Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXO 3.76%
2 IAT 3.54%
3 KBWB 2.91%
4 KRE 2.83%
5 AIEQ 2.28%
6 KRU 2.19%
7 SDOG 2.18%
8 DPST 1.99%
9 RDVY 1.87%
10 SPDV 1.60%
11 RDIV 1.54%
12 RYF 1.32%
13 RSPF 1.30%
14 SPHB 1.16%
15 DQML 1.08%
16 SDVY 1.06%
17 WBIY 1.05%
18 DVY 1.05%
19 KBE 1.03%
20 ALTL_old 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 51.65M (11.93%) -314.40K
Decreased by -0.61%
Dec 31, 24
2 BlackRock Inc 49.10M (11.34%) 777.25K
Increased by +1.58%
Dec 31, 24
3 Capital World Investors 35.90M (8.29%) 1.13M
Increased by +3.15%
Dec 31, 24
4 State Street Corp 26.75M (6.18%) 925.30K
Increased by +3.46%
Dec 31, 24
5 State Street Corporation 24.71M (5.71%) -3.66M
Decreased by -14.81%
Mar 31, 24
6 Amvescap Plc. 24.20M (5.59%) -873.83K
Decreased by -3.61%
Dec 31, 24
7 Amundi 13.99M (3.23%) -3.92M
Decreased by -28.03%
Dec 31, 24
8 Geode Capital Management, LLC 10.93M (2.52%) 124.86K
Increased by +1.14%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 10.63M (2.45%) -223.16K
Decreased by -2.10%
Dec 31, 24
10 Wellington Management Company LLP 10.57M (2.44%) 2.30M
Increased by +21.74%
Dec 31, 24
11 Fuller & Thaler Asset Management Inc 9.68M (2.24%) 1.67M
Increased by +17.27%
Dec 31, 24
12 Hotchkis & Wiley Capital Management LLC 8.77M (2.02%) -427.79K
Decreased by -4.88%
Dec 31, 24
13 First Trust Advisors L.P. 7.34M (1.69%) -607.75K
Decreased by -8.28%
Dec 31, 23
14 Charles Schwab Investment Management Inc 7.01M (1.62%) -126.60K
Decreased by -1.81%
Dec 31, 24
15 Capital Research & Mgmt Co - Division 3 6.85M (1.58%) -29.86M
Decreased by -435.72%
Jun 30, 24
16 Millennium Management LLC 6.58M (1.52%) 1.60M
Increased by +24.26%
Jun 30, 24
17 Royal Bank of Canada 6.25M (1.44%) 374.85K
Increased by +6.00%
Dec 31, 24
18 AQR Capital Management LLC 6.19M (1.43%) 1.51M
Increased by +24.37%
Dec 31, 24
19 Bank of America Corp 6.09M (1.41%) 1.39M
Increased by +22.81%
Sep 30, 24
20 LSV Asset Management 5.90M (1.36%) -293.13K
Decreased by -4.97%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 18.42M (4.25%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital Group Wash Mutual Invtrs Comp 18.42M (4.25%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard US Total Market Shares ETF 13.49M (3.11%) -160.35K
Decreased by -1.19%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 13.20M (3.05%) 73.59K
Increased by +0.56%
Feb 28, 25
5 Vanguard Institutional 500 Index Trust 12.22M (2.82%) 74.36K
Increased by +0.61%
Feb 28, 25
6 American Funds Income Fund of Amer A 12.13M (2.80%) 135.00K
Increased by +1.11%
Dec 31, 24
7 Fuller & Thaler Behavrl Small-Cap Value 10.56M (2.44%) 852.12K
Increased by +8.07%
Nov 30, 23
8 Vanguard Mid Cap Index Institutional 9.04M (2.09%) 39.41K
Increased by +0.44%
Feb 28, 25
9 FullerThaler Behavioral Small-Cap Value 8.40M (1.94%) 161.22K
Increased by +1.92%
Dec 31, 24
10 Undiscovered Managers Behavioral Val L 7.98M (1.84%) -32.82K
Decreased by -0.41%
Feb 28, 25
11 American Funds Capital Income Bldr A 6.71M (1.55%) -4.64M
Decreased by -69.12%
Jun 30, 24
12 iShares Select Dividend ETF 5.59M (1.29%) 0.00
Increased by 0.00%
Mar 31, 25
13 First Trust Rising Dividend Achiev ETF 5.53M (1.28%) 7.60K
Increased by +0.14%
Jan 31, 24
14 Fidelity 500 Index 5.52M (1.27%) 24.58K
Increased by +0.45%
Feb 28, 25
15 Fidelity® 500 Index 5.50M (1.27%) 35.01K
Increased by +0.64%
Nov 30, 23
16 SPDR® S&P 500 ETF Trust 5.49M (1.27%) -11.91K
Decreased by -0.22%
Apr 30, 24
17 SPDR® S&P 500 ETF 5.44M (1.26%) -127.72K
Decreased by -2.35%
Mar 31, 25
18 iShares Core S&P 500 ETF 5.33M (1.23%) 15.48K
Increased by +0.29%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 5.29M (1.22%) -27.76K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 5.23M (1.21%) -87.89K
Decreased by -1.68%
Mar 31, 25