Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAGG 6.79%
2 SOIL 5.17%
3 SMCF 4.98%
4 PWER 4.91%
5 TADS 4.81%
6 SHRY 4.55%
7 UTRN 4.00%
8 RTM 3.89%
9 RSPM 3.89%
10 MOO 3.89%
11 FXZ 3.58%
12 MDCP 3.51%
13 PYZ 3.41%
14 ZIG 3.37%
15 LSAT 3.33%
16 IVEG 3.31%
17 FTAG 3.16%
18 FTRI 3.08%
19 VEGI 2.99%
20 VFLO 2.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.72M (12.32%) -646.99K
Decreased by -3.12%
Dec 31, 24
2 BlackRock Inc 15.66M (9.31%) -17.40K
Decreased by -0.11%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 10.49M (6.24%) -1.99M
Decreased by -18.98%
Dec 31, 24
4 State Street Corporation 9.30M (5.53%) 22.12K
Increased by +0.24%
Mar 31, 24
5 FMR Inc 8.83M (5.25%) 543.88K
Increased by +6.16%
Dec 31, 24
6 State Street Corp 7.66M (4.56%) -290.71K
Decreased by -3.80%
Dec 31, 24
7 Charles Schwab Investment Management Inc 5.79M (3.44%) 225.11K
Increased by +3.89%
Dec 31, 24
8 Amvescap Plc. 5.47M (3.25%) -96.29K
Decreased by -1.76%
Dec 31, 24
9 Victory Capital Management Inc. 4.49M (2.67%) 299.17K
Increased by +6.67%
Dec 31, 24
10 First Trust Advisors L.P. 4.43M (2.63%) 150.46K
Increased by +3.40%
Dec 31, 24
11 Geode Capital Management, LLC 4.40M (2.62%) -42.78K
Decreased by -0.97%
Dec 31, 24
12 Capital World Investors 3.55M (2.11%) -951.55K
Decreased by -26.78%
Mar 31, 24
13 Boston Partners Global Investors, Inc 3.32M (1.97%) 216.40K
Increased by +6.52%
Dec 31, 24
14 Goldman Sachs Group Inc 3.09M (1.84%) 2.18M
Increased by +70.38%
Dec 31, 23
15 Pacer Advisors, INC. 3.08M (1.83%) 204.54K
Increased by +6.64%
Dec 31, 23
16 Bank of New York Mellon Corp 3.02M (1.79%) -2.36M
Decreased by -78.30%
Jun 30, 24
17 UBS Asset Mgmt Americas Inc 2.91M (1.73%) -222.43K
Decreased by -7.64%
Dec 31, 24
18 Northern Trust Corp 2.87M (1.71%) -33.65K
Decreased by -1.17%
Dec 31, 24
19 Ameriprise Financial Inc 2.80M (1.67%) 637.78K
Increased by +22.74%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 2.80M (1.67%) -2.78K
Decreased by -0.10%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.49M (3.26%) 21.62K
Increased by +0.39%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 4.83M (2.87%) 35.59K
Increased by +0.74%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 4.74M (2.82%) 3.94K
Increased by +0.08%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 3.76M (2.24%) 16.75K
Increased by +0.45%
Feb 28, 25
5 First Trust Rising Dividend Achiev ETF 3.20M (1.90%) 5.70K
Increased by +0.18%
Feb 27, 25
6 Pacer US Cash Cows 100 ETF 3.20M (1.90%) 8.27K
Increased by +0.26%
Jan 31, 24
7 T. Rowe Price US Lg-Cp Equity Inc Comp 3.02M (1.80%) -625.41K
Decreased by -20.68%
Dec 31, 24
8 T. Rowe Price Equity Income 2.94M (1.75%) -84.00K
Decreased by -2.86%
Jan 31, 25
9 Victory Sycamore Established Value R 2.84M (1.69%) 375.00K
Increased by +13.20%
Dec 31, 24
10 JHancock Disciplined Value Mid Cap I 2.40M (1.43%) 0.00
Increased by 0.00%
Jan 31, 25
11 SPDR® S&P 500 ETF Trust 2.30M (1.37%) -17.85K
Decreased by -0.77%
Mar 31, 24
12 Fidelity® 500 Index 2.25M (1.34%) 14.31K
Increased by +0.64%
Nov 30, 23
13 Fidelity 500 Index 2.17M (1.29%) 9.57K
Increased by +0.44%
Jan 31, 25
14 SPDR® S&P 500® ETF Trust 2.15M (1.28%) -15.91K
Decreased by -0.74%
Feb 28, 25
15 iShares Core S&P 500 ETF 2.04M (1.22%) -103.00
Decreased by -0.01%
Feb 28, 25
16 Invesco S&P 500® Equal Weight ETF 1.70M (1.01%) 1.93K
Increased by +0.11%
Feb 28, 25
17 American Funds American Balanced A 1.51M (0.90%) -1.24M
Decreased by -82.05%
Jun 30, 24
18 Vanguard Value Index Inv 1.50M (0.89%) 6.39K
Increased by +0.43%
Feb 28, 25
19 Invesco Comstock A 1.49M (0.89%) 0.00
Increased by 0.00%
Jan 31, 25
20 Invesco Large Cap Value 1.49M (0.89%) -47.62K
Decreased by -3.19%
Dec 31, 24