Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GBDV 4.53%
2 IVFVC 4.09%
3 UTRN 3.99%
4 FTXH 3.65%
5 BLCV 2.92%
6 BOUT 2.42%
7 DVLU 2.40%
8 VFLO 2.37%
9 PEZ 2.31%
10 BVNSC 2.29%
11 BLCR 2.08%
12 ESGL_old 2.02%
13 XHS 1.98%
14 POWA 1.97%
15 FLOW 1.96%
16 UPGD 1.96%
17 RYJ 1.96%
18 SMRI 1.96%
19 PWC 1.94%
20 BMVP 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 30.81M (12.70%) 3.48M
Increased by +11.29%
Jun 30, 24
2 Vanguard Group Inc 30.62M (12.62%) -2.40K
Decreased by -0.01%
Jun 30, 24
3 State Street Corporation 14.11M (5.82%) -398.98K
Decreased by -2.83%
Mar 31, 24
4 State Street Corp 13.55M (5.59%) -562.00K
Decreased by -4.15%
Jun 30, 24
5 Geode Capital Management, LLC 5.71M (2.35%) 133.63K
Increased by +2.34%
Jun 30, 24
6 FMR Inc 5.01M (2.07%) -783.24K
Decreased by -15.62%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 4.75M (1.96%) -3.98M
Decreased by -83.67%
Jun 30, 24
8 Pacer Advisors, INC. 4.10M (1.69%) 1.48M
Increased by +36.09%
Jun 30, 24
9 Acadian Asset Management LLC 3.72M (1.53%) 598.00K
Increased by +16.06%
Mar 31, 24
10 Arrowstreet Capital Limited Partnership 3.72M (1.53%) -418.93K
Decreased by -11.26%
Jun 30, 24
11 Amvescap Plc. 3.47M (1.43%) 215.05K
Increased by +6.19%
Jun 30, 24
12 AQR Capital Management LLC 3.46M (1.43%) -123.75K
Decreased by -3.57%
Jun 30, 24
13 Ameriprise Financial Inc 3.15M (1.30%) -475.59K
Decreased by -15.11%
Jun 30, 24
14 JPMorgan Chase & Co 3.05M (1.26%) 711.95K
Increased by +23.32%
Jun 30, 24
15 Bank of America Corp 2.99M (1.23%) 879.00K
Increased by +29.42%
Jun 30, 24
16 Northern Trust Corp 2.75M (1.13%) -244.33K
Decreased by -8.89%
Jun 30, 24
17 Legal & General Group PLC 2.62M (1.08%) 64.47K
Increased by +2.46%
Jun 30, 24
18 Goldman Sachs Group Inc 2.55M (1.05%) 1.32M
Increased by +51.89%
Dec 31, 23
19 UBS Asset Mgmt Americas Inc 2.47M (1.02%) 391.70K
Increased by +15.86%
Jun 30, 24
20 Nuveen Asset Management, LLC 2.31M (0.95%) 267.23K
Increased by +11.55%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 27.82M (11.47%) 27.82M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 7.71M (3.18%) 44.94K
Increased by +0.58%
Aug 31, 24
3 Vanguard Institutional 500 Index Trust 6.37M (2.63%) 47.59K
Increased by +0.75%
Aug 31, 24
4 Vanguard Mid Cap Index Institutional 5.21M (2.15%) -829.00
Decreased by -0.02%
Aug 31, 24
5 Pacer US Cash Cows 100 ETF 4.27M (1.76%) 3.91K
Increased by +0.09%
Sep 30, 24
6 BlackRock Equity Dividend Instl 4.02M (1.66%) -25.65K
Decreased by -0.64%
Aug 31, 24
7 Fidelity 500 Index 3.00M (1.24%) 23.25K
Increased by +0.77%
Aug 31, 24
8 SPDR® S&P 500 ETF Trust 2.97M (1.22%) -22.75K
Decreased by -0.77%
Mar 31, 24
9 Fidelity® 500 Index 2.97M (1.22%) 18.88K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500® ETF Trust 2.95M (1.22%) -11.95K
Decreased by -0.40%
Sep 30, 24
11 iShares Core S&P 500 ETF 2.66M (1.10%) 8.78K
Increased by +0.33%
Sep 30, 24
12 AF High Growth (AFRIS) 2.11M (0.87%) 2.11M
Increased by +100.00%
Feb 29, 24
13 Vanguard Value Index Inv 2.02M (0.83%) 12.00K
Increased by +0.59%
Aug 31, 24
14 SPDR® S&P Dividend ETF 1.94M (0.80%) 0.00
Increased by 0.00%
Sep 30, 24
15 ProShares S&P 500 Dividend Aristocrats 1.83M (0.75%) 0.00
Increased by 0.00%
Sep 30, 24
16 Health Care Select Sector SPDR® ETF 1.82M (0.75%) -9.18K
Decreased by -0.50%
Mar 31, 24
17 The Health Care Select Sector SPDR® ETF 1.80M (0.74%) -6.28K
Decreased by -0.35%
Sep 30, 24
18 Vanguard Mid-Cap Value ETF 1.67M (0.69%) 3.19K
Increased by +0.19%
Aug 31, 24
19 Vanguard Institutional Index I 1.56M (0.64%) -9.15K
Decreased by -0.59%
Aug 31, 24
20 Vanguard Dividend Appreciation ETF 1.34M (0.55%) 5.97K
Increased by +0.45%
Aug 31, 24