Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 SUSA 1000.00%
3 KRE 4.72%
4 IAT 4.30%
5 UTRN 4.04%
6 PSP 3.67%
7 YALL 3.55%
8 ADPV 3.55%
9 KBWB 3.52%
10 DPST 3.39%
11 FTXO 3.30%
12 FOVL 2.67%
13 SDOG 2.32%
14 KRU 2.30%
15 FTDS 2.22%
16 RDVY 2.15%
17 PEY 2.04%
18 RDIV 1.95%
19 TUSA 1.92%
20 DVY 1.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 113.07M (12.50%) 116.81K
Increased by +0.10%
Sep 30, 24
2 BlackRock Inc 86.69M (9.58%) -3.14M
Decreased by -3.62%
Jun 30, 24
3 State Street Corporation 49.33M (5.45%) -8.18M
Decreased by -16.59%
Mar 31, 24
4 Wellington Management Company LLP 49.12M (5.43%) -4.40M
Decreased by -8.96%
Jun 30, 24
5 State Street Corp 47.69M (5.27%) -1.63M
Decreased by -3.42%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 35.16M (3.89%) 866.85K
Increased by +2.47%
Jun 30, 24
7 Charles Schwab Investment Management Inc 27.79M (3.07%) 816.23K
Increased by +2.94%
Sep 30, 24
8 JPMorgan Chase & Co 24.01M (2.65%) 1.17M
Increased by +4.87%
Jun 30, 24
9 Geode Capital Management, LLC 22.31M (2.47%) 386.63K
Increased by +1.73%
Jun 30, 24
10 First Trust Advisors L.P. 16.92M (1.87%) 893.48K
Increased by +5.28%
Jun 30, 24
11 Amvescap Plc. 15.85M (1.75%) 1.09M
Increased by +6.86%
Jun 30, 24
12 Goldman Sachs Group Inc 14.69M (1.62%) 5.39M
Increased by +36.72%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 12.77M (1.41%) -1.49M
Decreased by -11.64%
Sep 30, 24
14 NORGES BANK 11.40M (1.26%) 540.81K
Increased by +4.75%
Jun 30, 24
15 LSV Asset Management 10.66M (1.18%) -649.68K
Decreased by -6.09%
Sep 30, 24
16 Arrowstreet Capital Limited Partnership 9.72M (1.07%) 1.99M
Increased by +20.48%
Sep 30, 23
17 UBS Asset Mgmt Americas Inc 8.44M (0.93%) -520.46K
Decreased by -6.17%
Sep 30, 24
18 Northern Trust Corp 8.41M (0.93%) -524.61K
Decreased by -6.24%
Sep 30, 24
19 Massachusetts Financial Services Company 8.23M (0.91%) 61.43K
Increased by +0.75%
Sep 30, 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 28.89M (3.19%) -73.48K
Decreased by -0.25%
Oct 31, 24
2 Vanguard Equity-Income Inv 28.43M (3.14%) -2.55M
Decreased by -8.96%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 24.25M (2.68%) 279.96K
Increased by +1.15%
Oct 31, 24
4 Schwab US Dividend Equity ETF™ 22.61M (2.50%) 20.12K
Increased by +0.09%
Oct 31, 24
5 Vanguard Mid Cap Index Institutional 19.42M (2.15%) 34.94K
Increased by +0.18%
Oct 31, 24
6 iShares Select Dividend ETF 13.97M (1.54%) -4.69K
Decreased by -0.03%
Oct 31, 24
7 Vanguard Wellesley® Income Inv 11.56M (1.28%) -1.28M
Decreased by -11.08%
Sep 30, 24
8 Fidelity 500 Index 11.25M (1.24%) -33.18K
Decreased by -0.29%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 11.16M (1.23%) 58.21K
Increased by +0.52%
Oct 31, 24
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 First Trust Rising Dividend Achiev ETF 10.45M (1.15%) 5.06K
Increased by +0.05%
Oct 31, 24
13 iShares Core S&P 500 ETF 10.19M (1.13%) 15.69K
Increased by +0.15%
Oct 31, 24
14 JPM US Mid Cap Value-Composite 9.26M (1.02%) -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 7.77M (0.86%) 19.66K
Increased by +0.25%
Oct 31, 24
18 JPM US Mid Cap Value-MA 7.53M (0.83%) -1.73M
Decreased by -23.02%
Sep 30, 24
19 JPMorgan Mid Cap Value L 7.53M (0.83%) 0.00
Increased by 0.00%
Sep 30, 24
20 SPDR® S&P Regional Banking ETF 7.18M (0.79%) -12.00
Decreased by -0.00%
Oct 31, 24