Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAGG 7.15%
2 SOIL 6.12%
3 WBIG 3.99%
4 FXZ 3.93%
5 UTRN 3.91%
6 FEVR 3.81%
7 RSPM 3.66%
8 RTM 3.66%
9 IVEG 3.61%
10 TPMN 3.24%
11 TAAG 3.22%
12 JUNE_old 2.66%
13 MOO 2.53%
14 FTIF 2.14%
15 UPGD 2.13%
16 RYJ 2.10%
17 SMRI 2.09%
18 FTRI 2.04%
19 TUSA 1.94%
20 RPV 1.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.74M (12.34%) -618.96K
Decreased by -1.60%
Dec 31, 24
2 BlackRock Inc 25.88M (8.25%) -2.41M
Decreased by -9.30%
Sep 30, 24
3 T. Rowe Price Associates, Inc. 16.31M (5.20%) 1.99M
Increased by +12.17%
Sep 30, 24
4 State Street Corporation 15.11M (4.81%) 126.14K
Increased by +0.83%
Mar 31, 24
5 State Street Corp 14.04M (4.47%) -238.48K
Decreased by -1.70%
Sep 30, 24
6 Dimensional Fund Advisors, Inc. 11.04M (3.52%) 2.15M
Increased by +19.49%
Dec 31, 24
7 Amvescap Plc. 10.45M (3.33%) -397.77K
Decreased by -3.81%
Sep 30, 24
8 Geode Capital Management, LLC 8.35M (2.66%) 178.84K
Increased by +2.14%
Sep 30, 24
9 Boston Partners Global Investors, Inc 5.61M (1.79%) -1.39M
Decreased by -24.86%
Dec 31, 24
10 D. E. Shaw & Co LP 5.45M (1.74%) 1.32M
Increased by +24.31%
Sep 30, 24
11 Northern Trust Corp 4.88M (1.56%) -456.87K
Decreased by -9.35%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 4.67M (1.49%) -4.40M
Decreased by -94.13%
Sep 30, 24
13 NORGES BANK 3.96M (1.26%) 219.52K
Increased by +5.54%
Dec 31, 24
14 Pacer Advisors, INC. 3.82M (1.22%) 186.34K
Increased by +4.87%
Dec 31, 23
15 Amundi 3.77M (1.20%) -291.94K
Decreased by -7.74%
Sep 30, 24
16 Balyasny Asset Management LLC 3.65M (1.16%) 3.62M
Increased by +99.23%
Jun 30, 24
17 JPMorgan Chase & Co 3.63M (1.16%) 869.46K
Increased by +23.93%
Sep 30, 24
18 Capital Research & Mgmt Co - Division 3 3.48M (1.11%) -2.67M
Decreased by -76.84%
Sep 30, 23
19 Capital World Investors 3.46M (1.10%) -8.08M
Decreased by -233.79%
Dec 31, 24
20 Charles Schwab Investment Management Inc 3.37M (1.07%) 150.19K
Increased by +4.46%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.97M (3.18%) 9.38K
Increased by +0.09%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 8.60M (2.74%) 32.01K
Increased by +0.37%
Dec 31, 24
3 Vanguard Small Cap Index 8.09M (2.58%) 50.35K
Increased by +0.62%
Dec 31, 24
4 American Funds Washington Mutual A 5.99M (1.91%) 0.00
Increased by 0.00%
Sep 30, 24
5 Capital Group Wash Mutual Invtrs Comp 5.99M (1.91%) 0.00
Increased by 0.00%
Sep 30, 24
6 Invesco S&P 500® Equal Weight ETF 5.65M (1.80%) 18.36K
Increased by +0.32%
Jan 31, 25
7 Vanguard Small Cap Value Index Inv 5.37M (1.71%) -65.20K
Decreased by -1.21%
Dec 31, 24
8 T. Rowe Price U.S. Value Equity Tr-Z 5.21M (1.66%) -3.00K
Decreased by -0.06%
Dec 31, 24
9 Pacer US Cash Cows 100 ETF 4.81M (1.53%) 10.49K
Increased by +0.22%
Apr 30, 24
10 T. Rowe Price US Value Equity Composite 4.79M (1.52%) -103.09K
Decreased by -2.15%
Dec 31, 24
11 T. Rowe Price Value 4.79M (1.52%) -76.35K
Decreased by -1.60%
Dec 31, 24
12 American Funds Growth Fund of Amer A 4.73M (1.51%) -1.45M
Decreased by -30.70%
Dec 31, 23
13 Capital Group Growth Fnd of Amer Comp 4.73M (1.51%) -1.45M
Decreased by -30.70%
Dec 31, 23
14 Fidelity 500 Index 3.94M (1.26%) 5.73K
Increased by +0.15%
Dec 31, 24
15 SPDR® S&P 500® ETF Trust 3.89M (1.24%) -38.15K
Decreased by -0.98%
Jan 31, 25
16 Fidelity® 500 Index 3.87M (1.23%) 24.64K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P 500 ETF Trust 3.86M (1.23%) 8.73K
Increased by +0.23%
Apr 30, 24
18 iShares Core S&P 500 ETF 3.72M (1.19%) 748.00
Increased by +0.02%
Jan 31, 25
19 JHancock Disciplined Value Mid Cap I 3.65M (1.16%) 812.37K
Increased by +22.28%
Dec 31, 24
20 Vanguard Mid Cap Index Institutional 3.49M (1.11%) -3.81M
Decreased by -109.17%
Mar 31, 24