Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 5.75%
2 KRE 4.20%
3 FTXO 4.01%
4 KBWB 3.66%
5 DIVY 3.39%
6 ZIG 3.10%
7 ICAP 2.88%
8 DPST 2.66%
9 FOVL 2.61%
10 JPEF 2.57%
11 SDEI 2.51%
12 FTDS 2.22%
13 EQRR 2.20%
14 GABF 2.19%
15 KRU 2.16%
16 RDVY 2.00%
17 TUSA 1.91%
18 BDVG 1.84%
19 VMAX 1.75%
20 SAEF 1.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.45M (11.79%) 134.47K
Increased by +0.69%
Sep 30, 24
2 BlackRock Inc 12.70M (7.70%) -9.03K
Decreased by -0.07%
Sep 30, 24
3 FMR Inc 12.35M (7.49%) 1.51M
Increased by +12.22%
Sep 30, 24
4 Wellington Management Company LLP 9.99M (6.06%) -1.46M
Decreased by -14.59%
Sep 30, 24
5 State Street Corp 8.77M (5.32%) 527.85K
Increased by +6.02%
Sep 30, 24
6 State Street Corporation 8.42M (5.10%) -725.54K
Decreased by -8.62%
Mar 31, 24
7 JPMorgan Chase & Co 6.47M (3.92%) -251.32K
Decreased by -3.89%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 5.59M (3.39%) -1.90M
Decreased by -33.96%
Sep 30, 24
9 Charles Schwab Investment Management Inc 5.04M (3.05%) 190.84K
Increased by +3.79%
Sep 30, 24
10 Geode Capital Management, LLC 4.33M (2.62%) 66.34K
Increased by +1.53%
Sep 30, 24
11 State Farm Mutual Automobile Ins Co 4.12M (2.50%) 0.00
Increased by 0.00%
Sep 30, 24
12 Amvescap Plc. 3.81M (2.31%) 67.00
Increased by +0.00%
Sep 30, 24
13 Massachusetts Financial Services Company 1.72M (1.04%) -65.81K
Decreased by -3.83%
Sep 30, 24
14 M&T Bank Corp 1.70M (1.03%) -755.00
Decreased by -0.04%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 1.62M (0.98%) 3.56K
Increased by +0.22%
Sep 30, 24
16 NORGES BANK 1.60M (0.97%) -96.15K
Decreased by -6.01%
Jun 30, 24
17 First Trust Advisors L.P. 1.57M (0.95%) -157.07K
Decreased by -9.99%
Sep 30, 24
18 Bank of New York Mellon Corp 1.50M (0.91%) -17.19K
Decreased by -1.15%
Sep 30, 24
19 Northern Trust Corp 1.47M (0.89%) -80.62K
Decreased by -5.49%
Sep 30, 24
20 Barrow Hanley Mewhinney & Strauss LLC 1.33M (0.80%) -71.49K
Decreased by -5.39%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.25M (3.18%) -14.50K
Decreased by -0.28%
Nov 30, 24
2 Vanguard Institutional 500 Index Trust 4.49M (2.72%) 63.74K
Increased by +1.42%
Nov 30, 24
3 Schwab US Dividend Equity ETF™ 4.24M (2.57%) 4.49K
Increased by +0.11%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 3.56M (2.16%) 18.61K
Increased by +0.52%
Nov 30, 24
5 Vanguard Equity-Income Inv 3.04M (1.84%) -202.33K
Decreased by -6.66%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 2.09M (1.26%) 24.21K
Increased by +1.16%
Dec 31, 24
7 Fidelity 500 Index 2.06M (1.25%) 14.02K
Increased by +0.68%
Nov 30, 24
8 SPDR® S&P 500 ETF Trust 2.00M (1.21%) -15.64K
Decreased by -0.78%
Mar 31, 24
9 iShares Core S&P 500 ETF 1.95M (1.18%) 1.37K
Increased by +0.07%
Dec 31, 24
10 Fidelity® 500 Index 1.92M (1.16%) 15.30K
Increased by +0.80%
Oct 31, 23
11 Vanguard Wellesley® Income Inv 1.55M (0.94%) -190.32K
Decreased by -12.29%
Sep 30, 24
12 Vanguard Windsor Investor Shares 1.47M (0.89%) -47.70K
Decreased by -3.24%
Sep 30, 24
13 Vanguard Value Index Inv 1.43M (0.87%) 9.60K
Increased by +0.67%
Nov 30, 24
14 JPM US Mid Cap Value-Composite 1.40M (0.85%) -15.35K
Decreased by -1.10%
Jun 30, 24
15 JPM US Mid Cap Value-MA 1.40M (0.85%) -15.35K
Decreased by -1.10%
Jun 30, 24
16 JPMorgan Mid Cap Value L 1.40M (0.85%) -15.35K
Decreased by -1.10%
May 31, 24
17 Strategic Advisers Fidelity US TtlStk 1.36M (0.82%) 0.00
Increased by 0.00%
Nov 30, 24
18 First Trust Rising Dividend Achiev ETF 1.35M (0.82%) 4.09K
Increased by +0.30%
Dec 30, 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 1.19M (0.72%) 0.00
Increased by 0.00%
Sep 30, 24