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 RSPD 2.04%
7 TUSA 2.01%
8 RCD 2.01%
9 SDOG 1.97%
10 OAKM 1.91%
11 DIVZ 1.90%
12 DIVP 1.82%
13 RYJ 1.79%
14 FTDS 1.69%
15 FTCS 1.64%
16 CZA 1.61%
17 SPGP 1.58%
18 VSDA 1.45%
19 FTXR 1.44%
20 KNGZ 1.40%

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 11.05M (7.98%) 220.35K
Increased by +1.99%
Sep 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 4.39M (3.17%) -20.31K
Decreased by -0.46%
Nov 30, 24
2 Vanguard Institutional 500 Index Trust 3.74M (2.70%) 51.56K
Increased by +1.38%
Nov 30, 24
3 Vanguard Mid Cap Index Institutional 2.97M (2.15%) 15.28K
Increased by +0.51%
Nov 30, 24
4 SPDR® S&P Dividend ETF 2.08M (1.51%) 1.37K
Increased by +0.07%
Dec 31, 24
5 SPDR® S&P 500® ETF Trust 1.75M (1.26%) 20.25K
Increased by +1.16%
Dec 31, 24
6 Fidelity 500 Index 1.72M (1.24%) 11.70K
Increased by +0.68%
Nov 30, 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 1.66M (1.20%) -1.41K
Decreased by -0.09%
Dec 31, 24
9 Fidelity® 500 Index 1.64M (1.18%) 10.41K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 1.63M (1.18%) 1.15K
Increased by +0.07%
Dec 31, 24
11 Oakmark Investor 1.63M (1.17%) 1.63M
Increased by +100.00%
Sep 30, 24
12 Columbia Dividend Income Inst 1.40M (1.01%) 4.83K
Increased by +0.35%
Nov 30, 24
13 Columbia Dividend Value 1.39M (1.01%) -12.75K
Decreased by -0.91%
Sep 30, 24
14 Invesco S&P 500® Equal Weight ETF 1.22M (0.88%) 1.35K
Increased by +0.11%
Dec 31, 24
15 JPMorgan Mid Cap Value L 1.21M (0.88%) 290.60K
Increased by +23.95%
Nov 30, 24
16 Vanguard Value Index Inv 1.19M (0.86%) 8.15K
Increased by +0.68%
Nov 30, 24
17 First Trust Capital Strength ETF 1.03M (0.74%) 0.00
Increased by 0.00%
Jun 30, 24
18 Vanguard Mid-Cap Value ETF 961.40K (0.69%) 1.69K
Increased by +0.18%
Nov 30, 24
19 iShares Select Dividend ETF 939.45K (0.68%) 2.47K
Increased by +0.26%
Dec 31, 24
20 ThomasPartners Dividend Growth Non K-1 926.92K (0.67%) 926.83K
Increased by +99.99%
Jun 30, 24