Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.00%
2 DIP 3.48%
3 BVAL 2.84%
4 RHS 2.71%
5 RSPS 2.71%
6 UPGD 2.06%
7 RYJ 2.06%
8 TBG 1.99%
9 FDV 1.85%
10 VSDA 1.73%
11 JMID 1.71%
12 TACE 1.62%
13 VALQ 1.51%
14 QDIV 1.38%
15 SZNE 1.28%
16 EQUL 1.26%
17 MPAY 1.25%
18 XLP 1.18%
19 SDY 1.17%
20 RBUS 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.32M (12.41%) 40.05K
Increased by +0.26%
Jun 30, 24
2 BlackRock Inc 10.91M (8.84%) 377.03K
Increased by +3.46%
Jun 30, 24
3 State Street Corporation 8.13M (6.59%) -268.18K
Decreased by -3.30%
Mar 31, 24
4 State Street Corp 7.94M (6.43%) -196.79K
Decreased by -2.48%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 4.90M (3.97%) -7.20K
Decreased by -0.15%
Jun 30, 24
6 Geode Capital Management, LLC 2.99M (2.43%) 97.43K
Increased by +3.25%
Jun 30, 24
7 Citadel Advisors Llc 2.83M (2.29%) 2.61M
Increased by +92.26%
Jun 30, 24
8 FMR Inc 2.34M (1.90%) -645.59K
Decreased by -27.57%
Mar 31, 24
9 Stifel Financial Corp 2.30M (1.86%) 30.80K
Increased by +1.34%
Jun 30, 24
10 Royal Bank of Canada 1.66M (1.35%) -360.00K
Decreased by -21.68%
Jun 30, 24
11 Mariner Value Strategies, LLC 1.60M (1.29%) 960.09K
Increased by +60.09%
Jun 30, 24
12 Champlain Investment Partners, LLC 1.56M (1.26%) -6.20K
Decreased by -0.40%
Jun 30, 24
13 Renaissance Technologies Corp 1.53M (1.24%) 576.40K
Increased by +37.63%
Sep 30, 23
14 NORGES BANK 1.53M (1.24%) 629.40K
Increased by +41.14%
Jun 30, 24
15 Millennium Management LLC 1.51M (1.22%) 934.32K
Increased by +61.81%
Dec 31, 23
16 Van Eck Associates Corporation 1.46M (1.18%) 1.38M
Increased by +94.49%
Jun 30, 24
17 Wells Fargo & Co 1.40M (1.14%) -202.86K
Decreased by -14.45%
Sep 30, 23
18 Amvescap Plc. 1.36M (1.10%) 287.64K
Increased by +21.13%
Jun 30, 24
19 Northern Trust Corp 1.35M (1.09%) -25.16K
Decreased by -1.86%
Jun 30, 24
20 Holocene Advisors, LP 1.24M (1.00%) -242.75K
Decreased by -19.61%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.93M (3.18%) 2.77K
Increased by +0.07%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 3.24M (2.63%) -4.67K
Decreased by -0.14%
Sep 30, 24
3 Vanguard Mid Cap Index Institutional 2.62M (2.12%) -34.34K
Decreased by -1.31%
Sep 30, 24
4 SPDR® S&P Dividend ETF 1.53M (1.24%) -88.41K
Decreased by -5.77%
Oct 31, 24
5 Fidelity 500 Index 1.52M (1.23%) -7.33K
Decreased by -0.48%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 1.51M (1.22%) 7.88K
Increased by +0.52%
Oct 31, 24
7 SPDR® S&P 500 ETF Trust 1.50M (1.21%) -11.69K
Decreased by -0.78%
Mar 31, 24
8 Fidelity® 500 Index 1.44M (1.17%) 9.18K
Increased by +0.64%
Nov 30, 23
9 VanEck Morningstar Wide Moat 1.39M (1.13%) 28.19K
Increased by +2.02%
Sep 30, 24
10 VanEck Morningstar Wide Moat ETF 1.38M (1.12%) -4.61K
Decreased by -0.33%
Oct 31, 24
11 iShares Core S&P 500 ETF 1.38M (1.12%) 2.12K
Increased by +0.15%
Oct 31, 24
12 ProShares S&P 500 Dividend Aristocrats 1.33M (1.08%) -564.00
Decreased by -0.04%
Oct 31, 24
13 The Consumer Staples Sel SectSPDR® ETF 1.22M (0.99%) -2.91K
Decreased by -0.24%
Oct 31, 24
14 Nuance Mid Cap Value Separate Account 1.11M (0.90%) 654.00K
Increased by +58.98%
Jun 30, 24
15 Vanguard Value Index Inv 1.05M (0.85%) 19.59K
Increased by +1.87%
Sep 30, 24
16 Champlain Mid Cap Fund, LLC 989.81K (0.80%) -426.49K
Decreased by -43.09%
Sep 30, 24
17 Washington Crossing Rising Dividend 955.48K (0.77%) 10.40K
Increased by +1.09%
Sep 30, 24
18 Vanguard Mid-Cap Value ETF 849.55K (0.69%) -2.85K
Decreased by -0.34%
Sep 30, 24
19 Consumer Staples Select Sector SPDR® ETF 833.62K (0.68%) -1.64K
Decreased by -0.20%
Mar 31, 24
20 Vanguard Institutional Index I 786.87K (0.64%) -10.16K
Decreased by -1.29%
Sep 30, 24