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 1.21%
9 DIVA 1.09%
10 GDIV 1.00%
11 HDLV 0.89%
12 SQLV 0.84%
13 DIV 0.74%
14 EBIT 0.68%
15 DVYL 0.65%
16 IAT 0.61%
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 BlackRock Inc 62.79M (24.11%) -20.87M
Decreased by -33.24%
Mar 31, 24
2 State Street Corporation 47.94M (18.40%) 8.26M
Increased by +17.24%
Mar 31, 24
3 Hudson Bay Capital Management LP 41.42M (15.90%) 41.42M
Increased by +100.00%
Sep 30, 24
4 REVERENCE CAPITAL PARTNERS, L.P. 33.33M (12.80%) 33.33M
Increased by +100.00%
Sep 30, 24
5 Vanguard Group Inc 30.98M (11.89%) 30.98M
Increased by +100.00%
Sep 30, 24
6 State Street Corp 18.13M (6.96%) 18.13M
Increased by +100.00%
Sep 30, 24
7 Citadel Advisors Llc 10.65M (4.09%) 10.65M
Increased by +100.00%
Sep 30, 24
8 Alyeska Investment Group, L.P. 8.86M (3.40%) 8.86M
Increased by +100.00%
Sep 30, 24
9 NORGES BANK 7.59M (2.91%) 1.88M
Increased by +24.83%
Dec 31, 23
10 AQR Capital Management LLC 7.31M (2.81%) 1.20M
Increased by +16.35%
Mar 31, 24
11 Geode Capital Management, LLC 6.93M (2.66%) 6.93M
Increased by +100.00%
Sep 30, 24
12 Kahn Brothers & CO Inc /DE/ 6.21M (2.39%) 53.27K
Increased by +0.86%
Mar 31, 24
13 Steadfast Capital Management LLC 5.90M (2.26%) 1.64M
Increased by +27.80%
Sep 30, 23
14 Ameriprise Financial Inc 5.69M (2.18%) -295.55K
Decreased by -5.20%
Dec 31, 23
15 Amvescap Plc. 5.22M (2.00%) 2.19M
Increased by +42.05%
Mar 31, 24
16 Brandywine Global Investment Mgmt LLC 5.21M (2.00%) 499.70K
Increased by +9.60%
Dec 31, 23
17 Susquehanna International Group, LLP 5.14M (1.97%) 4.46M
Increased by +86.79%
Mar 31, 24
18 Westfield Capital Management Company, LP 5.14M (1.97%) 3.11M
Increased by +60.63%
Sep 30, 23
19 Cannell Peter B & CO Inc 4.57M (1.76%) 500.55K
Increased by +10.94%
Dec 31, 23
20 Squarepoint Ops LLC 4.18M (1.60%) 3.86M
Increased by +92.40%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Windsor Investor Shares 19.97M (7.67%) 4.07M
Increased by +20.40%
Dec 31, 23
2 iShares Select Dividend ETF 15.94M (6.12%) -15.19K
Decreased by -0.10%
Jan 31, 24
3 iShares Core S&P Mid-Cap ETF 9.59M (3.68%) 0.00
Increased by 0.00%
Nov 30, 24
4 Vanguard Total Stock Mkt Idx Inv 9.46M (3.63%) -43.39K
Decreased by -0.46%
Oct 31, 24
5 SPDR® S&P Regional Banking ETF 7.98M (3.06%) 0.00
Increased by 0.00%
Nov 30, 24
6 Vanguard Small Cap Index 7.47M (2.87%) 14.63K
Increased by +0.20%
Oct 31, 24
7 iShares Russell 2000 ETF 7.43M (2.85%) 0.00
Increased by 0.00%
Nov 30, 24
8 Hartford Balanced Income Y 6.87M (2.64%) -84.42K
Decreased by -1.23%
Dec 31, 23
9 Hartford Equity Income Y 6.50M (2.49%) 0.00
Increased by 0.00%
Dec 31, 23
10 Vanguard Small Cap Value Index Inv 5.05M (1.94%) -1.74K
Decreased by -0.03%
Oct 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 4.43M (1.70%) -16.34K
Decreased by -0.37%
Oct 31, 24
12 Direxion Daily Regional Bnks Bull 3X ETF 4.18M (1.61%) -133.25K
Decreased by -3.19%
Jun 30, 24
13 Fidelity® Extended Market Index 3.89M (1.49%) 47.60K
Increased by +1.22%
Nov 30, 23
14 DFA US Small Cap Value I 3.87M (1.49%) -3.82M
Decreased by -98.59%
Feb 29, 24
15 BlackRock Strategic Income Opps Instl 3.64M (1.40%) 1.18M
Increased by +32.36%
May 31, 24
16 BGF World Financials A2 3.53M (1.36%) 281.55K
Increased by +7.97%
Dec 31, 23
17 Dimensional US Targeted Value ETF 3.50M (1.34%) 0.00
Increased by 0.00%
Jan 31, 24
18 Vanguard High Dividend Yield ETF 3.07M (1.18%) 198.03K
Increased by +6.44%
Jun 30, 24
19 DFA US Targeted Value I 2.94M (1.13%) -2.01M
Decreased by -68.38%
Feb 29, 24
20 State St Russell Sm Cap® Indx SL Cl I 2.91M (1.12%) 2.91M
Increased by +100.00%
Jun 30, 24