Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARD 10.52%
2 CARU 10.52%
3 FTXR 6.19%
4 WBIG 4.82%
5 WBIY 4.69%
6 RDIV 4.60%
7 WBIL 4.33%
8 UTRN 4.14%
9 TADS 3.53%
10 DIVC 3.33%
11 MADE 2.89%
12 ESN 2.57%
13 RPV 2.40%
14 ESGL_old 2.21%
15 DVYL 2.17%
16 RCD 2.04%
17 RSPD 2.02%
18 SDOG 1.97%
19 WBIF 1.81%
20 FDL 1.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 344.90M (8.87%) 1.74M
Increased by +0.50%
Sep 30, 24
2 BlackRock Inc 285.12M (7.33%) 3.54M
Increased by +1.24%
Sep 30, 24
3 State Street Corporation 172.43M (4.43%) -1.50M
Decreased by -0.87%
Mar 31, 24
4 State Street Corp 171.86M (4.42%) 1.31M
Increased by +0.76%
Sep 30, 24
5 Newport Trust Co. 156.13M (4.01%) 1.94M
Increased by +1.24%
Sep 30, 24
6 Charles Schwab Investment Management Inc 122.61M (3.15%) 5.27M
Increased by +4.30%
Sep 30, 24
7 Geode Capital Management, LLC 81.99M (2.11%) 1.34M
Increased by +1.63%
Sep 30, 24
8 Fisher Asset Management, LLC 67.35M (1.73%) 4.83M
Increased by +7.16%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 49.27M (1.27%) -56.22M
Decreased by -114.11%
Sep 30, 24
10 Dimensional Fund Advisors, Inc. 41.58M (1.07%) 5.39M
Increased by +12.97%
Sep 30, 24
11 Arrowstreet Capital Limited Partnership 41.22M (1.06%) -11.61M
Decreased by -28.17%
Jun 30, 24
12 NORGES BANK 38.60M (0.99%) -439.17K
Decreased by -1.14%
Jun 30, 24
13 Amvescap Plc. 33.68M (0.87%) 2.42M
Increased by +7.19%
Sep 30, 24
14 Northern Trust Corp 33.61M (0.86%) -1.50M
Decreased by -4.46%
Sep 30, 24
15 Legal & General Group PLC 32.01M (0.82%) 189.89K
Increased by +0.59%
Sep 30, 24
16 Renaissance Technologies Corp 27.25M (0.70%) 6.53M
Increased by +23.97%
Sep 30, 23
17 Barclays PLC 25.59M (0.66%) 1.25M
Increased by +4.90%
Dec 31, 23
18 UBS Asset Mgmt Americas Inc 24.35M (0.63%) 636.33K
Increased by +2.61%
Sep 30, 24
19 Bank of America Corp 24.13M (0.62%) -2.23M
Decreased by -9.24%
Sep 30, 24
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 122.38M (3.15%) -376.80K
Decreased by -0.31%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 105.71M (2.72%) 718.52K
Increased by +0.68%
Dec 31, 24
3 Schwab US Dividend Equity ETF™ 99.24M (2.55%) 105.62K
Increased by +0.11%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 49.08M (1.26%) 567.11K
Increased by +1.16%
Dec 31, 24
5 Fidelity 500 Index 48.25M (1.24%) 327.84K
Increased by +0.68%
Nov 30, 24
6 SPDR® S&P 500 ETF Trust 46.52M (1.20%) 104.27K
Increased by +0.22%
Apr 30, 24
7 iShares Core S&P 500 ETF 45.83M (1.18%) 32.21K
Increased by +0.07%
Dec 31, 24
8 Fidelity® 500 Index 45.81M (1.18%) 291.52K
Increased by +0.64%
Nov 30, 23
9 Performer (AFRIS) 42.72M (1.10%) 42.72M
Increased by +100.00%
Feb 29, 24
10 Vanguard Mid Cap Index Institutional 41.95M (1.08%) 41.95M
Increased by +100.00%
Dec 31, 24
11 Vanguard Value Index Inv 33.21M (0.85%) -129.05K
Decreased by -0.39%
Dec 31, 24
12 The Consumer Discret Sel SectSPDR® ETF 24.73M (0.64%) 132.70K
Increased by +0.54%
Dec 31, 24
13 Vanguard Institutional Index I 24.64M (0.63%) -79.98K
Decreased by -0.32%
Dec 31, 24
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 20.20M (0.52%) 51.40K
Increased by +0.25%
Dec 31, 24
16 State St S&P 500® Indx SL Cl III 18.75M (0.48%) -170.02K
Decreased by -0.91%
Dec 31, 24
17 Vanguard High Dividend Yield ETF 16.41M (0.42%) 218.11K
Increased by +1.33%
Dec 31, 24
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 14.44M (0.37%) 15.79K
Increased by +0.11%
Dec 31, 24
20 DFA US Large Cap Value I 13.88M (0.36%) 1.82M
Increased by +13.08%
Nov 30, 24