Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 5.00%
2 KRE 4.80%
3 IAT 4.56%
4 NIFE 4.38%
5 UTRN 3.92%
6 DPST 3.89%
7 KBWB 3.72%
8 FTXO 3.67%
9 RDIV 2.53%
10 SDOG 2.35%
11 EQRR 2.32%
12 PEY 2.30%
13 KRU 2.29%
14 SPDV 1.95%
15 RDVY 1.92%
16 WBIY 1.70%
17 DIVG 1.60%
18 DVY 1.58%
19 RSPF 1.50%
20 SPVM 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 172.94M (12.00%) 1.19M
Increased by +0.69%
Sep 30, 24
2 BlackRock Inc 130.34M (9.04%) -2.30M
Decreased by -1.76%
Jun 30, 24
3 T. Rowe Price Associates, Inc. 100.21M (6.95%) 7.83M
Increased by +7.81%
Sep 30, 24
4 State Street Corp 79.47M (5.51%) 7.44M
Increased by +9.36%
Sep 30, 24
5 State Street Corporation 72.99M (5.06%) -9.01M
Decreased by -12.35%
Mar 31, 24
6 Boston Partners Global Investors, Inc 65.96M (4.58%) 2.80M
Increased by +4.24%
Sep 30, 24
7 Charles Schwab Investment Management Inc 62.71M (4.35%) 1.52M
Increased by +2.43%
Sep 30, 24
8 Amvescap Plc. 50.29M (3.49%) -1.40M
Decreased by -2.79%
Sep 30, 24
9 Geode Capital Management, LLC 36.88M (2.56%) 473.89K
Increased by +1.28%
Sep 30, 24
10 Citadel Advisors Llc 29.42M (2.04%) 20.84M
Increased by +70.84%
Sep 30, 23
11 Federated Hermes Inc 23.78M (1.65%) -784.10K
Decreased by -3.30%
Sep 30, 24
12 FMR Inc 23.72M (1.65%) 3.41M
Increased by +14.38%
Sep 30, 24
13 Victory Capital Management Inc. 20.32M (1.41%) 2.36M
Increased by +11.63%
Sep 30, 24
14 First Trust Advisors L.P. 19.83M (1.38%) -1.69M
Decreased by -8.51%
Dec 31, 23
15 Bank of America Corp 18.19M (1.26%) -66.66K
Decreased by -0.37%
Sep 30, 24
16 NORGES BANK 17.74M (1.23%) 1.49M
Increased by +8.41%
Jun 30, 24
17 Morgan Stanley - Brokerage Accounts 17.50M (1.21%) -19.90M
Decreased by -113.66%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 15.77M (1.09%) -35.69K
Decreased by -0.23%
Sep 30, 24
19 Amundi 13.76M (0.96%) 7.82M
Increased by +56.81%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 12.49M (0.87%) -643.12K
Decreased by -5.15%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 45.75M (3.17%) -134.87K
Decreased by -0.29%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 38.49M (2.67%) 444.76K
Increased by +1.16%
Oct 31, 24
3 Schwab US Dividend Equity ETF™ 36.82M (2.55%) 79.80K
Increased by +0.22%
Nov 30, 24
4 Vanguard Mid Cap Index Institutional 30.82M (2.14%) 55.59K
Increased by +0.18%
Oct 31, 24
5 JHancock Disciplined Value Mid Cap I 19.03M (1.32%) -452.51K
Decreased by -2.38%
Oct 31, 24
6 iShares Select Dividend ETF 18.68M (1.30%) 0.00
Increased by 0.00%
Nov 30, 24
7 SPDR® S&P 500® ETF Trust 17.96M (1.25%) 106.02K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 17.83M (1.24%) -29.26K
Decreased by -0.16%
Oct 31, 24
9 SPDR® S&P 500 ETF Trust 16.97M (1.18%) 38.70K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 16.87M (1.17%) 107.30K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 16.42M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
12 T. Rowe Price US Lg-Cp Equity Inc Comp 14.84M (1.03%) 250.00K
Increased by +1.68%
Sep 30, 24
13 T. Rowe Price Equity Income 14.81M (1.03%) -30.00K
Decreased by -0.20%
Oct 31, 24
14 JHancock Disciplined Value I 14.74M (1.02%) 0.00
Increased by 0.00%
Oct 31, 24
15 Federated Hermes Strategic Val Dividend 14.69M (1.02%) -575.00K
Decreased by -3.92%
Sep 30, 24
16 Federated Hermes Strategic Value Div IS 14.69M (1.02%) -575.00K
Decreased by -3.92%
Sep 30, 24
17 SPDR® S&P Regional Banking ETF 14.68M (1.02%) 0.00
Increased by 0.00%
Nov 30, 24
18 First Trust Rising Dividend Achiev ETF 14.43M (1.00%) 19.84K
Increased by +0.14%
Jan 31, 24
19 JPM US Mid Cap Value-Composite 13.62M (0.94%) -149.45K
Decreased by -1.10%
Jun 30, 24
20 JPM US Mid Cap Value-MA 13.62M (0.94%) -149.45K
Decreased by -1.10%
Jun 30, 24