Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 5.88%
2 RDIV 5.02%
3 IAK 4.62%
4 AUMI 4.52%
5 GBDV 4.52%
6 WBIG 4.43%
7 WBIF 4.16%
8 RWW 3.68%
9 DUAL 3.49%
10 SHRY 3.47%
11 GOEX 3.35%
12 STNC 2.93%
13 WBIE 2.84%
14 AFK 2.61%
15 FLCV 2.52%
16 GOAU 2.15%
17 SDOG 2.08%
18 MEM 2.06%
19 KIE 2.04%
20 EQRR 2.00%

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 16.96M (4.78%) 153.31K
Increased by +0.90%
Jun 30, 24
4 State Street Corporation 16.80M (4.74%) -123.33K
Decreased by -0.73%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 12.65M (3.56%) -168.07K
Decreased by -1.33%
Jun 30, 24
6 Geode Capital Management, LLC 8.32M (2.34%) -23.51K
Decreased by -0.28%
Jun 30, 24
7 Dimensional Fund Advisors, Inc. 4.19M (1.18%) -15.90K
Decreased by -0.38%
Sep 30, 24
8 Northern Trust Corp 3.79M (1.07%) -139.10K
Decreased by -3.67%
Sep 30, 24
9 Legal & General Group PLC 3.54M (1.00%) 305.14K
Increased by +8.61%
Jun 30, 24
10 Amvescap Plc. 3.49M (0.98%) 356.79K
Increased by +10.23%
Jun 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 2.86M (0.81%) 35.63K
Increased by +1.25%
Jun 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 2.53M (0.71%) -56.36K
Decreased by -2.22%
Jun 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 2.04M (0.57%) 36.65K
Increased by +1.80%
Jun 30, 24
17 Nuveen Asset Management, LLC 1.73M (0.49%) 20.09K
Increased by +1.16%
Jun 30, 24
18 JPMorgan Chase & Co 1.69M (0.48%) 273.79K
Increased by +16.22%
Mar 31, 24
19 Ameriprise Financial Inc 1.53M (0.43%) 542.83K
Increased by +35.58%
Jun 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 Fidelity 500 Index 4.39M (1.24%) -34.19K
Decreased by -0.78%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 4.35M (1.23%) 22.68K
Increased by +0.52%
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 3.97M (1.12%) 6.12K
Increased by +0.15%
Oct 31, 24
9 Vanguard Value Index Inv 3.03M (0.85%) 11.02K
Increased by +0.36%
Oct 31, 24
10 Vanguard Mid-Cap Value ETF 2.46M (0.69%) 9.79K
Increased by +0.40%
Oct 31, 24
11 The Financial Select Sector SPDR® ETF 2.45M (0.69%) -12.56K
Decreased by -0.51%
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%) -752.00
Decreased by -0.03%
Oct 31, 24
15 State St S&P 500® Indx SL Cl III 1.73M (0.49%) 5.00K
Increased by +0.29%
Oct 31, 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 PUTM ACS Sustainable Idx US Eq D £ Acc 1.15M (0.32%) 95.07K
Increased by +8.25%
Oct 31, 24
20 iShares Russell Mid-Cap ETF 1.14M (0.32%) 7.56K
Increased by +0.66%
Oct 31, 24