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 2.83%
7 RISN 2.81%
8 XTN 2.75%
9 FCUS 2.29%
10 AIEQ 2.03%
11 RYJ 2.02%
12 UPGD 2.02%
13 SPDV 1.83%
14 QDIV 1.57%
15 RGI 1.27%
16 RSPN 1.27%
17 WBIF 1.15%
18 TPOR 1.14%
19 DSMC 1.03%
20 NIXT 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.54M (12.29%) 251.94K
Increased by +1.73%
Dec 31, 24
2 Arnhold & S. Bleichroeder Advisers, LLC 10.74M (9.08%) -716.30K
Decreased by -6.67%
Dec 31, 24
3 BlackRock Inc 10.52M (8.89%) 84.74K
Increased by +0.81%
Dec 31, 24
4 State Street Corporation 7.88M (6.66%) -89.34K
Decreased by -1.13%
Mar 31, 24
5 State Street Corp 6.95M (5.87%) 304.33K
Increased by +4.38%
Dec 31, 24
6 Charles Schwab Investment Management Inc 4.15M (3.51%) 191.61K
Increased by +4.62%
Dec 31, 24
7 Goldman Sachs Group Inc 3.56M (3.01%) 2.00M
Increased by +56.21%
Dec 31, 23
8 Geode Capital Management, LLC 3.17M (2.68%) 64.02K
Increased by +2.02%
Dec 31, 24
9 Van Eck Associates Corporation 3.01M (2.54%) 3.00M
Increased by +99.89%
Dec 31, 24
10 Wellington Management Company LLP 2.90M (2.45%) 593.21K
Increased by +20.46%
Dec 31, 24
11 FMR Inc 2.84M (2.40%) 285.17K
Increased by +10.03%
Dec 31, 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. 2.11M (1.78%) 18.86K
Increased by +0.89%
Dec 31, 24
15 Clarkston Capital Partners, LLC 2.01M (1.70%) -59.15K
Decreased by -2.94%
Dec 31, 24
16 AllianceBernstein L.P. 1.91M (1.61%) 101.67K
Increased by +5.32%
Dec 31, 24
17 ProShare Advisors LLC 1.78M (1.50%) -199.59K
Decreased by -11.24%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 1.70M (1.44%) -46.05K
Decreased by -2.70%
Dec 31, 24
19 Pacer Advisors, INC. 1.59M (1.35%) -56.85K
Decreased by -3.57%
Dec 31, 23
20 Parnassus Investments, LLC 1.57M (1.33%) -421.36K
Decreased by -26.87%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Eagle Global A 7.57M (6.39%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 3.54M (2.99%) 15.34K
Increased by +0.43%
Feb 28, 25
3 Vanguard US Total Market Shares ETF 3.52M (2.97%) 2.60K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 3.28M (2.77%) 19.98K
Increased by +0.61%
Feb 28, 25
5 Schwab US Dividend Equity ETF™ 3.08M (2.61%) 2.54K
Increased by +0.08%
Feb 28, 25
6 Vanguard Small Cap Index 2.87M (2.42%) 2.33K
Increased by +0.08%
Feb 28, 25
7 VanEck Morningstar Wide Moat ETF 2.48M (2.10%) 0.00
Increased by 0.00%
Aug 31, 24
8 VanEck Morningstar Wide Moat 2.48M (2.09%) -48.43K
Decreased by -1.96%
Jun 30, 24
9 Vanguard Small Cap Value Index Inv 1.89M (1.60%) -6.57K
Decreased by -0.35%
Feb 28, 25
10 ProShares S&P 500 Dividend Aristocrats 1.57M (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity 500 Index 1.48M (1.25%) 6.59K
Increased by +0.45%
Feb 28, 25
12 Invesco S&P 500® Equal Weight ETF 1.48M (1.25%) 3.12K
Increased by +0.21%
Mar 31, 25
13 SPDR® S&P 500 ETF 1.46M (1.24%) -20.93K
Decreased by -1.43%
Mar 31, 25
14 iShares Core S&P 500 ETF 1.44M (1.22%) 4.20K
Increased by +0.29%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 1.42M (1.20%) -7.56K
Decreased by -0.53%
Mar 31, 25
16 SPDR® S&P 500® ETF 1.41M (1.19%) -23.94K
Decreased by -1.70%
Mar 31, 25
17 SPDR® S&P 500 ETF Trust 1.41M (1.19%) -10.90K
Decreased by -0.78%
Mar 31, 24
18 Fidelity® 500 Index 1.36M (1.15%) 8.63K
Increased by +0.64%
Nov 30, 23
19 Pacer US Cash Cows 100 ETF 1.25M (1.06%) 2.24K
Increased by +0.18%
Mar 28, 24
20 Vanguard Mid Cap Index Institutional 1.24M (1.05%) -1.08K
Decreased by -0.09%
Jan 31, 24