Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.09%
2 CARD 4.03%
3 CARU 4.03%
4 CCOR 2.76%
5 UPGD 2.13%
6 TUSA 2.01%
7 FDIV 2.01%
8 SDOG 1.92%
9 RCD 1.91%
10 RSPD 1.91%
11 VSDA 1.90%
12 OAKM 1.83%
13 DIVZ 1.82%
14 RYJ 1.79%
15 DIVP 1.78%
16 SPGP 1.75%
17 FTDS 1.69%
18 FTCS 1.64%
19 CZA 1.61%
20 FTXR 1.61%

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 Total Stock Mkt Idx Inv 4.39M (3.17%) 19.90K
Increased by +0.45%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 3.86M (2.79%) 27.70K
Increased by +0.72%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 3.00M (2.17%) 12.68K
Increased by +0.42%
Feb 28, 25
4 Oakmark Investor 1.77M (1.28%) 150.00K
Increased by +8.45%
Dec 31, 24
5 Fidelity 500 Index 1.73M (1.25%) 7.65K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 1.72M (1.24%) -12.79K
Decreased by -0.74%
Feb 28, 25
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 iShares Core S&P 500 ETF 1.63M (1.18%) -82.00
Decreased by -0.01%
Feb 28, 25
10 SPDR® S&P Dividend ETF 1.54M (1.11%) -1.55K
Decreased by -0.10%
Feb 28, 25
11 ProShares S&P 500 Dividend Aristocrats 1.45M (1.05%) 0.00
Increased by 0.00%
Feb 28, 25
12 Columbia Dividend Value 1.38M (1.00%) -9.64K
Decreased by -0.70%
Dec 31, 24
13 Columbia Dividend Income Inst 1.38M (1.00%) -3.21K
Decreased by -0.23%
Feb 28, 25
14 Invesco S&P 500® Equal Weight ETF 1.24M (0.90%) 1.41K
Increased by +0.11%
Feb 28, 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%
Jan 31, 25
17 Vanguard Value Index Inv 1.20M (0.87%) 5.08K
Increased by +0.42%
Feb 28, 25
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 935.31K (0.68%) 1.58K
Increased by +0.17%
Feb 28, 25
20 ThomasPartners Dividend Growth Non K-1 926.92K (0.67%) 926.83K
Increased by +99.99%
Jun 30, 24