Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KRE 5.01%
2 IAT 4.88%
3 FTXO 4.32%
4 KBWB 4.30%
5 ICAP 3.98%
6 DPST 3.58%
7 DIVY 3.52%
8 ZIG 3.10%
9 FOVL 2.85%
10 JPEF 2.81%
11 SDEI 2.51%
12 RDVY 2.26%
13 FTDS 2.22%
14 EQRR 2.20%
15 KRU 2.16%
16 TUSA 1.91%
17 VMAX 1.90%
18 SPVM 1.74%
19 BDVG 1.71%
20 RSPF 1.58%

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 12.71M (7.71%) -199.35K
Decreased by -1.57%
Jun 30, 24
3 FMR Inc 12.35M (7.49%) 1.51M
Increased by +12.22%
Sep 30, 24
4 Wellington Management Company LLP 11.45M (6.94%) -972.92K
Decreased by -8.50%
Jun 30, 24
5 State Street Corporation 8.42M (5.10%) -725.54K
Decreased by -8.62%
Mar 31, 24
6 State Street Corp 8.25M (5.00%) -170.00K
Decreased by -2.06%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 7.49M (4.54%) -496.52K
Decreased by -6.63%
Jun 30, 24
8 JPMorgan Chase & Co 6.72M (4.07%) 32.85K
Increased by +0.49%
Jun 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 4.26M (2.58%) 146.24K
Increased by +3.43%
Jun 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%) -623.01K
Decreased by -16.36%
Jun 30, 24
13 First Trust Advisors L.P. 1.73M (1.05%) -179.23K
Decreased by -10.36%
Jun 30, 24
14 Massachusetts Financial Services Company 1.72M (1.04%) -65.81K
Decreased by -3.83%
Sep 30, 24
15 M&T Bank Corp 1.70M (1.03%) -2.28K
Decreased by -0.13%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 1.62M (0.98%) 3.56K
Increased by +0.22%
Sep 30, 24
17 NORGES BANK 1.60M (0.97%) -96.15K
Decreased by -6.01%
Jun 30, 24
18 Bank of New York Mellon Corp 1.51M (0.92%) 44.44K
Increased by +2.94%
Jun 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 5.26M (3.19%) -17.00K
Decreased by -0.32%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 4.43M (2.68%) 50.80K
Increased by +1.15%
Oct 31, 24
3 Schwab US Dividend Equity ETF™ 4.12M (2.50%) 3.64K
Increased by +0.09%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 3.54M (2.15%) 6.37K
Increased by +0.18%
Oct 31, 24
5 Vanguard Equity-Income Inv 3.04M (1.84%) -202.33K
Decreased by -6.66%
Sep 30, 24
6 Fidelity 500 Index 2.05M (1.24%) -2.66K
Decreased by -0.13%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 2.04M (1.23%) 10.58K
Increased by +0.52%
Oct 31, 24
8 SPDR® S&P 500 ETF Trust 2.00M (1.21%) -15.64K
Decreased by -0.78%
Mar 31, 24
9 Fidelity® 500 Index 1.92M (1.16%) 15.30K
Increased by +0.80%
Oct 31, 23
10 iShares Core S&P 500 ETF 1.86M (1.13%) 2.87K
Increased by +0.15%
Oct 31, 24
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 1.42M (0.86%) 3.56K
Increased by +0.25%
Oct 31, 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 1.35M (0.82%) 0.00
Increased by 0.00%
Sep 30, 24
18 First Trust Rising Dividend Achiev ETF 1.34M (0.82%) 652.00
Increased by +0.05%
Oct 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 1.19M (0.72%) 0.00
Increased by 0.00%
Sep 30, 24