Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SNSR 6.31%
2 WBIG 5.00%
3 UFO 4.96%
4 UTRN 4.48%
5 PEZ 3.71%
6 IVRS 3.64%
7 NEWZ 3.53%
8 FITS 3.43%
9 TPMN 3.19%
10 KLDW 3.18%
11 WBIL 2.66%
12 FTDS 2.62%
13 FCUS 2.27%
14 FTCS 2.22%
15 WBIF 2.21%
16 BMVP 2.12%
17 MBOX 2.02%
18 RSPD 1.97%
19 RCD 1.97%
20 QDIV 1.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.07M (11.16%) 215.34K
Increased by +1.19%
Dec 31, 24
2 BlackRock Inc 15.56M (9.61%) 709.61K
Increased by +4.56%
Dec 31, 24
3 State Street Corp 7.22M (4.46%) 305.17K
Increased by +4.23%
Dec 31, 24
4 State Street Corporation 6.67M (4.12%) 83.07K
Increased by +1.25%
Mar 31, 24
5 Artisan Partners Limited Partnership 5.64M (3.48%) -792.39K
Decreased by -14.04%
Dec 31, 24
6 Geode Capital Management, LLC 4.44M (2.74%) 75.33K
Increased by +1.70%
Dec 31, 24
7 FMR Inc 3.69M (2.28%) -86.94K
Decreased by -2.36%
Dec 31, 24
8 JPMorgan Chase & Co 2.18M (1.35%) -3.21M
Decreased by -147.08%
Dec 31, 24
9 NORGES BANK 1.92M (1.19%) 2.23K
Increased by +0.12%
Dec 31, 24
10 First Trust Advisors L.P. 1.76M (1.08%) -448.17K
Decreased by -25.53%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 1.73M (1.07%) -44.69K
Decreased by -2.58%
Dec 31, 24
12 Amvescap Plc. 1.71M (1.06%) 149.21K
Increased by +8.73%
Dec 31, 24
13 Northern Trust Corp 1.71M (1.05%) 286.76K
Increased by +16.78%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 1.56M (0.96%) -110.89K
Decreased by -7.12%
Dec 31, 24
15 Disciplined Growth Investors Inc 1.42M (0.88%) 19.03K
Increased by +1.34%
Dec 31, 24
16 Boston Partners Global Investors, Inc 1.41M (0.87%) -10.23K
Decreased by -0.73%
Jun 30, 24
17 Legal & General Group PLC 1.13M (0.70%) -42.06K
Decreased by -3.73%
Dec 31, 24
18 Wells Fargo & Co 1.11M (0.68%) -53.72K
Decreased by -4.85%
Dec 31, 24
19 Pictet Asset Manangement SA 1.07M (0.66%) -44.03K
Decreased by -4.11%
Dec 31, 23
20 Goldman Sachs Group Inc 1.07M (0.66%) 104.11K
Increased by +9.72%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.84M (2.99%) 15.33K
Increased by +0.32%
Feb 28, 25
2 Artisan International Value 4.37M (2.70%) -599.15K
Decreased by -13.73%
Dec 31, 24
3 Artisan International Value Investor 4.37M (2.70%) -599.15K
Decreased by -13.73%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 4.26M (2.63%) 28.50K
Increased by +0.67%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 3.32M (2.05%) 14.25K
Increased by +0.43%
Feb 28, 25
6 Fidelity 500 Index 1.92M (1.18%) 8.45K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 1.90M (1.17%) -14.04K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 1.85M (1.14%) -14.38K
Decreased by -0.78%
Mar 31, 24
9 iShares Core S&P 500 ETF 1.80M (1.11%) -91.00
Decreased by -0.01%
Feb 28, 25
10 Fidelity® 500 Index 1.78M (1.10%) 11.36K
Increased by +0.64%
Nov 30, 23
11 iShares MSCI USA Quality Factor ETF 1.45M (0.90%) 8.17K
Increased by +0.56%
Feb 28, 25
12 First Trust Capital Strength ETF 1.36M (0.84%) 0.00
Increased by 0.00%
Mar 31, 24
13 Vanguard Value Index Inv 1.32M (0.82%) 5.67K
Increased by +0.43%
Feb 28, 25
14 First Trust Rising Dividend Achiev ETF 1.30M (0.80%) 2.32K
Increased by +0.18%
Feb 27, 25
15 Fidelity Growth Compy Commingled Pl S 1.14M (0.70%) 12.80K
Increased by +1.12%
Jan 31, 25
16 Vanguard Mid-Cap Value ETF 1.06M (0.66%) 2.59K
Increased by +0.24%
Nov 30, 24
17 JHancock Disciplined Value Mid Cap I 1.04M (0.64%) -17.42K
Decreased by -1.68%
May 31, 24
18 The Consumer Discret Sel SectSPDR® ETF 983.25K (0.61%) -1.90K
Decreased by -0.19%
Feb 28, 25
19 Vanguard Institutional Index I 952.71K (0.59%) -10.97K
Decreased by -1.15%
Feb 28, 25
20 iShares Select Dividend ETF 870.22K (0.54%) 6.86K
Increased by +0.79%
Feb 28, 25