Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GCAD 5.21%
2 NATO 4.74%
3 DIVO 4.51%
4 UAV 4.26%
5 PPA 4.19%
6 UTRN 4.03%
7 VSL 3.96%
8 XKII 3.96%
9 FMK 3.90%
10 MADE 3.75%
11 ROKT 3.57%
12 DJD 3.56%
13 DIVL 3.48%
14 NDJI 3.38%
15 DVAL 3.23%
16 ICAP 3.21%
17 XLI 3.17%
18 CZAR 3.10%
19 BDVG 3.08%
20 EDOW 2.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 61.38M (9.93%) 504.90K
Increased by +0.82%
Sep 30, 24
2 JPMorgan Chase & Co 44.06M (7.13%) 5.76M
Increased by +13.08%
Sep 30, 24
3 BlackRock Inc 41.60M (6.73%) 674.03K
Increased by +1.62%
Sep 30, 24
4 State Street Corporation 31.16M (5.04%) 290.57K
Increased by +0.93%
Mar 31, 24
5 State Street Corp 31.03M (5.02%) 92.11K
Increased by +0.30%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 19.22M (3.11%) -18.20M
Decreased by -94.69%
Sep 30, 24
7 Wellington Management Company LLP 17.83M (2.88%) 1.38M
Increased by +7.72%
Sep 30, 24
8 Newport Trust Co. 15.68M (2.54%) 0.00
Increased by 0.00%
Sep 30, 24
9 Geode Capital Management, LLC 14.36M (2.32%) 548.00K
Increased by +3.82%
Sep 30, 24
10 Bank of America Corp 13.57M (2.20%) -557.78K
Decreased by -4.11%
Sep 30, 24
11 Massachusetts Financial Services Company 12.19M (1.97%) -649.20K
Decreased by -5.32%
Sep 30, 24
12 Franklin Resources Inc 9.38M (1.52%) -627.94K
Decreased by -6.70%
Sep 30, 24
13 Ameriprise Financial Inc 8.31M (1.34%) -53.78K
Decreased by -0.65%
Sep 30, 24
14 Nuveen Asset Management, LLC 8.00M (1.29%) 141.15K
Increased by +1.77%
Sep 30, 24
15 Royal Bank of Canada 7.42M (1.20%) -275.56K
Decreased by -3.72%
Sep 30, 24
16 Capital Research Global Investors 6.29M (1.02%) 248.85K
Increased by +3.95%
Sep 30, 24
17 Bank of New York Mellon Corp 6.13M (0.99%) -139.07K
Decreased by -2.27%
Sep 30, 24
18 Northern Trust Corp 5.92M (0.96%) -96.28K
Decreased by -1.63%
Sep 30, 24
19 T. Rowe Price Associates, Inc. 5.59M (0.90%) -4.84M
Decreased by -86.54%
Sep 30, 24
20 Amvescap Plc. 5.02M (0.81%) 669.48K
Increased by +13.33%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 20.38M (3.30%) -45.40K
Decreased by -0.22%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 17.61M (2.85%) 101.18K
Increased by +0.57%
Dec 31, 24
3 Invesco QQQ Trust 13.25M (2.14%) -59.14K
Decreased by -0.45%
Jan 30, 25
4 Fidelity 500 Index 8.07M (1.31%) 25.29K
Increased by +0.31%
Dec 31, 24
5 SPDR® S&P 500® ETF Trust 8.01M (1.30%) -382.00
Decreased by -0.00%
Jan 30, 25
6 SPDR® S&P 500 ETF Trust 7.79M (1.26%) 17.59K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 7.74M (1.25%) 49.23K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 7.59M (1.23%) -13.02K
Decreased by -0.17%
Jan 29, 25
9 Vanguard Dividend Growth Inv 6.68M (1.08%) -965.59K
Decreased by -14.46%
Dec 31, 24
10 Vanguard Value Index Inv 5.54M (0.90%) -17.41K
Decreased by -0.31%
Dec 31, 24
11 SPDR® Dow Jones Industrial Avrg ETF Tr 5.22M (0.84%) -18.43K
Decreased by -0.35%
Jan 30, 25
12 MFS Large Cap Value Equity 4.40M (0.71%) -144.78K
Decreased by -3.29%
Dec 31, 24
13 MFS Value A 4.40M (0.71%) -54.52K
Decreased by -1.24%
Dec 31, 24
14 Vanguard Institutional Index I 4.10M (0.66%) -18.31K
Decreased by -0.45%
Dec 31, 24
15 Vanguard Dividend Appreciation ETF 3.59M (0.58%) 45.51K
Increased by +1.27%
Dec 31, 24
16 The Industrial Select Sector SPDR® ETF 3.38M (0.55%) 14.77K
Increased by +0.44%
Jan 30, 25
17 Vanguard Windsor™ II Inv 3.33M (0.54%) -529.47K
Decreased by -15.91%
Dec 31, 23
18 Columbia Dividend Income Inst 3.18M (0.51%) -28.20K
Decreased by -0.89%
Dec 31, 24
19 Columbia Dividend Value 3.18M (0.51%) -22.17K
Decreased by -0.70%
Dec 31, 24
20 Industrial Select Sector SPDR® ETF 3.17M (0.51%) 19.33K
Increased by +0.61%
Apr 30, 24