Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.17%
2 BIGD 2.73%
3 DIVL 2.50%
4 CHAT 2.35%
5 RJMG 2.29%
6 FLOW 2.29%
7 SMRI 2.22%
8 BLCN 2.10%
9 WBIE 2.07%
10 USRD 2.07%
11 MRND 2.05%
12 FCFY 2.03%
13 TIME 1.96%
14 QDIV 1.94%
15 IVES 1.82%
16 AIVC 1.82%
17 RNDV 1.77%
18 KNGZ 1.77%
19 SKYY 1.73%
20 FOVL 1.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 164.42M (12.58%) -2.28M
Decreased by -1.39%
Dec 31, 24
2 BlackRock Inc 118.93M (9.10%) -1.72M
Decreased by -1.45%
Dec 31, 24
3 State Street Corp 72.44M (5.54%) 1.49M
Increased by +2.06%
Dec 31, 24
4 State Street Corporation 68.19M (5.22%) -2.53M
Decreased by -3.70%
Mar 31, 24
5 Dodge & Cox 48.49M (3.71%) -5.69M
Decreased by -11.73%
Mar 31, 24
6 Bank of America Corp 45.61M (3.49%) 347.66K
Increased by +0.76%
Dec 31, 24
7 Geode Capital Management, LLC 32.17M (2.46%) 681.24K
Increased by +2.12%
Dec 31, 24
8 JPMorgan Chase & Co 30.59M (2.34%) -18.30M
Decreased by -59.81%
Dec 31, 24
9 PRIMECAP Management Company 28.90M (2.21%) -2.45M
Decreased by -8.49%
Dec 31, 24
10 Amundi 24.79M (1.90%) -3.80M
Decreased by -15.32%
Sep 30, 23
11 Ameriprise Financial Inc 23.59M (1.80%) 3.78M
Increased by +16.01%
Dec 31, 24
12 Arrowstreet Capital Limited Partnership 23.40M (1.79%) 1.11M
Increased by +4.75%
Jun 30, 24
13 Pacer Advisors, INC. 22.34M (1.71%) -5.04M
Decreased by -22.57%
Dec 31, 24
14 Barclays PLC 19.95M (1.53%) 16.37M
Increased by +82.06%
Mar 31, 24
15 Dimensional Fund Advisors, Inc. 17.80M (1.36%) -1.20M
Decreased by -6.75%
Dec 31, 24
16 Nuveen Asset Management, LLC 17.37M (1.33%) -1.97M
Decreased by -11.34%
Dec 31, 24
17 Goldman Sachs Group Inc 17.26M (1.32%) -519.85K
Decreased by -3.01%
Dec 31, 23
18 Victory Capital Management Inc. 16.91M (1.29%) -878.07K
Decreased by -5.19%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 16.88M (1.29%) 2.43M
Increased by +14.41%
Dec 31, 24
20 Amvescap Plc. 16.23M (1.24%) -1.15M
Decreased by -7.09%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 40.91M (3.13%) 146.59K
Increased by +0.36%
Feb 28, 25
2 Performer (AFRIS) 39.23M (3.00%) 39.23M
Increased by +100.00%
Feb 29, 24
3 Dodge & Cox Stock I 37.60M (2.88%) -4.26M
Decreased by -11.32%
Mar 31, 24
4 Vanguard Institutional 500 Index Trust 36.02M (2.76%) 244.84K
Increased by +0.68%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 28.05M (2.15%) 120.21K
Increased by +0.43%
Feb 28, 25
6 Pacer US Cash Cows 100 ETF 21.98M (1.68%) 32.49K
Increased by +0.15%
Feb 28, 25
7 Fidelity 500 Index 16.19M (1.24%) 71.45K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 16.06M (1.23%) -119.03K
Decreased by -0.74%
Feb 28, 25
9 Vanguard PRIMECAP Inv 15.96M (1.22%) -1.21M
Decreased by -7.59%
Dec 31, 24
10 SPDR® S&P 500 ETF Trust 15.33M (1.17%) 107.94K
Increased by +0.70%
May 30, 24
11 iShares Core S&P 500 ETF 15.25M (1.17%) -767.00
Decreased by -0.01%
Feb 28, 25
12 Fidelity® 500 Index 15.05M (1.15%) 95.77K
Increased by +0.64%
Nov 30, 23
13 JPMorgan Equity Income I 13.09M (1.00%) 13.09M
Increased by +100.00%
Jan 31, 25
14 Vanguard Value Index Inv 11.20M (0.86%) 48.13K
Increased by +0.43%
Feb 28, 25
15 Vanguard Information Technology ETF 10.82M (0.83%) 29.65K
Increased by +0.27%
Feb 28, 25
16 Victory Sycamore Established Value R 10.60M (0.81%) -100.00K
Decreased by -0.94%
Sep 30, 23
17 The Technology Select Sector SPDR® ETF 10.15M (0.78%) -68.17K
Decreased by -0.67%
Feb 28, 25
18 Technology Select Sector SPDR® ETF 8.90M (0.68%) 10.04K
Increased by +0.11%
May 30, 24
19 Vanguard Mid-Cap Value ETF 8.74M (0.67%) 16.38K
Increased by +0.19%
Feb 28, 25
20 Vanguard Institutional Index I 8.05M (0.62%) -92.02K
Decreased by -1.14%
Feb 28, 25