Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 7.81%
2 UTRN 3.99%
3 SHRY 3.97%
4 RNLC 3.91%
5 SUPL 3.38%
6 AIRR 2.79%
7 XTN 2.56%
8 FCUS 2.29%
9 QDIV 2.06%
10 RYJ 2.05%
11 UPGD 2.04%
12 AIEQ 2.03%
13 SPDV 1.83%
14 TPOR 1.47%
15 DSMC 1.39%
16 RGI 1.31%
17 RSPN 1.31%
18 WBIF 1.15%
19 QQJG 1.00%
20 NIXT 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.28M (12.12%) 94.11K
Increased by +0.66%
Sep 30, 24
2 Arnhold & S. Bleichroeder Advisers, LLC 11.46M (9.72%) -10.03K
Decreased by -0.09%
Sep 30, 24
3 BlackRock Inc 10.20M (8.66%) -2.58M
Decreased by -25.24%
Jun 30, 24
4 State Street Corporation 7.88M (6.68%) -89.34K
Decreased by -1.13%
Mar 31, 24
5 State Street Corp 6.64M (5.64%) -391.26K
Decreased by -5.89%
Sep 30, 24
6 Charles Schwab Investment Management Inc 3.96M (3.36%) 142.12K
Increased by +3.59%
Sep 30, 24
7 Goldman Sachs Group Inc 3.56M (3.02%) 2.00M
Increased by +56.21%
Dec 31, 23
8 Geode Capital Management, LLC 3.10M (2.63%) 42.19K
Increased by +1.36%
Sep 30, 24
9 Van Eck Associates Corporation 2.59M (2.20%) -74.03K
Decreased by -2.86%
Jun 30, 24
10 FMR Inc 2.56M (2.17%) 2.45M
Increased by +95.76%
Sep 30, 24
11 Wellington Management Company LLP 2.31M (1.96%) -238.39K
Decreased by -10.34%
Sep 30, 24
12 Cresset Asset Management, LLC 2.20M (1.87%) 428.00
Increased by +0.02%
Sep 30, 24
13 Ancora Advisors LLC 2.12M (1.80%) -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 (1.76%) -70.72K
Decreased by -3.41%
Sep 30, 24
16 ProShare Advisors LLC 1.97M (1.68%) -554.12K
Decreased by -28.06%
Sep 30, 24
17 Millennium Management LLC 1.83M (1.55%) -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 (1.49%) -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 8.00M (6.79%) -87.47K
Decreased by -1.09%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.51M (2.97%) -12.82K
Decreased by -0.37%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 3.11M (2.64%) 36.12K
Increased by +1.16%
Oct 31, 24
4 Schwab US Dividend Equity ETF™ 2.97M (2.52%) 6.40K
Increased by +0.22%
Nov 30, 24
5 Vanguard Small Cap Index 2.79M (2.37%) 5.45K
Increased by +0.20%
Oct 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 (2.10%) -48.43K
Decreased by -1.96%
Jun 30, 24
8 Vanguard Small Cap Value Index Inv 1.89M (1.60%) -652.00
Decreased by -0.03%
Oct 31, 24
9 ProShares S&P 500 Dividend Aristocrats 1.77M (1.50%) -1.50K
Decreased by -0.08%
Nov 29, 24
10 SPDR® S&P Dividend ETF 1.47M (1.24%) 0.00
Increased by 0.00%
Nov 30, 24
11 SPDR® S&P 500® ETF Trust 1.45M (1.23%) 8.56K
Increased by +0.59%
Nov 30, 24
12 Fidelity 500 Index 1.44M (1.22%) -2.36K
Decreased by -0.16%
Oct 31, 24
13 SPDR® S&P 500 ETF Trust 1.41M (1.19%) -10.90K
Decreased by -0.78%
Mar 31, 24
14 Invesco S&P 500® Equal Weight ETF 1.37M (1.17%) 1.93K
Increased by +0.14%
Nov 29, 24
15 Fidelity® 500 Index 1.36M (1.15%) 8.63K
Increased by +0.64%
Nov 30, 23
16 iShares Core S&P 500 ETF 1.33M (1.12%) 0.00
Increased by 0.00%
Nov 30, 24
17 Clarkston Capital SMID Composite 1.26M (1.07%) -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 (1.01%) 0.00
Increased by 0.00%
Mar 28, 24