Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 5.88%
2 RDIV 4.86%
3 AUMI 4.64%
4 IAK 4.57%
5 GBDV 4.52%
6 RWW 3.68%
7 GOEX 3.51%
8 DUAL 3.49%
9 SHRY 3.47%
10 WBIF 2.96%
11 STNC 2.93%
12 WBIE 2.84%
13 AFK 2.68%
14 FLCV 2.38%
15 MEM 2.06%
16 SDOG 2.04%
17 GOAU 1.99%
18 EQRR 1.98%
19 KIE 1.97%
20 VTRN 1.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 41.63M (11.73%) -9.35K
Decreased by -0.02%
Sep 30, 24
2 BlackRock Inc 31.40M (8.85%) 257.61K
Increased by +0.82%
Jun 30, 24
3 State Street Corp 17.01M (4.79%) 49.83K
Increased by +0.29%
Sep 30, 24
4 State Street Corporation 16.80M (4.74%) -123.33K
Decreased by -0.73%
Mar 31, 24
5 Geode Capital Management, LLC 8.66M (2.44%) 341.79K
Increased by +3.95%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 6.43M (1.81%) -6.22M
Decreased by -96.85%
Sep 30, 24
7 Amvescap Plc. 4.32M (1.22%) 833.27K
Increased by +19.29%
Sep 30, 24
8 Dimensional Fund Advisors, Inc. 4.19M (1.18%) -15.90K
Decreased by -0.38%
Sep 30, 24
9 Northern Trust Corp 3.79M (1.07%) -139.10K
Decreased by -3.67%
Sep 30, 24
10 Legal & General Group PLC 3.47M (0.98%) -72.89K
Decreased by -2.10%
Sep 30, 24
11 UBS Asset Mgmt Americas Inc 3.06M (0.86%) 47.56K
Increased by +1.56%
Sep 30, 24
12 Goldman Sachs Group Inc 3.05M (0.86%) 190.56K
Increased by +6.25%
Sep 30, 24
13 Nippon Life Insurance Co. 2.56M (0.72%) 0.00
Increased by 0.00%
Sep 30, 24
14 Bank of New York Mellon Corp 2.45M (0.69%) -87.16K
Decreased by -3.56%
Sep 30, 24
15 Charles Schwab Investment Management Inc 2.38M (0.67%) -8.76K
Decreased by -0.37%
Sep 30, 24
16 Bank of America Corp 2.12M (0.60%) 77.00K
Increased by +3.64%
Sep 30, 24
17 Nuveen Asset Management, LLC 1.73M (0.49%) 5.13K
Increased by +0.30%
Sep 30, 24
18 Ameriprise Financial Inc 1.61M (0.45%) 83.45K
Increased by +5.19%
Sep 30, 24
19 Deutsche Bank AG 1.45M (0.41%) 414.66K
Increased by +28.60%
Sep 30, 24
20 FMR Inc 1.44M (0.41%) 344.25K
Increased by +23.84%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.24M (3.17%) -36.43K
Decreased by -0.32%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 9.46M (2.67%) 113.49K
Increased by +1.20%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 7.57M (2.13%) 13.74K
Increased by +0.18%
Oct 31, 24
4 SPDR® S&P 500® ETF Trust 4.41M (1.24%) 26.04K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 4.38M (1.23%) -7.20K
Decreased by -0.16%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 4.27M (1.20%) 9.63K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 4.23M (1.19%) 26.92K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 4.03M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
9 Vanguard Value Index Inv 3.03M (0.85%) 11.02K
Increased by +0.36%
Oct 31, 24
10 The Financial Select Sector SPDR® ETF 2.66M (0.75%) 11.74K
Increased by +0.44%
Nov 30, 24
11 Vanguard Mid-Cap Value ETF 2.46M (0.69%) 9.79K
Increased by +0.40%
Oct 31, 24
12 Financial Select Sector SPDR® ETF 2.43M (0.69%) -6.94K
Decreased by -0.29%
Apr 30, 24
13 Vanguard Institutional Index I 2.27M (0.64%) -2.77K
Decreased by -0.12%
Oct 31, 24
14 iShares Select Dividend ETF 2.24M (0.63%) 0.00
Increased by 0.00%
Nov 30, 24
15 State St S&P 500® Indx SL Cl III 1.73M (0.49%) -800.00
Decreased by -0.05%
Nov 30, 24
16 Zacks Dividend Strategy 1.50M (0.42%) -164.93K
Decreased by -11.01%
Sep 30, 24
17 Vanguard High Dividend Yield ETF 1.48M (0.42%) 4.97K
Increased by +0.34%
Oct 31, 24
18 Blackrock Eq Idx Fund CF 1.34M (0.38%) 67.39K
Increased by +5.04%
Sep 30, 24
19 Invesco S&P 500® Equal Weight ETF 1.18M (0.33%) 1.65K
Increased by +0.14%
Nov 29, 24
20 iShares Russell Mid-Cap ETF 1.18M (0.33%) 0.00
Increased by 0.00%
Nov 30, 24