Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.08%
2 WBIG 3.91%
3 KNGS 3.66%
4 VSDA 2.86%
5 RSPS 2.75%
6 RHS 2.75%
7 FTXG 2.74%
8 TPMN 2.66%
9 UPGD 2.40%
10 RYJ 2.39%
11 PEY 2.09%
12 VETS 1.93%
13 VTRN 1.73%
14 FXG 1.70%
15 SPHD 1.46%
16 SDG 1.44%
17 QDIV 1.42%
18 MGNR 1.41%
19 SPYD 1.38%
20 LQAI 1.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.24M (12.83%) 268.33K
Increased by +0.72%
Dec 31, 24
2 BlackRock Inc 25.77M (8.88%) 34.24K
Increased by +0.13%
Dec 31, 24
3 State Street Corp 25.18M (8.67%) 107.92K
Increased by +0.43%
Dec 31, 24
4 State Street Corporation 25.17M (8.67%) -1.56M
Decreased by -6.20%
Mar 31, 24
5 Amvescap Plc. 7.84M (2.70%) 533.66K
Increased by +6.80%
Dec 31, 24
6 Geode Capital Management, LLC 7.46M (2.57%) 98.44K
Increased by +1.32%
Dec 31, 24
7 ProShare Advisors LLC 6.07M (2.09%) 413.67K
Increased by +6.81%
Dec 31, 24
8 Citadel Advisors Llc 5.60M (1.93%) 4.92M
Increased by +87.93%
Jun 30, 24
9 Champlain Investment Partners, LLC 5.23M (1.80%) -336.68K
Decreased by -6.43%
Dec 31, 24
10 Millennium Management LLC 4.49M (1.55%) 261.74K
Increased by +5.83%
Dec 31, 24
11 Stifel Financial Corp 4.37M (1.51%) 1.11M
Increased by +25.31%
Dec 31, 24
12 Mairs & Power Inc 4.26M (1.47%) -789.11K
Decreased by -18.53%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 4.12M (1.42%) -314.53K
Decreased by -7.64%
Dec 31, 24
14 UBS Group AG 3.76M (1.30%) 2.72M
Increased by +72.37%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 3.75M (1.29%) 634.63K
Increased by +16.92%
Dec 31, 24
16 NORGES BANK 3.27M (1.13%) 123.46K
Increased by +3.77%
Dec 31, 24
17 Northern Trust Corp 2.97M (1.02%) 306.57K
Increased by +10.34%
Dec 31, 24
18 Bank of New York Mellon Corp 2.93M (1.01%) 1.18M
Increased by +40.15%
Dec 31, 24
19 Renaissance Technologies Corp 2.87M (0.99%) -626.90K
Decreased by -21.81%
Mar 31, 24
20 Goldman Sachs Group Inc 2.73M (0.94%) -15.87K
Decreased by -0.58%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 11.47M (3.95%) 674.05K
Increased by +5.87%
Sep 30, 23
2 Capital Group Wash Mutual Invtrs Comp 11.47M (3.95%) 674.05K
Increased by +5.87%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 9.51M (3.28%) 14.51K
Increased by +0.15%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 8.06M (2.78%) 66.56K
Increased by +0.83%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 6.51M (2.24%) 24.12K
Increased by +0.37%
Feb 28, 25
6 ProShares S&P 500 Dividend Aristocrats 5.49M (1.89%) 0.00
Increased by 0.00%
Feb 28, 25
7 Invesco S&P 500® Equal Weight ETF 4.61M (1.59%) 5.22K
Increased by +0.11%
Feb 28, 25
8 Fidelity 500 Index 3.62M (1.25%) 16.00K
Increased by +0.44%
Jan 31, 25
9 SPDR® S&P 500® ETF Trust 3.60M (1.24%) -26.68K
Decreased by -0.74%
Feb 28, 25
10 SPDR® S&P 500 ETF Trust 3.46M (1.19%) 24.08K
Increased by +0.70%
May 30, 24
11 iShares Core S&P 500 ETF 3.42M (1.18%) -172.00
Decreased by -0.01%
Feb 28, 25
12 Fidelity® 500 Index 3.37M (1.16%) 21.48K
Increased by +0.64%
Nov 30, 23
13 Champlain Mid Cap Fund, LLC 3.29M (1.13%) -1.73M
Decreased by -52.75%
Feb 28, 25
14 SPDR® S&P Dividend ETF 3.28M (1.13%) -3.30K
Decreased by -0.10%
Feb 28, 25
15 The Consumer Staples Sel SectSPDR® ETF 2.83M (0.98%) -2.10K
Decreased by -0.07%
Feb 28, 25
16 SPDR® Portfolio S&P 500® High Div ETF 2.76M (0.95%) 897.00
Increased by +0.03%
Feb 28, 25
17 Vanguard Value Index Inv 2.60M (0.90%) 11.28K
Increased by +0.43%
Feb 28, 25
18 Principal Equity Income A 2.45M (0.84%) -43.31K
Decreased by -1.77%
Apr 30, 24
19 Champlain Mid Cap Adv 2.43M (0.84%) -200.00K
Decreased by -8.23%
Dec 31, 24
20 Invesco S&P 500® Low Volatility ETF 2.20M (0.76%) -2.52K
Decreased by -0.11%
Jan 31, 24