Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARD 4.15%
2 CARU 4.15%
3 UTRN 4.09%
4 CCOR 2.76%
5 EQRR 2.53%
6 UPGD 2.13%
7 TUSA 2.01%
8 FDIV 2.01%
9 SDOG 2.01%
10 RCD 1.97%
11 RSPD 1.97%
12 OAKM 1.96%
13 VSDA 1.95%
14 DIVZ 1.82%
15 DIVP 1.82%
16 SPGP 1.81%
17 RYJ 1.79%
18 FTDS 1.69%
19 FTXR 1.66%
20 KNGZ 1.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.01M (12.30%) -74.95K
Decreased by -0.44%
Dec 31, 24
2 BlackRock Inc 10.99M (7.95%) -61.14K
Decreased by -0.56%
Dec 31, 24
3 State Street Corp 8.47M (6.13%) 630.17K
Increased by +7.44%
Dec 31, 24
4 State Street Corporation 7.58M (5.48%) -390.96K
Decreased by -5.16%
Mar 31, 24
5 Geode Capital Management, LLC 3.36M (2.43%) 65.78K
Increased by +1.96%
Dec 31, 24
6 Amvescap Plc. 3.26M (2.36%) 518.85K
Increased by +15.90%
Dec 31, 24
7 Charles Schwab Investment Management Inc 2.89M (2.09%) 145.96K
Increased by +5.05%
Dec 31, 24
8 Wells Fargo & Co 2.69M (1.95%) -101.31K
Decreased by -3.76%
Dec 31, 24
9 Harris Associates L.P. 2.67M (1.93%) 345.25K
Increased by +12.92%
Dec 31, 24
10 Stifel Financial Corp 2.50M (1.81%) 445.26K
Increased by +17.79%
Dec 31, 24
11 JPMorgan Chase & Co 2.25M (1.63%) -1.43M
Decreased by -63.36%
Dec 31, 24
12 Ameriprise Financial Inc 2.14M (1.55%) 104.34K
Increased by +4.88%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.90M (1.37%) -212.28K
Decreased by -11.18%
Dec 31, 24
14 NORGES BANK 1.77M (1.28%) 64.84K
Increased by +3.66%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 1.70M (1.23%) 182.97K
Increased by +10.77%
Dec 31, 24
16 ProShare Advisors LLC 1.68M (1.21%) 351.86K
Increased by +20.95%
Dec 31, 24
17 Bank of America Corp 1.59M (1.15%) -293.31K
Decreased by -18.42%
Dec 31, 24
18 Macquarie Group Ltd 1.43M (1.04%) -160.76K
Decreased by -11.22%
Dec 31, 24
19 Northern Trust Corp 1.43M (1.04%) 142.09K
Increased by +9.93%
Dec 31, 24
20 UBS Asset Mgmt Americas Inc 1.38M (1.00%) 118.78K
Increased by +8.61%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.42M (3.20%) 3.31K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.38M (3.17%) -4.10K
Decreased by -0.09%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 3.86M (2.79%) 5.24K
Increased by +0.14%
Mar 31, 25
4 Vanguard Mid Cap Index Institutional 2.99M (2.16%) -13.71K
Decreased by -0.46%
Mar 31, 25
5 Oakmark Investor 1.77M (1.28%) 150.00K
Increased by +8.45%
Dec 31, 24
6 Fidelity 500 Index 1.74M (1.26%) 7.75K
Increased by +0.45%
Feb 28, 25
7 SPDR® S&P 500 ETF 1.73M (1.25%) -25.42K
Decreased by -1.47%
Mar 31, 25
8 iShares Select Dividend ETF 1.72M (1.24%) 0.00
Increased by 0.00%
Mar 31, 25
9 iShares Core S&P 500 ETF 1.70M (1.23%) 4.92K
Increased by +0.29%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 1.69M (1.22%) -13.11K
Decreased by -0.77%
Mar 31, 24
11 SPDR® S&P 500® ETF Trust 1.68M (1.22%) -8.86K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 1.67M (1.20%) -28.04K
Decreased by -1.68%
Mar 31, 25
13 Fidelity® 500 Index 1.64M (1.18%) 10.41K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P Dividend ETF 1.52M (1.10%) -4.63K
Decreased by -0.30%
Mar 31, 25
15 ProShares S&P 500 Dividend Aristocrats 1.45M (1.05%) 0.00
Increased by 0.00%
Mar 31, 25
16 Columbia Dividend Value 1.38M (1.00%) -9.64K
Decreased by -0.70%
Dec 31, 24
17 Columbia Dividend Income Inst 1.38M (1.00%) -3.21K
Decreased by -0.23%
Feb 28, 25
18 Vanguard Value Index Inv 1.22M (0.88%) 21.67K
Increased by +1.77%
Mar 31, 25
19 JPMorgan Mid Cap Value L 1.21M (0.88%) 0.00
Increased by 0.00%
Feb 28, 25
20 Invesco S&P 500® Equal Weight ETF 1.17M (0.85%) 2.49K
Increased by +0.21%
Mar 31, 25