Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARU 10.52%
2 CARD 10.52%
3 FTXR 6.89%
4 WBIY 4.99%
5 RDIV 4.90%
6 WBIG 4.66%
7 WBIL 4.33%
8 UTRN 4.14%
9 TADS 3.53%
10 MADE 3.51%
11 DIVC 3.33%
12 RPV 2.28%
13 ESGL_old 2.21%
14 DVYL 2.17%
15 SDOG 2.01%
16 RSPD 1.96%
17 RCD 1.96%
18 WBIF 1.81%
19 FDL 1.79%
20 SCHD 1.68%

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 281.58M (7.24%) -1.99M
Decreased by -0.71%
Jun 30, 24
3 State Street Corporation 172.43M (4.43%) -1.50M
Decreased by -0.87%
Mar 31, 24
4 State Street Corp 170.55M (4.38%) -1.88M
Decreased by -1.10%
Jun 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 Morgan Stanley - Brokerage Accounts 105.48M (2.71%) -770.68K
Decreased by -0.73%
Jun 30, 24
8 Geode Capital Management, LLC 80.65M (2.07%) 2.21M
Increased by +2.74%
Jun 30, 24
9 Fisher Asset Management, LLC 67.35M (1.73%) 4.83M
Increased by +7.16%
Jun 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 Northern Trust Corp 33.61M (0.86%) -1.50M
Decreased by -4.46%
Sep 30, 24
14 Goldman Sachs Group Inc 32.21M (0.83%) -230.16K
Decreased by -0.71%
Jun 30, 24
15 Legal & General Group PLC 31.82M (0.82%) 318.71K
Increased by +1.00%
Jun 30, 24
16 Amvescap Plc. 31.25M (0.80%) 648.33K
Increased by +2.07%
Jun 30, 24
17 Renaissance Technologies Corp 27.25M (0.70%) 6.53M
Increased by +23.97%
Sep 30, 23
18 Bank of America Corp 26.36M (0.68%) 3.38M
Increased by +12.84%
Jun 30, 24
19 Barclays PLC 25.59M (0.66%) 1.25M
Increased by +4.90%
Dec 31, 23
20 Bank of New York Mellon Corp 25.13M (0.65%) -488.70K
Decreased by -1.94%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 123.10M (3.17%) -421.92K
Decreased by -0.34%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 103.51M (2.66%) 1.24M
Increased by +1.20%
Oct 31, 24
3 Schwab US Dividend Equity ETF™ 96.82M (2.49%) 86.20K
Increased by +0.09%
Oct 31, 24
4 Fidelity 500 Index 48.00M (1.23%) -315.03K
Decreased by -0.66%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 47.60M (1.22%) 248.41K
Increased by +0.52%
Oct 31, 24
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 43.47M (1.12%) 66.90K
Increased by +0.15%
Oct 31, 24
9 Performer (AFRIS) 42.72M (1.10%) 42.72M
Increased by +100.00%
Feb 29, 24
10 Vanguard Value Index Inv 33.11M (0.85%) 130.49K
Increased by +0.39%
Oct 31, 24
11 Vanguard Institutional Index I 24.82M (0.64%) -6.49K
Decreased by -0.03%
Oct 31, 24
12 The Consumer Discret Sel SectSPDR® ETF 22.00M (0.57%) 19.47K
Increased by +0.09%
Oct 31, 24
13 Consumer Discret Sel Sect SPDR® ETF 21.01M (0.54%) -107.01K
Decreased by -0.51%
Apr 30, 24
14 iShares Select Dividend ETF 19.80M (0.51%) -6.65K
Decreased by -0.03%
Oct 31, 24
15 State St S&P 500® Indx SL Cl III 18.93M (0.49%) 55.00K
Increased by +0.29%
Oct 31, 24
16 Vanguard High Dividend Yield ETF 16.16M (0.42%) 55.16K
Increased by +0.34%
Oct 31, 24
17 Blackrock Eq Idx Fund CF 14.89M (0.38%) 1.05M
Increased by +7.07%
Sep 30, 24
18 Russell 1000 Index Fund 12.36M (0.32%) 247.79K
Increased by +2.00%
Oct 31, 24
19 Blackrock Russ 1000 Eq Idx Composite 12.17M (0.31%) 195.07K
Increased by +1.60%
Sep 30, 24
20 Invesco S&P 500® Equal Weight ETF 12.15M (0.31%) 55.42K
Increased by +0.46%
Oct 31, 24