Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAGG 8.52%
2 PSCM 8.50%
3 WBIY 5.04%
4 FXZ 3.75%
5 WBIF 3.50%
6 DIET 3.31%
7 IBLN 3.12%
8 KROP 3.12%
9 WBIG 2.98%
10 AIEQ 2.91%
11 RTM 2.88%
12 RSPM 2.88%
13 YUMY 2.68%
14 PUW 2.57%
15 IVEG 2.32%
16 INVN 2.25%
17 SMN 2.05%
18 SBM 2.05%
19 PYZ 2.03%
20 TPMN 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.29M (12.34%) 180.77K
Increased by +1.18%
Dec 31, 24
2 Wellington Management Company LLP 12.08M (9.75%) -1.98M
Decreased by -16.39%
Dec 31, 24
3 BlackRock Inc 11.28M (9.10%) -138.54K
Decreased by -1.23%
Dec 31, 24
4 State Street Corp 6.32M (5.10%) 48.06K
Increased by +0.76%
Dec 31, 24
5 State Street Corporation 5.88M (4.75%) -25.17K
Decreased by -0.43%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 4.38M (3.53%) 321.24K
Increased by +7.34%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 4.28M (3.45%) -435.29K
Decreased by -10.17%
Dec 31, 24
8 Amvescap Plc. 3.56M (2.87%) 977.11K
Increased by +27.45%
Dec 31, 24
9 JPMorgan Chase & Co 3.33M (2.69%) 1.70M
Increased by +51.17%
Sep 30, 24
10 Geode Capital Management, LLC 3.00M (2.42%) 54.02K
Increased by +1.80%
Dec 31, 24
11 Tweedy, Browne Co LLC 2.86M (2.31%) -263.39K
Decreased by -9.20%
Dec 31, 24
12 FMR Inc 2.61M (2.10%) 1.97M
Increased by +75.79%
Mar 31, 24
13 Dimensional Fund Advisors, Inc. 2.29M (1.85%) 707.73K
Increased by +30.96%
Dec 31, 24
14 Manning & Napier Group, LLC 2.20M (1.78%) -46.97K
Decreased by -2.13%
Dec 31, 23
15 Bank of New York Mellon Corp 2.09M (1.69%) 686.00K
Increased by +32.85%
Dec 31, 24
16 Northern Trust Corp 1.93M (1.55%) 71.93K
Increased by +3.73%
Dec 31, 24
17 Brandywine Global Investment Mgmt LLC 1.86M (1.50%) 241.58K
Increased by +12.98%
Dec 31, 24
18 Millennium Management LLC 1.65M (1.33%) 1.16M
Increased by +69.92%
Sep 30, 24
19 Ameriprise Financial Inc 1.50M (1.21%) 18.78K
Increased by +1.26%
Dec 31, 24
20 Deutsche Bank AG 1.44M (1.16%) 404.88K
Increased by +28.17%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.72M (6.23%) 4.41K
Increased by +0.06%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 3.95M (3.19%) 3.00K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.94M (3.18%) 5.88K
Increased by +0.15%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 3.46M (2.79%) 21.22K
Increased by +0.61%
Feb 28, 25
5 Schwab US Dividend Equity ETF™ 3.45M (2.78%) 2.72K
Increased by +0.08%
Mar 29, 25
6 Vanguard Small Cap Index 3.19M (2.57%) 2.63K
Increased by +0.08%
Feb 28, 25
7 Hartford Dividend and Growth Y 2.83M (2.28%) -928.27K
Decreased by -32.80%
Dec 31, 24
8 Invesco S&P 500® Equal Weight ETF 2.70M (2.18%) 3.06K
Increased by +0.11%
Feb 28, 25
9 iShares Select Dividend ETF 2.51M (2.03%) 0.00
Increased by 0.00%
Mar 31, 25
10 T. Rowe Price US Mid-Cap Value Equity 2.43M (1.96%) 174.18K
Increased by +7.18%
Dec 31, 24
11 T. Rowe Price Mid-Cap Value 2.42M (1.96%) -1.79K
Decreased by -0.07%
Jan 31, 25
12 Vanguard Small Cap Value Index Inv 2.10M (1.69%) -8.08K
Decreased by -0.38%
Feb 28, 25
13 Vanguard Windsor Investor Shares 2.01M (1.62%) -37.60K
Decreased by -1.87%
Dec 31, 24
14 Tweedy, Browne International Value Fund 1.95M (1.57%) 0.00
Increased by 0.00%
Dec 31, 24
15 Fidelity 500 Index 1.56M (1.26%) 6.96K
Increased by +0.45%
Feb 28, 25
16 SPDR® S&P 500® ETF Trust 1.55M (1.25%) -11.39K
Decreased by -0.74%
Feb 28, 25
17 SPDR® Portfolio S&P 500® High Div ETF 1.53M (1.24%) 498.00
Increased by +0.03%
Feb 28, 25
18 SPDR® S&P 500 ETF Trust 1.49M (1.20%) 3.33K
Increased by +0.22%
Apr 30, 24
19 iShares Core S&P 500 ETF 1.47M (1.19%) -74.00
Decreased by -0.01%
Feb 28, 25
20 Fidelity® 500 Index 1.45M (1.17%) 9.25K
Increased by +0.64%
Nov 30, 23