Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 13.22%
2 BLCR 4.74%
3 GBDV 4.53%
4 SHRY 4.13%
5 IVFVC 4.09%
6 UTRN 4.08%
7 STNC 4.02%
8 PEZ 3.92%
9 DVLU 3.64%
10 BLCV 3.52%
11 VSMV 3.12%
12 PINK 2.59%
13 BOUT 2.42%
14 BVNSC 2.29%
15 RYJ 2.24%
16 UPGD 2.24%
17 POWA 2.24%
18 FXH 2.21%
19 FCFY 2.21%
20 SMRI 2.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 32.20M (13.40%) 200.85K
Increased by +0.62%
Dec 31, 24
2 Vanguard Group Inc 30.77M (12.81%) -20.74K
Decreased by -0.07%
Dec 31, 24
3 State Street Corporation 14.11M (5.87%) -398.98K
Decreased by -2.83%
Mar 31, 24
4 State Street Corp 13.82M (5.75%) -355.82K
Decreased by -2.57%
Dec 31, 24
5 Geode Capital Management, LLC 5.86M (2.44%) 109.27K
Increased by +1.87%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 5.08M (2.11%) 131.51K
Increased by +2.59%
Dec 31, 24
7 Pacer Advisors, INC. 4.29M (1.79%) 191.57K
Increased by +4.46%
Sep 30, 24
8 FMR Inc 4.21M (1.75%) -118.74K
Decreased by -2.82%
Dec 31, 24
9 Acadian Asset Management LLC 3.72M (1.55%) 598.00K
Increased by +16.06%
Mar 31, 24
10 Millennium Management LLC 3.40M (1.41%) 2.61M
Increased by +76.80%
Dec 31, 24
11 Citadel Advisors Llc 3.19M (1.33%) 1.53M
Increased by +47.91%
Dec 31, 24
12 Amvescap Plc. 3.18M (1.32%) 140.37K
Increased by +4.41%
Dec 31, 24
13 Marshall Wace Asset Management Ltd 3.15M (1.31%) 1.91M
Increased by +60.73%
Dec 31, 24
14 Arrowstreet Capital Limited Partnership 3.08M (1.28%) -642.60K
Decreased by -20.87%
Sep 30, 24
15 Northern Trust Corp 3.04M (1.26%) 422.75K
Increased by +13.92%
Dec 31, 24
16 JPMorgan Chase & Co 2.98M (1.24%) -2.57M
Decreased by -86.06%
Dec 31, 24
17 Ameriprise Financial Inc 2.94M (1.22%) -210.32K
Decreased by -7.16%
Sep 30, 24
18 Bank of America Corp 2.67M (1.11%) -248.53K
Decreased by -9.32%
Dec 31, 24
19 AQR Capital Management LLC 2.63M (1.10%) -433.61K
Decreased by -16.47%
Dec 31, 24
20 Goldman Sachs Group Inc 2.55M (1.06%) 1.32M
Increased by +51.89%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 27.82M (11.58%) 27.82M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 7.63M (3.18%) 23.40K
Increased by +0.31%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 6.71M (2.79%) 45.17K
Increased by +0.67%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 5.23M (2.18%) 22.22K
Increased by +0.43%
Feb 28, 25
5 Pacer US Cash Cows 100 ETF 4.34M (1.81%) 5.40K
Increased by +0.12%
Nov 27, 24
6 BlackRock Equity Dividend Instl 3.84M (1.60%) -53.18K
Decreased by -1.38%
Feb 28, 25
7 Fidelity 500 Index 3.02M (1.26%) 13.32K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 2.99M (1.25%) -22.15K
Decreased by -0.74%
Feb 28, 25
9 SPDR® S&P 500 ETF Trust 2.97M (1.24%) -22.75K
Decreased by -0.77%
Mar 31, 24
10 Fidelity® 500 Index 2.97M (1.23%) 18.88K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 2.84M (1.18%) -143.00
Decreased by -0.01%
Feb 28, 25
12 AF High Growth (AFRIS) 2.11M (0.88%) 2.11M
Increased by +100.00%
Feb 29, 24
13 Vanguard Value Index Inv 2.09M (0.87%) 9.02K
Increased by +0.43%
Feb 28, 25
14 Health Care Select Sector SPDR® ETF 1.82M (0.76%) -9.18K
Decreased by -0.50%
Mar 31, 24
15 The Health Care Select Sector SPDR® ETF 1.77M (0.74%) 23.24K
Increased by +1.31%
Feb 28, 25
16 BlackRock Large Cap Core (SMA) 1.67M (0.69%) 555.96K
Increased by +33.30%
Feb 28, 25
17 Vanguard Mid-Cap Value ETF 1.63M (0.68%) 2.91K
Increased by +0.18%
Feb 28, 25
18 Vanguard Institutional Index I 1.50M (0.62%) -18.30K
Decreased by -1.22%
Feb 28, 25
19 Vanguard Dividend Appreciation ETF 1.35M (0.56%) 7.04K
Increased by +0.52%
Feb 28, 25
20 ProShares S&P 500 Dividend Aristocrats 1.32M (0.55%) 0.00
Increased by 0.00%
Feb 28, 25