Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 5.92%
2 KBWB 4.05%
3 FTXO 3.97%
4 DIVY 3.34%
5 ZIG 3.10%
6 KRE 2.91%
7 SDEI 2.51%
8 BDVG 2.48%
9 FOVL 2.39%
10 JPEF 2.38%
11 FTDS 2.22%
12 EQRR 2.20%
13 KRU 2.16%
14 DPST 2.00%
15 TUSA 1.91%
16 SAEF 1.59%
17 GDIV 1.54%
18 RDVY 1.50%
19 SPYD 1.39%
20 GABF 1.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.50M (12.06%) 42.38K
Increased by +0.22%
Dec 31, 24
2 FMR Inc 14.11M (8.72%) 1.76M
Increased by +12.48%
Dec 31, 24
3 BlackRock Inc 13.15M (8.13%) 444.02K
Increased by +3.38%
Dec 31, 24
4 State Street Corp 9.03M (5.58%) 253.93K
Increased by +2.81%
Dec 31, 24
5 State Street Corporation 8.42M (5.20%) -725.54K
Decreased by -8.62%
Mar 31, 24
6 Wellington Management Company LLP 7.43M (4.60%) -2.56M
Decreased by -34.44%
Dec 31, 24
7 JPMorgan Chase & Co 6.07M (3.75%) -6.86M
Decreased by -113.08%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 5.44M (3.36%) -154.21K
Decreased by -2.84%
Dec 31, 24
9 Charles Schwab Investment Management Inc 5.29M (3.27%) 252.58K
Increased by +4.77%
Dec 31, 24
10 Geode Capital Management, LLC 4.37M (2.70%) 40.95K
Increased by +0.94%
Dec 31, 24
11 State Farm Mutual Automobile Ins Co 4.12M (2.55%) 0.00
Increased by 0.00%
Dec 31, 24
12 Amvescap Plc. 3.08M (1.91%) -724.42K
Decreased by -23.49%
Dec 31, 24
13 NORGES BANK 1.69M (1.04%) 91.11K
Increased by +5.39%
Dec 31, 24
14 Massachusetts Financial Services Company 1.69M (1.04%) -27.32K
Decreased by -1.62%
Dec 31, 24
15 Northern Trust Corp 1.68M (1.04%) 215.10K
Increased by +12.78%
Dec 31, 24
16 First Trust Advisors L.P. 1.61M (0.99%) 33.02K
Increased by +2.06%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 1.60M (0.99%) -18.18K
Decreased by -1.14%
Dec 31, 24
18 Nuveen Asset Management, LLC 1.57M (0.97%) 286.05K
Increased by +18.25%
Dec 31, 24
19 M&T Bank Corp 1.49M (0.92%) -208.18K
Decreased by -13.98%
Dec 31, 24
20 Bank of New York Mellon Corp 1.41M (0.87%) -84.52K
Decreased by -5.99%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.28M (3.26%) 3.51K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.23M (3.23%) 14.27K
Increased by +0.27%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 4.60M (2.85%) 33.22K
Increased by +0.72%
Feb 28, 25
4 Schwab US Dividend Equity ETF™ 4.39M (2.71%) 3.65K
Increased by +0.08%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 3.58M (2.22%) 15.36K
Increased by +0.43%
Feb 28, 25
6 Vanguard Equity-Income Inv 2.25M (1.39%) -789.38K
Decreased by -35.12%
Dec 31, 24
7 Fidelity 500 Index 2.08M (1.28%) 9.25K
Increased by +0.45%
Feb 28, 25
8 SPDR® S&P 500 ETF 2.07M (1.28%) -30.38K
Decreased by -1.47%
Mar 31, 25
9 iShares Core S&P 500 ETF 2.02M (1.25%) 5.88K
Increased by +0.29%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 2.01M (1.24%) -10.58K
Decreased by -0.53%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 2.00M (1.24%) -15.64K
Decreased by -0.78%
Mar 31, 24
12 SPDR® S&P 500® ETF 1.99M (1.23%) -33.52K
Decreased by -1.69%
Mar 31, 25
13 Fidelity® 500 Index 1.92M (1.19%) 15.30K
Increased by +0.80%
Oct 31, 23
14 Loomis Sayles Core Disc Alpha Trust Cl B 1.83M (1.13%) 1.83M
Increased by +100.00%
Dec 31, 24
15 Strategic Advisers Fidelity US TtlStk 1.47M (0.91%) 50.53K
Increased by +3.44%
Feb 28, 25
16 Vanguard Value Index Inv 1.43M (0.89%) 6.20K
Increased by +0.43%
Feb 28, 25
17 Vanguard Windsor Investor Shares 1.41M (0.87%) -59.81K
Decreased by -4.23%
Dec 31, 24
18 JPM US Mid Cap Value-Composite 1.40M (0.86%) -15.35K
Decreased by -1.10%
Jun 30, 24
19 JPM US Mid Cap Value-MA 1.40M (0.86%) -15.35K
Decreased by -1.10%
Jun 30, 24
20 JPMorgan Mid Cap Value L 1.40M (0.86%) -15.35K
Decreased by -1.10%
May 31, 24