Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARU 10.01%
2 CARD 9.95%
3 FTXR 9.17%
4 RDIV 5.21%
5 XUDV 5.01%
6 WBIY 4.95%
7 WBIG 4.80%
8 WBIL 4.33%
9 UTRN 4.14%
10 TADS 3.53%
11 FDL 3.48%
12 DIVC 3.33%
13 MADE 3.17%
14 RPV 2.54%
15 ESN 2.40%
16 ESGL_old 2.21%
17 DVYL 2.17%
18 RCD 2.09%
19 DVY 2.07%
20 SDOG 2.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 402.08M (10.43%) 57.18M
Increased by +14.22%
Dec 31, 24
2 BlackRock Inc 292.24M (7.58%) 7.12M
Increased by +2.44%
Dec 31, 24
3 State Street Corp 178.00M (4.62%) 6.14M
Increased by +3.45%
Dec 31, 24
4 State Street Corporation 172.43M (4.47%) -1.50M
Decreased by -0.87%
Mar 31, 24
5 Newport Trust Co. 152.65M (3.96%) -3.49M
Decreased by -2.29%
Dec 31, 24
6 Charles Schwab Investment Management Inc 129.11M (3.35%) 6.50M
Increased by +5.03%
Dec 31, 24
7 Geode Capital Management, LLC 84.08M (2.18%) 2.09M
Increased by +2.48%
Dec 31, 24
8 Fisher Asset Management, LLC 67.35M (1.75%) 4.83M
Increased by +7.16%
Jun 30, 24
9 Dimensional Fund Advisors, Inc. 46.51M (1.21%) 4.93M
Increased by +10.59%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 43.00M (1.12%) -6.27M
Decreased by -14.58%
Dec 31, 24
11 Arrowstreet Capital Limited Partnership 41.22M (1.07%) -11.61M
Decreased by -28.17%
Jun 30, 24
12 Amvescap Plc. 39.56M (1.03%) 5.88M
Increased by +14.87%
Dec 31, 24
13 NORGES BANK 39.12M (1.01%) 518.51K
Increased by +1.33%
Dec 31, 24
14 Northern Trust Corp 37.31M (0.97%) 3.70M
Increased by +9.92%
Dec 31, 24
15 UBS Asset Mgmt Americas Inc 29.64M (0.77%) 5.30M
Increased by +17.86%
Dec 31, 24
16 Legal & General Group PLC 28.04M (0.73%) 2.15M
Increased by +7.67%
Dec 31, 24
17 UBS Group AG 27.93M (0.72%) 15.49M
Increased by +55.47%
Dec 31, 24
18 Renaissance Technologies Corp 27.25M (0.71%) 6.53M
Increased by +23.97%
Sep 30, 23
19 Barclays PLC 25.59M (0.66%) 1.25M
Increased by +4.90%
Dec 31, 23
20 GQG Partners LLC 23.93M (0.62%) 23.93M
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 123.06M (3.19%) 448.92K
Increased by +0.36%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 108.26M (2.81%) 713.92K
Increased by +0.66%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 102.62M (2.66%) 85.44K
Increased by +0.08%
Feb 28, 25
4 Fidelity 500 Index 48.67M (1.26%) 214.75K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 48.27M (1.25%) -358.02K
Decreased by -0.74%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 46.52M (1.21%) 104.27K
Increased by +0.22%
Apr 30, 24
7 iShares Core S&P 500 ETF 45.85M (1.19%) -2.30K
Decreased by -0.01%
Feb 28, 25
8 Fidelity® 500 Index 45.81M (1.19%) 291.52K
Increased by +0.64%
Nov 30, 23
9 Performer (AFRIS) 42.72M (1.11%) 42.72M
Increased by +100.00%
Feb 29, 24
10 Vanguard Mid Cap Index Institutional 42.15M (1.09%) 176.84K
Increased by +0.42%
Feb 28, 25
11 Vanguard Value Index Inv 33.66M (0.87%) 144.84K
Increased by +0.43%
Feb 28, 25
12 The Consumer Discret Sel SectSPDR® ETF 24.98M (0.65%) -48.35K
Decreased by -0.19%
Feb 28, 25
13 Vanguard Institutional Index I 24.21M (0.63%) -273.92K
Decreased by -1.13%
Feb 28, 25
14 Consumer Discret Sel Sect SPDR® ETF 21.01M (0.54%) -107.01K
Decreased by -0.51%
Apr 30, 24
15 iShares Select Dividend ETF 19.83M (0.51%) 155.83K
Increased by +0.79%
Feb 28, 25
16 State St S&P 500® Indx SL Cl III 18.88M (0.49%) 14.10K
Increased by +0.07%
Feb 28, 25
17 Vanguard High Dividend Yield ETF 16.21M (0.42%) -138.70K
Decreased by -0.86%
Feb 28, 25
18 Blackrock Eq Idx Fund CF 14.73M (0.38%) -153.34K
Decreased by -1.04%
Dec 31, 24
19 Invesco S&P 500® Equal Weight ETF 14.66M (0.38%) 16.54K
Increased by +0.11%
Feb 28, 25
20 DFA US Large Cap Value I 13.79M (0.36%) -69.91K
Decreased by -0.51%
Jan 31, 25