Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 7.87%
2 UTRN 3.99%
3 SHRY 3.97%
4 RNLC 3.91%
5 AIRR 3.01%
6 SUPL 2.73%
7 XTN 2.50%
8 FCUS 2.29%
9 AIEQ 2.03%
10 RYJ 1.83%
11 UPGD 1.83%
12 SPDV 1.83%
13 QDIV 1.61%
14 DSMC 1.32%
15 RSPN 1.20%
16 RGI 1.20%
17 WBIF 1.15%
18 TPOR 1.12%
19 NIXT 0.90%
20 FDLS 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.28M (12.07%) 94.11K
Increased by +0.66%
Sep 30, 24
2 Arnhold & S. Bleichroeder Advisers, LLC 11.46M (9.68%) -10.03K
Decreased by -0.09%
Sep 30, 24
3 BlackRock Inc 10.44M (8.82%) 232.51K
Increased by +2.23%
Sep 30, 24
4 State Street Corporation 7.88M (6.65%) -89.34K
Decreased by -1.13%
Mar 31, 24
5 State Street Corp 6.64M (5.61%) -391.26K
Decreased by -5.89%
Sep 30, 24
6 Charles Schwab Investment Management Inc 3.96M (3.34%) 142.12K
Increased by +3.59%
Sep 30, 24
7 Goldman Sachs Group Inc 3.56M (3.01%) 2.00M
Increased by +56.21%
Dec 31, 23
8 Geode Capital Management, LLC 3.10M (2.62%) 42.19K
Increased by +1.36%
Sep 30, 24
9 Van Eck Associates Corporation 2.59M (2.19%) -74.03K
Decreased by -2.86%
Jun 30, 24
10 FMR Inc 2.56M (2.16%) 2.45M
Increased by +95.76%
Sep 30, 24
11 Wellington Management Company LLP 2.31M (1.95%) -238.39K
Decreased by -10.34%
Sep 30, 24
12 Cresset Asset Management, LLC 2.20M (1.86%) 428.00
Increased by +0.02%
Sep 30, 24
13 Ancora Advisors LLC 2.12M (1.79%) -2.00K
Decreased by -0.09%
Dec 31, 23
14 Amvescap Plc. 2.09M (1.77%) -348.60K
Decreased by -16.68%
Sep 30, 24
15 Clarkston Capital Partners, LLC 2.07M (1.75%) -70.72K
Decreased by -3.41%
Sep 30, 24
16 ProShare Advisors LLC 1.97M (1.67%) -554.12K
Decreased by -28.06%
Sep 30, 24
17 Millennium Management LLC 1.83M (1.54%) -505.65K
Decreased by -27.69%
Sep 30, 24
18 AllianceBernstein L.P. 1.81M (1.53%) 1.66M
Increased by +91.86%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 1.75M (1.48%) -1.71M
Decreased by -97.56%
Sep 30, 24
20 Pacer Advisors, INC. 1.59M (1.35%) -56.85K
Decreased by -3.57%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Eagle Global A 7.57M (6.39%) -164.87K
Decreased by -2.18%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.51M (2.97%) 14.73K
Increased by +0.42%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 3.20M (2.70%) 48.59K
Increased by +1.52%
Dec 31, 24
4 Schwab US Dividend Equity ETF™ 2.98M (2.52%) 3.16K
Increased by +0.11%
Dec 31, 24
5 Vanguard Small Cap Index 2.86M (2.42%) 48.48K
Increased by +1.70%
Dec 31, 24
6 VanEck Morningstar Wide Moat ETF 2.48M (2.10%) 0.00
Increased by 0.00%
Aug 31, 24
7 VanEck Morningstar Wide Moat 2.48M (2.09%) -48.43K
Decreased by -1.96%
Jun 30, 24
8 Vanguard Small Cap Value Index Inv 1.90M (1.60%) -2.08K
Decreased by -0.11%
Dec 31, 24
9 ProShares S&P 500 Dividend Aristocrats 1.76M (1.48%) -1.50K
Decreased by -0.09%
Dec 31, 24
10 SPDR® S&P 500® ETF Trust 1.48M (1.25%) 17.29K
Increased by +1.17%
Dec 31, 24
11 SPDR® S&P Dividend ETF 1.47M (1.24%) 965.00
Increased by +0.07%
Dec 31, 24
12 Fidelity 500 Index 1.45M (1.22%) 9.85K
Increased by +0.68%
Nov 30, 24
13 SPDR® S&P 500 ETF Trust 1.41M (1.19%) -10.90K
Decreased by -0.78%
Mar 31, 24
14 iShares Core S&P 500 ETF 1.39M (1.17%) 980.00
Increased by +0.07%
Dec 31, 24
15 Invesco S&P 500® Equal Weight ETF 1.38M (1.16%) 1.49K
Increased by +0.11%
Dec 31, 24
16 Fidelity® 500 Index 1.36M (1.15%) 8.63K
Increased by +0.64%
Nov 30, 23
17 Clarkston Capital SMID Composite 1.26M (1.06%) -62.48K
Decreased by -4.98%
Sep 30, 24
18 Pacer US Cash Cows 100 ETF 1.25M (1.06%) 2.24K
Increased by +0.18%
Mar 28, 24
19 Vanguard Mid Cap Index Institutional 1.24M (1.05%) -1.08K
Decreased by -0.09%
Jan 31, 24
20 iShares MSCI USA Min Vol Factor ETF 1.18M (1.00%) 0.00
Increased by 0.00%
Mar 28, 24