Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARU 10.52%
2 CARD 10.52%
3 FTXR 6.00%
4 WBIY 4.60%
5 RDIV 4.49%
6 WBIL 4.33%
7 UTRN 4.14%
8 TADS 3.53%
9 DIVC 3.33%
10 MADE 3.22%
11 ESGL_old 2.21%
12 WBIG 2.18%
13 DVYL 2.17%
14 RPV 2.09%
15 ESN 1.90%
16 SDOG 1.86%
17 WBIF 1.81%
18 RSPD 1.69%
19 RCD 1.69%
20 FDL 1.62%

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 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 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™ 99.62M (2.56%) 216.10K
Increased by +0.22%
Nov 30, 24
4 SPDR® S&P 500® ETF Trust 48.27M (1.24%) 285.08K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 47.92M (1.23%) -78.73K
Decreased by -0.16%
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 44.13M (1.13%) 0.00
Increased by 0.00%
Nov 30, 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 22.93M (0.59%) 0.00
Increased by 0.00%
Nov 30, 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 19.84M (0.51%) 0.00
Increased by 0.00%
Nov 30, 24
15 State St S&P 500® Indx SL Cl III 18.92M (0.49%) -9.70K
Decreased by -0.05%
Nov 30, 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 iShares MSCI USA Value Factor ETF 13.08M (0.34%) 0.00
Increased by 0.00%
Nov 30, 24
19 Invesco S&P 500® Equal Weight ETF 12.86M (0.33%) 17.93K
Increased by +0.14%
Nov 29, 24
20 Blackrock Russ 1000 Eq Idx Composite 12.17M (0.31%) 195.07K
Increased by +1.60%
Sep 30, 24