Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TADS 2.78%
2 KRU 2.26%
3 PXLV 1.25%
4 HDLV 1.16%
5 SPVM_old 1.10%
6 DVYL 0.70%
7 OVLC 0.55%
8 FAZZ 0.19%
9 MLTI 0.07%
10 USDY 0.05%
11 BWV_old 0.03%
12 ONEK 0.03%
13 SFLA 0.03%
14 HSPX 0.03%
15 RWCD 0.02%
16 THRK 0.02%
17 VIXH 0.02%
18 DMRL 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Street Corporation 49.90M (11.73%) -5.43M
Decreased by -10.89%
Dec 31, 21
2 Vanguard Group Inc 47.46M (11.16%) 386.47K
Increased by +0.81%
Dec 31, 21
3 BlackRock Inc 36.27M (8.53%) 1.30M
Increased by +3.58%
Dec 31, 21
4 Wells Fargo & Co 12.11M (2.85%) 60.65K
Increased by +0.50%
Dec 31, 21
5 Dimensional Fund Advisors, Inc. 10.47M (2.46%) -64.62K
Decreased by -0.62%
Mar 31, 22
6 Geode Capital Management, LLC 8.56M (2.01%) 162.70K
Increased by +1.90%
Dec 31, 21
7 ProShare Advisors LLC 8.17M (1.92%) 216.59K
Increased by +2.65%
Mar 31, 22
8 JPMorgan Chase & Co 7.11M (1.67%) -371.94K
Decreased by -5.23%
Dec 31, 21
9 Amvescap Plc. 6.59M (1.55%) -859.13K
Decreased by -13.05%
Dec 31, 21
10 Magnetar Financial LLC 6.49M (1.53%) 32.70K
Increased by +0.50%
Mar 31, 22
11 ARP AMERICAS LLC 6.04M (1.42%) 246.81K
Increased by +4.09%
Dec 31, 21
12 Bank of New York Mellon Corp 5.09M (1.20%) -1.34M
Decreased by -26.35%
Dec 31, 21
13 Glazer Capital, LLC 4.78M (1.12%) 4.78M
Increased by +100.00%
Dec 31, 21
14 Citigroup Inc 4.17M (0.98%) -2.78M
Decreased by -66.66%
Dec 31, 21
15 Northern Trust Corp 3.64M (0.86%) -94.37K
Decreased by -2.59%
Dec 31, 21
16 Mellon Investments Corporation 3.49M (0.82%) -1.32M
Decreased by -37.76%
Dec 31, 21
17 Bank of Montreal 3.32M (0.78%) 2.45M
Increased by +73.94%
Dec 31, 21
18 Ergoteles LLC 3.17M (0.74%) 2.07M
Increased by +65.25%
Mar 31, 22
19 Barclays PLC 3.13M (0.74%) 1.79M
Increased by +57.22%
Dec 31, 21
20 Charles Schwab Investment Management Inc 3.07M (0.72%) 72.67K
Increased by +2.36%
Dec 31, 21

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.36M (2.91%) -36.23K
Decreased by -0.29%
Mar 31, 22
2 Vanguard 500 Index Investor 9.36M (2.20%) -265.77K
Decreased by -2.84%
Mar 31, 22
3 Fidelity® 500 Index 4.45M (1.05%) 62.08K
Increased by +1.40%
Mar 31, 22
4 DFA US Targeted Value I 3.91M (0.92%) 0.00
Increased by 0.00%
Mar 31, 22
5 SPDR® S&P US Dividend Aristocrats ETFDis 3.36M (0.79%) 196.06K
Increased by +5.84%
Mar 31, 22
6 Vanguard Institutional Index I 3.21M (0.75%) 10.00K
Increased by +0.31%
Mar 31, 22
7 JPM US Large Cap Value-Composite 3.20M (0.75%) -220.00K
Decreased by -6.88%
Mar 31, 22
8 JPMorgan Large Cap Value I 3.20M (0.75%) -109.10K
Decreased by -3.41%
Mar 31, 22
9 State St S&P 500® Indx SL Cl III 1.94M (0.46%) 17.40K
Increased by +0.90%
Mar 31, 22
10 Vanguard High Dividend Yield ETF 1.64M (0.38%) -52.09K
Decreased by -3.18%
Mar 31, 22
11 Blackrock Eq Idx Fund CF 1.32M (0.31%) 15.67K
Increased by +1.18%
Mar 31, 22
12 Russell 1000 Index Fund 1.20M (0.28%) 0.00
Increased by 0.00%
Mar 31, 22
13 Vanguard Financials ETF 1.05M (0.25%) -14.85K
Decreased by -1.41%
Mar 31, 22
14 Fidelity® Mid Cap Index 1.05M (0.25%) -6.02K
Decreased by -0.57%
Mar 31, 22
15 NT S&P 500 Index Fund - NL 964.43K (0.23%) -7.81K
Decreased by -0.81%
Mar 31, 22
16 EQ/JPMorgan Value Opportunities IB 910.80K (0.21%) -78.50K
Decreased by -8.62%
Mar 31, 22
17 The Merger Fund A 903.09K (0.21%) 903.09K
Increased by +100.00%
Dec 31, 21
18 DFA US Core Equity 2 I 861.95K (0.20%) 0.00
Increased by 0.00%
Mar 31, 22
19 Schwab® S&P 500 Index 768.36K (0.18%) 9.56K
Increased by +1.24%
Mar 31, 22