Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.09%
2 CARD 4.01%
3 CARU 4.01%
4 CCOR 2.76%
5 UPGD 2.13%
6 TUSA 2.01%
7 DIVZ 1.88%
8 DIVP 1.79%
9 RYJ 1.79%
10 SDOG 1.72%
11 FTDS 1.69%
12 FTCS 1.64%
13 CZA 1.61%
14 RSPD 1.56%
15 RCD 1.56%
16 FTXR 1.43%
17 VSDA 1.42%
18 KNGZ 1.39%
19 RNDV 1.39%
20 SPGP 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.08M (12.34%) -64.68K
Decreased by -0.38%
Sep 30, 24
2 BlackRock Inc 10.83M (7.82%) 16.48K
Increased by +0.15%
Jun 30, 24
3 State Street Corp 7.84M (5.67%) 401.18K
Increased by +5.11%
Sep 30, 24
4 State Street Corporation 7.58M (5.48%) -390.96K
Decreased by -5.16%
Mar 31, 24
5 Geode Capital Management, LLC 3.30M (2.38%) 32.86K
Increased by +1.00%
Sep 30, 24
6 Wells Fargo & Co 2.79M (2.02%) -59.86K
Decreased by -2.14%
Sep 30, 24
7 Charles Schwab Investment Management Inc 2.74M (1.98%) 30.35K
Increased by +1.11%
Sep 30, 24
8 Amvescap Plc. 2.74M (1.98%) -204.73K
Decreased by -7.46%
Sep 30, 24
9 Harris Associates L.P. 2.33M (1.68%) 2.33M
Increased by +100.00%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 2.11M (1.53%) -2.12M
Decreased by -100.38%
Sep 30, 24
11 Stifel Financial Corp 2.06M (1.49%) 25.02K
Increased by +1.22%
Sep 30, 24
12 Ameriprise Financial Inc 2.03M (1.47%) 8.22K
Increased by +0.40%
Sep 30, 24
13 Bank of America Corp 1.89M (1.36%) 52.37K
Increased by +2.78%
Sep 30, 24
14 JPMorgan Chase & Co 1.84M (1.33%) 177.94K
Increased by +9.67%
Sep 30, 24
15 NORGES BANK 1.70M (1.23%) 148.00K
Increased by +8.68%
Jun 30, 24
16 Macquarie Group Ltd 1.59M (1.15%) -315.08K
Decreased by -19.78%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 1.52M (1.10%) 147.21K
Increased by +9.71%
Sep 30, 24
18 ProShare Advisors LLC 1.33M (0.96%) 219.35K
Increased by +16.52%
Sep 30, 24
19 Northern Trust Corp 1.29M (0.93%) -60.64K
Decreased by -4.70%
Sep 30, 24
20 Cullen Capital Management, LLC 1.29M (0.93%) 148.34K
Increased by +11.51%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.41M (3.18%) -16.75K
Decreased by -0.38%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 3.69M (2.67%) 42.89K
Increased by +1.16%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 2.96M (2.14%) 5.41K
Increased by +0.18%
Oct 31, 24
4 SPDR® S&P Dividend ETF 2.08M (1.50%) 0.00
Increased by 0.00%
Nov 30, 24
5 SPDR® S&P 500® ETF Trust 1.72M (1.24%) 10.17K
Increased by +0.59%
Nov 30, 24
6 Fidelity 500 Index 1.71M (1.24%) -2.81K
Decreased by -0.16%
Oct 31, 24
7 SPDR® S&P 500 ETF Trust 1.69M (1.22%) -13.11K
Decreased by -0.77%
Mar 31, 24
8 ProShares S&P 500 Dividend Aristocrats 1.67M (1.21%) -1.41K
Decreased by -0.08%
Nov 29, 24
9 Fidelity® 500 Index 1.64M (1.18%) 10.41K
Increased by +0.64%
Nov 30, 23
10 Oakmark Investor 1.63M (1.17%) 1.63M
Increased by +100.00%
Sep 30, 24
11 iShares Core S&P 500 ETF 1.57M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
12 Columbia Dividend Value 1.39M (1.01%) -12.75K
Decreased by -0.91%
Sep 30, 24
13 Columbia Dividend Income Inst 1.39M (1.01%) -2.21K
Decreased by -0.16%
Oct 31, 24
14 Vanguard Value Index Inv 1.18M (0.85%) 3.02K
Increased by +0.26%
Oct 31, 24
15 First Trust Capital Strength ETF 1.03M (0.74%) 0.00
Increased by 0.00%
Jun 30, 24
16 Invesco S&P 500® Equal Weight ETF 1.00M (0.72%) 1.38K
Increased by +0.14%
Nov 29, 24
17 Vanguard Mid-Cap Value ETF 959.72K (0.69%) 4.67K
Increased by +0.49%
Oct 31, 24
18 ThomasPartners Dividend Growth Non K-1 926.92K (0.67%) 926.83K
Increased by +99.99%
Jun 30, 24
19 JPMorgan Mid Cap Value L 922.52K (0.67%) 158.89K
Increased by +17.22%
Oct 31, 24
20 iShares Select Dividend ETF 922.37K (0.67%) 0.00
Increased by 0.00%
Nov 30, 24