Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.99%
2 KNGS 3.57%
3 SDG 3.54%
4 VSMV 3.11%
5 RSPS 2.82%
6 MPCT 2.56%
7 RHS 2.55%
8 VWI 2.41%
9 QGRO 2.37%
10 FLV 2.27%
11 VALQ 2.18%
12 WBIG 2.17%
13 FTCS 2.15%
14 LVHD 2.15%
15 VSDA 2.15%
16 FLCV 2.13%
17 UPGD 2.11%
18 SHRY 2.10%
19 BMVP 2.10%
20 SPDV 2.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 32.33M (9.63%) 1.27M
Increased by +3.94%
Mar 31, 24
2 Vanguard Group Inc 30.21M (8.99%) 56.47K
Increased by +0.19%
Mar 31, 24
3 State Street Corporation 17.91M (5.33%) -379.14K
Decreased by -2.12%
Mar 31, 24
4 Charles Schwab Investment Management Inc 9.61M (2.86%) 2.41M
Increased by +25.12%
Mar 31, 24
5 Geode Capital Management, LLC 7.27M (2.17%) 276.66K
Increased by +3.80%
Mar 31, 24
6 Goldman Sachs Group Inc 6.82M (2.03%) 4.02M
Increased by +58.87%
Dec 31, 23
7 T. Rowe Price Associates, Inc. 5.89M (1.75%) 944.92K
Increased by +16.03%
Mar 31, 24
8 Massachusetts Financial Services Company 5.87M (1.75%) -609.97K
Decreased by -10.39%
Mar 31, 24
9 American Century Companies Inc 5.15M (1.53%) -196.27K
Decreased by -3.81%
Mar 31, 24
10 Morgan Stanley - Brokerage Accounts 4.97M (1.48%) 80.85K
Increased by +1.63%
Mar 31, 24
11 Amvescap Plc. 4.78M (1.42%) 409.63K
Increased by +8.56%
Mar 31, 24
12 Capital Research Global Investors 4.45M (1.33%) 1.71K
Increased by +0.04%
Sep 30, 23
13 Northern Trust Corp 3.72M (1.11%) -102.25K
Decreased by -2.75%
Mar 31, 24
14 NORGES BANK 3.60M (1.07%) 347.73K
Increased by +9.66%
Dec 31, 23
15 JPMorgan Chase & Co 3.32M (0.99%) -454.55K
Decreased by -13.69%
Mar 31, 24
16 Legal & General Group PLC 3.31M (0.98%) -27.19K
Decreased by -0.82%
Mar 31, 24
17 Wellington Management Company LLP 3.23M (0.96%) -51.77K
Decreased by -1.60%
Dec 31, 23
18 Bank of New York Mellon Corp 3.13M (0.93%) -110.74K
Decreased by -3.54%
Mar 31, 24
19 Federated Hermes Inc 3.04M (0.90%) -160.34K
Decreased by -5.28%
Mar 31, 24
20 Bank of America Corp 3.01M (0.90%) 125.12K
Increased by +4.16%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.66M (3.17%) 5.71K
Increased by +0.05%
Jun 30, 24
2 Vanguard Institutional 500 Index Trust 8.65M (2.58%) 9.14K
Increased by +0.11%
Jun 30, 24
3 Schwab US Dividend Equity ETF™ 7.76M (2.31%) 7.88K
Increased by +0.10%
Jun 29, 24
4 Fidelity 500 Index 4.10M (1.22%) 20.80K
Increased by +0.51%
May 31, 24
5 SPDR® S&P 500 ETF Trust 4.04M (1.20%) 28.00K
Increased by +0.69%
May 30, 24
6 SPDR® S&P 500® ETF Trust 4.03M (1.20%) 37.80K
Increased by +0.94%
Jun 30, 24
7 Fidelity® 500 Index 3.94M (1.17%) 25.08K
Increased by +0.64%
Nov 30, 23
8 MFS Large Cap Value (SMA) 3.66M (1.09%) 3.66M
Increased by +100.00%
Jun 30, 23
9 iShares Core S&P 500 ETF 3.59M (1.07%) 18.20K
Increased by +0.51%
Jun 28, 24
10 MFS Large Cap Value Equity 3.34M (0.99%) -79.92K
Decreased by -2.39%
Mar 31, 24
11 MFS Value A 3.28M (0.98%) -23.43K
Decreased by -0.71%
May 31, 24
12 Vanguard Value Index Inv 2.76M (0.82%) -43.10K
Decreased by -1.56%
Jun 30, 24
13 SPDR® S&P Dividend ETF 2.53M (0.75%) -1.63K
Decreased by -0.06%
Jun 30, 24
14 The Consumer Staples Sel SectSPDR® ETF 2.29M (0.68%) -562.00
Decreased by -0.02%
Jun 30, 24
15 Consumer Staples Select Sector SPDR® ETF 2.22M (0.66%) 5.56K
Increased by +0.25%
May 30, 24
16 Vanguard Institutional Index I 2.18M (0.65%) -14.63K
Decreased by -0.67%
Jun 30, 24
17 T. Rowe Price Equity Income 2.11M (0.63%) 225.00K
Increased by +10.66%
Jun 30, 24
18 T. Rowe Price US Lg-Cp Equity Inc Comp 2.11M (0.63%) 225.00K
Increased by +10.66%
Jun 30, 24
19 Vanguard Equity-Income Inv 1.95M (0.58%) -33.99K
Decreased by -1.75%
Dec 31, 23
20 American Funds American Mutual A 1.94M (0.58%) -4.04K
Decreased by -0.21%
Sep 30, 23