Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 4.39%
2 IAT 4.32%
3 UTRN 3.91%
4 KBWB 3.79%
5 FTXO 3.37%
6 KRU 2.50%
7 RDIV 2.39%
8 FOVL 2.23%
9 ENTR 1.60%
10 RYF 1.37%
11 RSPF 1.32%
12 DIVG 1.29%
13 SPYD 1.17%
14 DVY 1.09%
15 SCHD 1.09%
16 KNGZ 1.05%
17 RNDV 1.05%
18 SDVY 1.03%
19 KBE 1.02%
20 PXLV 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 82.68M (12.45%) -23.73K
Decreased by -0.03%
Dec 31, 24
2 BlackRock Inc 61.40M (9.24%) 3.21M
Increased by +5.22%
Dec 31, 24
3 Capital World Investors 33.70M (5.07%) -4.50M
Decreased by -13.36%
Dec 31, 24
4 State Street Corp 32.47M (4.89%) 388.02K
Increased by +1.19%
Dec 31, 24
5 State Street Corporation 32.09M (4.83%) -214.40K
Decreased by -0.67%
Mar 31, 24
6 JPMorgan Chase & Co 30.72M (4.62%) -28.91M
Decreased by -94.11%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 24.15M (3.64%) -629.63K
Decreased by -2.61%
Dec 31, 24
8 Charles Schwab Investment Management Inc 21.59M (3.25%) 812.38K
Increased by +3.76%
Dec 31, 24
9 Geode Capital Management, LLC 16.96M (2.55%) 285.91K
Increased by +1.69%
Dec 31, 24
10 Amvescap Plc. 16.87M (2.54%) -765.39K
Decreased by -4.54%
Dec 31, 24
11 Boston Partners Global Investors, Inc 14.14M (2.13%) 823.80K
Increased by +5.83%
Dec 31, 24
12 Bank of America Corp 11.37M (1.71%) -1.31M
Decreased by -11.49%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 10.82M (1.63%) 477.74K
Increased by +4.42%
Dec 31, 24
14 First Trust Advisors L.P. 9.53M (1.43%) 1.03M
Increased by +10.78%
Dec 31, 24
15 Nuveen Asset Management, LLC 9.29M (1.40%) -11.46K
Decreased by -0.12%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 9.07M (1.37%) -248.44K
Decreased by -2.74%
Dec 31, 24
17 NORGES BANK 8.79M (1.32%) -80.83K
Decreased by -0.92%
Dec 31, 24
18 Allspring Global Investments Holdings, LLC 7.54M (1.14%) -1.14M
Decreased by -15.11%
Dec 31, 24
19 Goldman Sachs Group Inc 7.11M (1.07%) 3.07M
Increased by +43.24%
Dec 31, 23
20 Northern Trust Corp 7.07M (1.07%) 798.66K
Increased by +11.29%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 21.35M (3.21%) -244.63K
Decreased by -1.15%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 20.93M (3.15%) -184.79K
Decreased by -0.88%
Mar 31, 25
3 American Funds Income Fund of Amer A 20.03M (3.02%) -3.23M
Decreased by -16.15%
Mar 31, 25
4 Schwab US Dividend Equity ETF™ 19.00M (2.86%) 3.29K
Increased by +0.02%
Apr 30, 25
5 Vanguard Institutional 500 Index Trust 18.62M (2.80%) 24.87K
Increased by +0.13%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 14.33M (2.16%) -148.36K
Decreased by -1.04%
Mar 31, 25
7 Fidelity 500 Index 8.40M (1.27%) 5.88K
Increased by +0.07%
Mar 31, 25
8 SPDR® S&P 500 ETF 8.35M (1.26%) -122.14K
Decreased by -1.46%
Mar 31, 25
9 JHancock Disciplined Value Mid Cap I 8.34M (1.26%) 23.14K
Increased by +0.28%
Feb 28, 25
10 SPDR® S&P 500 ETF Trust 8.23M (1.24%) -63.83K
Decreased by -0.78%
Mar 31, 24
11 SPDR® S&P 500® ETF 8.14M (1.22%) 6.70K
Increased by +0.08%
Apr 30, 25
12 SPDR® S&P 500® ETF Trust 8.12M (1.22%) -42.55K
Decreased by -0.52%
Mar 31, 25
13 iShares Core S&P 500 ETF 7.94M (1.20%) -7.90K
Decreased by -0.10%
Apr 29, 25
14 Fidelity® 500 Index 7.93M (1.19%) 50.49K
Increased by +0.64%
Nov 30, 23
15 American Funds Washington Mutual A 7.71M (1.16%) 2.00M
Increased by +25.90%
Jun 30, 24
16 Capital Group Wash Mutual Invtrs Comp 7.71M (1.16%) 2.00M
Increased by +25.90%
Jun 30, 24
17 Franklin Income A1 7.00M (1.05%) -3.00M
Decreased by -42.81%
Dec 31, 23
18 First Trust Rising Dividend Achiev ETF 6.34M (0.95%) 11.29K
Increased by +0.18%
Feb 27, 25
19 T. Rowe Price Equity Income 6.27M (0.94%) -220.00K
Decreased by -3.51%
Mar 31, 24
20 T. Rowe Price US Lg-Cp Equity Inc Comp 6.27M (0.94%) -220.00K
Decreased by -3.51%
Mar 31, 24