Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QINC 3.99%
2 UTRN 3.77%
3 NEWZ 3.26%
4 FCUS 2.64%
5 XMHQ 2.43%
6 KONG 2.17%
7 XMMO 1.75%
8 KIE 1.47%
9 IAK 1.23%
10 PFI 1.16%
11 DDIV 1.06%
12 BOUT 1.00%
13 JSMD 1.00%
14 RSPF 0.98%
15 TPHD 0.87%
16 TPHE 0.87%
17 FSCS 0.84%
18 RNMC 0.84%
19 SOVF 0.76%
20 PAMC 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PNC Financial Services Group Inc 4.91M (19.53%) -412.00
Decreased by -0.01%
Sep 30, 24
2 Vanguard Group Inc 2.90M (11.53%) 430.55K
Increased by +14.86%
Sep 30, 24
3 BlackRock Inc 2.43M (9.66%) -46.08K
Decreased by -1.90%
Jun 30, 24
4 State Street Corporation 1.10M (4.36%) 382.62K
Increased by +34.91%
Mar 31, 24
5 State Street Corp 1.04M (4.15%) -52.67K
Decreased by -5.05%
Jun 30, 24
6 Franklin Resources Inc 778.15K (3.09%) 5.30K
Increased by +0.68%
Jun 30, 24
7 Mizuho Securities USA Inc 509.29K (2.03%) 509.29K
Increased by +100.00%
Sep 30, 24
8 Geode Capital Management, LLC 499.52K (1.99%) 29.49K
Increased by +5.90%
Jun 30, 24
9 Amvescap Plc. 337.06K (1.34%) 42.73K
Increased by +12.68%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 316.44K (1.26%) 38.09K
Increased by +12.04%
Jun 30, 24
11 International Assets Investment Management, LLC 308.24K (1.23%) 308.24K
Increased by +100.00%
Sep 30, 24
12 UBS Asset Mgmt Americas Inc 214.64K (0.85%) -52.55K
Decreased by -24.48%
Sep 30, 24
13 Bank of New York Mellon Corp 192.58K (0.77%) -8.41K
Decreased by -4.37%
Jun 30, 24
14 Dimensional Fund Advisors, Inc. 184.80K (0.73%) -13.68K
Decreased by -7.40%
Sep 30, 24
15 Apg All Pensions Group 167.49K (0.67%) -8.39K
Decreased by -5.01%
Mar 31, 24
16 Northern Trust Corp 163.88K (0.65%) -7.53K
Decreased by -4.59%
Sep 30, 24
17 First Trust Advisors L.P. 163.83K (0.65%) 146.15K
Increased by +89.20%
Jun 30, 24
18 Legal & General Group PLC 147.21K (0.59%) 10.68K
Increased by +7.25%
Jun 30, 24
19 Atlantic Union Bankshares Corp 146.55K (0.58%) 0.00
Increased by 0.00%
Jun 30, 24
20 Goldman Sachs Group Inc 144.99K (0.58%) 3.51K
Increased by +2.42%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 802.21K (3.19%) -3.21K
Decreased by -0.40%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 777.07K (3.09%) 1.27K
Increased by +0.16%
Jun 28, 24
3 Vanguard Institutional 500 Index Trust 661.14K (2.63%) 11.59K
Increased by +1.75%
Oct 31, 24
4 Vanguard Small Cap Index 637.20K (2.53%) 1.25K
Increased by +0.20%
Oct 31, 24
5 Franklin Rising Dividends A 607.50K (2.42%) -42.50K
Decreased by -7.00%
Sep 30, 24
6 Franklin Rising Dividends Fund A 607.50K (2.42%) -42.50K
Decreased by -7.00%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 381.71K (1.52%) 271.00
Increased by +0.07%
Aug 31, 24
8 Vanguard Small Cap Growth Index Inv 349.88K (1.39%) -1.11K
Decreased by -0.32%
Oct 31, 24
9 Fidelity 500 Index 306.62K (1.22%) 306.62K
Increased by +100.00%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 304.28K (1.21%) 1.62K
Increased by +0.53%
Oct 31, 24
11 iShares Core S&P 500 ETF 278.00K (1.11%) 435.00
Increased by +0.16%
Oct 31, 24
12 Invesco S&P 500® Equal Weight ETF 249.30K (0.99%) 1.19K
Increased by +0.48%
Oct 31, 24
13 iShares MSCI USA Min Vol Factor ETF 241.79K (0.96%) -455.00
Decreased by -0.19%
Oct 31, 24
14 Invesco S&P MidCap Quality ETF 227.60K (0.91%) 1.41K
Increased by +0.62%
Jun 28, 24
15 SPDR® S&P Dividend ETF 216.56K (0.86%) -82.57K
Decreased by -38.13%
Oct 31, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 200.28K (0.80%) -5.08K
Decreased by -2.54%
Jun 30, 24
17 The Financial Select Sector SPDR® ETF 170.53K (0.68%) -1.26K
Decreased by -0.74%
Oct 31, 24
18 Vanguard Institutional Index I 158.27K (0.63%) -560.00
Decreased by -0.35%
Oct 31, 24
19 Fidelity Extended Market Index 149.93K (0.60%) 2.88K
Increased by +1.92%
Aug 31, 24
20 Vanguard Dividend Appreciation ETF 134.79K (0.54%) 545.00
Increased by +0.40%
Oct 31, 24