Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.00%
2 DIP 3.48%
3 RHS 3.07%
4 RSPS 2.98%
5 BVAL 2.84%
6 UPGD 2.27%
7 VSDA 2.24%
8 RYJ 2.18%
9 TACE 1.62%
10 VALQ 1.61%
11 EQUL 1.52%
12 SZNE 1.49%
13 QDIV 1.42%
14 MPAY 1.25%
15 SDY 1.19%
16 RNMC 1.17%
17 FSCS 1.12%
18 RBUS 1.06%
19 MXDU 0.90%
20 IYK 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.28M (12.36%) 48.63K
Increased by +0.32%
Mar 31, 24
2 BlackRock Inc 10.53M (8.52%) 411.65K
Increased by +3.91%
Mar 31, 24
3 State Street Corporation 8.13M (6.58%) -268.18K
Decreased by -3.30%
Mar 31, 24
4 Geode Capital Management, LLC 2.90M (2.34%) -62.63K
Decreased by -2.16%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 2.45M (1.99%) 108.26K
Increased by +4.41%
Mar 31, 24
6 FMR Inc 2.34M (1.89%) -645.59K
Decreased by -27.57%
Mar 31, 24
7 Stifel Financial Corp 2.27M (1.83%) 80.11K
Increased by +3.54%
Mar 31, 24
8 Royal Bank of Canada 2.02M (1.64%) -136.05K
Decreased by -6.73%
Mar 31, 24
9 Champlain Investment Partners, LLC 1.57M (1.27%) -33.08K
Decreased by -2.11%
Mar 31, 24
10 Renaissance Technologies Corp 1.53M (1.24%) 576.40K
Increased by +37.63%
Sep 30, 23
11 Millennium Management LLC 1.51M (1.22%) 934.32K
Increased by +61.81%
Dec 31, 23
12 Holocene Advisors, LP 1.48M (1.20%) 1.48M
Increased by +100.00%
Mar 31, 24
13 Wells Fargo & Co 1.40M (1.14%) -202.86K
Decreased by -14.45%
Sep 30, 23
14 Northern Trust Corp 1.38M (1.11%) -131.27K
Decreased by -9.54%
Mar 31, 24
15 Legal & General Group PLC 1.24M (1.01%) -55.70K
Decreased by -4.48%
Mar 31, 24
16 ProShare Advisors LLC 1.24M (1.00%) -78.09K
Decreased by -6.29%
Mar 31, 24
17 Point72 Asset Management, L.P. 1.17M (0.95%) 1.17M
Increased by +100.00%
Mar 31, 24
18 Qube Research & Technologies 1.13M (0.91%) 487.97K
Increased by +43.17%
Sep 30, 23
19 Mariner Value Strategies, LLC 1.08M (0.88%) -244.01K
Decreased by -22.56%
Dec 31, 23
20 Amvescap Plc. 1.07M (0.87%) 4.55K
Increased by +0.42%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.92M (3.17%) 2.22K
Increased by +0.06%
Jun 30, 24
2 Vanguard Institutional 500 Index Trust 3.19M (2.58%) 6.37K
Increased by +0.20%
Jun 30, 24
3 Vanguard Mid Cap Index Institutional 2.66M (2.15%) -35.90K
Decreased by -1.35%
Jun 30, 24
4 SPDR® S&P Dividend ETF 1.65M (1.34%) -1.07K
Decreased by -0.06%
Jun 30, 24
5 Champlain Mid Cap Fund, LLC 1.53M (1.24%) 6.34K
Increased by +0.41%
Jun 30, 24
6 Fidelity 500 Index 1.51M (1.22%) 7.66K
Increased by +0.51%
May 31, 24
7 SPDR® S&P 500 ETF Trust 1.50M (1.21%) -11.69K
Decreased by -0.78%
Mar 31, 24
8 SPDR® S&P 500® ETF Trust 1.48M (1.20%) 13.99K
Increased by +0.95%
Jun 30, 24
9 Fidelity® 500 Index 1.44M (1.17%) 9.18K
Increased by +0.64%
Nov 30, 23
10 VanEck Morningstar Wide Moat 1.37M (1.11%) 1.37M
Increased by +100.00%
Jun 30, 24
11 VanEck Morningstar Wide Moat ETF 1.37M (1.11%) -412.00
Decreased by -0.03%
Jun 29, 24
12 iShares Core S&P 500 ETF 1.32M (1.07%) 6.73K
Increased by +0.51%
Jun 28, 24
13 ProShares S&P 500 Dividend Aristocrats 1.21M (0.98%) -1.02K
Decreased by -0.08%
Jun 28, 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 1.02M (0.83%) -12.78K
Decreased by -1.25%
Jun 30, 24
16 Washington Crossing Rising Dividend 975.01K (0.79%) 75.26K
Increased by +7.72%
Mar 31, 24
17 Vanguard Mid-Cap Value ETF 852.05K (0.69%) -20.70K
Decreased by -2.43%
Jun 30, 24
18 The Consumer Staples Sel SectSPDR® ETF 844.04K (0.68%) -207.00
Decreased by -0.02%
Jun 30, 24
19 Consumer Staples Select Sector SPDR® ETF 833.62K (0.67%) -1.64K
Decreased by -0.20%
Mar 31, 24
20 Invesco S&P 500® Equal Weight ETF 805.19K (0.65%) 3.07K
Increased by +0.38%
Jun 28, 24