Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 5.88%
2 RDIV 4.66%
3 GBDV 4.52%
4 IAK 4.21%
5 UTRN 3.92%
6 RWW 3.68%
7 AUMI 3.64%
8 GOEX 3.53%
9 DUAL 3.49%
10 SHRY 3.47%
11 WBIF 2.94%
12 STNC 2.93%
13 WBIE 2.84%
14 AFK 2.64%
15 WBIG 2.31%
16 FLCV 2.22%
17 MEM 2.06%
18 SDOG 1.99%
19 VTRN 1.95%
20 GOAU 1.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 41.85M (11.86%) 220.67K
Increased by +0.53%
Dec 31, 24
2 BlackRock Inc 32.43M (9.19%) 482.64K
Increased by +1.49%
Dec 31, 24
3 State Street Corp 17.28M (4.90%) 271.61K
Increased by +1.57%
Dec 31, 24
4 State Street Corporation 16.80M (4.76%) -123.33K
Decreased by -0.73%
Mar 31, 24
5 Geode Capital Management, LLC 8.86M (2.51%) 193.68K
Increased by +2.19%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 6.61M (1.87%) 179.33K
Increased by +2.72%
Dec 31, 24
7 Northern Trust Corp 4.69M (1.33%) 897.92K
Increased by +19.16%
Dec 31, 24
8 Amvescap Plc. 4.32M (1.23%) 3.54K
Increased by +0.08%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 4.05M (1.15%) -140.22K
Decreased by -3.46%
Dec 31, 24
10 Goldman Sachs Group Inc 3.66M (1.04%) 607.45K
Increased by +16.61%
Dec 31, 24
11 UBS Asset Mgmt Americas Inc 3.41M (0.97%) 352.33K
Increased by +10.33%
Dec 31, 24
12 Legal & General Group PLC 2.68M (0.76%) -150.07K
Decreased by -5.61%
Dec 31, 24
13 Nippon Life Insurance Co. 2.56M (0.73%) 0.00
Increased by 0.00%
Dec 31, 24
14 Bank of New York Mellon Corp 2.45M (0.70%) 6.94K
Increased by +0.28%
Dec 31, 24
15 Charles Schwab Investment Management Inc 2.41M (0.68%) 26.21K
Increased by +1.09%
Dec 31, 24
16 UBS Group AG 2.01M (0.57%) 814.23K
Increased by +40.42%
Dec 31, 24
17 Bank of America Corp 2.00M (0.57%) -119.59K
Decreased by -5.99%
Dec 31, 24
18 Nuveen Asset Management, LLC 1.73M (0.49%) -1.47K
Decreased by -0.09%
Dec 31, 24
19 Ameriprise Financial Inc 1.71M (0.48%) 97.41K
Increased by +5.71%
Dec 31, 24
20 Amundi 1.54M (0.44%) 378.27K
Increased by +24.63%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.22M (3.18%) 42.51K
Increased by +0.38%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 9.87M (2.80%) 64.45K
Increased by +0.65%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 7.69M (2.18%) 32.75K
Increased by +0.43%
Feb 28, 25
4 Fidelity 500 Index 4.44M (1.26%) 19.59K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 4.40M (1.25%) -32.60K
Decreased by -0.74%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 4.27M (1.21%) 9.63K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 4.23M (1.20%) 26.92K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 4.18M (1.19%) -210.00
Decreased by -0.01%
Feb 28, 25
9 Vanguard Value Index Inv 3.07M (0.87%) 13.16K
Increased by +0.43%
Feb 28, 25
10 The Financial Select Sector SPDR® ETF 2.67M (0.76%) 3.17K
Increased by +0.12%
Feb 28, 25
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 2.40M (0.68%) 4.56K
Increased by +0.19%
Feb 28, 25
13 iShares Select Dividend ETF 2.24M (0.64%) 17.60K
Increased by +0.78%
Feb 28, 25
14 Vanguard Institutional Index I 2.21M (0.63%) -24.86K
Decreased by -1.13%
Feb 28, 25
15 State St S&P 500® Indx SL Cl III 1.72M (0.49%) 1.30K
Increased by +0.08%
Feb 28, 25
16 Zacks Dividend Strategy 1.64M (0.47%) 146.36K
Increased by +8.90%
Dec 31, 24
17 Vanguard High Dividend Yield ETF 1.48M (0.42%) -13.26K
Decreased by -0.89%
Feb 28, 25
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 1.27M (0.36%) 1.46K
Increased by +0.11%
Feb 28, 25
20 iShares Russell Mid-Cap ETF 1.18M (0.34%) 1.35K
Increased by +0.11%
Feb 28, 25