Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.85%
2 FOVL 2.69%
3 PSCF 2.38%
4 KRU 2.23%
5 SPDV 2.04%
6 RDVY 1.68%
7 VNMC 1.54%
8 IAT 1.49%
9 RSPF 1.48%
10 FTXO 1.46%
11 KBWB 1.32%
12 SLYV 1.26%
13 RYF 1.25%
14 IJS 1.25%
15 VIOV 1.23%
16 KBE 1.20%
17 ALTL 1.18%
18 SPHB 1.11%
19 SDVY 1.10%
20 SPYD 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.30M (14.78%) 7.38M
Increased by +38.25%
Jun 30, 24
2 Vanguard Group Inc 14.82M (11.34%) -846.39K
Decreased by -5.71%
Sep 30, 24
3 State Street Corporation 6.92M (5.30%) -223.11K
Decreased by -3.22%
Mar 31, 24
4 Morgan Stanley - Brokerage Accounts 6.28M (4.80%) -1.15M
Decreased by -18.35%
Jun 30, 24
5 Dimensional Fund Advisors, Inc. 4.92M (3.77%) 876.09K
Increased by +17.80%
Sep 30, 24
6 State Street Corp 4.88M (3.74%) -2.04M
Decreased by -41.81%
Jun 30, 24
7 Charles Schwab Investment Management Inc 4.31M (3.30%) 226.28K
Increased by +5.26%
Sep 30, 24
8 North Reef Capital Management LP 3.50M (2.68%) 1.48M
Increased by +42.14%
Sep 30, 24
9 AllianceBernstein L.P. 2.57M (1.96%) -672.65K
Decreased by -26.22%
Jun 30, 24
10 Goldman Sachs Group Inc 2.54M (1.95%) -72.71K
Decreased by -2.86%
Jun 30, 24
11 Geode Capital Management, LLC 2.08M (1.59%) -1.01M
Decreased by -48.32%
Jun 30, 24
12 Azora Capital LP 2.07M (1.58%) 72.84K
Increased by +3.52%
Jun 30, 24
13 Millennium Management LLC 1.96M (1.50%) 316.90K
Increased by +16.20%
Jun 30, 24
14 Vaughan Nelson Scarbrgh & Mccullough LP 1.83M (1.40%) 19.07K
Increased by +1.04%
Jun 30, 24
15 Citadel Advisors Llc 1.66M (1.27%) -458.78K
Decreased by -27.60%
Sep 30, 23
16 Barrow Hanley Mewhinney & Strauss LLC 1.66M (1.27%) 1.66M
Increased by +100.00%
Sep 30, 24
17 First Trust Advisors L.P. 1.56M (1.19%) 235.03K
Increased by +15.07%
Jun 30, 24
18 Bank of New York Mellon Corp 1.53M (1.17%) 130.46K
Increased by +8.51%
Jun 30, 24
19 Northern Trust Corp 1.50M (1.15%) 233.67K
Increased by +15.61%
Sep 30, 24
20 Adage Capital Partners Gp LLC 1.46M (1.12%) 461.74K
Increased by +31.56%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.45M (6.47%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.18M (3.20%) -12.52K
Decreased by -0.30%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 3.39M (2.59%) 27.31K
Increased by +0.81%
May 31, 24
4 First Trust Rising Dividend Achiev ETF 3.35M (2.57%) 4.61K
Increased by +0.14%
Jan 31, 24
5 Vanguard Small Cap Index 3.33M (2.55%) 6.50K
Increased by +0.20%
Oct 31, 24
6 Schwab US Dividend Equity ETF™ 3.27M (2.50%) 2.88K
Increased by +0.09%
Oct 31, 24
7 iShares Select Dividend ETF 2.94M (2.25%) 0.00
Increased by 0.00%
Oct 31, 24
8 Vanguard Small Cap Value Index Inv 2.25M (1.72%) -776.00
Decreased by -0.03%
Oct 31, 24
9 Invesco S&P 500® Equal Weight ETF 2.01M (1.54%) 4.96K
Increased by +0.25%
Mar 28, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.97M (1.51%) -41.42K
Decreased by -2.10%
Sep 30, 24
11 Fidelity 500 Index 1.61M (1.23%) 8.14K
Increased by +0.51%
May 31, 24
12 SPDR® S&P 500 ETF Trust 1.59M (1.21%) -12.32K
Decreased by -0.78%
Mar 31, 24
13 Fidelity® 500 Index 1.54M (1.18%) 9.77K
Increased by +0.64%
Nov 30, 23
14 SPDR® Portfolio S&P 500 High Div ETF 1.52M (1.17%) -1.79K
Decreased by -0.12%
Mar 28, 24
15 iShares Core S&P 500 ETF 1.37M (1.05%) 10.11K
Increased by +0.74%
Mar 28, 24
16 iShares S&P Small-Cap 600 Value ETF 1.37M (1.05%) 0.00
Increased by 0.00%
Oct 31, 24
17 Bridge Builder Large Cap Value 1.32M (1.01%) 336.26K
Increased by +25.39%
Oct 31, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.17M (0.90%) 8.88K
Increased by +0.76%
Oct 31, 24
19 First Trust SMID Cp Rising Div Achv ETF 1.09M (0.83%) 3.70K
Increased by +0.34%
Oct 31, 24
20 Vanguard Tax-Managed Small Cap Adm 935.54K (0.72%) -3.12K
Decreased by -0.33%
Oct 31, 24