Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.58%
2 SMIG 4.31%
3 KBWP 4.03%
4 IAK 3.98%
5 RNLC 3.97%
6 SHRY 3.31%
7 STNC 3.10%
8 WBIF 2.91%
9 RJMG 2.62%
10 SAMM 2.56%
11 CZA 2.34%
12 DYNF 2.29%
13 FTDS 2.27%
14 RDVY 2.19%
15 TUSA 2.17%
16 TVAL 2.14%
17 BOUT 2.09%
18 QDIV 1.93%
19 KIE 1.93%
20 EQRR 1.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.15M (13.07%) -61.98K
Decreased by -0.17%
Dec 31, 24
2 BlackRock Inc 30.73M (10.82%) 2.92M
Increased by +9.50%
Dec 31, 24
3 State Street Corp 16.57M (5.83%) 122.83K
Increased by +0.74%
Dec 31, 24
4 State Street Corporation 16.47M (5.80%) -217.28K
Decreased by -1.32%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 12.63M (4.44%) -775.32K
Decreased by -6.14%
Dec 31, 24
6 FMR Inc 11.17M (3.93%) -2.71M
Decreased by -24.25%
Dec 31, 24
7 Geode Capital Management, LLC 7.25M (2.55%) 81.50K
Increased by +1.12%
Dec 31, 24
8 Amvescap Plc. 5.74M (2.02%) -355.62K
Decreased by -6.20%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 5.29M (1.86%) -68.35K
Decreased by -1.29%
Dec 31, 24
10 JPMorgan Chase & Co 5.23M (1.84%) -10.08M
Decreased by -192.82%
Dec 31, 24
11 Victory Capital Management Inc. 4.70M (1.65%) 202.49K
Increased by +4.31%
Dec 31, 24
12 LSV Asset Management 4.13M (1.45%) -274.64K
Decreased by -6.65%
Dec 31, 24
13 Nordea Investment Mgmt Bank Demark A/s 3.94M (1.39%) 581.10K
Increased by +14.75%
Dec 31, 24
14 UBS Asset Mgmt Americas Inc 3.83M (1.35%) 234.32K
Increased by +6.12%
Dec 31, 24
15 NORGES BANK 3.81M (1.34%) -296.34K
Decreased by -7.79%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 3.72M (1.31%) 68.30K
Increased by +1.84%
Dec 31, 24
17 Royal Bank of Canada 3.60M (1.27%) -71.94K
Decreased by -2.00%
Sep 30, 23
18 Northern Trust Corp 3.54M (1.25%) 519.72K
Increased by +14.69%
Dec 31, 24
19 Massachusetts Financial Services Company 3.45M (1.21%) 25.05K
Increased by +0.73%
Dec 31, 24
20 Hotchkis & Wiley Capital Management LLC 3.44M (1.21%) -19.42K
Decreased by -0.56%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.14M (3.22%) 38.89K
Increased by +0.43%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 8.04M (2.83%) 53.21K
Increased by +0.66%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 6.26M (2.20%) 26.75K
Increased by +0.43%
Feb 28, 25
4 JPM US Equity Income-MA 5.08M (1.79%) 5.07M
Increased by +99.89%
Sep 30, 23
5 Fidelity 500 Index 3.61M (1.27%) 15.95K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 3.59M (1.26%) -26.52K
Decreased by -0.74%
Feb 28, 25
7 Fidelity® 500 Index 3.54M (1.25%) 28.21K
Increased by +0.80%
Oct 31, 23
8 SPDR® S&P 500 ETF Trust 3.54M (1.25%) -7.61K
Decreased by -0.21%
Apr 30, 24
9 iShares Core S&P 500 ETF 3.41M (1.20%) -171.00
Decreased by -0.01%
Feb 28, 25
10 Victory Sycamore Established Value R 3.17M (1.11%) 240.00K
Increased by +7.58%
Dec 31, 24
11 iShares U.S. Equity Fac Rotation Act ETF 2.81M (0.99%) 0.00
Increased by 0.00%
Feb 28, 25
12 JPM US Equity Income-Composite 2.69M (0.95%) -485.78K
Decreased by -18.06%
Sep 30, 24
13 Vanguard Value Index Inv 2.50M (0.88%) 10.72K
Increased by +0.43%
Feb 28, 25
14 First Trust Rising Dividend Achiev ETF 2.48M (0.87%) 4.42K
Increased by +0.18%
Feb 27, 25
15 JPMorgan Equity Income I 2.27M (0.80%) -58.05K
Decreased by -2.55%
Nov 30, 24
16 The Financial Select Sector SPDR® ETF 2.17M (0.77%) 2.58K
Increased by +0.12%
Feb 28, 25
17 JPM US Mid Cap Value-Composite 2.13M (0.75%) 0.00
Increased by 0.00%
Sep 30, 23
18 JPM US Mid Cap Value-MA 2.13M (0.75%) 2.12M
Increased by +99.71%
Sep 30, 23
19 JPMorgan Mid Cap Value L 2.13M (0.75%) 0.00
Increased by 0.00%
Nov 30, 23
20 T. Rowe Price US Lg-Cp Equity Inc Comp 2.08M (0.73%) -95.00K
Decreased by -4.56%
Dec 31, 24