Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWB 1000.00%
2 FEVR 3.09%
3 SMCF 2.92%
4 UDI 2.58%
5 SCAP 2.45%
6 KRU 2.29%
7 IAT 2.27%
8 RDVY 2.12%
9 KRE 2.11%
10 KBWB 2.03%
11 TUSA 1.97%
12 FTDS 1.94%
13 DPST 1.72%
14 FTXO 1.57%
15 HAPY 1.29%
16 EQWM 1.23%
17 XMVM 1.12%
18 KBE 1.12%
19 SDVY 1.07%
20 FXO 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.42M (10.52%) -345.45K
Decreased by -2.40%
Mar 31, 24
2 BlackRock Inc 12.87M (9.39%) -75.44K
Decreased by -0.59%
Mar 31, 24
3 Capital Research & Mgmt Co - Division 3 11.09M (8.09%) -493.51K
Decreased by -4.45%
Mar 31, 24
4 FMR Inc 7.58M (5.53%) -959.49K
Decreased by -12.65%
Mar 31, 24
5 State Street Corporation 5.47M (3.99%) -509.96K
Decreased by -9.33%
Mar 31, 24
6 Capital Research Global Investors 4.27M (3.12%) 4.27M
Increased by +100.00%
Mar 31, 24
7 Charles Schwab Investment Management Inc 4.10M (2.99%) 3.22M
Increased by +78.58%
Mar 31, 24
8 T. Rowe Price Associates, Inc. 3.97M (2.90%) -440.25K
Decreased by -11.09%
Mar 31, 24
9 T. Rowe Price Investment Management,Inc. 3.69M (2.69%) 30.75K
Increased by +0.83%
Mar 31, 24
10 First Trust Advisors L.P. 3.63M (2.65%) 2.75M
Increased by +75.56%
Mar 31, 24
11 Massachusetts Financial Services Company 2.93M (2.14%) -280.76K
Decreased by -9.57%
Mar 31, 24
12 Citadel Advisors Llc 2.79M (2.03%) 450.93K
Increased by +16.18%
Sep 30, 23
13 Himalaya Capital Management LLC 2.78M (2.03%) 0.00
Increased by 0.00%
Mar 31, 24
14 Goldman Sachs Group Inc 2.47M (1.80%) 1.33M
Increased by +53.95%
Dec 31, 23
15 Geode Capital Management, LLC 2.44M (1.78%) 74.55K
Increased by +3.05%
Mar 31, 24
16 Amvescap Plc. 2.30M (1.68%) 1.38M
Increased by +59.98%
Mar 31, 24
17 Schroder Investment Management Group 2.29M (1.67%) -171.23K
Decreased by -7.47%
Mar 31, 24
18 Macquarie Group Ltd 2.25M (1.64%) -65.17K
Decreased by -2.90%
Mar 31, 24
19 Principal Financial Group Inc 1.99M (1.45%) 280.68K
Increased by +14.08%
Mar 31, 24
20 Fuller & Thaler Asset Management Inc 1.97M (1.44%) -15.41K
Decreased by -0.78%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.37M (3.19%) -80.07K
Decreased by -1.83%
Jun 30, 24
2 iShares Core S&P Mid-Cap ETF 4.34M (3.16%) 7.14K
Increased by +0.16%
Jun 28, 24
3 American Funds Growth Fund of Amer A 4.21M (3.07%) 0.00
Increased by 0.00%
Jun 30, 24
4 Capital Group Growth Fnd of Amer Comp 4.21M (3.07%) 4.21M
Increased by +100.00%
Mar 31, 24
5 Vanguard Small Cap Index 3.50M (2.55%) -97.63K
Decreased by -2.79%
Jun 30, 24
6 Schwab US Dividend Equity ETF™ 3.24M (2.37%) 5.71K
Increased by +0.18%
Jun 29, 24
7 American Funds American Balanced A 3.11M (2.27%) -1.43M
Decreased by -45.95%
Jun 30, 24
8 Capital Group American Mutual Comp 3.06M (2.23%) -522.01K
Decreased by -17.06%
Mar 31, 24
9 American Funds American Mutual A 3.06M (2.23%) -2.17K
Decreased by -0.07%
Jun 30, 24
10 First Trust Rising Dividend Achiev ETF 2.99M (2.18%) 5.34K
Increased by +0.18%
Jun 30, 24
11 Vanguard Small Cap Value Index Inv 2.35M (1.72%) -54.78K
Decreased by -2.33%
Jun 30, 24
12 American Funds Capital Income Bldr A 2.35M (1.71%) 0.00
Increased by 0.00%
Jun 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 2.11M (1.54%) -20.15K
Decreased by -0.96%
Jun 30, 24
14 MFS Mid Cap Value Equity 1.67M (1.22%) -20.06K
Decreased by -1.20%
Mar 31, 24
15 MFS Mid Cap Value A 1.65M (1.21%) -19.80K
Decreased by -1.20%
May 31, 24
16 Fuller & Thaler Behavrl Small-Cap Value 1.37M (1.00%) -183.96K
Decreased by -13.40%
Nov 30, 23
17 JHancock Disciplined Value Mid Cap I 1.19M (0.87%) 0.00
Increased by 0.00%
May 31, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 1.12M (0.82%) -43.07K
Decreased by -3.86%
Jun 30, 24
19 SPDR® S&P Regional Banking ETF 1.12M (0.82%) -36.78K
Decreased by -3.29%
Jan 31, 24
20 T. Rowe Price Small-Cap Value 1.11M (0.81%) -4.05K
Decreased by -0.37%
Jun 30, 24