Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 7.94%
2 BJK 7.30%
3 ESPO 4.68%
4 IAK 4.50%
5 BNGE 4.06%
6 YALL 3.98%
7 UTRN 3.85%
8 NBCC 3.82%
9 FPXI 3.70%
10 SGLC 3.40%
11 SHRY 3.35%
12 DIP 3.20%
13 RNLC 3.07%
14 VSMV 2.54%
15 RJMG 2.51%
16 ODDS 2.27%
17 SYE 2.26%
18 EVSTC 2.10%
19 DVLU 2.07%
20 BRNY 2.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.08M (12.24%) 149.59K
Increased by +0.47%
Jun 30, 24
2 BlackRock Inc 19.83M (7.57%) 774.84K
Increased by +3.91%
Jun 30, 24
3 State Street Corp 11.37M (4.34%) 142.21K
Increased by +1.25%
Jun 30, 24
4 State Street Corporation 11.23M (4.28%) 111.86K
Increased by +1.00%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 9.30M (3.55%) 1.38M
Increased by +14.83%
Jun 30, 24
6 Bank of America Corp 6.58M (2.51%) 4.41M
Increased by +66.95%
Jun 30, 24
7 Geode Capital Management, LLC 6.15M (2.35%) 187.73K
Increased by +3.05%
Jun 30, 24
8 Charles Schwab Investment Management Inc 5.91M (2.26%) -12.67K
Decreased by -0.21%
Dec 31, 23
9 Bank of New York Mellon Corp 4.89M (1.86%) -224.77K
Decreased by -4.60%
Jun 30, 24
10 Wellington Management Company LLP 4.72M (1.80%) -893.57K
Decreased by -18.93%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 4.52M (1.72%) -3.91M
Decreased by -86.56%
Jun 30, 24
12 Diamond Hill Capital Management Inc 3.75M (1.43%) -128.85K
Decreased by -3.44%
Jun 30, 24
13 Amvescap Plc. 3.67M (1.40%) -92.77K
Decreased by -2.53%
Jun 30, 24
14 Northern Trust Corp 3.14M (1.20%) -87.23K
Decreased by -2.78%
Jun 30, 24
15 Barrow Hanley Mewhinney & Strauss LLC 2.91M (1.11%) -118.97K
Decreased by -4.09%
Jun 30, 24
16 Deutsche Bank AG 2.87M (1.09%) -127.11K
Decreased by -4.43%
Jun 30, 24
17 American Century Companies Inc 2.74M (1.05%) -212.20K
Decreased by -7.74%
Jun 30, 24
18 Legal & General Group PLC 2.61M (1.00%) -20.61K
Decreased by -0.79%
Jun 30, 24
19 Allspring Global Investments Holdings, LLC 2.53M (0.96%) -613.66K
Decreased by -24.27%
Jun 30, 24
20 Goldman Sachs Group Inc 2.50M (0.95%) 749.73K
Increased by +29.99%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.35M (3.18%) 26.57K
Increased by +0.32%
Aug 31, 24
2 Vanguard Institutional 500 Index Trust 6.90M (2.63%) 54.48K
Increased by +0.79%
Aug 31, 24
3 Vanguard Mid Cap Index Institutional 5.65M (2.15%) -900.00
Decreased by -0.02%
Aug 31, 24
4 Schwab US Dividend Equity ETF™ 4.13M (1.58%) -2.41K
Decreased by -0.06%
Jan 31, 24
5 Fidelity 500 Index 3.25M (1.24%) 25.19K
Increased by +0.77%
Aug 31, 24
6 SPDR® S&P 500® ETF Trust 3.20M (1.22%) -12.95K
Decreased by -0.40%
Sep 30, 24
7 SPDR® S&P 500 ETF Trust 3.16M (1.20%) -24.65K
Decreased by -0.78%
Mar 31, 24
8 Fidelity® 500 Index 3.05M (1.16%) 19.40K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 2.88M (1.10%) 9.52K
Increased by +0.33%
Sep 30, 24
10 Vanguard Value Index Inv 2.19M (0.83%) 17.93K
Increased by +0.82%
Aug 31, 24
11 Allspring Special Mid Cap Value Inst 2.10M (0.80%) 0.00
Increased by 0.00%
Sep 30, 24
12 Allspring Special US Mid Cap Value Eq 2.10M (0.80%) 115.50K
Increased by +5.51%
Sep 30, 24
13 Allspring Mid Value SMA 1.98M (0.76%) 1.98M
Increased by +99.99%
Jun 30, 24
14 American Century Mid Cap Value Inv 1.91M (0.73%) -12.98K
Decreased by -0.68%
Sep 30, 23
15 American Century U.S. Mid Cap Value 1.91M (0.73%) -12.98K
Decreased by -0.68%
Sep 30, 23
16 Vanguard Mid-Cap Value ETF 1.81M (0.69%) 3.60K
Increased by +0.20%
Aug 31, 24
17 The Financial Select Sector SPDR® ETF 1.77M (0.68%) 8.36K
Increased by +0.47%
Sep 30, 24
18 Financial Select Sector SPDR® ETF 1.74M (0.66%) -2.19K
Decreased by -0.13%
Mar 31, 24
19 Vanguard Institutional Index I 1.69M (0.65%) -12.03K
Decreased by -0.71%
Aug 31, 24
20 Allianz Income and Growth IT H2 EUR 1.67M (0.64%) 10.13K
Increased by +0.61%
Aug 31, 24