Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.04%
2 CCOR 2.76%
3 DIVZ 2.69%
4 UPGD 2.13%
5 RSPD 2.09%
6 RYJ 2.07%
7 SDOG 1.99%
8 TUSA 1.97%
9 RCD 1.90%
10 FTCS 1.89%
11 FTDS 1.88%
12 CZA 1.61%
13 EQRR 1.58%
14 FTXR 1.55%
15 VSDA 1.40%
16 KLDW 1.24%
17 SDY 1.07%
18 RNDV 1.03%
19 RISN 1.02%
20 VALQ 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.55M (12.67%) -5.80K
Decreased by -0.03%
Dec 31, 23
2 BlackRock Inc 10.60M (7.65%) 70.98K
Increased by +0.67%
Dec 31, 23
3 State Street Corporation 7.97M (5.76%) 424.16K
Increased by +5.32%
Dec 31, 23
4 Geode Capital Management, LLC 3.15M (2.27%) 63.46K
Increased by +2.02%
Dec 31, 23
5 Wells Fargo & Co 2.81M (2.03%) 5.95K
Increased by +0.21%
Dec 31, 23
6 Charles Schwab Investment Management Inc 2.71M (1.96%) 185.91K
Increased by +6.87%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 2.48M (1.79%) 351.51K
Increased by +14.18%
Dec 31, 23
8 Bank of America Corp 2.46M (1.78%) -983.18K
Decreased by -39.97%
Dec 31, 23
9 Amvescap Plc. 2.16M (1.56%) -428.83K
Decreased by -19.84%
Dec 31, 23
10 Stifel Financial Corp 2.03M (1.47%) 431.62K
Increased by +21.27%
Dec 31, 23
11 Ameriprise Financial Inc 1.63M (1.18%) -1.89K
Decreased by -0.12%
Dec 31, 23
12 BB&T Corp. 1.61M (1.16%) -122.86K
Decreased by -7.64%
Dec 31, 23
13 NORGES BANK 1.56M (1.12%) 177.33K
Increased by +11.39%
Dec 31, 23
14 JPMorgan Chase & Co 1.45M (1.05%) -14.68K
Decreased by -1.01%
Dec 31, 23
15 Goldman Sachs Group Inc 1.44M (1.04%) 636.20K
Increased by +44.25%
Dec 31, 23
16 Northern Trust Corp 1.35M (0.98%) -139.32K
Decreased by -10.30%
Dec 31, 23
17 Bank of New York Mellon Corp 1.28M (0.93%) -54.78K
Decreased by -4.27%
Dec 31, 23
18 ProShare Advisors LLC 1.25M (0.90%) 81.17K
Increased by +6.51%
Dec 31, 23
19 Legal & General Group PLC 1.23M (0.89%) 101.83K
Increased by +8.30%
Dec 31, 23
20 Royal Bank of Canada 1.20M (0.87%) -62.36K
Decreased by -5.20%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.40M (3.17%) -9.12K
Decreased by -0.21%
Feb 29, 24
2 Vanguard Institutional 500 Index Trust 3.53M (2.55%) 34.55K
Increased by +0.98%
Mar 31, 24
3 Vanguard Mid Cap Index Institutional 3.03M (2.19%) -103.97K
Decreased by -3.43%
Mar 31, 24
4 SPDR® S&P 500 ETF Trust 1.69M (1.22%) -13.11K
Decreased by -0.77%
Mar 31, 24
5 Fidelity 500 Index 1.68M (1.21%) 16.92K
Increased by +1.01%
Feb 29, 24
6 Fidelity® 500 Index 1.64M (1.18%) 10.41K
Increased by +0.64%
Nov 30, 23
7 SPDR® S&P Dividend ETF 1.57M (1.14%) 21.36K
Increased by +1.36%
Mar 31, 24
8 iShares Core S&P 500 ETF 1.45M (1.05%) 10.62K
Increased by +0.73%
Mar 28, 24
9 ProShares S&P 500 Dividend Aristocrats 1.20M (0.87%) 0.00
Increased by 0.00%
Mar 28, 24
10 Vanguard Value Index Inv 1.16M (0.84%) -11.94K
Decreased by -1.03%
Mar 31, 24
11 Columbia Dividend Income Inst 1.15M (0.83%) 0.00
Increased by 0.00%
Mar 31, 24
12 Columbia Dividend Value 1.15M (0.83%) 0.00
Increased by 0.00%
Mar 31, 24
13 Vanguard Mid-Cap Value ETF 984.30K (0.71%) -50.93K
Decreased by -5.17%
Mar 31, 24
14 iShares Select Dividend ETF 947.78K (0.68%) 3.90K
Increased by +0.41%
Mar 28, 24
15 Vanguard Institutional Index I 924.45K (0.67%) 1.34K
Increased by +0.15%
Mar 31, 24
16 Washington Crossing Rising Dividend 903.41K (0.65%) 45.15K
Increased by +5.00%
Mar 31, 24
17 JPMorgan Mid Cap Value L 779.13K (0.56%) 139.59K
Increased by +17.92%
Feb 29, 24
18 Consumer Discret Sel Sect SPDR® ETF 760.07K (0.55%) -349.00
Decreased by -0.05%
Mar 31, 24
19 Vanguard Dividend Appreciation ETF 758.16K (0.55%) -50.40K
Decreased by -6.65%
Mar 31, 24
20 Invesco S&P 500® Equal Weight ETF 702.39K (0.51%) 1.76K
Increased by +0.25%
Mar 28, 24