Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GABF 4.70%
2 OCFS 4.68%
3 KBWP 4.52%
4 UTRN 4.08%
5 STNC 3.25%
6 PDP 2.59%
7 FTDS 2.54%
8 IAK 2.52%
9 KMID 2.50%
10 KIE 2.23%
11 WBIL 2.18%
12 PWC 2.13%
13 BMVP 2.10%
14 FTCS 2.08%
15 EQRR 2.05%
16 BOUT 2.04%
17 WBIF 1.98%
18 FTGS 1.90%
19 CZA 1.76%
20 RSPF 1.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.34M (12.24%) -100.37K
Decreased by -0.28%
Mar 31, 25
2 BlackRock Inc 24.16M (8.14%) -201.40K
Decreased by -0.83%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 15.79M (5.32%) -2.57M
Decreased by -16.29%
Mar 31, 25
4 State Street Corp 15.00M (5.05%) -109.21K
Decreased by -0.73%
Mar 31, 25
5 Kayne Anderson Rudnick Investment Management LLC 11.79M (3.97%) 65.16K
Increased by +0.55%
Mar 31, 25
6 State Street Corporation 10.45M (3.52%) -447.35K
Decreased by -4.28%
Mar 31, 24
7 HHG PLC 8.69M (2.93%) -1.27M
Decreased by -14.61%
Mar 31, 25
8 Geode Capital Management, LLC 7.90M (2.66%) 205.37K
Increased by +2.60%
Mar 31, 25
9 JPMorgan Chase & Co 6.70M (2.26%) -396.91K
Decreased by -5.93%
Mar 31, 25
10 Principal Financial Group Inc 5.02M (1.69%) 900.07K
Increased by +17.92%
Mar 31, 25
11 NORGES BANK 4.66M (1.57%) -1.08M
Decreased by -23.14%
Dec 31, 24
12 Amvescap Plc. 4.55M (1.53%) 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 First Trust Advisors L.P. 3.99M (1.35%) 498.47K
Increased by +12.49%
Sep 30, 24
15 Bank of America Corp 3.48M (1.17%) 534.20K
Increased by +15.33%
Mar 31, 25
16 Northern Trust Corp 3.28M (1.11%) 560.37K
Increased by +17.09%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 3.05M (1.03%) -68.90K
Decreased by -2.26%
Mar 31, 25
18 Polar Capital Holdings PLC 2.92M (0.99%) 0.00
Increased by 0.00%
Mar 31, 25
19 Wells Fargo & Co 2.87M (0.97%) 104.48K
Increased by +3.64%
Dec 31, 24
20 Manufacturers Life Insurance Co 2.74M (0.92%) -2.05M
Decreased by -75.02%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 9.60M (3.23%) -1.53M
Decreased by -15.96%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 9.13M (3.08%) 116.69K
Increased by +1.28%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 9.01M (3.04%) -78.26K
Decreased by -0.87%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 8.48M (2.86%) 135.24K
Increased by +1.59%
Apr 30, 25
5 Janus Inst Mid Cap Growth CF 7.52M (2.53%) -1.08M
Decreased by -14.37%
Dec 31, 24
6 Janus Henderson Enterprise D 6.47M (2.18%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Mid Cap Index Institutional 6.18M (2.08%) 59.46K
Increased by +0.96%
Apr 30, 25
8 Fidelity 500 Index 3.77M (1.27%) -3.42K
Decreased by -0.09%
Mar 31, 25
9 SPDR® S&P 500 ETF 3.75M (1.26%) -55.33K
Decreased by -1.48%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 3.65M (1.23%) -19.01K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 3.63M (1.22%) -21.65K
Decreased by -0.60%
Apr 30, 25
12 iShares Core S&P 500 ETF 3.56M (1.20%) -3.72K
Decreased by -0.10%
Apr 30, 25
13 Principal MidCap R5 3.49M (1.18%) 128.36K
Increased by +3.68%
Apr 30, 25
14 Principal Aligned MidCap Equity 3.36M (1.13%) 544.42K
Increased by +16.20%
Mar 31, 25
15 Polar Capital Global Ins A Inc 2.92M (0.99%) 0.00
Increased by 0.00%
Mar 31, 25
16 Victory Sycamore Established Value R 2.56M (0.86%) -415.00K
Decreased by -16.21%
Jun 30, 24
17 Vanguard Value Index Inv 2.50M (0.84%) -3.81K
Decreased by -0.15%
Apr 30, 25
18 SPDR® S&P 500 ETF Trust 2.46M (0.83%) -18.96K
Decreased by -0.77%
Mar 31, 24
19 JPM US Mid Cap Value-MA 2.41M (0.81%) -310.40K
Decreased by -12.87%
Mar 31, 25
20 JPMorgan Mid Cap Value L 2.41M (0.81%) -310.40K
Decreased by -12.87%
Mar 31, 25