Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXR 5.89%
2 RDIV 4.65%
3 WBIG 4.47%
4 WBIY 4.45%
5 WBIL 4.33%
6 UTRN 4.14%
7 XUDV 3.88%
8 TADS 3.53%
9 DIVC 3.33%
10 MADE 2.67%
11 RPV 2.29%
12 ESN 2.23%
13 ESGL_old 2.21%
14 DVYL 2.17%
15 WBIF 1.81%
16 RCD 1.81%
17 RSPD 1.81%
18 SDOG 1.76%
19 SPDV 1.74%
20 BUZZ 1.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 344.90M (8.89%) 1.74M
Increased by +0.50%
Sep 30, 24
2 BlackRock Inc 285.12M (7.35%) 3.54M
Increased by +1.24%
Sep 30, 24
3 State Street Corporation 172.43M (4.45%) -1.50M
Decreased by -0.87%
Mar 31, 24
4 State Street Corp 171.86M (4.43%) 1.31M
Increased by +0.76%
Sep 30, 24
5 Newport Trust Co. 156.13M (4.03%) 1.94M
Increased by +1.24%
Sep 30, 24
6 Charles Schwab Investment Management Inc 129.11M (3.33%) 6.50M
Increased by +5.03%
Dec 31, 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 (1.74%) 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 (1.00%) -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 (0.87%) -1.50M
Decreased by -4.46%
Sep 30, 24
15 Legal & General Group PLC 32.01M (0.83%) 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 (2.73%) 718.52K
Increased by +0.68%
Dec 31, 24
3 Schwab US Dividend Equity ETF™ 100.87M (2.60%) 101.77K
Increased by +0.10%
Jan 31, 25
4 Fidelity 500 Index 48.46M (1.25%) 209.55K
Increased by +0.43%
Dec 31, 24
5 SPDR® S&P 500® ETF Trust 47.85M (1.23%) -213.53K
Decreased by -0.45%
Jan 31, 25
6 SPDR® S&P 500 ETF Trust 46.52M (1.20%) 104.27K
Increased by +0.22%
Apr 30, 24
7 Fidelity® 500 Index 45.81M (1.18%) 291.52K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 45.78M (1.18%) 66.44K
Increased by +0.15%
Jan 31, 25
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 (0.86%) -129.05K
Decreased by -0.39%
Dec 31, 24
12 The Consumer Discret Sel SectSPDR® ETF 25.49M (0.66%) 0.00
Increased by 0.00%
Jan 31, 25
13 Vanguard Institutional Index I 24.64M (0.64%) -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 19.74M (0.51%) -19.95K
Decreased by -0.10%
Jan 31, 25
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 14.52M (0.37%) 47.03K
Increased by +0.32%
Jan 31, 25
20 DFA US Large Cap Value I 13.86M (0.36%) -12.36K
Decreased by -0.09%
Dec 31, 24