Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 SUSA 1000.00%
3 PSP 4.17%
4 UTRN 4.04%
5 IAT 4.00%
6 YALL 3.35%
7 KBWB 3.32%
8 FTXO 3.28%
9 ADPV 3.13%
10 KRE 2.94%
11 KRU 2.30%
12 FOVL 2.28%
13 FTDS 2.22%
14 SDOG 2.17%
15 DPST 2.07%
16 TUSA 1.92%
17 LQAI 1.83%
18 SPDV 1.74%
19 PEY 1.70%
20 WBIY 1.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 112.42M (12.47%) -654.70K
Decreased by -0.58%
Dec 31, 24
2 BlackRock Inc 87.71M (9.73%) 4.66M
Increased by +5.31%
Dec 31, 24
3 State Street Corp 58.47M (6.49%) 2.99M
Increased by +5.11%
Dec 31, 24
4 State Street Corporation 49.33M (5.47%) -8.18M
Decreased by -16.59%
Mar 31, 24
5 Wellington Management Company LLP 42.65M (4.73%) -207.70K
Decreased by -0.49%
Dec 31, 24
6 Charles Schwab Investment Management Inc 29.18M (3.24%) 1.40M
Increased by +4.79%
Dec 31, 24
7 Geode Capital Management, LLC 23.03M (2.55%) 403.28K
Increased by +1.75%
Dec 31, 24
8 JPMorgan Chase & Co 20.93M (2.32%) -20.56M
Decreased by -98.27%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 18.95M (2.10%) 1.02M
Increased by +5.38%
Dec 31, 24
10 First Trust Advisors L.P. 17.05M (1.89%) 1.22M
Increased by +7.18%
Dec 31, 24
11 Amvescap Plc. 15.47M (1.72%) 1.96M
Increased by +12.70%
Dec 31, 24
12 Goldman Sachs Group Inc 14.69M (1.63%) 5.39M
Increased by +36.72%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 11.96M (1.33%) -805.56K
Decreased by -6.74%
Dec 31, 24
14 NORGES BANK 11.87M (1.32%) 470.36K
Increased by +3.96%
Dec 31, 24
15 LSV Asset Management 10.02M (1.11%) -640.40K
Decreased by -6.39%
Dec 31, 24
16 Northern Trust Corp 9.66M (1.07%) 1.25M
Increased by +12.92%
Dec 31, 24
17 UBS Asset Mgmt Americas Inc 9.37M (1.04%) 931.88K
Increased by +9.95%
Dec 31, 24
18 Allspring Global Investments Holdings, LLC 8.74M (0.97%) 112.89K
Increased by +1.29%
Dec 31, 24
19 Amundi 8.31M (0.92%) -3.67M
Decreased by -44.09%
Dec 31, 24
20 Wells Fargo & Co 8.14M (0.90%) 1.56M
Increased by +19.11%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 28.60M (3.17%) 97.37K
Increased by +0.34%
Feb 28, 25
2 Vanguard Equity-Income Inv 26.21M (2.91%) -2.22M
Decreased by -8.48%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 25.20M (2.80%) 153.76K
Increased by +0.61%
Feb 28, 25
4 Schwab US Dividend Equity ETF™ 24.05M (2.67%) 20.01K
Increased by +0.08%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 19.63M (2.18%) 83.34K
Increased by +0.42%
Feb 28, 25
6 iShares Select Dividend ETF 13.99M (1.55%) 109.92K
Increased by +0.79%
Feb 28, 25
7 First Trust Rising Dividend Achiev ETF 11.44M (1.27%) 20.38K
Increased by +0.18%
Feb 27, 25
8 Fidelity 500 Index 11.33M (1.26%) 50.00K
Increased by +0.44%
Jan 31, 25
9 SPDR® S&P 500® ETF Trust 11.24M (1.25%) -83.30K
Decreased by -0.74%
Feb 28, 25
10 SPDR® S&P 500 ETF Trust 11.00M (1.22%) 24.70K
Increased by +0.22%
Apr 30, 24
11 Fidelity® 500 Index 10.93M (1.21%) 69.56K
Increased by +0.64%
Nov 30, 23
12 Vanguard Wellesley® Income Inv 10.71M (1.19%) -850.61K
Decreased by -7.95%
Dec 31, 24
13 iShares Core S&P 500 ETF 10.68M (1.18%) -536.00
Decreased by -0.01%
Feb 28, 25
14 JPM US Mid Cap Value-Composite 9.26M (1.03%) -101.67K
Decreased by -1.10%
Jun 30, 24
15 Thornburg Investment Income Builder A 7.85M (0.87%) -2.47M
Decreased by -31.43%
Mar 31, 24
16 Thornburg Investment Income Builder Sep 7.85M (0.87%) -2.47M
Decreased by -31.43%
Mar 31, 24
17 Vanguard Value Index Inv 7.84M (0.87%) 33.65K
Increased by +0.43%
Feb 28, 25
18 SPDR® S&P Regional Banking ETF 7.00M (0.78%) -191.63K
Decreased by -2.74%
Feb 28, 25
19 JPM US Mid Cap Value-MA 6.85M (0.76%) -677.30K
Decreased by -9.88%
Dec 31, 24
20 The Financial Select Sector SPDR® ETF 6.82M (0.76%) 8.10K
Increased by +0.12%
Feb 28, 25