Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 7.55%
2 UTRN 4.14%
3 SHRY 3.97%
4 RNLC 3.91%
5 SUPL 3.33%
6 AIRR 2.78%
7 XTN 2.56%
8 FCUS 2.29%
9 UPGD 2.08%
10 RYJ 2.08%
11 AIEQ 2.03%
12 QDIV 2.02%
13 SPDV 1.83%
14 TPOR 1.41%
15 RSPN 1.30%
16 RGI 1.30%
17 WBIF 1.15%
18 QQJG 1.06%
19 NIXT 1.00%
20 JSMD 0.88%

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 7.03M (5.97%) -841.34K
Decreased by -11.96%
Jun 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 Morgan Stanley - Brokerage Accounts 3.46M (2.93%) -624.52K
Decreased by -18.06%
Jun 30, 24
9 Geode Capital Management, LLC 3.06M (2.60%) 105.97K
Increased by +3.46%
Jun 30, 24
10 Van Eck Associates Corporation 2.59M (2.20%) -74.03K
Decreased by -2.86%
Jun 30, 24
11 FMR Inc 2.56M (2.17%) 2.45M
Increased by +95.76%
Sep 30, 24
12 Wellington Management Company LLP 2.54M (2.16%) 887.98K
Increased by +34.89%
Jun 30, 24
13 Amvescap Plc. 2.44M (2.07%) -215.27K
Decreased by -8.83%
Jun 30, 24
14 Millennium Management LLC 2.33M (1.98%) 2.33M
Increased by +99.78%
Jun 30, 24
15 Cresset Asset Management, LLC 2.20M (1.87%) 18.02K
Increased by +0.82%
Jun 30, 24
16 Ancora Advisors LLC 2.12M (1.80%) -2.00K
Decreased by -0.09%
Dec 31, 23
17 Clarkston Capital Partners, LLC 2.07M (1.76%) -70.72K
Decreased by -3.41%
Sep 30, 24
18 ProShare Advisors LLC 1.97M (1.68%) -554.12K
Decreased by -28.06%
Sep 30, 24
19 Citadel Advisors Llc 1.72M (1.46%) 1.51M
Increased by +87.77%
Sep 30, 23
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™ 2.89M (2.45%) 2.56K
Increased by +0.09%
Oct 31, 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 ProShares S&P 500 Dividend Aristocrats 1.96M (1.67%) -830.00
Decreased by -0.04%
Oct 31, 24
9 Vanguard Small Cap Value Index Inv 1.89M (1.60%) -652.00
Decreased by -0.03%
Oct 31, 24
10 SPDR® S&P Dividend ETF 1.46M (1.24%) 11.42K
Increased by +0.78%
Oct 31, 24
11 Fidelity 500 Index 1.44M (1.22%) -827.00
Decreased by -0.06%
Sep 30, 24
12 SPDR® S&P 500® ETF Trust 1.43M (1.21%) 7.45K
Increased by +0.52%
Oct 31, 24
13 SPDR® S&P 500 ETF Trust 1.41M (1.19%) -10.90K
Decreased by -0.78%
Mar 31, 24
14 Fidelity® 500 Index 1.36M (1.15%) 8.63K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 1.31M (1.11%) 2.00K
Increased by +0.15%
Oct 31, 24
16 Invesco S&P 500® Equal Weight ETF 1.30M (1.10%) 5.95K
Increased by +0.46%
Oct 31, 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