Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLD 1000.00%
2 IWB 1000.00%
3 IAT 4.57%
4 FTXO 4.33%
5 KBWB 4.22%
6 ICAP 3.20%
7 ZIG 3.10%
8 SDEI 2.51%
9 FTDS 2.22%
10 EQRR 2.20%
11 KRE 2.19%
12 RDVY 2.18%
13 KRU 2.16%
14 TUSA 1.91%
15 SAEF 1.83%
16 DPST 1.78%
17 VMAX 1.75%
18 RSPF 1.54%
19 SPVM 1.46%
20 GABF 1.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.28M (11.62%) -150.62K
Decreased by -0.78%
Mar 31, 24
2 BlackRock Inc 12.91M (7.78%) -197.12K
Decreased by -1.53%
Mar 31, 24
3 Wellington Management Company LLP 12.42M (7.49%) -916.24K
Decreased by -7.37%
Mar 31, 24
4 FMR Inc 9.47M (5.71%) 2.06M
Increased by +21.79%
Mar 31, 24
5 State Street Corporation 8.42M (5.07%) -725.54K
Decreased by -8.62%
Mar 31, 24
6 JPMorgan Chase & Co 6.68M (4.03%) -313.34K
Decreased by -4.69%
Mar 31, 24
7 Charles Schwab Investment Management Inc 4.78M (2.88%) 1.19M
Increased by +24.93%
Mar 31, 24
8 Amvescap Plc. 4.43M (2.67%) -420.53K
Decreased by -9.49%
Mar 31, 24
9 State Farm Mutual Automobile Ins Co 4.12M (2.48%) 0.00
Increased by 0.00%
Mar 31, 24
10 Geode Capital Management, LLC 4.12M (2.48%) 312.11K
Increased by +7.58%
Mar 31, 24
11 Morgan Stanley - Brokerage Accounts 3.99M (2.41%) 725.71K
Increased by +18.17%
Mar 31, 24
12 First Trust Advisors L.P. 1.91M (1.15%) 1.41M
Increased by +73.93%
Mar 31, 24
13 Massachusetts Financial Services Company 1.70M (1.02%) -30.04K
Decreased by -1.77%
Mar 31, 24
14 M&T Bank Corp 1.70M (1.02%) -5.83K
Decreased by -0.34%
Mar 31, 24
15 NORGES BANK 1.69M (1.02%) 102.20K
Increased by +6.03%
Dec 31, 23
16 Northern Trust Corp 1.55M (0.93%) -80.33K
Decreased by -5.19%
Mar 31, 24
17 Dimensional Fund Advisors, Inc. 1.52M (0.92%) 68.20K
Increased by +4.49%
Mar 31, 24
18 Bank of New York Mellon Corp 1.47M (0.88%) -32.36K
Decreased by -2.20%
Mar 31, 24
19 Barrow Hanley Mewhinney & Strauss LLC 1.35M (0.82%) -1.09M
Decreased by -80.31%
Mar 31, 24
20 Goldman Sachs Group Inc 1.31M (0.79%) -1.30M
Decreased by -99.10%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.27M (3.17%) 3.06K
Increased by +0.06%
Jun 30, 24
2 Vanguard Institutional 500 Index Trust 4.29M (2.58%) 25.22K
Increased by +0.59%
Jun 30, 24
3 Schwab US Dividend Equity ETF™ 3.83M (2.30%) 5.36K
Increased by +0.14%
Jun 29, 24
4 Vanguard Mid Cap Index Institutional 3.57M (2.15%) -45.51K
Decreased by -1.27%
Jun 30, 24
5 Vanguard Equity-Income Inv 3.54M (2.13%) -203.37K
Decreased by -5.75%
Mar 31, 24
6 Fidelity 500 Index 2.02M (1.22%) 10.26K
Increased by +0.51%
May 31, 24
7 SPDR® S&P 500 ETF Trust 2.00M (1.21%) -15.64K
Decreased by -0.78%
Mar 31, 24
8 SPDR® S&P 500® ETF Trust 1.98M (1.19%) 18.71K
Increased by +0.95%
Jun 30, 24
9 Fidelity® 500 Index 1.92M (1.16%) 15.30K
Increased by +0.80%
Oct 31, 23
10 Vanguard Wellesley® Income Inv 1.85M (1.11%) -353.07K
Decreased by -19.09%
Mar 31, 24
11 iShares Core S&P 500 ETF 1.78M (1.07%) 9.01K
Increased by +0.51%
Jun 28, 24
12 Vanguard Windsor Investor Shares 1.54M (0.93%) -265.62K
Decreased by -17.21%
Mar 31, 24
13 JPM US Mid Cap Value-Composite 1.49M (0.90%) -28.66K
Decreased by -1.92%
Dec 31, 23
14 First Trust Rising Dividend Achiev ETF 1.45M (0.87%) 2.60K
Increased by +0.18%
Jun 30, 24
15 JPM US Mid Cap Value-MA 1.40M (0.84%) -15.35K
Decreased by -1.10%
Jun 30, 24
16 JPMorgan Mid Cap Value L 1.40M (0.84%) -15.35K
Decreased by -1.10%
May 31, 24
17 Vanguard Value Index Inv 1.36M (0.82%) -19.13K
Decreased by -1.40%
Jun 30, 24
18 Strategic Advisers Fidelity US TtlStk 1.28M (0.77%) 32.15K
Increased by +2.51%
May 31, 24
19 JPM US Value Advantage-MA 1.24M (0.75%) 1.19M
Increased by +96.00%
Sep 30, 23
20 JPMorgan Value Advantage L 1.21M (0.73%) 0.00
Increased by 0.00%
May 31, 24