Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 5.88%
2 RDIV 4.88%
3 GBDV 4.52%
4 IAK 4.49%
5 AUMI 4.46%
6 UTRN 3.93%
7 RWW 3.68%
8 GOEX 3.52%
9 DUAL 3.49%
10 SHRY 3.47%
11 WBIF 2.94%
12 STNC 2.93%
13 WBIE 2.84%
14 AFK 2.51%
15 FLCV 2.47%
16 MEM 2.06%
17 GOAU 2.01%
18 SDOG 1.99%
19 VTRN 1.95%
20 KIE 1.89%

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 31.94M (9.00%) 539.91K
Increased by +1.69%
Sep 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 11.14M (3.14%) -67.08K
Decreased by -0.60%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 9.64M (2.72%) 40.80K
Increased by +0.42%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 7.65M (2.16%) 41.01K
Increased by +0.54%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 4.48M (1.26%) 51.62K
Increased by +1.15%
Dec 31, 24
5 Fidelity 500 Index 4.41M (1.24%) 29.97K
Increased by +0.68%
Nov 30, 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 4.18M (1.18%) 2.94K
Increased by +0.07%
Dec 31, 24
9 Vanguard Value Index Inv 3.03M (0.85%) -18.99K
Decreased by -0.63%
Dec 31, 24
10 The Financial Select Sector SPDR® ETF 2.52M (0.71%) -9.14K
Decreased by -0.36%
Dec 31, 24
11 Financial Select Sector SPDR® ETF 2.43M (0.69%) -6.94K
Decreased by -0.29%
Apr 30, 24
12 Vanguard Mid-Cap Value ETF 2.39M (0.67%) -75.68K
Decreased by -3.17%
Dec 31, 24
13 iShares Select Dividend ETF 2.29M (0.64%) 5.81K
Increased by +0.25%
Dec 31, 24
14 Vanguard Institutional Index I 2.25M (0.63%) -13.95K
Decreased by -0.62%
Dec 31, 24
15 State St S&P 500® Indx SL Cl III 1.71M (0.48%) -19.94K
Decreased by -1.17%
Dec 31, 24
16 Zacks Dividend Strategy 1.64M (0.46%) 146.36K
Increased by +8.90%
Dec 31, 24
17 Vanguard High Dividend Yield ETF 1.50M (0.42%) 19.64K
Increased by +1.31%
Dec 31, 24
18 Blackrock Eq Idx Fund CF 1.35M (0.38%) 9.42K
Increased by +0.70%
Dec 31, 24
19 Invesco S&P 500® Equal Weight ETF 1.25M (0.35%) 1.35K
Increased by +0.11%
Dec 31, 24
20 iShares Russell Mid-Cap ETF 1.17M (0.33%) 270.00
Increased by +0.02%
Dec 31, 24