Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.44%
2 UTRN 3.84%
3 ERNZ 3.52%
4 RSPS 2.63%
5 RHS 2.63%
6 BVAL 2.28%
7 FTXG 2.28%
8 RYJ 2.13%
9 UPGD 2.13%
10 EQRR 2.06%
11 QQQN 1.37%
12 SPYD 1.31%
13 SZNE 1.22%
14 QDIV 1.11%
15 CDL 1.02%
16 CDC 1.02%
17 RFFC 0.94%
18 TPHD 0.90%
19 TPHE 0.90%
20 DVY 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.63M (12.32%) 447.20K
Increased by +1.89%
Dec 31, 24
2 BlackRock Inc 18.82M (9.81%) 438.32K
Increased by +2.33%
Dec 31, 24
3 State Street Corporation 10.53M (5.49%) -147.80K
Decreased by -1.40%
Mar 31, 24
4 State Street Corp 9.75M (5.08%) -301.64K
Decreased by -3.09%
Dec 31, 24
5 Van Eck Associates Corporation 9.25M (4.82%) 531.28K
Increased by +5.75%
Dec 31, 24
6 Beutel, Goodman & Company Ltd. 6.93M (3.61%) 35.16K
Increased by +0.51%
Dec 31, 24
7 Geode Capital Management, LLC 5.32M (2.78%) 57.72K
Increased by +1.08%
Dec 31, 24
8 Brandywine Trust Co 4.87M (2.54%) 84.78K
Increased by +1.74%
Dec 31, 24
9 Citadel Advisors Llc 4.79M (2.50%) 4.43M
Increased by +92.51%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 4.76M (2.48%) 1.12M
Increased by +23.55%
Dec 31, 24
11 Amvescap Plc. 4.65M (2.42%) 1.28M
Increased by +27.62%
Dec 31, 24
12 Bank of New York Mellon Corp 4.24M (2.21%) 199.47K
Increased by +4.71%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 4.03M (2.10%) 550.21K
Increased by +13.65%
Dec 31, 24
14 LSV Asset Management 3.98M (2.08%) 32.30K
Increased by +0.81%
Dec 31, 24
15 Deutsche Bank AG 2.66M (1.39%) 966.04K
Increased by +36.28%
Dec 31, 24
16 NORGES BANK 2.39M (1.24%) -520.96K
Decreased by -21.83%
Jun 30, 24
17 State Farm Mutual Automobile Ins Co 2.25M (1.18%) -1.23M
Decreased by -54.52%
Dec 31, 23
18 Two Sigma Advisers, LLC 2.24M (1.17%) 1.64M
Increased by +73.17%
Dec 31, 24
19 UBS Group AG 2.11M (1.10%) 1.25M
Increased by +59.07%
Dec 31, 24
20 Renaissance Technologies Corp 2.07M (1.08%) -375.32K
Decreased by -18.10%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VanEck Morningstar Wide Moat 8.53M (4.45%) 257.08K
Increased by +3.02%
Dec 31, 24
2 VanEck Morningstar Wide Moat ETF 8.19M (4.27%) -15.61K
Decreased by -0.19%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 6.08M (3.17%) 40.92K
Increased by +0.67%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 5.45M (2.84%) 33.14K
Increased by +0.61%
Feb 28, 25
5 Invesco S&P 500® Equal Weight ETF 3.55M (1.85%) 4.00K
Increased by +0.11%
Feb 28, 25
6 Vanguard Small Cap Index 2.47M (1.29%) 2.02K
Increased by +0.08%
Feb 28, 25
7 Fidelity 500 Index 2.45M (1.28%) 10.82K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 2.43M (1.27%) -17.94K
Decreased by -0.74%
Feb 28, 25
9 SPDR® S&P 500 ETF Trust 2.36M (1.23%) 16.38K
Increased by +0.70%
May 30, 24
10 iShares Core S&P 500 ETF 2.30M (1.20%) -116.00
Decreased by -0.01%
Feb 28, 25
11 Fidelity® 500 Index 2.29M (1.20%) 14.60K
Increased by +0.64%
Nov 30, 23
12 SPDR® Portfolio S&P 500® High Div ETF 2.19M (1.14%) 710.00
Increased by +0.03%
Feb 28, 25
13 Vanguard Mid Cap Index Institutional 2.09M (1.09%) 8.48K
Increased by +0.41%
Feb 28, 25
14 The Consumer Staples Sel SectSPDR® ETF 1.92M (1.00%) -1.42K
Decreased by -0.07%
Feb 28, 25
15 iShares MSCI USA Min Vol Factor ETF 1.73M (0.90%) -2.74K
Decreased by -0.16%
Feb 28, 25
16 Beutel Goodman American Equity Class D 1.71M (0.89%) 212.76K
Increased by +12.46%
Jan 31, 25
17 Brown Advisory BeutelGoodmanLg-CpValInst 1.66M (0.87%) -10.00K
Decreased by -0.60%
Feb 28, 25
18 Vanguard Value Index Inv 1.65M (0.86%) 4.21K
Increased by +0.26%
Oct 31, 24
19 Vanguard Small Cap Value Index Inv 1.63M (0.85%) -3.45K
Decreased by -0.21%
Feb 28, 25
20 BA Beutel Goodman US Val M USD Inc UnH 1.52M (0.79%) -1.40K
Decreased by -0.09%
Feb 28, 25