Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIE 4.42%
2 IYM 4.26%
3 RSHO 4.11%
4 BCUS 4.10%
5 UTRN 4.05%
6 QINC 3.96%
7 MDCP 3.89%
8 BEEZ 3.71%
9 DIVL 3.70%
10 RISN 3.22%
11 HWAY 3.16%
12 KONG 3.12%
13 GFGF 2.49%
14 VSMV 2.30%
15 LVHD 2.23%
16 DEF 2.14%
17 LCLG 2.02%
18 QDIV 1.91%
19 RYJ 1.91%
20 FXZ 1.90%

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 47.09M (8.24%) 656.49K
Increased by +1.39%
Sep 30, 24
3 State Street Corp 27.99M (4.90%) 1.35M
Increased by +4.81%
Sep 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 20.89M (3.66%) -796.81K
Decreased by -3.81%
Sep 30, 24
6 Charles Schwab Investment Management Inc 19.88M (3.48%) 608.60K
Increased by +3.06%
Sep 30, 24
7 Geode Capital Management, LLC 16.68M (2.92%) 880.37K
Increased by +5.28%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 9.44M (1.65%) -9.21M
Decreased by -97.59%
Sep 30, 24
9 Baird Financial Group, Inc. 8.20M (1.44%) 19.72K
Increased by +0.24%
Sep 30, 24
10 Bank of America Corp 7.98M (1.40%) 462.83K
Increased by +5.80%
Sep 30, 24
11 NORGES BANK 7.06M (1.24%) 799.41K
Increased by +11.32%
Jun 30, 24
12 Royal Bank of Canada 6.90M (1.21%) 114.85K
Increased by +1.66%
Sep 30, 24
13 Amvescap Plc. 6.59M (1.15%) 773.00K
Increased by +11.72%
Sep 30, 24
14 Principal Financial Group Inc 6.50M (1.14%) -303.81K
Decreased by -4.68%
Sep 30, 24
15 Northern Trust Corp 6.36M (1.11%) -310.92K
Decreased by -4.89%
Sep 30, 24
16 Legal & General Group PLC 6.00M (1.05%) 86.25K
Increased by +1.44%
Sep 30, 24
17 Goldman Sachs Group Inc 5.42M (0.95%) -74.40K
Decreased by -1.37%
Sep 30, 24
18 Cantillon Capital Management LLC 4.91M (0.86%) -146.46K
Decreased by -2.99%
Sep 30, 24
19 Envestnet Asset Management Inc 4.77M (0.83%) 101.71K
Increased by +2.13%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 4.72M (0.83%) 226.13K
Increased by +4.79%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.99M (3.15%) -103.26K
Decreased by -0.57%
Nov 30, 24
2 Vanguard Institutional 500 Index Trust 15.40M (2.70%) 216.97K
Increased by +1.41%
Nov 30, 24
3 Schwab US Dividend Equity ETF™ 14.56M (2.55%) 15.45K
Increased by +0.11%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 12.21M (2.14%) 63.78K
Increased by +0.52%
Nov 30, 24
5 Invesco QQQ Trust 11.62M (2.03%) 126.62K
Increased by +1.09%
Dec 31, 24
6 SPDR® S&P 500® ETF Trust 7.20M (1.26%) 83.24K
Increased by +1.16%
Dec 31, 24
7 Fidelity 500 Index 7.08M (1.24%) 48.08K
Increased by +0.68%
Nov 30, 24
8 SPDR® S&P 500 ETF Trust 6.90M (1.21%) -53.72K
Decreased by -0.78%
Mar 31, 24
9 iShares Core S&P 500 ETF 6.73M (1.18%) 4.73K
Increased by +0.07%
Dec 31, 24
10 Fidelity® 500 Index 6.66M (1.17%) 42.37K
Increased by +0.64%
Nov 30, 23
11 Vanguard Growth Index Investor 6.39M (1.12%) 32.52K
Increased by +0.51%
Nov 30, 24
12 Principal Aligned MidCap Equity 4.40M (0.77%) -192.18K
Decreased by -4.37%
Sep 30, 24
13 Principal MidCap R5 4.35M (0.76%) 0.00
Increased by 0.00%
Nov 30, 24
14 Vanguard Mid-Cap Growth ETF 4.07M (0.71%) 21.99K
Increased by +0.54%
Nov 30, 24
15 Vanguard Institutional Index I 3.62M (0.63%) -16.62K
Decreased by -0.46%
Nov 30, 24
16 Global X US Infrastructure Dev ETF 3.12M (0.55%) -14.04K
Decreased by -0.45%
Dec 31, 24
17 Vanguard Dividend Appreciation ETF 3.11M (0.54%) 18.95K
Increased by +0.61%
Nov 30, 24
18 SPDR® S&P Dividend ETF 3.05M (0.53%) 2.00K
Increased by +0.07%
Dec 31, 24
19 The Industrial Select Sector SPDR® ETF 2.88M (0.50%) -36.23K
Decreased by -1.26%
Dec 31, 24
20 iShares Russell Mid-Cap Growth ETF 2.78M (0.49%) 0.00
Increased by 0.00%
Dec 31, 24