Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.77%
2 IAT 4.43%
3 NIFE 4.38%
4 UTRN 3.92%
5 KBWB 3.68%
6 FTXO 3.60%
7 KRE 2.94%
8 EQRR 2.32%
9 PEY 2.30%
10 KRU 2.29%
11 SDOG 2.26%
12 DPST 2.07%
13 SPDV 1.96%
14 RDVY 1.92%
15 WBIY 1.72%
16 RDIV 1.54%
17 DIVG 1.42%
18 RYF 1.36%
19 RSPF 1.35%
20 TEQI 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 172.98M (11.99%) 35.89K
Increased by +0.02%
Dec 31, 24
2 BlackRock Inc 133.00M (9.22%) 1.84M
Increased by +1.38%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 86.76M (6.02%) -13.45M
Decreased by -15.50%
Dec 31, 24
4 State Street Corp 82.35M (5.71%) 2.88M
Increased by +3.50%
Dec 31, 24
5 State Street Corporation 72.99M (5.06%) -9.01M
Decreased by -12.35%
Mar 31, 24
6 Charles Schwab Investment Management Inc 64.93M (4.50%) 2.22M
Increased by +3.42%
Dec 31, 24
7 Boston Partners Global Investors, Inc 60.79M (4.21%) -5.17M
Decreased by -8.51%
Dec 31, 24
8 Amvescap Plc. 52.60M (3.65%) 2.31M
Increased by +4.39%
Dec 31, 24
9 Geode Capital Management, LLC 36.84M (2.55%) -38.70K
Decreased by -0.11%
Dec 31, 24
10 FMR Inc 32.48M (2.25%) 8.76M
Increased by +26.97%
Dec 31, 24
11 Citadel Advisors Llc 29.42M (2.04%) 20.84M
Increased by +70.84%
Sep 30, 23
12 Victory Capital Management Inc. 21.83M (1.51%) 1.51M
Increased by +6.90%
Dec 31, 24
13 First Trust Advisors L.P. 19.83M (1.37%) -1.69M
Decreased by -8.51%
Dec 31, 23
14 Federated Hermes Inc 19.61M (1.36%) -4.18M
Decreased by -21.30%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 19.14M (1.33%) 1.63M
Increased by +8.53%
Dec 31, 24
16 NORGES BANK 18.61M (1.29%) 869.90K
Increased by +4.67%
Dec 31, 24
17 Amundi 17.44M (1.21%) 3.67M
Increased by +21.06%
Dec 31, 24
18 Bank of America Corp 15.96M (1.11%) -2.23M
Decreased by -13.96%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 15.77M (1.09%) -5.44K
Decreased by -0.03%
Dec 31, 24
20 Northern Trust Corp 14.42M (1.00%) 2.24M
Increased by +15.54%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 45.80M (3.18%) 188.40K
Increased by +0.41%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 40.29M (2.79%) 275.98K
Increased by +0.68%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 38.18M (2.65%) 31.77K
Increased by +0.08%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 31.38M (2.18%) 133.92K
Increased by +0.43%
Feb 28, 25
5 iShares Select Dividend ETF 18.67M (1.29%) 146.74K
Increased by +0.79%
Feb 28, 25
6 Fidelity 500 Index 18.11M (1.26%) 79.93K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 17.97M (1.25%) -133.22K
Decreased by -0.74%
Feb 28, 25
8 JHancock Disciplined Value Mid Cap I 17.53M (1.22%) 0.00
Increased by 0.00%
Jan 31, 25
9 iShares Core S&P 500 ETF 17.05M (1.18%) -857.00
Decreased by -0.01%
Feb 28, 25
10 SPDR® S&P 500 ETF Trust 16.97M (1.18%) 38.70K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 16.87M (1.17%) 107.30K
Increased by +0.64%
Nov 30, 23
12 Victory Sycamore Established Value R 14.53M (1.01%) 1.20M
Increased by +8.26%
Dec 31, 24
13 First Trust Rising Dividend Achiev ETF 14.43M (1.00%) 19.84K
Increased by +0.14%
Jan 31, 24
14 JPM US Mid Cap Value-Composite 13.62M (0.94%) -149.45K
Decreased by -1.10%
Jun 30, 24
15 JPM US Mid Cap Value-MA 13.62M (0.94%) -149.45K
Decreased by -1.10%
Jun 30, 24
16 JPMorgan Mid Cap Value L 13.62M (0.94%) -149.45K
Decreased by -1.10%
May 31, 24
17 T. Rowe Price US Lg-Cp Equity Inc Comp 13.53M (0.94%) -1.31M
Decreased by -9.68%
Dec 31, 24
18 JHancock Disciplined Value I 13.22M (0.92%) 0.00
Increased by 0.00%
Jan 31, 25
19 T. Rowe Price Equity Income 13.19M (0.91%) -340.00K
Decreased by -2.58%
Jan 31, 25
20 SPDR® S&P Regional Banking ETF 12.94M (0.90%) 30.79K
Increased by +0.24%
Dec 31, 24