Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GBDV 4.53%
2 UTRN 4.16%
3 IVFVC 4.09%
4 FTXH 4.01%
5 SHRY 3.77%
6 BLCR 3.21%
7 DVLU 3.12%
8 BLCV 3.07%
9 VSMV 2.58%
10 VFLO 2.43%
11 BOUT 2.42%
12 PEZ 2.31%
13 BVNSC 2.29%
14 XHS 2.20%
15 FLOW 2.03%
16 ESGL_old 2.02%
17 CPAI 2.00%
18 SMRI 1.98%
19 BMVP 1.97%
20 UPGD 1.97%

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 Corp 14.18M (5.89%) 627.25K
Increased by +4.42%
Sep 30, 24
4 State Street Corporation 14.11M (5.86%) -398.98K
Decreased by -2.83%
Mar 31, 24
5 Geode Capital Management, LLC 5.75M (2.39%) 42.08K
Increased by +0.73%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 4.95M (2.05%) -4.56M
Decreased by -92.18%
Sep 30, 24
7 FMR Inc 4.33M (1.80%) -685.91K
Decreased by -15.85%
Sep 30, 24
8 Pacer Advisors, INC. 4.29M (1.78%) 191.57K
Increased by +4.46%
Sep 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 3.08M (1.28%) -642.60K
Decreased by -20.87%
Sep 30, 24
11 AQR Capital Management LLC 3.07M (1.27%) -396.59K
Decreased by -12.93%
Sep 30, 24
12 Amvescap Plc. 3.04M (1.26%) -430.49K
Decreased by -14.15%
Sep 30, 24
13 Bank of America Corp 2.99M (1.24%) 879.00K
Increased by +29.42%
Jun 30, 24
14 Ameriprise Financial Inc 2.94M (1.22%) -210.32K
Decreased by -7.16%
Sep 30, 24
15 Legal & General Group PLC 2.65M (1.10%) 31.31K
Increased by +1.18%
Sep 30, 24
16 Northern Trust Corp 2.62M (1.09%) -133.38K
Decreased by -5.10%
Sep 30, 24
17 JPMorgan Chase & Co 2.60M (1.08%) -453.73K
Decreased by -17.46%
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 4.34M (1.80%) 5.40K
Increased by +0.12%
Nov 27, 24
6 BlackRock Equity Dividend Instl 4.22M (1.75%) -24.31K
Decreased by -0.58%
Oct 31, 24
7 SPDR® S&P 500® ETF Trust 3.00M (1.25%) -16.70K
Decreased by -0.56%
Nov 27, 24
8 Fidelity 500 Index 3.00M (1.24%) -3.10K
Decreased by -0.10%
Sep 30, 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 2.75M (1.14%) 8.50K
Increased by +0.31%
Nov 27, 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 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 1.78M (0.74%) -5.66K
Decreased by -0.32%
Nov 27, 24
16 SPDR® S&P Dividend ETF 1.72M (0.71%) 0.00
Increased by 0.00%
Nov 27, 24
17 ProShares S&P 500 Dividend Aristocrats 1.69M (0.70%) 0.00
Increased by 0.00%
Nov 28, 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