Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GBDV 4.53%
2 FTXH 4.17%
3 UTRN 4.16%
4 IVFVC 4.09%
5 SHRY 3.77%
6 DVLU 3.08%
7 BLCV 3.07%
8 VSMV 2.67%
9 VFLO 2.46%
10 BOUT 2.42%
11 PEZ 2.31%
12 BVNSC 2.29%
13 XHS 2.25%
14 BLCR 2.23%
15 POWA 2.14%
16 UPGD 2.09%
17 RYJ 2.09%
18 FLOW 2.07%
19 SMRI 2.03%
20 ESGL_old 2.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 30.81M (12.80%) 3.48M
Increased by +11.29%
Jun 30, 24
2 Vanguard Group Inc 30.79M (12.79%) 175.10K
Increased by +0.57%
Sep 30, 24
3 State Street Corporation 14.11M (5.86%) -398.98K
Decreased by -2.83%
Mar 31, 24
4 State Street Corp 13.55M (5.63%) -562.00K
Decreased by -4.15%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 9.51M (3.95%) 776.24K
Increased by +8.16%
Jun 30, 24
6 Geode Capital Management, LLC 5.71M (2.37%) 133.63K
Increased by +2.34%
Jun 30, 24
7 FMR Inc 4.33M (1.80%) -685.91K
Decreased by -15.85%
Sep 30, 24
8 Pacer Advisors, INC. 4.10M (1.70%) 1.48M
Increased by +36.09%
Jun 30, 24
9 Acadian Asset Management LLC 3.72M (1.55%) 598.00K
Increased by +16.06%
Mar 31, 24
10 Arrowstreet Capital Limited Partnership 3.72M (1.55%) -418.93K
Decreased by -11.26%
Jun 30, 24
11 Amvescap Plc. 3.47M (1.44%) 215.05K
Increased by +6.19%
Jun 30, 24
12 AQR Capital Management LLC 3.46M (1.44%) -123.75K
Decreased by -3.57%
Jun 30, 24
13 Ameriprise Financial Inc 3.15M (1.31%) -475.59K
Decreased by -15.11%
Jun 30, 24
14 JPMorgan Chase & Co 3.05M (1.27%) 711.95K
Increased by +23.32%
Jun 30, 24
15 Bank of America Corp 2.99M (1.24%) 879.00K
Increased by +29.42%
Jun 30, 24
16 Legal & General Group PLC 2.62M (1.09%) 64.47K
Increased by +2.46%
Jun 30, 24
17 Northern Trust Corp 2.62M (1.09%) -133.38K
Decreased by -5.10%
Sep 30, 24
18 Goldman Sachs Group Inc 2.55M (1.06%) 1.32M
Increased by +51.89%
Dec 31, 23
19 Nuveen Asset Management, LLC 2.31M (0.96%) 267.23K
Increased by +11.55%
Mar 31, 24
20 Bank of New York Mellon Corp 2.25M (0.93%) -63.69K
Decreased by -2.83%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 27.82M (11.56%) 27.82M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 7.69M (3.19%) -27.05K
Decreased by -0.35%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 6.46M (2.68%) 74.51K
Increased by +1.15%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 5.17M (2.15%) 9.37K
Increased by +0.18%
Oct 31, 24
5 Pacer US Cash Cows 100 ETF 4.30M (1.78%) -2.45K
Decreased by -0.06%
Oct 31, 24
6 BlackRock Equity Dividend Instl 4.24M (1.76%) 220.25K
Increased by +5.19%
Sep 30, 24
7 Fidelity 500 Index 3.00M (1.24%) -3.10K
Decreased by -0.10%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 2.97M (1.23%) 15.55K
Increased by +0.52%
Oct 31, 24
9 SPDR® S&P 500 ETF Trust 2.97M (1.23%) -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 2.71M (1.13%) 4.18K
Increased by +0.15%
Oct 31, 24
12 AF High Growth (AFRIS) 2.11M (0.88%) 2.11M
Increased by +100.00%
Feb 29, 24
13 Vanguard Value Index Inv 2.07M (0.86%) 5.29K
Increased by +0.26%
Oct 31, 24
14 ProShares S&P 500 Dividend Aristocrats 1.83M (0.76%) -775.00
Decreased by -0.04%
Oct 31, 24
15 Health Care Select Sector SPDR® ETF 1.82M (0.76%) -9.18K
Decreased by -0.50%
Mar 31, 24
16 The Health Care Select Sector SPDR® ETF 1.79M (0.74%) -9.99K
Decreased by -0.56%
Oct 31, 24
17 SPDR® S&P Dividend ETF 1.71M (0.71%) -338.97K
Decreased by -19.77%
Oct 31, 24
18 Vanguard Mid-Cap Value ETF 1.68M (0.70%) 5.93K
Increased by +0.35%
Oct 31, 24
19 Vanguard Institutional Index I 1.55M (0.64%) 339.00
Increased by +0.02%
Oct 31, 24
20 Vanguard Dividend Appreciation ETF 1.34M (0.56%) 2.99K
Increased by +0.22%
Oct 31, 24