Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIG 4.66%
2 WBIF 4.63%
3 WBIL 4.59%
4 UTRN 4.08%
5 KBWP 3.87%
6 OCFS 3.36%
7 STNC 3.25%
8 GABF 2.94%
9 PDP 2.59%
10 KMID 2.47%
11 FTCS 2.19%
12 IAK 2.14%
13 PWC 2.13%
14 BMVP 2.10%
15 PFI 2.04%
16 EQRR 2.03%
17 FTGS 1.93%
18 KIE 1.92%
19 BOUT 1.61%
20 VSMV 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 26.64M (8.93%) 1.38M
Increased by +5.20%
Jun 30, 24
2 Vanguard Group Inc 24.04M (8.06%) -396.49K
Decreased by -1.65%
Jun 30, 24
3 BlackRock Inc 15.82M (5.30%) 141.49K
Increased by +0.89%
Jun 30, 24
4 State Street Corporation 10.45M (3.50%) -447.35K
Decreased by -4.28%
Mar 31, 24
5 State Street Corp 10.17M (3.41%) -274.03K
Decreased by -2.69%
Jun 30, 24
6 Kayne Anderson Rudnick Investment Management LLC 7.55M (2.53%) 54.53K
Increased by +0.72%
Jun 30, 24
7 HHG PLC 7.50M (2.51%) 40.45K
Increased by +0.54%
Jun 30, 24
8 Geode Capital Management, LLC 5.13M (1.72%) 155.00K
Increased by +3.02%
Jun 30, 24
9 JPMorgan Chase & Co 4.75M (1.59%) 166.22K
Increased by +3.50%
Jun 30, 24
10 Victory Capital Management Inc. 4.22M (1.41%) -531.93K
Decreased by -12.62%
Jun 30, 24
11 NORGES BANK 3.82M (1.28%) 803.13K
Increased by +21.00%
Jun 30, 24
12 Principal Financial Group Inc 3.67M (1.23%) 1.90M
Increased by +51.81%
Sep 30, 24
13 Amvescap Plc. 3.42M (1.15%) 158.96K
Increased by +4.65%
Jun 30, 24
14 Goldman Sachs Group Inc 2.79M (0.94%) 1.31M
Increased by +46.82%
Dec 31, 23
15 Apg All Pensions Group 2.70M (0.90%) 92.24K
Increased by +3.42%
Jun 30, 24
16 First Trust Advisors L.P. 2.33M (0.78%) -231.71K
Decreased by -9.95%
Jun 30, 24
17 Dimensional Fund Advisors, Inc. 2.04M (0.68%) 139.59K
Increased by +6.85%
Jun 30, 24
18 Manufacturers Life Insurance Co 2.04M (0.68%) -312.73K
Decreased by -15.36%
Jun 30, 24
19 Northern Trust Corp 1.95M (0.65%) 612.00
Increased by +0.03%
Jun 30, 24
20 Polar Capital Holdings PLC 1.94M (0.65%) 47.50K
Increased by +2.45%
Jun 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%) 355.68K
Increased by +2.93%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.01M (3.02%) -78.26K
Decreased by -0.87%
Sep 30, 24
3 Janus Henderson Enterprise D 8.60M (2.88%) 0.00
Increased by 0.00%
Aug 31, 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 7.87M (2.64%) -52.79K
Decreased by -0.67%
Sep 30, 24
6 Vanguard Mid Cap Index Institutional 6.04M (2.03%) -110.37K
Decreased by -1.83%
Sep 30, 24
7 Fidelity 500 Index 3.70M (1.24%) -36.70K
Decreased by -0.99%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 3.66M (1.23%) 19.12K
Increased by +0.52%
Oct 31, 24
9 iShares Core S&P 500 ETF 3.35M (1.12%) 5.16K
Increased by +0.15%
Oct 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%) 25.00K
Increased by +0.85%
Sep 30, 24
12 JPM US Mid Cap Value-MA 2.72M (0.91%) 255.00K
Increased by +9.37%
Sep 30, 24
13 JPMorgan Mid Cap Value L 2.72M (0.91%) 0.00
Increased by 0.00%
Sep 30, 24
14 Victory Sycamore Established Value R 2.56M (0.86%) -415.00K
Decreased by -16.21%
Jun 30, 24
15 Principal Aligned MidCap Equity 2.47M (0.83%) 1.30M
Increased by +52.44%
Sep 30, 24
16 Principal MidCap R5 2.47M (0.83%) 87.34K
Increased by +3.54%
Sep 30, 24
17 SPDR® S&P 500 ETF Trust 2.46M (0.82%) -18.96K
Decreased by -0.77%
Mar 31, 24
18 Manulife Dividend Income F 2.43M (0.82%) 173.11K
Increased by +7.11%
Sep 30, 24
19 Vanguard Value Index Inv 2.42M (0.81%) 32.88K
Increased by +1.36%
Sep 30, 24
20 Fidelity® 500 Index 2.37M (0.79%) 15.09K
Increased by +0.64%
Nov 30, 23