Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 3.78%
2 UDI 3.31%
3 FEVR 3.09%
4 SCAP 3.04%
5 IAT 2.59%
6 RDVY 2.38%
7 KRU 2.29%
8 FTDS 2.24%
9 KBWB 2.10%
10 KRE 2.09%
11 TUSA 1.97%
12 GRPM 1.84%
13 FTXO 1.60%
14 DPST 1.50%
15 XMMO 1.47%
16 HAPY 1.35%
17 XMVM 1.35%
18 KBE 1.32%
19 SDVY 1.25%
20 EQWM 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.13M (10.30%) -54.63K
Decreased by -0.39%
Sep 30, 24
2 BlackRock Inc 12.70M (9.27%) -170.13K
Decreased by -1.34%
Jun 30, 24
3 Capital Research & Mgmt Co - Division 3 9.75M (7.11%) 84.64K
Increased by +0.87%
Sep 30, 24
4 FMR Inc 7.88M (5.75%) 136.53K
Increased by +1.73%
Sep 30, 24
5 State Street Corporation 5.47M (3.99%) -509.96K
Decreased by -9.33%
Mar 31, 24
6 State Street Corp 5.24M (3.82%) -227.57K
Decreased by -4.34%
Jun 30, 24
7 Capital Research Global Investors 4.28M (3.12%) 2.55K
Increased by +0.06%
Sep 30, 24
8 Charles Schwab Investment Management Inc 4.23M (3.09%) 96.73K
Increased by +2.29%
Sep 30, 24
9 T. Rowe Price Investment Management,Inc. 4.05M (2.96%) 26.96K
Increased by +0.67%
Sep 30, 24
10 First Trust Advisors L.P. 3.89M (2.84%) 258.32K
Increased by +6.64%
Jun 30, 24
11 T. Rowe Price Associates, Inc. 2.96M (2.16%) -1.01M
Decreased by -33.99%
Jun 30, 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%
Sep 30, 24
14 Massachusetts Financial Services Company 2.72M (1.98%) -149.66K
Decreased by -5.50%
Sep 30, 24
15 Geode Capital Management, LLC 2.49M (1.81%) 43.90K
Increased by +1.77%
Jun 30, 24
16 Goldman Sachs Group Inc 2.47M (1.80%) 1.33M
Increased by +53.95%
Dec 31, 23
17 Schroder Investment Management Group 2.46M (1.80%) 172.12K
Increased by +6.99%
Jun 30, 24
18 Amvescap Plc. 2.28M (1.66%) -21.34K
Decreased by -0.94%
Jun 30, 24
19 Macquarie Group Ltd 2.09M (1.53%) -154.23K
Decreased by -7.37%
Jun 30, 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 4.38M (3.19%) -12.56K
Decreased by -0.29%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 4.36M (3.18%) 2.37K
Increased by +0.05%
Oct 31, 24
3 American Funds Growth Fund of Amer A 4.21M (3.07%) 0.00
Increased by 0.00%
Sep 30, 24
4 Capital Group Growth Fnd of Amer Comp 4.21M (3.07%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Small Cap Index 3.48M (2.54%) 6.80K
Increased by +0.20%
Oct 31, 24
6 Schwab US Dividend Equity ETF™ 3.44M (2.51%) 3.04K
Increased by +0.09%
Oct 31, 24
7 American Funds American Balanced A 3.11M (2.27%) 0.00
Increased by 0.00%
Sep 30, 24
8 American Funds American Mutual A 3.06M (2.23%) -1.78K
Decreased by -0.06%
Sep 30, 24
9 Capital Group American Mutual Comp 3.06M (2.23%) -1.78K
Decreased by -0.06%
Sep 30, 24
10 First Trust Rising Dividend Achiev ETF 2.92M (2.13%) 1.42K
Increased by +0.05%
Oct 31, 24
11 Vanguard Small Cap Value Index Inv 2.35M (1.71%) -818.00
Decreased by -0.03%
Oct 31, 24
12 American Funds Capital Income Bldr A 2.35M (1.71%) 0.00
Increased by 0.00%
Sep 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 2.06M (1.50%) -64.52K
Decreased by -3.13%
Sep 30, 24
14 MFS Mid Cap Value A 1.52M (1.11%) -115.97K
Decreased by -7.61%
Sep 30, 24
15 MFS Mid Cap Value Equity 1.52M (1.11%) -115.97K
Decreased by -7.61%
Sep 30, 24
16 Invesco Small Cap Value A 1.40M (1.02%) 0.00
Increased by 0.00%
Sep 30, 24
17 Fuller & Thaler Behavrl Small-Cap Value 1.37M (1.00%) -183.96K
Decreased by -13.40%
Nov 30, 23
18 JHancock Disciplined Value Mid Cap I 1.21M (0.88%) 0.00
Increased by 0.00%
Sep 30, 24
19 SPDR® S&P Regional Banking ETF 1.12M (0.81%) -36.78K
Decreased by -3.29%
Jan 31, 24
20 FullerThaler Behavioral Small-Cap Value 1.11M (0.81%) 106.73K
Increased by +9.66%
Feb 29, 24