Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAGG 6.79%
2 SOIL 5.17%
3 TADS 4.81%
4 PWER 4.80%
5 SMCF 4.44%
6 FXZ 4.34%
7 RTM 4.10%
8 RSPM 4.10%
9 IVEG 4.09%
10 MOO 4.00%
11 UTRN 4.00%
12 FTRI 3.75%
13 MDCP 3.63%
14 FTAG 3.45%
15 VEGI 3.43%
16 ZIG 3.34%
17 VFLO 2.96%
18 PYZ 2.81%
19 ASPY 2.81%
20 IYM 2.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.37M (12.39%) -192.25K
Decreased by -0.90%
Sep 30, 24
2 BlackRock Inc 15.91M (9.22%) -2.54M
Decreased by -15.96%
Jun 30, 24
3 T. Rowe Price Associates, Inc. 12.48M (7.23%) -831.86K
Decreased by -6.67%
Sep 30, 24
4 State Street Corporation 9.30M (5.39%) 22.12K
Increased by +0.24%
Mar 31, 24
5 FMR Inc 8.29M (4.80%) 300.05K
Increased by +3.62%
Sep 30, 24
6 State Street Corp 7.95M (4.61%) -1.02M
Decreased by -12.82%
Sep 30, 24
7 Charles Schwab Investment Management Inc 5.57M (3.23%) 22.39K
Increased by +0.40%
Sep 30, 24
8 Amvescap Plc. 5.56M (3.23%) -217.40K
Decreased by -3.91%
Sep 30, 24
9 Geode Capital Management, LLC 4.44M (2.57%) -139.44K
Decreased by -3.14%
Sep 30, 24
10 First Trust Advisors L.P. 4.28M (2.48%) -18.06K
Decreased by -0.42%
Sep 30, 24
11 Victory Capital Management Inc. 4.19M (2.43%) 549.57K
Increased by +13.12%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 3.89M (2.26%) -716.42K
Decreased by -18.41%
Jun 30, 24
13 Capital World Investors 3.55M (2.06%) -951.55K
Decreased by -26.78%
Mar 31, 24
14 UBS Asset Mgmt Americas Inc 3.13M (1.82%) -372.52K
Decreased by -11.89%
Sep 30, 24
15 Boston Partners Global Investors, Inc 3.10M (1.80%) 55.51K
Increased by +1.79%
Sep 30, 24
16 Goldman Sachs Group Inc 3.09M (1.79%) 2.18M
Increased by +70.38%
Dec 31, 23
17 Pacer Advisors, INC. 3.08M (1.78%) 204.54K
Increased by +6.64%
Dec 31, 23
18 Bank of New York Mellon Corp 3.02M (1.75%) -2.36M
Decreased by -78.30%
Jun 30, 24
19 Northern Trust Corp 2.91M (1.69%) -229.11K
Decreased by -7.88%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 2.80M (1.63%) -66.86K
Decreased by -2.38%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.70M (3.31%) -20.54K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 4.78M (2.77%) 55.31K
Increased by +1.16%
Oct 31, 24
3 Schwab US Dividend Equity ETF™ 4.63M (2.69%) 5.60K
Increased by +0.12%
Nov 28, 24
4 Vanguard Mid Cap Index Institutional 3.83M (2.22%) 6.69K
Increased by +0.17%
Oct 31, 24
5 T. Rowe Price Equity Income 3.65M (2.12%) -50.59K
Decreased by -1.39%
Sep 30, 24
6 T. Rowe Price US Lg-Cp Equity Inc Comp 3.65M (2.12%) -65.59K
Decreased by -1.80%
Sep 30, 24
7 Pacer US Cash Cows 100 ETF 3.20M (1.85%) 8.27K
Increased by +0.26%
Jan 31, 24
8 First Trust Rising Dividend Achiev ETF 3.01M (1.75%) 1.43K
Increased by +0.05%
Nov 28, 24
9 Victory Sycamore Established Value R 2.46M (1.43%) 525.00K
Increased by +21.30%
Sep 30, 24
10 SPDR® S&P 500 ETF Trust 2.30M (1.34%) -17.85K
Decreased by -0.77%
Mar 31, 24
11 JHancock Disciplined Value Mid Cap I 2.28M (1.32%) 0.00
Increased by 0.00%
Sep 30, 24
12 Fidelity® 500 Index 2.25M (1.30%) 14.31K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500® ETF Trust 2.22M (1.29%) -12.30K
Decreased by -0.55%
Nov 27, 24
14 Fidelity 500 Index 2.22M (1.29%) -34.03K
Decreased by -1.53%
Sep 30, 24
15 iShares Core S&P 500 ETF 2.04M (1.18%) 6.31K
Increased by +0.31%
Nov 27, 24
16 Invesco S&P 500® Equal Weight ETF 1.73M (1.01%) 12.67K
Increased by +0.73%
Nov 27, 24
17 Invesco Large Cap Value 1.54M (0.89%) 219.05K
Increased by +14.23%
Sep 30, 24
18 Vanguard Value Index Inv 1.53M (0.89%) 3.89K
Increased by +0.25%
Oct 31, 24
19 American Funds American Balanced A 1.51M (0.87%) -1.24M
Decreased by -82.05%
Jun 30, 24
20 Invesco Comstock A 1.49M (0.86%) -47.62K
Decreased by -3.19%
Oct 31, 24