Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.95%
2 DIP 3.48%
3 ERNZ 3.20%
4 BVAL 2.84%
5 RHS 2.52%
6 RSPS 2.51%
7 RYJ 2.08%
8 TBG 2.01%
9 TACE 1.62%
10 JMID 1.56%
11 FXG 1.51%
12 VSDA 1.46%
13 QDIV 1.45%
14 EQUL 1.32%
15 FDV 1.28%
16 SZNE 1.28%
17 MPAY 1.25%
18 XLP 1.09%
19 RBUS 1.06%
20 SDY 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.38M (12.52%) 65.09K
Increased by +0.42%
Sep 30, 24
2 BlackRock Inc 10.85M (8.83%) -62.67K
Decreased by -0.58%
Sep 30, 24
3 State Street Corp 8.18M (6.66%) 245.53K
Increased by +3.00%
Sep 30, 24
4 State Street Corporation 8.13M (6.62%) -268.18K
Decreased by -3.30%
Mar 31, 24
5 Mizuho Securities USA Inc 4.51M (3.67%) 4.50M
Increased by +99.79%
Sep 30, 24
6 Geode Capital Management, LLC 3.03M (2.47%) 33.97K
Increased by +1.12%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 2.51M (2.04%) -2.39M
Decreased by -95.34%
Sep 30, 24
8 FMR Inc 2.34M (1.91%) -645.59K
Decreased by -27.57%
Mar 31, 24
9 Stifel Financial Corp 2.33M (1.90%) 37.97K
Increased by +1.63%
Sep 30, 24
10 Citadel Advisors Llc 2.18M (1.77%) -654.23K
Decreased by -30.06%
Sep 30, 24
11 Royal Bank of Canada 2.10M (1.71%) 436.63K
Increased by +20.83%
Sep 30, 24
12 Mariner Value Strategies, LLC 1.60M (1.30%) 960.09K
Increased by +60.09%
Jun 30, 24
13 Renaissance Technologies Corp 1.53M (1.25%) 576.40K
Increased by +37.63%
Sep 30, 23
14 NORGES BANK 1.53M (1.25%) 629.40K
Increased by +41.14%
Jun 30, 24
15 Millennium Management LLC 1.51M (1.23%) 934.32K
Increased by +61.81%
Dec 31, 23
16 Van Eck Associates Corporation 1.49M (1.22%) 31.51K
Increased by +2.11%
Sep 30, 24
17 Wells Fargo & Co 1.40M (1.14%) -202.86K
Decreased by -14.45%
Sep 30, 23
18 JPMorgan Chase & Co 1.37M (1.12%) -221.50K
Decreased by -16.12%
Sep 30, 24
19 ProShare Advisors LLC 1.35M (1.10%) 112.30K
Increased by +8.32%
Sep 30, 24
20 Amvescap Plc. 1.29M (1.05%) -74.10K
Decreased by -5.76%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.87M (3.15%) -27.11K
Decreased by -0.70%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 3.35M (2.73%) 20.55K
Increased by +0.61%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 2.66M (2.17%) 19.84K
Increased by +0.75%
Dec 31, 24
4 Fidelity 500 Index 1.54M (1.25%) 6.02K
Increased by +0.39%
Dec 31, 24
5 SPDR® S&P 500® ETF Trust 1.52M (1.24%) -73.00
Decreased by -0.00%
Jan 30, 25
6 SPDR® S&P Dividend ETF 1.52M (1.23%) 0.00
Increased by 0.00%
Jan 30, 25
7 SPDR® S&P 500 ETF Trust 1.50M (1.22%) -11.69K
Decreased by -0.78%
Mar 31, 24
8 iShares Core S&P 500 ETF 1.45M (1.18%) -2.48K
Decreased by -0.17%
Jan 29, 25
9 Fidelity® 500 Index 1.44M (1.17%) 9.18K
Increased by +0.64%
Nov 30, 23
10 VanEck Morningstar Wide Moat 1.39M (1.13%) 28.19K
Increased by +2.02%
Sep 30, 24
11 VanEck Morningstar Wide Moat ETF 1.38M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
12 The Consumer Staples Sel SectSPDR® ETF 1.25M (1.02%) -2.68K
Decreased by -0.21%
Jan 30, 25
13 ProShares S&P 500 Dividend Aristocrats 1.17M (0.95%) 0.00
Increased by 0.00%
Jan 30, 25
14 Vanguard Value Index Inv 1.06M (0.86%) -2.62K
Decreased by -0.25%
Dec 31, 24
15 Washington Crossing Rising Dividend 955.48K (0.78%) 10.40K
Increased by +1.09%
Sep 30, 24
16 Champlain Mid Cap Fund, LLC 915.17K (0.74%) -17.26K
Decreased by -1.89%
Dec 31, 24
17 Invesco S&P 500® Equal Weight ETF 915.06K (0.74%) -462.00
Decreased by -0.05%
Jan 30, 25
18 Consumer Staples Select Sector SPDR® ETF 833.62K (0.68%) -1.64K
Decreased by -0.20%
Mar 31, 24
19 Vanguard Mid-Cap Value ETF 830.33K (0.68%) -24.43K
Decreased by -2.94%
Dec 31, 24
20 Vanguard Institutional Index I 781.14K (0.64%) -3.12K
Decreased by -0.40%
Dec 31, 24