Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BPAY 4.73%
2 IPAY 4.26%
3 FINX 3.22%
4 LEND 2.63%
5 ABCS 2.06%
6 ISHP 1.82%
7 GBGR 1.69%
8 FTXD 1.66%
9 RYF 1.43%
10 GDIV 1.38%
11 FXR 1.34%
12 RSPF 1.32%
13 FDIG 1.08%
14 PKW 1.00%
15 DTEC 0.95%
16 ALTL 0.92%
17 PSET 0.88%
18 FTA 0.86%
19 ALTL_old 0.83%
20 FTSM 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.82M (9.83%) 616.42K
Increased by +2.48%
Sep 30, 24
2 BlackRock Inc 17.75M (7.03%) -65.47K
Decreased by -0.37%
Jun 30, 24
3 Synovus Financial Corp 15.06M (5.96%) 7.08M
Increased by +47.04%
Sep 30, 24
4 State Street Corporation 10.56M (4.18%) -24.63K
Decreased by -0.23%
Mar 31, 24
5 State Street Corp 10.54M (4.17%) 8.10K
Increased by +0.08%
Sep 30, 24
6 Bank of America Corp 10.41M (4.12%) 1.80M
Increased by +17.26%
Jun 30, 24
7 T. Rowe Price Associates, Inc. 7.64M (3.02%) 2.68M
Increased by +35.07%
Sep 30, 24
8 Ameriprise Financial Inc 7.48M (2.96%) 1.90M
Increased by +25.39%
Sep 30, 24
9 Pzena Investment Management, LLC 6.64M (2.63%) 215.40K
Increased by +3.24%
Sep 30, 24
10 Orbis Allan Gray Ltd 6.26M (2.48%) 43.84K
Increased by +0.70%
Sep 30, 24
11 Geode Capital Management, LLC 5.93M (2.35%) 31.93K
Increased by +0.54%
Sep 30, 24
12 Franklin Resources Inc 5.50M (2.18%) 83.48K
Increased by +1.52%
Sep 30, 24
13 Harris Associates L.P. 5.03M (1.99%) 2.15M
Increased by +42.70%
Sep 30, 24
14 Boston Partners Global Investors, Inc 4.80M (1.90%) 12.20K
Increased by +0.25%
Mar 31, 24
15 FMR Inc 4.38M (1.74%) -3.86M
Decreased by -88.12%
Sep 30, 24
16 Glenview Capital Management LLC 4.14M (1.64%) 1.02M
Increased by +24.70%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 3.86M (1.53%) -4.58M
Decreased by -118.56%
Sep 30, 24
18 Millennium Management LLC 3.50M (1.38%) 1.40M
Increased by +39.92%
Jun 30, 24
19 NORGES BANK 3.14M (1.24%) 261.20K
Increased by +8.31%
Jun 30, 24
20 Victory Capital Management Inc. 2.85M (1.13%) -444.80K
Decreased by -15.59%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.48M (2.56%) -28.75K
Decreased by -0.44%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 5.46M (2.16%) 77.89K
Increased by +1.43%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 4.33M (1.71%) 9.78K
Increased by +0.23%
Oct 31, 24
4 Oakmark Investor 3.88M (1.54%) 1.61M
Increased by +41.40%
Sep 30, 24
5 Columbia Seligman Tech & Info A 3.73M (1.48%) 81.10K
Increased by +2.17%
Oct 31, 24
6 Columbia Seligman Technology Growth 3.65M (1.45%) 1.29M
Increased by +35.33%
Sep 30, 24
7 Vanguard Wellington™ Inv 3.16M (1.25%) -2.42M
Decreased by -76.49%
Dec 31, 23
8 SPDR® S&P 500 ETF Trust 3.14M (1.24%) -24.49K
Decreased by -0.78%
Mar 31, 24
9 SPDR® S&P 500® ETF Trust 3.13M (1.24%) -17.40K
Decreased by -0.56%
Nov 27, 24
10 Fidelity 500 Index 3.13M (1.24%) -16.82K
Decreased by -0.54%
Sep 30, 24
11 Fidelity® 500 Index 3.03M (1.20%) 19.28K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 2.87M (1.14%) 8.91K
Increased by +0.31%
Nov 27, 24
13 Vanguard Value Index Inv 2.16M (0.86%) 5.51K
Increased by +0.26%
Oct 31, 24
14 T. Rowe Price All-Cap Opportunities Fund 2.14M (0.85%) 324.00K
Increased by +15.13%
Sep 30, 24
15 T. Rowe Price US All-Cap Opp Eq Comp 2.14M (0.85%) 963.50K
Increased by +45.00%
Sep 30, 24
16 T. Rowe Price US All-Cap Opp Eq SMA 2.14M (0.85%) 963.50K
Increased by +45.00%
Sep 30, 24
17 Pzena Large Cap Value 2.04M (0.81%) 129.54K
Increased by +6.34%
Oct 31, 24
18 Victory Sycamore Established Value R 1.98M (0.78%) -205.00K
Decreased by -10.38%
Sep 30, 24
19 Vanguard Windsor Investor Shares 1.91M (0.76%) 75.69K
Increased by +3.96%
Sep 30, 24
20 The Financial Select Sector SPDR® ETF 1.89M (0.75%) 1.56K
Increased by +0.08%
Nov 27, 24