Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAGG 6.79%
2 SOIL 5.17%
3 SMCF 4.98%
4 TADS 4.81%
5 PYZ 4.72%
6 SHRY 4.67%
7 PWER 4.46%
8 UTRN 4.00%
9 MOO 3.93%
10 MDCP 3.68%
11 FXZ 3.48%
12 FTRI 3.43%
13 RTM 3.39%
14 RSPM 3.39%
15 IVEG 3.31%
16 ZIG 3.21%
17 VEGI 3.17%
18 LSAT 3.16%
19 FTAG 3.14%
20 VFLO 2.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.72M (12.07%) -646.99K
Decreased by -3.12%
Dec 31, 24
2 BlackRock Inc 15.68M (9.13%) -234.09K
Decreased by -1.49%
Sep 30, 24
3 T. Rowe Price Associates, Inc. 12.48M (7.27%) -831.86K
Decreased by -6.67%
Sep 30, 24
4 State Street Corporation 9.30M (5.42%) 22.12K
Increased by +0.24%
Mar 31, 24
5 FMR Inc 8.29M (4.83%) 300.05K
Increased by +3.62%
Sep 30, 24
6 State Street Corp 7.95M (4.63%) -1.02M
Decreased by -12.82%
Sep 30, 24
7 Charles Schwab Investment Management Inc 5.79M (3.38%) 225.11K
Increased by +3.89%
Dec 31, 24
8 Amvescap Plc. 5.56M (3.24%) -217.40K
Decreased by -3.91%
Sep 30, 24
9 Victory Capital Management Inc. 4.49M (2.61%) 299.17K
Increased by +6.67%
Dec 31, 24
10 Geode Capital Management, LLC 4.44M (2.59%) -139.44K
Decreased by -3.14%
Sep 30, 24
11 First Trust Advisors L.P. 4.28M (2.49%) -18.06K
Decreased by -0.42%
Sep 30, 24
12 Capital World Investors 3.55M (2.07%) -951.55K
Decreased by -26.78%
Mar 31, 24
13 Boston Partners Global Investors, Inc 3.32M (1.93%) 216.40K
Increased by +6.52%
Dec 31, 24
14 UBS Asset Mgmt Americas Inc 3.13M (1.83%) -372.52K
Decreased by -11.89%
Sep 30, 24
15 Goldman Sachs Group Inc 3.09M (1.80%) 2.18M
Increased by +70.38%
Dec 31, 23
16 Pacer Advisors, INC. 3.08M (1.79%) 204.54K
Increased by +6.64%
Dec 31, 23
17 Bank of New York Mellon Corp 3.02M (1.76%) -2.36M
Decreased by -78.30%
Jun 30, 24
18 Northern Trust Corp 2.91M (1.69%) -229.11K
Decreased by -7.88%
Sep 30, 24
19 Dimensional Fund Advisors, Inc. 2.80M (1.63%) -2.78K
Decreased by -0.10%
Dec 31, 24
20 William Blair Investment Management, LLC 2.35M (1.37%) -39.50K
Decreased by -1.68%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.46M (3.18%) -219.60K
Decreased by -4.02%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 4.71M (2.75%) -135.89K
Decreased by -2.88%
Dec 31, 24
3 Schwab US Dividend Equity ETF™ 4.66M (2.72%) 4.66K
Increased by +0.10%
Jan 31, 25
4 Vanguard Mid Cap Index Institutional 3.74M (2.18%) -106.61K
Decreased by -2.85%
Dec 31, 24
5 Pacer US Cash Cows 100 ETF 3.20M (1.86%) 8.27K
Increased by +0.26%
Jan 31, 24
6 First Trust Rising Dividend Achiev ETF 3.06M (1.78%) 8.40K
Increased by +0.27%
Jan 30, 25
7 T. Rowe Price Equity Income 3.02M (1.76%) -71.00K
Decreased by -2.35%
Dec 31, 24
8 T. Rowe Price US Lg-Cp Equity Inc Comp 3.02M (1.76%) -625.41K
Decreased by -20.68%
Dec 31, 24
9 Victory Sycamore Established Value R 2.84M (1.65%) 375.00K
Increased by +13.20%
Dec 31, 24
10 JHancock Disciplined Value Mid Cap I 2.40M (1.40%) -58.86K
Decreased by -2.46%
Dec 31, 24
11 SPDR® S&P 500 ETF Trust 2.30M (1.34%) -17.85K
Decreased by -0.77%
Mar 31, 24
12 Fidelity® 500 Index 2.25M (1.31%) 14.31K
Increased by +0.64%
Nov 30, 23
13 Fidelity 500 Index 2.16M (1.26%) -69.11K
Decreased by -3.20%
Dec 31, 24
14 SPDR® S&P 500® ETF Trust 2.12M (1.24%) -20.81K
Decreased by -0.98%
Jan 31, 25
15 iShares Core S&P 500 ETF 2.04M (1.19%) 3.12K
Increased by +0.15%
Jan 31, 25
16 Invesco S&P 500® Equal Weight ETF 1.69M (0.98%) 5.49K
Increased by +0.33%
Jan 31, 25
17 American Funds American Balanced A 1.51M (0.88%) -1.24M
Decreased by -82.05%
Jun 30, 24
18 Invesco Comstock A 1.49M (0.87%) 0.00
Increased by 0.00%
Dec 31, 24
19 Invesco Large Cap Value 1.49M (0.87%) -47.62K
Decreased by -3.19%
Dec 31, 24
20 Vanguard Value Index Inv 1.49M (0.87%) -57.46K
Decreased by -3.87%
Dec 31, 24