Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.17%
2 RNDV 3.58%
3 KNGZ 3.58%
4 CHAT 3.18%
5 DIVL 2.77%
6 FCFY 2.76%
7 BIGD 2.73%
8 FOVL 2.54%
9 RJMG 2.50%
10 VSMV 2.29%
11 FLOW 2.27%
12 AIVC 2.17%
13 IVES 2.17%
14 USRD 2.16%
15 SMRI 2.16%
16 RYJ 2.10%
17 UPGD 2.08%
18 WBIE 2.07%
19 MRND 2.05%
20 TIME 1.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 166.70M (12.89%) 3.08M
Increased by +1.85%
Sep 30, 24
2 BlackRock Inc 125.55M (9.71%) 4.25M
Increased by +3.39%
Jun 30, 24
3 State Street Corp 70.95M (5.49%) 2.13M
Increased by +3.00%
Sep 30, 24
4 State Street Corporation 68.19M (5.27%) -2.53M
Decreased by -3.70%
Mar 31, 24
5 Bank of America Corp 49.39M (3.82%) 1.03M
Increased by +2.09%
Jun 30, 24
6 Dodge & Cox 48.49M (3.75%) -5.69M
Decreased by -11.73%
Mar 31, 24
7 Geode Capital Management, LLC 31.49M (2.44%) 251.08K
Increased by +0.80%
Sep 30, 24
8 PRIMECAP Management Company 31.35M (2.43%) -420.42K
Decreased by -1.34%
Sep 30, 24
9 Pacer Advisors, INC. 27.38M (2.12%) 4.19M
Increased by +15.32%
Sep 30, 24
10 Amundi 24.79M (1.92%) -3.80M
Decreased by -15.32%
Sep 30, 23
11 JPMorgan Chase & Co 24.45M (1.89%) 7.66M
Increased by +31.34%
Sep 30, 24
12 Arrowstreet Capital Limited Partnership 23.40M (1.81%) 1.11M
Increased by +4.75%
Jun 30, 24
13 Barclays PLC 19.95M (1.54%) 16.37M
Increased by +82.06%
Mar 31, 24
14 Ameriprise Financial Inc 19.81M (1.53%) 15.49M
Increased by +78.20%
Sep 30, 24
15 Nuveen Asset Management, LLC 19.34M (1.50%) 303.74K
Increased by +1.57%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 19.00M (1.47%) 124.84K
Increased by +0.66%
Sep 30, 24
17 Legal & General Group PLC 18.37M (1.42%) 1.43M
Increased by +7.79%
Sep 30, 24
18 Amvescap Plc. 17.39M (1.34%) -903.70K
Decreased by -5.20%
Sep 30, 24
19 Goldman Sachs Group Inc 17.26M (1.34%) -519.85K
Decreased by -3.01%
Dec 31, 23
20 Victory Capital Management Inc. 16.91M (1.31%) -878.07K
Decreased by -5.19%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 41.00M (3.17%) -152.20K
Decreased by -0.37%
Oct 31, 24
2 Performer (AFRIS) 39.23M (3.03%) 39.23M
Increased by +100.00%
Feb 29, 24
3 Dodge & Cox Stock I 37.60M (2.91%) -4.26M
Decreased by -11.32%
Mar 31, 24
4 Vanguard Institutional 500 Index Trust 34.44M (2.66%) 397.36K
Increased by +1.15%
Oct 31, 24
5 Pacer US Cash Cows 100 ETF 27.69M (2.14%) 34.44K
Increased by +0.12%
Nov 27, 24
6 Vanguard Mid Cap Index Institutional 27.57M (2.13%) 49.88K
Increased by +0.18%
Oct 31, 24
7 Vanguard PRIMECAP Inv 17.17M (1.33%) 0.00
Increased by 0.00%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 15.98M (1.24%) -88.74K
Decreased by -0.56%
Nov 27, 24
9 Fidelity 500 Index 15.98M (1.24%) -38.81K
Decreased by -0.24%
Sep 30, 24
10 SPDR® S&P 500 ETF Trust 15.33M (1.19%) 107.94K
Increased by +0.70%
May 30, 24
11 Fidelity® 500 Index 15.05M (1.16%) 95.77K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 14.67M (1.13%) 45.37K
Increased by +0.31%
Nov 27, 24
13 Vanguard Value Index Inv 11.04M (0.85%) 27.97K
Increased by +0.25%
Oct 31, 24
14 Victory Sycamore Established Value R 10.60M (0.82%) -100.00K
Decreased by -0.94%
Sep 30, 23
15 Vanguard Information Technology ETF 10.42M (0.81%) 47.39K
Increased by +0.45%
Oct 31, 24
16 The Technology Select Sector SPDR® ETF 10.09M (0.78%) -22.74K
Decreased by -0.23%
Nov 27, 24
17 Vanguard Mid-Cap Value ETF 8.95M (0.69%) 37.66K
Increased by +0.42%
Oct 31, 24
18 Technology Select Sector SPDR® ETF 8.90M (0.69%) 10.04K
Increased by +0.11%
May 30, 24
19 Vanguard Institutional Index I 8.26M (0.64%) -200.00
Decreased by -0.00%
Oct 31, 24
20 Invesco S&P 500® Equal Weight ETF 8.01M (0.62%) 58.46K
Increased by +0.73%
Nov 27, 24