Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDIV 4.75%
2 WBIG 4.53%
3 UTRN 3.96%
4 VLLU 2.90%
5 FIXT 2.39%
6 FEMA 2.39%
7 JHMC 2.29%
8 VCLN 2.10%
9 RYJ 2.07%
10 UPGD 2.06%
11 DEF 2.05%
12 POWA 2.02%
13 SDOG 1.77%
14 SPDV 1.71%
15 VSDA 1.71%
16 FTXD 1.68%
17 WBIY 1.66%
18 RCD 1.62%
19 RSPD 1.61%
20 BMVP 1.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.27M (11.79%) -1.54M
Decreased by -6.62%
Jun 30, 24
2 Vanguard Group Inc 22.79M (11.54%) 264.63K
Increased by +1.16%
Sep 30, 24
3 State Street Corporation 13.79M (6.98%) 3.27M
Increased by +23.70%
Mar 31, 24
4 State Street Corp 13.27M (6.72%) -207.81K
Decreased by -1.57%
Sep 30, 24
5 JPMorgan Chase & Co 7.14M (3.62%) 382.21K
Increased by +5.35%
Sep 30, 24
6 Charles Schwab Investment Management Inc 6.16M (3.12%) 241.99K
Increased by +3.93%
Sep 30, 24
7 Geode Capital Management, LLC 4.85M (2.46%) 120.19K
Increased by +2.48%
Sep 30, 24
8 Amundi 3.79M (1.92%) 67.04K
Increased by +1.77%
Sep 30, 24
9 Raymond James & Associates 3.44M (1.74%) 62.45K
Increased by +1.82%
Sep 30, 24
10 Bank of New York Mellon Corp 3.37M (1.70%) 501.78K
Increased by +14.91%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 3.13M (1.58%) -3.07M
Decreased by -98.05%
Sep 30, 24
12 Amvescap Plc. 3.06M (1.55%) -1.38M
Decreased by -45.09%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 3.01M (1.53%) -44.58K
Decreased by -1.48%
Sep 30, 24
14 T. Rowe Price Associates, Inc. 2.96M (1.50%) -2.75M
Decreased by -92.98%
Dec 31, 23
15 D. E. Shaw & Co LP 2.75M (1.39%) -10.87K
Decreased by -0.40%
Sep 30, 24
16 Goldman Sachs Group Inc 2.74M (1.39%) 245.21K
Increased by +8.94%
Sep 30, 24
17 NORGES BANK 2.49M (1.26%) 381.22K
Increased by +15.30%
Jun 30, 24
18 UBS Asset Mgmt Americas Inc 2.39M (1.21%) -234.55K
Decreased by -9.81%
Sep 30, 24
19 Northern Trust Corp 2.24M (1.14%) -101.32K
Decreased by -4.52%
Sep 30, 24
20 AQR Capital Management LLC 2.14M (1.09%) 765.75K
Increased by +35.70%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.13M (3.10%) -22.21K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 5.20M (2.63%) 59.83K
Increased by +1.15%
Oct 31, 24
3 Schwab US Dividend Equity ETF™ 4.88M (2.47%) 5.94K
Increased by +0.12%
Nov 28, 24
4 Vanguard Mid Cap Index Institutional 4.12M (2.09%) 7.48K
Increased by +0.18%
Oct 31, 24
5 JPM US Equity Income-MA 3.91M (1.98%) 3.90M
Increased by +99.90%
Sep 30, 23
6 JPM US Equity Income-Composite 3.50M (1.77%) -251.88K
Decreased by -7.20%
Mar 31, 24
7 iShares Select Dividend ETF 3.12M (1.58%) 3.15K
Increased by +0.10%
Nov 27, 24
8 Pacer US Cash Cows 100 ETF 2.70M (1.37%) 0.00
Increased by 0.00%
May 30, 24
9 SPDR® S&P Dividend ETF 2.60M (1.32%) 0.00
Increased by 0.00%
Nov 27, 24
10 SPDR® S&P 500® ETF Trust 2.41M (1.22%) -13.46K
Decreased by -0.56%
Nov 27, 24
11 Fidelity 500 Index 2.41M (1.22%) 40.90K
Increased by +1.70%
Sep 30, 24
12 SPDR® S&P 500 ETF Trust 2.32M (1.17%) 15.96K
Increased by +0.69%
May 30, 24
13 Fidelity® 500 Index 2.26M (1.15%) 14.40K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 2.22M (1.12%) 6.84K
Increased by +0.31%
Nov 27, 24
15 iShares MSCI USA Quality Factor ETF 1.94M (0.98%) 1.40K
Increased by +0.07%
Nov 27, 24
16 JPMorgan Equity Income I 1.90M (0.96%) -1.60M
Decreased by -84.39%
Apr 30, 24
17 Vanguard Value Index Inv 1.65M (0.83%) 4.21K
Increased by +0.26%
Oct 31, 24
18 Invesco S&P 500® Equal Weight ETF 1.39M (0.71%) 10.08K
Increased by +0.72%
Nov 27, 24
19 JPM US Mid Cap Value-Composite 1.34M (0.68%) -14.75K
Decreased by -1.10%
Jun 30, 24
20 JPM US Mid Cap Value-MA 1.34M (0.68%) 0.00
Increased by 0.00%
Sep 30, 24