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 1.92%
8 DIVP 1.81%
9 RYJ 1.79%
10 FTDS 1.72%
11 SDOG 1.72%
12 RSPD 1.69%
13 RCD 1.69%
14 FTCS 1.64%
15 CZA 1.61%
16 FTXR 1.53%
17 VSDA 1.45%
18 RNDV 1.42%
19 KNGZ 1.42%
20 SPGP 1.30%

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 Corporation 7.58M (5.48%) -390.96K
Decreased by -5.16%
Mar 31, 24
4 State Street Corp 7.44M (5.38%) -135.69K
Decreased by -1.82%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 4.23M (3.06%) -41.55K
Decreased by -0.98%
Jun 30, 24
6 Geode Capital Management, LLC 3.26M (2.36%) 64.20K
Increased by +1.97%
Jun 30, 24
7 Amvescap Plc. 2.95M (2.13%) 778.89K
Increased by +26.42%
Jun 30, 24
8 Wells Fargo & Co 2.85M (2.06%) -45.82K
Decreased by -1.61%
Jun 30, 24
9 Charles Schwab Investment Management Inc 2.74M (1.98%) 30.35K
Increased by +1.11%
Sep 30, 24
10 Stifel Financial Corp 2.03M (1.47%) -4.87K
Decreased by -0.24%
Jun 30, 24
11 Ameriprise Financial Inc 2.02M (1.46%) 351.05K
Increased by +17.35%
Jun 30, 24
12 Macquarie Group Ltd 1.91M (1.38%) -177.28K
Decreased by -9.29%
Jun 30, 24
13 Bank of America Corp 1.83M (1.32%) -71.89K
Decreased by -3.92%
Jun 30, 24
14 NORGES BANK 1.70M (1.23%) 148.00K
Increased by +8.68%
Jun 30, 24
15 JPMorgan Chase & Co 1.66M (1.20%) -125.44K
Decreased by -7.54%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 1.52M (1.10%) 147.21K
Increased by +9.71%
Sep 30, 24
17 ProShare Advisors LLC 1.33M (0.96%) 219.35K
Increased by +16.52%
Sep 30, 24
18 Northern Trust Corp 1.29M (0.93%) -60.64K
Decreased by -4.70%
Sep 30, 24
19 Cullen Capital Management, LLC 1.29M (0.93%) 148.34K
Increased by +11.51%
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 4.41M (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%) 274.11K
Increased by +13.21%
Oct 31, 24
5 Fidelity 500 Index 1.71M (1.24%) -3.50K
Decreased by -0.20%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 1.70M (1.23%) 8.86K
Increased by +0.52%
Oct 31, 24
7 SPDR® S&P 500 ETF Trust 1.69M (1.22%) -13.11K
Decreased by -0.77%
Mar 31, 24
8 Fidelity® 500 Index 1.64M (1.18%) 10.41K
Increased by +0.64%
Nov 30, 23
9 Oakmark Investor 1.63M (1.17%) 1.63M
Increased by +100.00%
Sep 30, 24
10 iShares Core S&P 500 ETF 1.55M (1.12%) 2.38K
Increased by +0.15%
Oct 31, 24
11 Columbia Dividend Value 1.39M (1.01%) -12.75K
Decreased by -0.91%
Sep 30, 24
12 Columbia Dividend Income Inst 1.39M (1.01%) -2.21K
Decreased by -0.16%
Oct 31, 24
13 ProShares S&P 500 Dividend Aristocrats 1.30M (0.94%) -552.00
Decreased by -0.04%
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 Vanguard Mid-Cap Value ETF 959.72K (0.69%) 4.67K
Increased by +0.49%
Oct 31, 24
17 Invesco S&P 500® Equal Weight ETF 946.16K (0.68%) 4.25K
Increased by +0.45%
Oct 31, 24
18 ThomasPartners Dividend Growth Non K-1 926.92K (0.67%) 926.83K
Increased by +99.99%
Jun 30, 24
19 iShares Select Dividend ETF 920.65K (0.67%) -309.00
Decreased by -0.03%
Oct 31, 24
20 Vanguard Institutional Index I 886.49K (0.64%) 1.72K
Increased by +0.19%
Oct 31, 24