mid Cap Index Institutional 6.12M (2.04%) -47.71K
Decreased by -0.78%
Mar 31, 25
8 Fidelity 500 Index 3.77M (1.25%) -3.42K
Decreased by -0.09%
Mar 31, 25
9 SPDR® S&P 500 ETF 3.75M (1.25%) -55.33K
Decreased by -1.48%
Mar 31, 25
10 SPDR® S&P 500® ETF 3.66M (1.22%) 2.99K
Increased by +0.08%
Apr 30, 25
11 SPDR® S&P 500® ETF Trust 3.65M (1.22%) -19.01K
Decreased by -0.52%
Mar 31, 25
12 iShares Core S&P 500 ETF 3.56M (1.19%) -3.54K
Decreased by -0.10%
Apr 29, 25
13 Principal Aligned MidCap Equity 3.36M (1.12%) 544.42K
Increased by +16.20%
Mar 31, 25
14 Principal MidCap R5 3.36M (1.12%) 92.01K
Increased by +2.74%
Mar 31, 25
15 Polar Capital Global Ins A Inc 2.92M (0.97%) 0.00
Increased by 0.00%
Mar 31, 25
16 Victory Sycamore Established Value R 2.56M (0.85%) -415.00K
Decreased by -16.21%
Jun 30, 24
17 Vanguard Value Index Inv 2.50M (0.83%) 37.26K
Increased by +1.49%
Mar 31, 25
18 SPDR® S&P 500 ETF Trust 2.46M (0.82%) -18.96K
Decreased by -0.77%
Mar 31, 24
19 JPM US Mid Cap Value-MA 2.41M (0.80%) -310.40K
Decreased by -12.87%
Mar 31, 25
20 JPMorgan Mid Cap Value L 2.41M (0.80%) -310.40K
Decreased by -12.87%
Mar 31, 25