Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.02%
2 WBIF 3.87%
3 PCIG 3.02%
4 OAKM 2.98%
5 WBIL 2.38%
6 CZA 2.25%
7 TCAF 2.10%
8 BMVP 1.97%
9 KIE 1.88%
10 EQOP 1.47%
11 RYF 1.46%
12 GURU 1.40%
13 EQUL 1.39%
14 RSPF 1.38%
15 BLCV 1.28%
16 HUSV 1.10%
17 XRLV 1.04%
18 SPLV 1.03%
19 ALTL 1.02%
20 IGTR 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.43M (11.51%) 12.80K
Increased by +0.11%
Dec 31, 24
2 BlackRock Inc 9.86M (9.93%) -10.37K
Decreased by -0.11%
Dec 31, 24
3 Mizuho Securities USA Inc 7.58M (7.63%) 7.57M
Increased by +99.90%
Sep 30, 24
4 Massachusetts Financial Services Company 6.48M (6.53%) -1.03M
Decreased by -15.85%
Dec 31, 24
5 Arnhold & S. Bleichroeder Advisers, LLC 4.46M (4.49%) -672.83K
Decreased by -15.10%
Dec 31, 24
6 State Street Corp 4.36M (4.39%) 73.94K
Increased by +1.70%
Dec 31, 24
7 State Street Corporation 4.29M (4.32%) 12.38K
Increased by +0.29%
Mar 31, 24
8 FMR Inc 3.68M (3.71%) 1.27M
Increased by +34.39%
Dec 31, 24
9 Harris Associates L.P. 3.52M (3.54%) -57.91K
Decreased by -1.65%
Dec 31, 24
10 Artisan Partners Limited Partnership 3.50M (3.52%) -3.69K
Decreased by -0.11%
Dec 31, 24
11 T. Rowe Price Investment Management,Inc. 2.79M (2.81%) 1.22M
Increased by +43.67%
Dec 31, 24
12 Geode Capital Management, LLC 2.64M (2.65%) 6.41K
Increased by +0.24%
Dec 31, 24
13 Amvescap Plc. 2.23M (2.24%) 285.50K
Increased by +12.81%
Dec 31, 24
14 Victory Capital Management Inc. 1.97M (1.98%) -32.23K
Decreased by -1.64%
Dec 31, 24
15 Cantillon Capital Management LLC 1.88M (1.89%) -7.32K
Decreased by -0.39%
Sep 30, 23
16 Baupost Group LLC 1.84M (1.85%) 55.54K
Increased by +3.02%
Dec 31, 24
17 NORGES BANK 1.55M (1.56%) 80.78K
Increased by +5.23%
Dec 31, 24
18 Northern Trust Corp 1.22M (1.22%) 152.13K
Increased by +12.51%
Dec 31, 24
19 Bank of New York Mellon Corp 1.17M (1.17%) -562.78K
Decreased by -48.27%
Sep 30, 24
20 Barrow Hanley Mewhinney & Strauss LLC 1.07M (1.08%) -23.36K
Decreased by -2.18%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.18M (3.20%) 4.71K
Increased by +0.15%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 2.79M (2.81%) 20.01K
Increased by +0.72%
Feb 28, 25
3 Artisan International Value 2.70M (2.72%) 0.00
Increased by 0.00%
Dec 31, 24
4 Artisan International Value Investor 2.70M (2.72%) 0.00
Increased by 0.00%
Dec 31, 24
5 First Eagle Global A 2.51M (2.53%) 0.00
Increased by 0.00%
Feb 28, 25
6 Vanguard Mid Cap Index Institutional 2.18M (2.19%) 9.37K
Increased by +0.43%
Feb 28, 25
7 Oakmark Investor 1.60M (1.62%) 0.00
Increased by 0.00%
Dec 31, 24
8 Victory Sycamore Established Value R 1.43M (1.43%) -10.00K
Decreased by -0.70%
Dec 31, 24
9 Fidelity 500 Index 1.26M (1.26%) 5.54K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 1.25M (1.25%) -9.20K
Decreased by -0.74%
Feb 28, 25
11 SPDR® S&P 500 ETF Trust 1.25M (1.25%) -9.64K
Decreased by -0.77%
Mar 31, 24
12 Fidelity® 500 Index 1.22M (1.23%) 7.77K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 1.18M (1.19%) -59.00
Decreased by -0.00%
Feb 28, 25
14 BlackRock Equity Dividend Instl 1.17M (1.17%) -16.15K
Decreased by -1.38%
Feb 28, 25
15 Vanguard Value Index Inv 868.82K (0.87%) 3.76K
Increased by +0.43%
Feb 28, 25
16 MFS International Intrinsic Value A 846.21K (0.85%) 0.00
Increased by 0.00%
Feb 28, 25
17 Janus Henderson Enterprise D 772.57K (0.78%) 121.72K
Increased by +15.76%
Jan 31, 25
18 The Financial Select Sector SPDR® ETF 755.65K (0.76%) 900.00
Increased by +0.12%
Feb 28, 25
19 Altrinsic International Equity Collectiv 736.25K (0.74%) 573.94K
Increased by +77.96%
Mar 31, 24
20 Strategic Advisers Fidelity US TtlStk 734.03K (0.74%) 10.16K
Increased by +1.38%
Jan 31, 25