Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIE 4.42%
2 RSHO 4.38%
3 IYM 4.28%
4 BCUS 4.10%
5 MDCP 4.08%
6 BEEZ 3.99%
7 QINC 3.96%
8 DIVL 3.96%
9 UTRN 3.96%
10 HWAY 3.30%
11 KONG 3.23%
12 GFGF 2.77%
13 POWA 2.34%
14 LCLG 2.31%
15 FXZ 2.30%
16 VSMV 2.30%
17 LVHD 2.23%
18 DEF 2.14%
19 JMID 2.12%
20 QDIV 1.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 71.71M (12.55%) 422.54K
Increased by +0.59%
Sep 30, 24
2 BlackRock Inc 46.44M (8.13%) 263.78K
Increased by +0.57%
Jun 30, 24
3 State Street Corp 26.64M (4.66%) 447.39K
Increased by +1.68%
Jun 30, 24
4 State Street Corporation 26.20M (4.59%) -1.55M
Decreased by -5.90%
Mar 31, 24
5 Bank of New York Mellon Corp 21.69M (3.80%) -575.07K
Decreased by -2.65%
Jun 30, 24
6 Charles Schwab Investment Management Inc 19.88M (3.48%) 608.60K
Increased by +3.06%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 18.65M (3.26%) 581.98K
Increased by +3.12%
Jun 30, 24
8 Geode Capital Management, LLC 15.80M (2.77%) 435.66K
Increased by +2.76%
Jun 30, 24
9 Baird Financial Group, Inc. 8.18M (1.43%) 169.52K
Increased by +2.07%
Jun 30, 24
10 Bank of America Corp 7.52M (1.32%) -817.49K
Decreased by -10.88%
Jun 30, 24
11 NORGES BANK 7.06M (1.24%) 799.41K
Increased by +11.32%
Jun 30, 24
12 Royal Bank of Canada 6.79M (1.19%) -416.53K
Decreased by -6.14%
Jun 30, 24
13 Principal Financial Group Inc 6.50M (1.14%) -303.81K
Decreased by -4.68%
Sep 30, 24
14 Northern Trust Corp 6.36M (1.11%) -310.92K
Decreased by -4.89%
Sep 30, 24
15 Legal & General Group PLC 5.91M (1.03%) 193.73K
Increased by +3.28%
Jun 30, 24
16 Amvescap Plc. 5.82M (1.02%) -122.36K
Decreased by -2.10%
Jun 30, 24
17 Goldman Sachs Group Inc 5.49M (0.96%) 467.86K
Increased by +8.52%
Jun 30, 24
18 Cantillon Capital Management LLC 4.91M (0.86%) -146.46K
Decreased by -2.99%
Sep 30, 24
19 UBS Asset Mgmt Americas Inc 4.72M (0.83%) 226.13K
Increased by +4.79%
Sep 30, 24
20 Franklin Resources Inc 4.70M (0.82%) 71.99K
Increased by +1.53%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 18.09M (3.17%) -61.41K
Decreased by -0.34%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 15.18M (2.66%) 181.58K
Increased by +1.20%
Oct 31, 24
3 Schwab US Dividend Equity ETF™ 14.14M (2.47%) 12.56K
Increased by +0.09%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 12.15M (2.13%) 21.91K
Increased by +0.18%
Oct 31, 24
5 Invesco QQQ Trust 11.09M (1.94%) -51.46K
Decreased by -0.46%
Oct 31, 24
6 Fidelity 500 Index 7.04M (1.23%) -14.11K
Decreased by -0.20%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 6.98M (1.22%) 36.40K
Increased by +0.52%
Oct 31, 24
8 SPDR® S&P 500 ETF Trust 6.90M (1.21%) -53.72K
Decreased by -0.78%
Mar 31, 24
9 Fidelity® 500 Index 6.66M (1.17%) 42.37K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 6.37M (1.12%) 9.80K
Increased by +0.15%
Oct 31, 24
11 Vanguard Growth Index Investor 6.36M (1.11%) 40.51K
Increased by +0.64%
Oct 31, 24
12 Principal Aligned MidCap Equity 4.40M (0.77%) -192.18K
Decreased by -4.37%
Sep 30, 24
13 Principal MidCap R5 4.40M (0.77%) 0.00
Increased by 0.00%
Sep 30, 24
14 Vanguard Mid-Cap Growth ETF 4.04M (0.71%) 10.64K
Increased by +0.26%
Oct 31, 24
15 Vanguard Institutional Index I 3.64M (0.64%) -920.00
Decreased by -0.03%
Oct 31, 24
16 Vanguard Dividend Appreciation ETF 3.09M (0.54%) 6.90K
Increased by +0.22%
Oct 31, 24
17 SPDR® S&P Dividend ETF 3.03M (0.53%) -525.20K
Decreased by -17.31%
Oct 31, 24
18 Global X US Infrastructure Dev ETF 2.97M (0.52%) 0.00
Increased by 0.00%
Oct 31, 24
19 The Industrial Select Sector SPDR® ETF 2.86M (0.50%) 176.03K
Increased by +6.16%
Oct 31, 24
20 State St S&P 500® Indx SL Cl III 2.78M (0.49%) 8.00K
Increased by +0.29%
Oct 31, 24