Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.58%
2 SMIG 4.26%
3 IAK 4.03%
4 KBWP 4.01%
5 RNLC 3.97%
6 SHRY 3.33%
7 STNC 3.10%
8 WBIF 2.86%
9 RJMG 2.62%
10 SAMM 2.56%
11 FTDS 2.31%
12 DYNF 2.28%
13 CZA 2.23%
14 RDVY 2.22%
15 TUSA 2.17%
16 TVAL 2.16%
17 KIE 1.95%
18 QDIV 1.93%
19 EQRR 1.87%
20 VLLU 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.15M (13.10%) -61.98K
Decreased by -0.17%
Dec 31, 24
2 BlackRock Inc 30.73M (10.84%) 2.92M
Increased by +9.50%
Dec 31, 24
3 State Street Corp 16.57M (5.84%) 122.83K
Increased by +0.74%
Dec 31, 24
4 State Street Corporation 16.47M (5.81%) -217.28K
Decreased by -1.32%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 12.63M (4.45%) -775.32K
Decreased by -6.14%
Dec 31, 24
6 FMR Inc 11.17M (3.94%) -2.71M
Decreased by -24.25%
Dec 31, 24
7 Geode Capital Management, LLC 7.25M (2.56%) 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 (1.66%) 202.49K
Increased by +4.31%
Dec 31, 24
12 LSV Asset Management 4.13M (1.46%) -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 (1.22%) 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 US Total Market Shares ETF 9.30M (3.28%) -40.19K
Decreased by -0.43%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.00M (3.17%) -135.76K
Decreased by -1.51%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 7.99M (2.82%) -42.64K
Decreased by -0.53%
Mar 31, 25
4 Vanguard Mid Cap Index Institutional 6.15M (2.17%) -115.23K
Decreased by -1.87%
Mar 31, 25
5 JPM US Equity Income-MA 5.08M (1.79%) 5.07M
Increased by +99.89%
Sep 30, 23
6 Fidelity 500 Index 3.63M (1.28%) 16.17K
Increased by +0.45%
Feb 28, 25
7 SPDR® S&P 500 ETF 3.58M (1.26%) -83.56K
Decreased by -2.34%
Mar 31, 25
8 Fidelity® 500 Index 3.54M (1.25%) 28.21K
Increased by +0.80%
Oct 31, 23
9 SPDR® S&P 500 ETF Trust 3.54M (1.25%) -7.61K
Decreased by -0.21%
Apr 30, 24
10 iShares Core S&P 500 ETF 3.51M (1.24%) 10.14K
Increased by +0.29%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 3.48M (1.23%) -18.25K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 3.44M (1.21%) -57.80K
Decreased by -1.68%
Mar 31, 25
13 Victory Sycamore Established Value R 3.17M (1.12%) 240.00K
Increased by +7.58%
Dec 31, 24
14 iShares U.S. Equity Fac Rotation Act ETF 2.81M (0.99%) 0.00
Increased by 0.00%
Mar 31, 25
15 JPM US Equity Income-Composite 2.69M (0.95%) -485.78K
Decreased by -18.06%
Sep 30, 24
16 Vanguard Value Index Inv 2.50M (0.88%) 3.06K
Increased by +0.12%
Mar 31, 25
17 First Trust Rising Dividend Achiev ETF 2.37M (0.84%) 1.55K
Increased by +0.07%
Mar 31, 25
18 JPMorgan Equity Income I 2.27M (0.80%) -58.05K
Decreased by -2.55%
Nov 30, 24
19 The Financial Select Sector SPDR® ETF 2.14M (0.76%) 5.56K
Increased by +0.26%
Mar 31, 25
20 JPM US Mid Cap Value-Composite 2.13M (0.75%) 0.00
Increased by 0.00%
Sep 30, 23