Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 5.80%
2 UTRN 3.99%
3 VSL 3.96%
4 FTXG 3.77%
5 DIP 3.03%
6 DIVP 3.02%
7 WBIG 2.63%
8 WBIY 2.56%
9 RHS 2.54%
10 RSPS 2.52%
11 UPGD 2.34%
12 RYJ 2.34%
13 PBJ 2.34%
14 SPHD 2.26%
15 SPDV 2.14%
16 RDIV 1.97%
17 FLV 1.81%
18 DIVG 1.76%
19 SDOG 1.75%
20 SRHQ 1.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 58.80M (12.39%) 1.13M
Increased by +1.93%
Dec 31, 24
2 BlackRock Inc 48.81M (10.29%) 1.34M
Increased by +2.75%
Dec 31, 24
3 State Street Corp 24.62M (5.19%) 134.56K
Increased by +0.55%
Dec 31, 24
4 State Street Corporation 23.10M (4.87%) -522.73K
Decreased by -2.26%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 13.24M (2.79%) -1.87M
Decreased by -14.09%
Dec 31, 24
6 Pacer Advisors, INC. 12.71M (2.68%) 2.05M
Increased by +16.15%
Dec 31, 24
7 Nordea Investment Mgmt Bank Demark A/s 12.29M (2.59%) 618.10K
Increased by +5.03%
Dec 31, 24
8 Geode Capital Management, LLC 11.75M (2.48%) 231.48K
Increased by +1.97%
Dec 31, 24
9 Amvescap Plc. 11.16M (2.35%) 1.75M
Increased by +15.64%
Dec 31, 24
10 Federated Hermes Inc 11.01M (2.32%) 1.87M
Increased by +16.99%
Jun 30, 24
11 American Century Companies Inc 9.60M (2.02%) -2.91M
Decreased by -30.35%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 8.66M (1.83%) 164.45K
Increased by +1.90%
Dec 31, 24
13 Two Sigma Advisers, LLC 8.13M (1.71%) 2.06M
Increased by +25.30%
Dec 31, 24
14 Macquarie Group Ltd 8.05M (1.70%) -1.01M
Decreased by -12.52%
Dec 31, 24
15 LSV Asset Management 7.17M (1.51%) -57.18K
Decreased by -0.80%
Dec 31, 24
16 Hotchkis & Wiley Capital Management LLC 6.32M (1.33%) 29.76K
Increased by +0.47%
Dec 31, 24
17 NORGES BANK 6.09M (1.28%) -91.16K
Decreased by -1.50%
Dec 31, 24
18 Deutsche Bank AG 5.66M (1.19%) 1.93M
Increased by +34.05%
Dec 31, 24
19 Bank of New York Mellon Corp 5.46M (1.15%) 642.81K
Increased by +11.77%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 5.46M (1.15%) 1.00M
Increased by +18.36%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 15.16M (3.20%) 10.78K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 15.03M (3.17%) 79.03K
Increased by +0.53%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 13.23M (2.79%) 80.65K
Increased by +0.61%
Feb 28, 25
4 Pacer US Cash Cows 100 ETF 12.58M (2.65%) 18.58K
Increased by +0.15%
Feb 28, 25
5 iShares Select Dividend ETF 10.08M (2.12%) 0.00
Increased by 0.00%
Mar 31, 25
6 Federated Hermes Strategic Val Dividend 6.91M (1.46%) 909.40K
Increased by +13.17%
Jun 30, 24
7 Federated Hermes Strategic Value Div IS 6.91M (1.46%) 909.40K
Increased by +13.17%
Jun 30, 24
8 Vanguard Small Cap Index 6.09M (1.28%) 4.98K
Increased by +0.08%
Feb 28, 25
9 Fidelity 500 Index 5.98M (1.26%) 26.61K
Increased by +0.45%
Feb 28, 25
10 SPDR® S&P 500 ETF 5.94M (1.25%) -87.14K
Decreased by -1.47%
Mar 31, 25
11 iShares Core S&P 500 ETF 5.82M (1.23%) 16.86K
Increased by +0.29%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 5.78M (1.22%) -30.35K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 5.72M (1.21%) -96.10K
Decreased by -1.68%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 5.58M (1.18%) 35.09K
Increased by +0.63%
Feb 29, 24
15 Fidelity® 500 Index 5.57M (1.17%) 35.42K
Increased by +0.64%
Nov 30, 23
16 Invesco S&P 500® Equal Weight ETF 5.49M (1.16%) 11.66K
Increased by +0.21%
Mar 31, 25
17 American Century Mid Cap Value Inv 5.45M (1.15%) -205.52K
Decreased by -3.77%
Dec 31, 24
18 American Century U.S. Mid Cap Value 5.45M (1.15%) -205.52K
Decreased by -3.77%
Dec 31, 24
19 Vanguard Mid Cap Index Institutional 5.15M (1.09%) 21.03K
Increased by +0.41%
Feb 28, 25
20 The Consumer Staples Sel SectSPDR® ETF 4.85M (1.02%) 15.42K
Increased by +0.32%
Mar 31, 25