Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 15.92%
2 UTRN 4.08%
3 ACTV 3.94%
4 WBIG 2.19%
5 SPDV 1.68%
6 KCE 1.65%
7 FXO 1.41%
8 RSPF 1.31%
9 EQUL 1.30%
10 RYF 1.27%
11 RPV 1.16%
12 SPYD 1.10%
13 ALTL_old 1.06%
14 JHDV 0.95%
15 ALTL 0.86%
16 DVYL 0.85%
17 HIDV 0.81%
18 HEJD 0.80%
19 SPHB 0.79%
20 DVY 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Massachusetts Mutual Life Insurance Co 81.33M (24.28%) -20.00
Decreased by -0.00%
Dec 31, 24
2 BlackRock Inc 54.96M (16.41%) 286.18K
Increased by +0.52%
Dec 31, 24
3 Vanguard Group Inc 51.49M (15.37%) 419.39K
Increased by +0.81%
Dec 31, 24
4 Trian Fund Management LP 23.17M (6.92%) 0.00
Increased by 0.00%
Dec 31, 24
5 State Street Corporation 21.86M (6.52%) 753.38K
Increased by +3.45%
Mar 31, 24
6 State Street Corp 21.64M (6.46%) 583.01K
Increased by +2.69%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 20.10M (6.00%) 274.13K
Increased by +1.36%
Dec 31, 24
8 Geode Capital Management, LLC 10.38M (3.10%) 134.73K
Increased by +1.30%
Dec 31, 24
9 AQR Capital Management LLC 8.15M (2.43%) 2.26M
Increased by +27.80%
Dec 31, 24
10 Millennium Management LLC 7.24M (2.16%) -2.79M
Decreased by -38.60%
Dec 31, 24
11 AllianceBernstein L.P. 6.38M (1.90%) 31.85K
Increased by +0.50%
Dec 31, 24
12 Northern Trust Corp 6.36M (1.90%) 834.58K
Increased by +13.12%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 5.97M (1.78%) 490.43K
Increased by +8.22%
Dec 31, 24
14 Fisher Asset Management, LLC 4.53M (1.35%) -7.64K
Decreased by -0.17%
Dec 31, 24
15 Charles Schwab Investment Management Inc 4.42M (1.32%) 111.52K
Increased by +2.52%
Dec 31, 24
16 Two Sigma Advisers, LLC 3.77M (1.13%) 466.40K
Increased by +12.37%
Dec 31, 24
17 UBS Group AG 3.63M (1.08%) 2.07M
Increased by +57.01%
Dec 31, 24
18 FMR Inc 3.53M (1.05%) -267.37K
Decreased by -7.58%
Sep 30, 23
19 Goldman Sachs Group Inc 3.52M (1.05%) -862.74K
Decreased by -24.51%
Dec 31, 24
20 Balyasny Asset Management LLC 3.46M (1.03%) 3.46M
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 13.52M (4.04%) 19.85K
Increased by +0.15%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 12.46M (3.72%) 76.16K
Increased by +0.61%
Feb 28, 25
3 Vanguard Small Cap Index 10.90M (3.25%) 8.91K
Increased by +0.08%
Feb 28, 25
4 iShares Select Dividend ETF 9.75M (2.91%) 76.62K
Increased by +0.79%
Feb 28, 25
5 Invesco S&P 500® Equal Weight ETF 8.29M (2.47%) 9.35K
Increased by +0.11%
Feb 28, 25
6 Vanguard Small Cap Value Index Inv 7.18M (2.14%) -25.60K
Decreased by -0.36%
Feb 28, 25
7 DFA US Small Cap Value I 6.07M (1.81%) 0.00
Increased by 0.00%
Jan 31, 25
8 Fidelity 500 Index 5.60M (1.67%) 24.74K
Increased by +0.44%
Jan 31, 25
9 SPDR® S&P 500® ETF Trust 5.58M (1.66%) -41.18K
Decreased by -0.74%
Feb 28, 25
10 SPDR® Portfolio S&P 500 High Div ETF 5.34M (1.60%) 0.00
Increased by 0.00%
Apr 30, 24
11 SPDR® S&P 500 ETF Trust 5.33M (1.59%) 12.02K
Increased by +0.23%
Apr 30, 24
12 iShares Core S&P 500 ETF 5.27M (1.57%) -265.00
Decreased by -0.01%
Feb 28, 25
13 Fidelity® 500 Index 5.19M (1.55%) 41.38K
Increased by +0.80%
Oct 31, 23
14 SPDR® Portfolio S&P 500® High Div ETF 4.84M (1.45%) 1.57K
Increased by +0.03%
Feb 28, 25
15 The Financial Select Sector SPDR® ETF 3.37M (1.01%) 4.00K
Increased by +0.12%
Feb 28, 25
16 MFS Mid Cap Value Equity 3.29M (0.98%) 0.00
Increased by 0.00%
Sep 30, 23
17 Fisher All World Equity 3.27M (0.98%) 0.00
Increased by 0.00%
Dec 31, 24
18 Financial Select Sector SPDR® ETF 3.00M (0.90%) -8.64K
Decreased by -0.29%
Apr 30, 24
19 DFA US Targeted Value I 2.92M (0.87%) -302.77K
Decreased by -10.38%
Jan 31, 25
20 Vanguard Institutional Index I 2.79M (0.83%) -32.31K
Decreased by -1.16%
Feb 28, 25