Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 5.02%
2 BEEZ 4.57%
3 WBIE 4.42%
4 MDCP 4.21%
5 IYM 4.21%
6 BCUS 4.10%
7 UTRN 4.05%
8 DIVL 3.96%
9 QINC 3.96%
10 HWAY 3.77%
11 KONG 3.40%
12 RISN 2.88%
13 GFGF 2.74%
14 LCLG 2.47%
15 PRN 2.43%
16 VSMV 2.30%
17 LVHD 2.23%
18 POWA 2.16%
19 DEF 2.14%
20 FXZ 2.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 72.30M (12.64%) 592.58K
Increased by +0.82%
Dec 31, 24
2 BlackRock Inc 48.14M (8.42%) 1.05M
Increased by +2.18%
Dec 31, 24
3 State Street Corp 28.02M (4.90%) 30.59K
Increased by +0.11%
Dec 31, 24
4 State Street Corporation 26.20M (4.58%) -1.55M
Decreased by -5.90%
Mar 31, 24
5 Charles Schwab Investment Management Inc 20.77M (3.63%) 887.00K
Increased by +4.27%
Dec 31, 24
6 Bank of New York Mellon Corp 19.54M (3.42%) -1.36M
Decreased by -6.94%
Dec 31, 24
7 Geode Capital Management, LLC 16.92M (2.96%) 234.71K
Increased by +1.39%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 10.55M (1.84%) 1.11M
Increased by +10.51%
Dec 31, 24
9 Baird Financial Group, Inc. 8.28M (1.45%) 74.90K
Increased by +0.91%
Dec 31, 24
10 Bank of America Corp 7.43M (1.30%) -546.10K
Decreased by -7.35%
Dec 31, 24
11 Northern Trust Corp 7.32M (1.28%) 966.63K
Increased by +13.20%
Dec 31, 24
12 NORGES BANK 7.27M (1.27%) 206.61K
Increased by +2.84%
Dec 31, 24
13 Royal Bank of Canada 7.02M (1.23%) 116.87K
Increased by +1.67%
Dec 31, 24
14 Amvescap Plc. 6.63M (1.16%) 33.72K
Increased by +0.51%
Dec 31, 24
15 Principal Financial Group Inc 6.42M (1.12%) -74.08K
Decreased by -1.15%
Dec 31, 24
16 Goldman Sachs Group Inc 5.42M (0.95%) -2.41K
Decreased by -0.04%
Dec 31, 24
17 UBS Asset Mgmt Americas Inc 5.32M (0.93%) 602.18K
Increased by +11.32%
Dec 31, 24
18 Legal & General Group PLC 5.23M (0.91%) -19.90K
Decreased by -0.38%
Dec 31, 24
19 Cantillon Capital Management LLC 4.93M (0.86%) 26.25K
Increased by +0.53%
Dec 31, 24
20 Envestnet Asset Management Inc 4.76M (0.83%) -9.27K
Decreased by -0.19%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 18.06M (3.16%) 68.37K
Increased by +0.38%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 15.89M (2.78%) 110.39K
Increased by +0.69%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 15.05M (2.63%) 12.51K
Increased by +0.08%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 12.37M (2.16%) 53.04K
Increased by +0.43%
Feb 28, 25
5 Invesco QQQ Trust 11.85M (2.07%) -930.00
Decreased by -0.01%
Feb 28, 25
6 Fidelity 500 Index 7.14M (1.25%) 31.52K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 7.08M (1.24%) -52.57K
Decreased by -0.74%
Feb 28, 25
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%) -338.00
Decreased by -0.01%
Feb 28, 25
10 Fidelity® 500 Index 6.66M (1.16%) 42.37K
Increased by +0.64%
Nov 30, 23
11 Vanguard Growth Index Investor 6.10M (1.07%) 4.27K
Increased by +0.07%
Feb 28, 25
12 Principal Aligned MidCap Equity 4.34M (0.76%) -61.13K
Decreased by -1.41%
Dec 31, 24
13 Principal MidCap R5 4.34M (0.76%) 0.00
Increased by 0.00%
Feb 28, 25
14 Vanguard Mid-Cap Growth ETF 4.30M (0.75%) 34.58K
Increased by +0.80%
Feb 28, 25
15 Global X US Infrastructure Dev ETF 3.62M (0.63%) -6.61K
Decreased by -0.18%
Feb 28, 25
16 Vanguard Institutional Index I 3.55M (0.62%) -40.31K
Decreased by -1.13%
Feb 28, 25
17 Vanguard Dividend Appreciation ETF 3.15M (0.55%) 16.11K
Increased by +0.51%
Feb 28, 25
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 2.91M (0.51%) -16.74K
Decreased by -0.58%
Feb 28, 25
20 iShares Russell Mid-Cap Growth ETF 2.78M (0.49%) -13.13K
Decreased by -0.47%
Feb 28, 25