Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.09%
2 CCOR 2.76%
3 UPGD 2.13%
4 TUSA 2.01%
5 RSPD 2.00%
6 RCD 2.00%
7 SDOG 1.98%
8 OAKM 1.94%
9 VSDA 1.94%
10 DIVZ 1.91%
11 DIVP 1.84%
12 RYJ 1.79%
13 FTDS 1.69%
14 SPGP 1.69%
15 FTCS 1.64%
16 CZA 1.61%
17 FTXR 1.54%
18 KNGZ 1.54%
19 RNDV 1.54%
20 EQRR 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.01M (12.31%) -74.95K
Decreased by -0.44%
Dec 31, 24
2 BlackRock Inc 11.05M (8.00%) 220.35K
Increased by +1.99%
Sep 30, 24
3 State Street Corp 7.84M (5.68%) 401.18K
Increased by +5.11%
Sep 30, 24
4 State Street Corporation 7.58M (5.49%) -390.96K
Decreased by -5.16%
Mar 31, 24
5 JPMorgan Chase & Co 3.68M (2.66%) 292.12K
Increased by +7.93%
Sep 30, 24
6 Geode Capital Management, LLC 3.30M (2.39%) 32.86K
Increased by +1.00%
Sep 30, 24
7 Charles Schwab Investment Management Inc 2.89M (2.09%) 145.96K
Increased by +5.05%
Dec 31, 24
8 Wells Fargo & Co 2.79M (2.02%) -59.86K
Decreased by -2.14%
Sep 30, 24
9 Amvescap Plc. 2.74M (1.99%) -204.73K
Decreased by -7.46%
Sep 30, 24
10 Harris Associates L.P. 2.67M (1.93%) 345.25K
Increased by +12.92%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 2.11M (1.53%) -2.12M
Decreased by -100.38%
Sep 30, 24
12 Stifel Financial Corp 2.06M (1.49%) 25.02K
Increased by +1.22%
Sep 30, 24
13 Ameriprise Financial Inc 2.03M (1.47%) 8.22K
Increased by +0.40%
Sep 30, 24
14 Bank of America Corp 1.89M (1.36%) 52.37K
Increased by +2.78%
Sep 30, 24
15 NORGES BANK 1.77M (1.28%) 64.84K
Increased by +3.66%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 1.70M (1.23%) 182.97K
Increased by +10.77%
Dec 31, 24
17 Macquarie Group Ltd 1.59M (1.15%) -315.08K
Decreased by -19.78%
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 BB&T Corp. 1.29M (0.93%) -104.62K
Decreased by -8.12%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.35M (3.15%) -37.34K
Decreased by -0.86%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 3.77M (2.73%) 22.11K
Increased by +0.59%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 2.99M (2.16%) 17.94K
Increased by +0.60%
Dec 31, 24
4 Oakmark Investor 1.77M (1.28%) 150.00K
Increased by +8.45%
Dec 31, 24
5 Fidelity 500 Index 1.73M (1.25%) 4.40K
Increased by +0.25%
Dec 31, 24
6 SPDR® S&P 500® ETF Trust 1.70M (1.23%) -16.73K
Decreased by -0.99%
Jan 31, 25
7 SPDR® S&P 500 ETF Trust 1.69M (1.23%) -13.11K
Decreased by -0.77%
Mar 31, 24
8 ProShares S&P 500 Dividend Aristocrats 1.64M (1.19%) 0.00
Increased by 0.00%
Jan 31, 25
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%) 2.44K
Increased by +0.15%
Jan 31, 25
11 SPDR® S&P Dividend ETF 1.55M (1.12%) -507.00K
Decreased by -32.73%
Jan 31, 25
12 Columbia Dividend Income Inst 1.38M (1.00%) -12.27K
Decreased by -0.89%
Dec 31, 24
13 Columbia Dividend Value 1.38M (1.00%) -9.64K
Decreased by -0.70%
Dec 31, 24
14 Invesco S&P 500® Equal Weight ETF 1.23M (0.89%) 4.02K
Increased by +0.33%
Jan 31, 25
15 JPM US Mid Cap Value-MA 1.21M (0.88%) 449.49K
Increased by +37.05%
Dec 31, 24
16 JPMorgan Mid Cap Value L 1.21M (0.88%) 0.00
Increased by 0.00%
Dec 31, 24
17 Vanguard Value Index Inv 1.19M (0.86%) -3.87K
Decreased by -0.33%
Dec 31, 24
18 First Trust Capital Strength ETF 1.03M (0.74%) 0.00
Increased by 0.00%
Jun 30, 24
19 Vanguard Mid-Cap Value ETF 932.92K (0.68%) -28.49K
Decreased by -3.05%
Dec 31, 24
20 ThomasPartners Dividend Growth Non K-1 926.92K (0.67%) 926.83K
Increased by +99.99%
Jun 30, 24