Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 5.33%
2 KRE 4.76%
3 IAT 4.53%
4 NIFE 4.38%
5 UTRN 3.92%
6 KBWB 3.76%
7 FTXO 3.73%
8 DPST 3.31%
9 RDIV 2.53%
10 SDOG 2.37%
11 EQRR 2.32%
12 PEY 2.30%
13 KRU 2.29%
14 SPDV 1.98%
15 RDVY 1.92%
16 WBIY 1.72%
17 DIVG 1.61%
18 DVY 1.57%
19 RSPF 1.52%
20 SPVM 1.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 171.75M (11.92%) 1.73M
Increased by +1.01%
Jun 30, 24
2 BlackRock Inc 130.34M (9.04%) -2.30M
Decreased by -1.76%
Jun 30, 24
3 T. Rowe Price Associates, Inc. 92.39M (6.41%) 41.65M
Increased by +45.09%
Jun 30, 24
4 State Street Corporation 72.99M (5.06%) -9.01M
Decreased by -12.35%
Mar 31, 24
5 State Street Corp 72.03M (5.00%) -951.22K
Decreased by -1.32%
Jun 30, 24
6 Boston Partners Global Investors, Inc 63.17M (4.38%) 6.99M
Increased by +11.07%
Jun 30, 24
7 Charles Schwab Investment Management Inc 61.19M (4.25%) 4.76M
Increased by +7.77%
Jun 30, 24
8 Amvescap Plc. 51.69M (3.59%) 1.29M
Increased by +2.49%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 37.40M (2.60%) 4.86M
Increased by +12.99%
Jun 30, 24
10 Geode Capital Management, LLC 36.41M (2.53%) 927.87K
Increased by +2.55%
Jun 30, 24
11 JPMorgan Chase & Co 29.48M (2.05%) -837.84K
Decreased by -2.84%
Jun 30, 24
12 Citadel Advisors Llc 29.42M (2.04%) 20.84M
Increased by +70.84%
Sep 30, 23
13 Federated Hermes Inc 24.57M (1.70%) -1.55M
Decreased by -6.31%
Jun 30, 24
14 FMR Inc 20.31M (1.41%) -294.78K
Decreased by -1.45%
Jun 30, 24
15 First Trust Advisors L.P. 19.83M (1.38%) -1.69M
Decreased by -8.51%
Dec 31, 23
16 Bank of America Corp 18.26M (1.27%) 716.32K
Increased by +3.92%
Jun 30, 24
17 Victory Capital Management Inc. 17.95M (1.25%) 65.36K
Increased by +0.36%
Jun 30, 24
18 NORGES BANK 17.74M (1.23%) 1.49M
Increased by +8.41%
Jun 30, 24
19 Dimensional Fund Advisors, Inc. 15.81M (1.10%) 561.57K
Increased by +3.55%
Jun 30, 24
20 UBS Asset Mgmt Americas Inc 13.13M (0.91%) 2.95M
Increased by +22.44%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 45.89M (3.18%) 29.04K
Increased by +0.06%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 38.04M (2.64%) 132.82K
Increased by +0.35%
Sep 30, 24
3 Schwab US Dividend Equity ETF™ 35.78M (2.48%) 31.84K
Increased by +0.09%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 30.76M (2.13%) -252.26K
Decreased by -0.82%
Sep 30, 24
5 JHancock Disciplined Value Mid Cap I 19.48M (1.35%) 0.00
Increased by 0.00%
Sep 30, 24
6 iShares Select Dividend ETF 18.64M (1.29%) -6.26K
Decreased by -0.03%
Oct 31, 24
7 Fidelity 500 Index 17.85M (1.24%) 249.00
Increased by +0.00%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 17.71M (1.23%) 92.45K
Increased by +0.52%
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 16.17M (1.12%) 24.88K
Increased by +0.15%
Oct 31, 24
12 T. Rowe Price Equity Income 14.84M (1.03%) -80.00K
Decreased by -0.54%
Sep 30, 24
13 T. Rowe Price US Lg-Cp Equity Inc Comp 14.84M (1.03%) 250.00K
Increased by +1.68%
Sep 30, 24
14 JHancock Disciplined Value I 14.74M (1.02%) 0.00
Increased by 0.00%
Sep 30, 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 First Trust Rising Dividend Achiev ETF 14.43M (1.00%) 19.84K
Increased by +0.14%
Jan 31, 24
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