Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVY 3.72%
2 KRE 2.38%
3 KBWR 2.03%
4 SDEI 1.62%
5 DPST 1.61%
6 FTXO 1.55%
7 PXMV 1.52%
8 KBE 1.19%
9 DIVA 1.09%
10 GDIV 1.00%
11 HDLV 0.89%
12 SQLV 0.84%
13 DIV 0.74%
14 DVYL 0.65%
15 IAT 0.63%
16 EBIT 0.59%
17 XMVM 0.55%
18 FXO 0.50%
19 PMOM 0.43%
20 RFV 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 70.14M (29.05%) -513.49K
Decreased by -0.73%
Mar 31, 24
2 BlackRock Inc 62.79M (26.01%) -20.87M
Decreased by -33.24%
Mar 31, 24
3 Wellington Management Company LLP 62.58M (25.92%) -5.09M
Decreased by -8.13%
Dec 31, 23
4 State Street Corporation 47.94M (19.85%) 8.26M
Increased by +17.24%
Mar 31, 24
5 Hudson Bay Capital Management LP 23.16M (9.59%) 23.16M
Increased by +100.00%
Mar 31, 24
6 REVERENCE CAPITAL PARTNERS, L.P. 18.53M (7.67%) 18.53M
Increased by +100.00%
Mar 31, 24
7 Geode Capital Management, LLC 14.25M (5.90%) 1.71M
Increased by +11.97%
Mar 31, 24
8 Bank of New York Mellon Corp 8.81M (3.65%) -943.81K
Decreased by -10.71%
Mar 31, 24
9 NORGES BANK 7.59M (3.14%) 1.88M
Increased by +24.83%
Dec 31, 23
10 Dimensional Fund Advisors, Inc. 7.52M (3.11%) -21.33M
Decreased by -283.67%
Mar 31, 24
11 AQR Capital Management LLC 7.31M (3.03%) 1.20M
Increased by +16.35%
Mar 31, 24
12 Bank of America Corp 6.31M (2.61%) 1.45M
Increased by +23.02%
Mar 31, 24
13 Kahn Brothers & CO Inc /DE/ 6.21M (2.57%) 53.27K
Increased by +0.86%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 6.19M (2.56%) 515.02K
Increased by +8.32%
Mar 31, 24
15 Steadfast Capital Management LLC 5.90M (2.44%) 1.64M
Increased by +27.80%
Sep 30, 23
16 Ameriprise Financial Inc 5.69M (2.36%) -295.55K
Decreased by -5.20%
Dec 31, 23
17 Goldman Sachs Group Inc 5.66M (2.34%) 5.04M
Increased by +88.98%
Dec 31, 23
18 Amvescap Plc. 5.22M (2.16%) 2.19M
Increased by +42.05%
Mar 31, 24
19 Brandywine Global Investment Mgmt LLC 5.21M (2.16%) 499.70K
Increased by +9.60%
Dec 31, 23
20 Susquehanna International Group, LLP 5.14M (2.13%) 4.46M
Increased by +86.79%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 24.29M (10.06%) 40.14K
Increased by +0.17%
Jun 28, 24
2 Vanguard Total Stock Mkt Idx Inv 23.69M (9.81%) 1.78M
Increased by +7.50%
Jun 30, 24
3 Vanguard Windsor Investor Shares 19.97M (8.27%) 4.07M
Increased by +20.40%
Dec 31, 23
4 Vanguard Small Cap Index 18.56M (7.69%) 1.08M
Increased by +5.84%
Jun 30, 24
5 iShares Russell 2000 ETF 18.46M (7.64%) 18.46M
Increased by +100.00%
Jun 28, 24
6 SPDR® S&P Regional Banking ETF 17.82M (7.38%) 0.00
Increased by 0.00%
Jun 30, 24
7 iShares Select Dividend ETF 15.94M (6.60%) -15.19K
Decreased by -0.10%
Jan 31, 24
8 Vanguard Small Cap Value Index Inv 12.49M (5.17%) 784.85K
Increased by +6.28%
Jun 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 11.90M (4.93%) 1.00M
Increased by +8.40%
Jun 30, 24
10 iShares Russell 2000 Value ETF 7.10M (2.94%) 7.10M
Increased by +100.00%
Jun 28, 24
11 Hartford Balanced Income Y 6.87M (2.84%) -84.42K
Decreased by -1.23%
Dec 31, 23
12 Hartford Equity Income Y 6.50M (2.69%) 0.00
Increased by 0.00%
Dec 31, 23
13 SPDR® S&P MIDCAP 400 ETF Trust 6.26M (2.59%) 315.45K
Increased by +5.04%
Jun 30, 24
14 SPDR® S&P Bank ETF 5.10M (2.11%) -8.28K
Decreased by -0.16%
Jun 28, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 4.61M (1.91%) 215.81K
Increased by +4.68%
Jun 30, 24
16 iShares S&P Mid-Cap 400 Value ETF 4.50M (1.86%) -10.42K
Decreased by -0.23%
Jun 28, 24
17 Direxion Daily Regional Bnks Bull 3X ETF 4.18M (1.73%) -133.25K
Decreased by -3.19%
Jun 30, 24
18 Fidelity Extended Market Index 4.09M (1.69%) -11.47K
Decreased by -0.28%
May 31, 24
19 Fidelity® Extended Market Index 3.89M (1.61%) 47.60K
Increased by +1.22%
Nov 30, 23
20 DFA US Small Cap Value I 3.87M (1.60%) -3.82M
Decreased by -98.59%
Feb 29, 24