Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 PFI 4.8%
2 UTRN 4.1%
3 BOUT 3.09%
4 BKIV 2.72%
5 DDIV 2.44%
6 FFTY 1.96%
7 KCE 1.68%
8 GDIV 1.66%
9 AMOM 1.41%
10 VNMC 1.28%
11 PRAY 1.21%
12 FXO 1.02%
13 PDP 0.83%
14 IWP 0.7%
15 VOT 0.63%
16 FDMO 0.6%
17 ETHO 0.59%
18 FTC 0.55%
19 IYF 0.47%
20 IYG 0.46%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.39M (8.68%) 631.33K
Increased by +3.85%
Dec 31, 23
2 Wellington Management Company LLP 15.86M (8.4%) -1.68M
Decreased by -10.58%
Dec 31, 23
3 Sumitomo Mitsui Financial Group Inc 13.36M (7.08%) 0
Increased by 0%
Dec 31, 23
4 BlackRock Inc 11.84M (6.27%) 378.78K
Increased by +3.2%
Dec 31, 23
5 Capital World Investors 11.08M (5.86%) 0
Increased by 0%
Dec 31, 23
6 FMR Inc 6.96M (3.69%) 1.13M
Increased by +16.19%
Dec 31, 23
7 Capital Research & Mgmt Co - Division 3 5.57M (2.95%) 0
Increased by 0%
Dec 31, 23
8 T. Rowe Price Associates, Inc. 4.11M (2.18%) 3M
Increased by +72.9%
Dec 31, 23
9 Franklin Resources Inc 3.87M (2.05%) 71.82K
Increased by +1.85%
Dec 31, 23
10 JPMorgan Chase & Co 3.57M (1.89%) 922.34K
Increased by +25.86%
Dec 31, 23
11 State Street Corporation 3.34M (1.77%) 188.73K
Increased by +5.65%
Dec 31, 23
12 Boston Partners Global Investors, Inc 2.91M (1.54%) -279.69K
Decreased by -9.63%
Dec 31, 23
13 Millennium Management LLC 2.62M (1.39%) 878.11K
Increased by +33.5%
Sep 30, 23
14 Bank of America Corp 2.56M (1.36%) 214.44K
Increased by +8.37%
Dec 31, 23
15 Geode Capital Management, LLC 2.47M (1.31%) 158.11K
Increased by +6.4%
Dec 31, 23
16 Vulcan Value Partners, LLC 2.01M (1.06%) -507.29K
Decreased by -25.26%
Sep 30, 23
17 Goldman Sachs Group Inc 1.95M (1.03%) 1.25M
Increased by +64.17%
Dec 31, 23
18 American Century Companies Inc 1.9M (1.01%) 828.23K
Increased by +43.63%
Dec 31, 23
19 Atlantic Trust Group, LLC 1.9M (1.01%) -4.42K
Decreased by -0.23%
Dec 31, 23
20 Bank of New York Mellon Corp 1.89M (1%) -1.45M
Decreased by -76.67%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.25M (2.78%) -18.5K
Decreased by -0.35%
Mar 31, 24
2 American Funds SMALLCAP World A 5.17M (2.74%) 0
Increased by 0%
Mar 31, 24
3 American Funds Income Fund of Amer A 4.99M (2.64%) 0
Increased by 0%
Mar 31, 24
4 Vanguard Mid Cap Index Institutional 3.63M (1.92%) -105.29K
Decreased by -2.9%
Mar 31, 24
5 Fidelity® Magellan® 2.75M (1.46%) -1.8K
Decreased by -0.07%
Nov 30, 23
6 Fidelity Magellan 2.67M (1.41%) -44K
Decreased by -1.65%
Feb 29, 24
7 BlackRock Mid-Cap Growth Equity Instl 2.63M (1.39%) 0
Increased by 0%
Mar 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 2.53M (1.34%) 30.16K
Increased by +1.19%
Mar 31, 24
9 Capital Group Fundamental Invtrs Comp 1.71M (0.91%) 0
Increased by 0%
Dec 31, 23
10 American Funds Fundamental Invs A 1.71M (0.91%) -1.45K
Decreased by -0.08%
Mar 31, 24
11 Capital Group World Growth & Inc Cmp 1.65M (0.88%) 0
Increased by 0%
Dec 31, 23
12 American Funds Capital World Gr&Inc A 1.65M (0.87%) -1.96K
Decreased by -0.12%
Mar 31, 24
13 Fidelity® Puritan® 1.61M (0.85%) 306.8K
Increased by +19.07%
Oct 31, 23
14 American Funds Growth Fund of Amer A 1.6M (0.85%) 0
Increased by 0%
Mar 31, 24
15 Capital Group Growth Fnd of Amer Comp 1.6M (0.85%) 0
Increased by 0%
Dec 31, 23
16 Vanguard Growth Index Investor 1.6M (0.85%) 46.24K
Increased by +2.89%
Mar 31, 24
17 JHancock Disciplined Value Mid Cap I 1.44M (0.76%) 24.46K
Increased by +1.69%
Feb 29, 24
18 Fidelity Puritan 1.44M (0.76%) -113.05K
Decreased by -7.83%
Jan 31, 24
19 JPM US Mid Cap Growth-MA 1.4M (0.74%) 865.99K
Increased by +61.95%
Sep 30, 23
20 Vanguard US Growth Investor 1.39M (0.74%) 430.99K
Increased by +30.99%
Dec 31, 23