Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.94%
2 KNGS 3.66%
3 TPMN 3.32%
4 VSDA 2.62%
5 RHS 2.53%
6 RSPS 2.53%
7 FTXG 2.37%
8 FXG 2.34%
9 VETS 1.93%
10 VTRN 1.73%
11 UPGD 1.73%
12 RYJ 1.73%
13 CCNR 1.54%
14 QDIV 1.42%
15 SPHD 1.37%
16 SZNE 1.27%
17 SDG 1.20%
18 JRNY 1.14%
19 DIVG 1.12%
20 RBUS 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.97M (12.75%) 216.54K
Increased by +0.59%
Sep 30, 24
2 BlackRock Inc 25.50M (8.79%) -1.11M
Decreased by -4.36%
Jun 30, 24
3 State Street Corporation 25.17M (8.68%) -1.56M
Decreased by -6.20%
Mar 31, 24
4 State Street Corp 24.45M (8.43%) -717.61K
Decreased by -2.93%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 8.64M (2.98%) -381.31K
Decreased by -4.41%
Jun 30, 24
6 Geode Capital Management, LLC 7.24M (2.50%) 212.92K
Increased by +2.94%
Jun 30, 24
7 Amvescap Plc. 6.46M (2.23%) 392.01K
Increased by +6.07%
Jun 30, 24
8 ProShare Advisors LLC 5.66M (1.95%) 578.68K
Increased by +10.23%
Sep 30, 24
9 Citadel Advisors Llc 5.60M (1.93%) 4.92M
Increased by +87.93%
Jun 30, 24
10 Champlain Investment Partners, LLC 5.57M (1.92%) -739.78K
Decreased by -13.28%
Sep 30, 24
11 Mairs & Power Inc 5.05M (1.74%) -27.83K
Decreased by -0.55%
Sep 30, 24
12 NORGES BANK 3.15M (1.09%) 1.21M
Increased by +38.33%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 3.12M (1.07%) 140.42K
Increased by +4.51%
Sep 30, 24
14 Stifel Financial Corp 3.10M (1.07%) 99.36K
Increased by +3.20%
Jun 30, 24
15 Millennium Management LLC 3.09M (1.07%) 405.21K
Increased by +13.11%
Jun 30, 24
16 Renaissance Technologies Corp 2.87M (0.99%) -626.90K
Decreased by -21.81%
Mar 31, 24
17 Northern Trust Corp 2.66M (0.92%) -109.03K
Decreased by -4.10%
Sep 30, 24
18 Principal Financial Group Inc 2.30M (0.79%) -892.95K
Decreased by -38.82%
Jun 30, 24
19 Gates Bill & Melinda Foundation 2.20M (0.76%) 0.00
Increased by 0.00%
Sep 30, 24
20 Legal & General Group PLC 2.18M (0.75%) 111.51K
Increased by +5.10%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 11.47M (3.96%) 674.05K
Increased by +5.87%
Sep 30, 23
2 Capital Group Wash Mutual Invtrs Comp 11.47M (3.96%) 674.05K
Increased by +5.87%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 9.54M (3.29%) -37.74K
Decreased by -0.40%
Oct 31, 24
4 Vanguard Institutional 500 Index Trust 7.70M (2.66%) 89.17K
Increased by +1.16%
Oct 31, 24
5 Vanguard Mid Cap Index Institutional 6.40M (2.21%) 11.63K
Increased by +0.18%
Oct 31, 24
6 ProShares S&P 500 Dividend Aristocrats 5.62M (1.94%) -2.38K
Decreased by -0.04%
Oct 31, 24
7 Champlain Mid Cap Fund, LLC 5.36M (1.85%) -117.45K
Decreased by -2.19%
Oct 31, 24
8 Invesco S&P 500® Equal Weight ETF 4.04M (1.39%) 18.53K
Increased by +0.46%
Oct 31, 24
9 SPDR® S&P Dividend ETF 3.57M (1.23%) 9.82K
Increased by +0.27%
Oct 31, 24
10 Fidelity 500 Index 3.57M (1.23%) -3.76K
Decreased by -0.11%
Sep 30, 24
11 SPDR® S&P 500® ETF Trust 3.54M (1.22%) 18.47K
Increased by +0.52%
Oct 31, 24
12 SPDR® S&P 500 ETF Trust 3.46M (1.19%) 24.08K
Increased by +0.70%
May 30, 24
13 Fidelity® 500 Index 3.37M (1.16%) 21.48K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 3.24M (1.12%) 4.99K
Increased by +0.15%
Oct 31, 24
15 Champlain Mid Cap Adv 3.06M (1.05%) 640.00K
Increased by +20.95%
Jun 30, 24
16 The Consumer Staples Sel SectSPDR® ETF 2.86M (0.98%) -6.83K
Decreased by -0.24%
Oct 31, 24
17 Mairs & Power Growth 2.81M (0.97%) 0.00
Increased by 0.00%
Sep 30, 24
18 Mairs & Power Multi Cap 2.81M (0.97%) 0.00
Increased by 0.00%
Sep 30, 24
19 Vanguard Value Index Inv 2.56M (0.88%) 6.48K
Increased by +0.25%
Oct 31, 24
20 Principal Equity Income A 2.45M (0.84%) -43.31K
Decreased by -1.77%
Apr 30, 24