Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVFVC 5.07%
2 MADE 4.10%
3 BEEZ 4.09%
4 UTRN 4.00%
5 TBG 3.72%
6 SAMM 3.42%
7 LOPP 3.42%
8 DIVC 3.33%
9 CNRG 2.89%
10 FTIF 2.63%
11 XKST 2.57%
12 FIXT 2.45%
13 CTEX 2.44%
14 SDOG 2.38%
15 LVHD 2.37%
16 HAIL 2.27%
17 WBIE 2.26%
18 TUSA 2.25%
19 DIVL 2.22%
20 FTDS 2.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.71M (12.25%) 11.57K
Increased by +0.07%
Sep 30, 24
2 BlackRock Inc 12.02M (8.81%) 448.24K
Increased by +3.73%
Jun 30, 24
3 State Street Corp 6.30M (4.62%) 126.70K
Increased by +2.01%
Sep 30, 24
4 State Street Corporation 6.07M (4.45%) -259.69K
Decreased by -4.28%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 5.80M (4.25%) -1.08M
Decreased by -18.66%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 3.68M (2.70%) -2.65M
Decreased by -71.95%
Sep 30, 24
7 Geode Capital Management, LLC 3.29M (2.41%) -63.16K
Decreased by -1.92%
Sep 30, 24
8 Fisher Asset Management, LLC 3.01M (2.20%) 165.40K
Increased by +5.50%
Sep 30, 24
9 Pathway Financial Advisors, LLC 2.53M (1.86%) 2.52M
Increased by +99.68%
Sep 30, 24
10 Goldman Sachs Group Inc 2.44M (1.79%) 1.47M
Increased by +60.24%
Dec 31, 23
11 Capital Research Global Investors 2.21M (1.62%) -100.15K
Decreased by -4.54%
Sep 30, 23
12 Ameriprise Financial Inc 2.05M (1.50%) 174.66K
Increased by +8.54%
Sep 30, 24
13 Arnhold & S. Bleichroeder Advisers, LLC 1.85M (1.36%) -147.58K
Decreased by -7.98%
Sep 30, 24
14 Legal & General Group PLC 1.67M (1.22%) -23.97K
Decreased by -1.44%
Sep 30, 24
15 PUBLIC INVESTMENT FUND 1.64M (1.20%) 0.00
Increased by 0.00%
Sep 30, 24
16 Northern Trust Corp 1.64M (1.20%) -73.59K
Decreased by -4.50%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 1.57M (1.15%) -123.46K
Decreased by -7.85%
Sep 30, 24
18 UBS Asset Mgmt Americas Inc 1.53M (1.12%) -48.69K
Decreased by -3.19%
Sep 30, 24
19 Stifel Financial Corp 1.51M (1.10%) -14.18K
Decreased by -0.94%
Sep 30, 24
20 Ontario Teachers Pension Plan Board 1.38M (1.01%) -54.88K
Decreased by -3.99%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.33M (3.18%) -15.53K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 3.63M (2.66%) 43.27K
Increased by +1.19%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 2.91M (2.13%) 5.24K
Increased by +0.18%
Oct 31, 24
4 SPDR® S&P 500® ETF Trust 1.69M (1.24%) 10.04K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 1.68M (1.23%) -2.76K
Decreased by -0.16%
Oct 31, 24
6 Fidelity® 500 Index 1.65M (1.21%) 10.50K
Increased by +0.64%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 1.61M (1.18%) 3.65K
Increased by +0.23%
Apr 30, 24
8 iShares Core S&P 500 ETF 1.55M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
9 Pacer US Cash Cows 100 ETF 1.55M (1.13%) 3.37K
Increased by +0.22%
Apr 30, 24
10 American Funds American Mutual A 1.20M (0.88%) -102.49K
Decreased by -8.57%
Sep 30, 23
11 Capital Group American Mutual Comp 1.20M (0.88%) -102.49K
Decreased by -8.57%
Sep 30, 23
12 Vanguard Value Index Inv 1.16M (0.85%) 4.33K
Increased by +0.37%
Oct 31, 24
13 First Eagle Global A 1.12M (0.82%) -226.30K
Decreased by -20.21%
Oct 31, 24
14 American Funds Income Fund of Amer A 1.00M (0.73%) 0.00
Increased by 0.00%
Sep 30, 23
15 Columbia Dividend Value 977.42K (0.72%) -8.94K
Decreased by -0.91%
Sep 30, 24
16 Columbia Dividend Income Inst 975.87K (0.72%) -1.55K
Decreased by -0.16%
Oct 31, 24
17 Vanguard Mid-Cap Value ETF 943.42K (0.69%) 3.47K
Increased by +0.37%
Oct 31, 24
18 T. Rowe Price U.S. Large-Cap Core Tr-B 912.16K (0.67%) 62.81K
Increased by +6.89%
Mar 31, 24
19 T. Rowe Price US Large-Cap Core 899.91K (0.66%) 11.44K
Increased by +1.27%
Mar 31, 24
20 T. Rowe Price US Large-Cap Core Eq Comp 899.91K (0.66%) 11.44K
Increased by +1.27%
Mar 31, 24