Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.85%
2 FOVL 2.40%
3 PSCF 2.23%
4 KRU 2.23%
5 SPDV 2.04%
6 RDVY 1.68%
7 IAT 1.56%
8 VNMC 1.54%
9 RSPF 1.48%
10 WBIY 1.41%
11 KBWB 1.31%
12 VIOV 1.27%
13 RYF 1.25%
14 FTXO 1.24%
15 ALTL 1.18%
16 GURU 1.17%
17 SLYV 1.15%
18 SPHB 1.11%
19 SDVY 1.08%
20 SPYD 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.78M (11.33%) -4.65M
Decreased by -31.50%
Dec 31, 24
2 Vanguard Group Inc 13.40M (10.27%) -1.42M
Decreased by -10.61%
Dec 31, 24
3 State Street Corporation 6.92M (5.31%) -223.11K
Decreased by -3.22%
Mar 31, 24
4 Dimensional Fund Advisors, Inc. 5.04M (3.86%) 114.07K
Increased by +2.27%
Dec 31, 24
5 State Street Corp 4.79M (3.67%) -186.12K
Decreased by -3.88%
Dec 31, 24
6 Charles Schwab Investment Management Inc 4.43M (3.40%) 125.51K
Increased by +2.83%
Dec 31, 24
7 North Reef Capital Management LP 4.05M (3.11%) 550.00K
Increased by +13.58%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 2.81M (2.15%) -48.29K
Decreased by -1.72%
Dec 31, 24
9 Vaughan Nelson Scarbrgh & Mccullough LP 2.48M (1.90%) 72.39K
Increased by +2.92%
Dec 31, 24
10 Millennium Management LLC 2.36M (1.81%) -289.72K
Decreased by -12.25%
Dec 31, 24
11 Citadel Advisors Llc 2.36M (1.81%) 1.37M
Increased by +58.23%
Sep 30, 24
12 Geode Capital Management, LLC 2.21M (1.70%) 103.12K
Increased by +4.66%
Dec 31, 24
13 AllianceBernstein L.P. 2.20M (1.68%) -226.44K
Decreased by -10.31%
Dec 31, 24
14 Barrow Hanley Mewhinney & Strauss LLC 2.15M (1.65%) 492.38K
Increased by +22.91%
Dec 31, 24
15 Goldman Sachs Group Inc 2.07M (1.59%) -126.90K
Decreased by -6.14%
Dec 31, 24
16 Northern Trust Corp 1.90M (1.46%) 402.99K
Increased by +21.21%
Dec 31, 24
17 First Trust Advisors L.P. 1.81M (1.39%) 298.97K
Increased by +16.49%
Dec 31, 24
18 Adage Capital Partners Gp LLC 1.46M (1.12%) 461.74K
Increased by +31.56%
Sep 30, 23
19 NORGES BANK 1.45M (1.11%) -255.96K
Decreased by -17.70%
Dec 31, 23
20 Thrivent Financial For Lutherans 1.43M (1.10%) 87.10K
Increased by +6.08%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.56M (6.56%) 0.00
Increased by 0.00%
Nov 30, 24
2 iShares Core S&P Mid-Cap ETF 4.28M (3.28%) 3.22K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 4.15M (3.18%) 29.19K
Increased by +0.70%
Feb 28, 25
4 Schwab US Dividend Equity ETF™ 3.49M (2.67%) 2.87K
Increased by +0.08%
Feb 28, 25
5 Vanguard Institutional 500 Index Trust 3.39M (2.60%) 27.31K
Increased by +0.81%
May 31, 24
6 Vanguard Small Cap Index 3.36M (2.57%) 2.73K
Increased by +0.08%
Feb 28, 25
7 First Trust Rising Dividend Achiev ETF 3.35M (2.57%) 4.61K
Increased by +0.14%
Jan 31, 24
8 iShares Select Dividend ETF 2.94M (2.25%) 0.00
Increased by 0.00%
Feb 28, 25
9 Vanguard Small Cap Value Index Inv 2.21M (1.70%) -7.64K
Decreased by -0.35%
Feb 28, 25
10 Invesco S&P 500® Equal Weight ETF 2.01M (1.54%) 4.96K
Increased by +0.25%
Mar 28, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 2.00M (1.53%) 8.77K
Increased by +0.44%
Feb 28, 25
12 Fidelity 500 Index 1.61M (1.23%) 8.14K
Increased by +0.51%
May 31, 24
13 SPDR® S&P 500 ETF Trust 1.59M (1.22%) -12.32K
Decreased by -0.78%
Mar 31, 24
14 Fidelity® 500 Index 1.54M (1.18%) 9.77K
Increased by +0.64%
Nov 30, 23
15 SPDR® Portfolio S&P 500 High Div ETF 1.52M (1.17%) -1.79K
Decreased by -0.12%
Mar 28, 24
16 First Trust SMID Cp Rising Div Achv ETF 1.44M (1.10%) 3.08K
Increased by +0.21%
Feb 27, 25
17 iShares Core S&P 500 ETF 1.37M (1.05%) 10.11K
Increased by +0.74%
Mar 28, 24
18 iShares S&P Small-Cap 600 Value ETF 1.36M (1.04%) 0.00
Increased by 0.00%
Nov 30, 24
19 Bridge Builder Large Cap Value 1.32M (1.02%) 0.00
Increased by 0.00%
Feb 28, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.21M (0.93%) 1.11K
Increased by +0.09%
Nov 29, 24