Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.77%
2 IAT 4.53%
3 NIFE 4.38%
4 UTRN 3.92%
5 KBWB 3.72%
6 FTXO 3.62%
7 KRE 2.96%
8 EQRR 2.32%
9 PEY 2.30%
10 KRU 2.29%
11 SDOG 2.26%
12 DPST 2.03%
13 SPDV 1.96%
14 RDVY 1.92%
15 WBIY 1.72%
16 RDIV 1.56%
17 DIVG 1.38%
18 RYF 1.36%
19 RSPF 1.35%
20 DVYL 1.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 172.98M (11.97%) 35.89K
Increased by +0.02%
Dec 31, 24
2 BlackRock Inc 133.00M (9.20%) 1.84M
Increased by +1.38%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 86.76M (6.00%) -13.45M
Decreased by -15.50%
Dec 31, 24
4 State Street Corp 82.35M (5.70%) 2.88M
Increased by +3.50%
Dec 31, 24
5 State Street Corporation 72.99M (5.05%) -9.01M
Decreased by -12.35%
Mar 31, 24
6 Charles Schwab Investment Management Inc 64.93M (4.49%) 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 (3.64%) 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 (1.32%) 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 (1.10%) -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 US Total Market Shares ETF 45.89M (3.17%) 29.04K
Increased by +0.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 45.80M (3.17%) 188.40K
Increased by +0.41%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 40.29M (2.79%) 275.98K
Increased by +0.68%
Feb 28, 25
4 Schwab US Dividend Equity ETF™ 38.18M (2.64%) 31.77K
Increased by +0.08%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 31.38M (2.17%) 133.92K
Increased by +0.43%
Feb 28, 25
6 Fidelity 500 Index 18.20M (1.26%) 81.02K
Increased by +0.45%
Feb 28, 25
7 SPDR® S&P 500 ETF 18.08M (1.25%) -264.74K
Decreased by -1.46%
Mar 31, 25
8 iShares Core S&P 500 ETF 17.73M (1.23%) 51.36K
Increased by +0.29%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 17.60M (1.22%) -92.23K
Decreased by -0.52%
Mar 31, 25
10 JHancock Disciplined Value Mid Cap I 17.58M (1.22%) 48.74K
Increased by +0.28%
Feb 28, 25
11 SPDR® S&P 500® ETF 17.40M (1.20%) -292.07K
Decreased by -1.68%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 16.97M (1.17%) 38.70K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 16.87M (1.17%) 107.30K
Increased by +0.64%
Nov 30, 23
14 iShares Select Dividend ETF 16.12M (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
15 Victory Sycamore Established Value R 14.53M (1.01%) 1.20M
Increased by +8.26%
Dec 31, 24
16 First Trust Rising Dividend Achiev ETF 14.43M (1.00%) 19.84K
Increased by +0.14%
Jan 31, 24
17 JHancock Disciplined Value I 14.03M (0.97%) 803.67K
Increased by +5.73%
Feb 28, 25
18 JPM US Mid Cap Value-Composite 13.62M (0.94%) -149.45K
Decreased by -1.10%
Jun 30, 24
19 JPM US Mid Cap Value-MA 13.62M (0.94%) -149.45K
Decreased by -1.10%
Jun 30, 24
20 JPMorgan Mid Cap Value L 13.62M (0.94%) -149.45K
Decreased by -1.10%
May 31, 24