Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIE 4.42%
2 IYM 4.27%
3 RSHO 4.21%
4 BCUS 4.10%
5 QINC 3.96%
6 UTRN 3.96%
7 MDCP 3.93%
8 DIVL 3.87%
9 BEEZ 3.76%
10 HWAY 3.24%
11 KONG 3.18%
12 GFGF 2.58%
13 FXZ 2.34%
14 VSMV 2.30%
15 LVHD 2.23%
16 DEF 2.14%
17 LCLG 2.04%
18 QDIV 1.95%
19 RYJ 1.94%
20 UPGD 1.94%

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 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 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™ 14.54M (2.55%) 31.50K
Increased by +0.22%
Nov 30, 24
4 Vanguard Mid Cap Index Institutional 12.15M (2.13%) 21.91K
Increased by +0.18%
Oct 31, 24
5 Invesco QQQ Trust 11.37M (1.99%) 10.06K
Increased by +0.09%
Nov 29, 24
6 SPDR® S&P 500® ETF Trust 7.08M (1.24%) 41.79K
Increased by +0.59%
Nov 30, 24
7 Fidelity 500 Index 7.03M (1.23%) -11.55K
Decreased by -0.16%
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 6.47M (1.13%) 0.00
Increased by 0.00%
Nov 30, 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 4.35M (0.76%) -49.74K
Decreased by -1.14%
Oct 31, 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 Global X US Infrastructure Dev ETF 3.14M (0.55%) 8.44K
Increased by +0.27%
Nov 29, 24
17 Vanguard Dividend Appreciation ETF 3.09M (0.54%) 6.90K
Increased by +0.22%
Oct 31, 24
18 SPDR® S&P Dividend ETF 3.04M (0.53%) 0.00
Increased by 0.00%
Nov 30, 24
19 The Industrial Select Sector SPDR® ETF 2.91M (0.51%) 3.74K
Increased by +0.13%
Nov 30, 24
20 State St S&P 500® Indx SL Cl III 2.77M (0.49%) -1.40K
Decreased by -0.05%
Nov 30, 24