Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KRE 4.55%
2 IAT 3.73%
3 FTXO 3.70%
4 DPST 3.69%
5 ICAP 3.06%
6 KBWB 3.03%
7 RDIV 2.68%
8 AIEQ 2.28%
9 SPDV 2.24%
10 SDOG 2.22%
11 KRU 2.19%
12 RPV 2.10%
13 DVY 1.96%
14 RDVY 1.87%
15 WBIY 1.61%
16 RSPF 1.42%
17 RYF 1.32%
18 SPYD 1.24%
19 KBE 1.16%
20 SPHB 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 55.36M (12.67%) -1.26M
Decreased by -2.27%
Jun 30, 24
2 Vanguard Group Inc 51.97M (11.90%) -327.45K
Decreased by -0.63%
Sep 30, 24
3 Capital World Investors 34.77M (7.96%) 34.76M
Increased by +99.96%
Sep 30, 24
4 State Street Corp 25.83M (5.91%) 1.62M
Increased by +6.25%
Sep 30, 24
5 Amvescap Plc. 25.07M (5.74%) 2.99M
Increased by +11.91%
Sep 30, 24
6 State Street Corporation 24.71M (5.66%) -3.66M
Decreased by -14.81%
Mar 31, 24
7 Amundi 17.91M (4.10%) -74.82K
Decreased by -0.42%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 10.85M (2.48%) -12.07M
Decreased by -111.23%
Sep 30, 24
9 Geode Capital Management, LLC 10.80M (2.47%) 23.01K
Increased by +0.21%
Sep 30, 24
10 Hotchkis & Wiley Capital Management LLC 9.19M (2.10%) -5.42M
Decreased by -58.95%
Sep 30, 24
11 Wellington Management Company LLP 8.27M (1.89%) 5.58M
Increased by +67.45%
Sep 30, 24
12 Fuller & Thaler Asset Management Inc 8.01M (1.83%) -4.16M
Decreased by -51.98%
Sep 30, 24
13 First Trust Advisors L.P. 7.34M (1.68%) -607.75K
Decreased by -8.28%
Dec 31, 23
14 Charles Schwab Investment Management Inc 7.14M (1.63%) -168.98K
Decreased by -2.37%
Sep 30, 24
15 Capital Research & Mgmt Co - Division 3 6.85M (1.57%) -29.86M
Decreased by -435.72%
Jun 30, 24
16 Millennium Management LLC 6.58M (1.51%) 1.60M
Increased by +24.26%
Jun 30, 24
17 LSV Asset Management 6.19M (1.42%) -391.58K
Decreased by -6.33%
Sep 30, 24
18 Bank of America Corp 6.09M (1.39%) 1.39M
Increased by +22.81%
Sep 30, 24
19 Royal Bank of Canada 5.87M (1.34%) 571.39K
Increased by +9.73%
Sep 30, 24
20 AQR Capital Management LLC 4.68M (1.07%) 255.88K
Increased by +5.47%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 18.42M (4.22%) 18.42M
Increased by +100.00%
Sep 30, 24
2 Capital Group Wash Mutual Invtrs Comp 18.42M (4.22%) 18.42M
Increased by +100.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 13.45M (3.08%) -30.31K
Decreased by -0.23%
Oct 31, 24
4 American Funds Income Fund of Amer A 12.00M (2.75%) 12.00M
Increased by +100.00%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 11.88M (2.72%) 137.53K
Increased by +1.16%
Oct 31, 24
6 Fuller & Thaler Behavrl Small-Cap Value 10.56M (2.42%) 852.12K
Increased by +8.07%
Nov 30, 23
7 Vanguard Mid Cap Index Institutional 9.04M (2.07%) 16.31K
Increased by +0.18%
Oct 31, 24
8 American Funds Fundamental Invs A 8.80M (2.01%) 2.30M
Increased by +26.12%
Mar 31, 24
9 Capital Group Fundamental Invtrs Comp 8.80M (2.01%) 2.30M
Increased by +26.12%
Mar 31, 24
10 iShares Select Dividend ETF 8.66M (1.98%) 0.00
Increased by 0.00%
Nov 30, 24
11 Undiscovered Managers Behavioral Val L 7.93M (1.81%) 1.41M
Increased by +17.77%
Oct 31, 24
12 Pioneer US Large Core Equity 7.47M (1.71%) -859.95K
Decreased by -11.51%
Sep 30, 24
13 FullerThaler Behavioral Small-Cap Value 6.88M (1.57%) -1.27K
Decreased by -0.02%
Sep 30, 24
14 American Funds Capital Income Bldr A 6.71M (1.54%) -4.64M
Decreased by -69.12%
Jun 30, 24
15 Pioneer A 6.52M (1.49%) -946.38K
Decreased by -14.51%
Oct 31, 24
16 SPDR® S&P 500® ETF Trust 5.54M (1.27%) 32.74K
Increased by +0.59%
Nov 30, 24
17 First Trust Rising Dividend Achiev ETF 5.53M (1.27%) 7.60K
Increased by +0.14%
Jan 31, 24
18 Fidelity® 500 Index 5.50M (1.26%) 35.01K
Increased by +0.64%
Nov 30, 23
19 Fidelity 500 Index 5.50M (1.26%) -9.02K
Decreased by -0.16%
Oct 31, 24
20 SPDR® S&P 500 ETF Trust 5.49M (1.26%) -11.91K
Decreased by -0.22%
Apr 30, 24