Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.99%
2 IAT 4.43%
3 NIFE 4.38%
4 KRE 4.18%
5 UTRN 3.92%
6 FTXO 3.61%
7 KBWB 3.57%
8 DPST 2.62%
9 RDIV 2.53%
10 EQRR 2.32%
11 PEY 2.30%
12 KRU 2.29%
13 SDOG 2.26%
14 RDVY 1.92%
15 SPDV 1.92%
16 WBIY 1.72%
17 DIVG 1.60%
18 DVY 1.58%
19 TEQI 1.40%
20 RYF 1.36%

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 131.16M (9.10%) 819.08K
Increased by +0.62%
Sep 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 45.63M (3.17%) -120.51K
Decreased by -0.26%
Nov 30, 24
2 Vanguard Institutional 500 Index Trust 39.05M (2.71%) 564.97K
Increased by +1.45%
Nov 30, 24
3 Schwab US Dividend Equity ETF™ 36.92M (2.56%) 39.27K
Increased by +0.11%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 30.98M (2.15%) 161.44K
Increased by +0.52%
Nov 30, 24
5 JHancock Disciplined Value Mid Cap I 19.36M (1.34%) 327.59K
Increased by +1.69%
Nov 30, 24
6 iShares Select Dividend ETF 19.02M (1.32%) 48.41K
Increased by +0.25%
Dec 31, 24
7 SPDR® S&P 500® ETF Trust 18.27M (1.27%) 210.94K
Increased by +1.15%
Dec 31, 24
8 Fidelity 500 Index 17.95M (1.25%) 121.91K
Increased by +0.68%
Nov 30, 24
9 iShares Core S&P 500 ETF 17.07M (1.18%) 12.00K
Increased by +0.07%
Dec 31, 24
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 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 Federated Hermes Strategic Val Dividend 14.69M (1.02%) -575.00K
Decreased by -3.92%
Sep 30, 24
15 Federated Hermes Strategic Value Div IS 14.69M (1.02%) -575.00K
Decreased by -3.92%
Sep 30, 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 13.64M (0.95%) -1.10M
Decreased by -8.03%
Nov 30, 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