Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 5.84%
2 PXE 5.28%
3 RSPG 4.54%
4 RYE 4.39%
5 FCG 3.91%
6 UTRN 3.80%
7 FXN 3.72%
8 BOUT 3.55%
9 EQRR 3.39%
10 OCTA 3.34%
11 ERNZ 3.00%
12 KONG 2.99%
13 XOP 2.81%
14 FTDS 2.51%
15 TUSA 2.05%
16 GUSH 2.04%
17 SMRI 2.04%
18 QDIV 2.03%
19 SPGP 2.03%
20 VFLO 1.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 88.52M (11.78%) -381.08K
Decreased by -0.43%
Dec 31, 24
2 Wellington Management Company LLP 72.53M (9.65%) 1.32M
Increased by +1.82%
Dec 31, 24
3 BlackRock Inc 55.09M (7.33%) 1.30M
Increased by +2.36%
Dec 31, 24
4 State Street Corporation 48.62M (6.47%) -297.19K
Decreased by -0.61%
Mar 31, 24
5 State Street Corp 47.52M (6.32%) -1.89M
Decreased by -3.98%
Dec 31, 24
6 Aristotle Capital Management LLC 34.42M (4.58%) -318.55K
Decreased by -0.93%
Dec 31, 24
7 Charles Schwab Investment Management Inc 23.47M (3.12%) 1.31M
Increased by +5.59%
Dec 31, 24
8 Geode Capital Management, LLC 19.10M (2.54%) 96.06K
Increased by +0.50%
Dec 31, 24
9 Victory Capital Management Inc. 17.81M (2.37%) 845.61K
Increased by +4.75%
Dec 31, 24
10 Capital World Investors 14.14M (1.88%) -1.03M
Decreased by -7.28%
Sep 30, 23
11 JPMorgan Chase & Co 14.02M (1.87%) -12.63M
Decreased by -90.09%
Dec 31, 24
12 Amvescap Plc. 12.23M (1.63%) 1.01M
Increased by +8.27%
Dec 31, 24
13 Schroder Investment Management Group 11.78M (1.57%) 1.81M
Increased by +15.37%
Dec 31, 24
14 T. Rowe Price Investment Management,Inc. 11.75M (1.56%) 97.44K
Increased by +0.83%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 10.36M (1.38%) -73.74K
Decreased by -0.71%
Dec 31, 24
16 Goldman Sachs Group Inc 10.16M (1.35%) 3.83M
Increased by +37.73%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 10.02M (1.33%) 844.89K
Increased by +8.44%
Dec 31, 24
18 State Farm Mutual Automobile Ins Co 9.71M (1.29%) 0.00
Increased by 0.00%
Dec 31, 24
19 Northern Trust Corp 8.78M (1.17%) 571.19K
Increased by +6.51%
Dec 31, 24
20 Pacer Advisors, INC. 8.35M (1.11%) -1.37M
Decreased by -16.41%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Equity-Income Inv 24.36M (3.24%) 656.52K
Increased by +2.69%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 22.06M (2.93%) 86.07K
Increased by +0.39%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 20.42M (2.72%) 124.34K
Increased by +0.61%
Feb 28, 25
4 Schwab US Dividend Equity ETF™ 19.43M (2.59%) 16.15K
Increased by +0.08%
Feb 28, 25
5 Energy Select Sector SPDR® ETF 18.15M (2.42%) -352.53K
Decreased by -1.94%
Apr 30, 24
6 The Energy Select Sector SPDR® ETF 16.95M (2.26%) 156.98K
Increased by +0.93%
Feb 28, 25
7 Vanguard Mid Cap Index Institutional 15.11M (2.01%) 62.34K
Increased by +0.41%
Feb 28, 25
8 Vanguard Wellesley® Income Inv 12.16M (1.62%) -21.97K
Decreased by -0.18%
Dec 31, 24
9 Victory Sycamore Established Value R 11.25M (1.50%) 150.00K
Increased by +1.33%
Dec 31, 24
10 Hartford Dividend and Growth Y 9.38M (1.25%) 0.00
Increased by 0.00%
Feb 28, 25
11 Fidelity 500 Index 9.18M (1.22%) 40.53K
Increased by +0.44%
Jan 31, 25
12 SPDR® S&P 500® ETF Trust 9.11M (1.21%) -67.55K
Decreased by -0.74%
Feb 28, 25
13 Vanguard Windsor™ II Inv 9.10M (1.21%) 0.00
Increased by 0.00%
Dec 31, 24
14 Pacer US Cash Cows 100 ETF 9.09M (1.21%) 19.84K
Increased by +0.22%
Apr 30, 24
15 SPDR® S&P 500 ETF Trust 8.89M (1.18%) 20.11K
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 8.83M (1.17%) 56.17K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 8.65M (1.15%) -435.00
Decreased by -0.01%
Feb 28, 25
18 American Funds Income Fund of Amer A 8.63M (1.15%) -1.04M
Decreased by -12.00%
Sep 30, 23
19 Vanguard Wellington™ Inv 8.13M (1.08%) 1.02M
Increased by +12.57%
Dec 31, 23
20 JPM US Mid Cap Value-MA 6.51M (0.87%) 669.87K
Increased by +10.29%
Dec 31, 24