Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXE 5.43%
2 RSPG 4.64%
3 RYE 4.39%
4 FCG 4.03%
5 UTRN 3.80%
6 FXN 3.41%
7 OCTA 3.34%
8 TPMN 2.97%
9 XOP 2.94%
10 EQRR 2.78%
11 KONG 2.66%
12 BOUT 2.62%
13 FTDS 2.51%
14 TUSA 2.05%
15 GUSH 2.00%
16 PXI 1.95%
17 FTXN 1.94%
18 DRLL 1.94%
19 SPGP 1.92%
20 QDIV 1.91%

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 US Total Market Shares ETF 22.17M (2.95%) -203.04K
Decreased by -0.92%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 22.06M (2.93%) 86.07K
Increased by +0.39%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 20.42M (2.72%) 124.34K
Increased by +0.61%
Feb 28, 25
5 Schwab US Dividend Equity ETF™ 20.35M (2.71%) 16.04K
Increased by +0.08%
Mar 29, 25
6 Energy Select Sector SPDR® ETF 18.15M (2.42%) -352.53K
Decreased by -1.94%
Apr 30, 24
7 The Energy Select Sector SPDR® ETF 16.26M (2.16%) 116.23K
Increased by +0.71%
Mar 31, 25
8 Vanguard Mid Cap Index Institutional 15.11M (2.01%) 62.34K
Increased by +0.41%
Feb 28, 25
9 Vanguard Wellesley® Income Inv 12.16M (1.62%) -21.97K
Decreased by -0.18%
Dec 31, 24
10 Victory Sycamore Established Value R 11.25M (1.50%) 150.00K
Increased by +1.33%
Dec 31, 24
11 Hartford Dividend and Growth Y 9.38M (1.25%) 0.00
Increased by 0.00%
Feb 28, 25
12 Fidelity 500 Index 9.23M (1.23%) 41.08K
Increased by +0.45%
Feb 28, 25
13 SPDR® S&P 500 ETF 9.17M (1.22%) -134.23K
Decreased by -1.46%
Mar 31, 25
14 Vanguard Windsor™ II Inv 9.10M (1.21%) 0.00
Increased by 0.00%
Dec 31, 24
15 Pacer US Cash Cows 100 ETF 9.09M (1.21%) 19.84K
Increased by +0.22%
Apr 30, 24
16 iShares Core S&P 500 ETF 8.98M (1.19%) 26.04K
Increased by +0.29%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 8.92M (1.19%) -46.76K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500 ETF Trust 8.89M (1.18%) 20.11K
Increased by +0.23%
Apr 30, 24
19 Fidelity® 500 Index 8.83M (1.17%) 56.17K
Increased by +0.64%
Nov 30, 23
20 SPDR® S&P 500® ETF 8.82M (1.17%) -148.09K
Decreased by -1.68%
Mar 31, 25