Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 SUSA 1000.00%
3 PSP 4.88%
4 KRE 4.17%
5 UTRN 4.04%
6 IAT 3.94%
7 YALL 3.57%
8 KBWB 3.25%
9 ADPV 3.25%
10 FTXO 3.12%
11 DPST 2.60%
12 FOVL 2.45%
13 KRU 2.30%
14 FTDS 2.22%
15 SDOG 2.17%
16 RDVY 1.99%
17 TUSA 1.92%
18 RDIV 1.91%
19 DVY 1.68%
20 WBIY 1.68%

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 83.05M (9.18%) -3.64M
Decreased by -4.38%
Sep 30, 24
3 State Street Corp 55.49M (6.13%) 7.79M
Increased by +14.04%
Sep 30, 24
4 State Street Corporation 49.33M (5.45%) -8.18M
Decreased by -16.59%
Mar 31, 24
5 Wellington Management Company LLP 42.86M (4.74%) -6.26M
Decreased by -14.61%
Sep 30, 24
6 Charles Schwab Investment Management Inc 27.79M (3.07%) 816.23K
Increased by +2.94%
Sep 30, 24
7 Geode Capital Management, LLC 22.63M (2.50%) 315.61K
Increased by +1.39%
Sep 30, 24
8 JPMorgan Chase & Co 20.68M (2.29%) -3.33M
Decreased by -16.09%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 17.93M (1.98%) -17.23M
Decreased by -96.07%
Sep 30, 24
10 First Trust Advisors L.P. 15.83M (1.75%) -1.09M
Decreased by -6.89%
Sep 30, 24
11 Goldman Sachs Group Inc 14.69M (1.62%) 5.39M
Increased by +36.72%
Dec 31, 23
12 Amvescap Plc. 13.50M (1.49%) -2.35M
Decreased by -17.37%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 12.77M (1.41%) -1.49M
Decreased by -11.64%
Sep 30, 24
14 Amundi 11.98M (1.32%) 4.47M
Increased by +37.28%
Sep 30, 24
15 NORGES BANK 11.40M (1.26%) 540.81K
Increased by +4.75%
Jun 30, 24
16 LSV Asset Management 10.66M (1.18%) -649.68K
Decreased by -6.09%
Sep 30, 24
17 Allspring Global Investments Holdings, LLC 8.63M (0.95%) 1.01M
Increased by +11.76%
Sep 30, 24
18 UBS Asset Mgmt Americas Inc 8.44M (0.93%) -520.46K
Decreased by -6.17%
Sep 30, 24
19 Northern Trust Corp 8.41M (0.93%) -524.61K
Decreased by -6.24%
Sep 30, 24
20 Massachusetts Financial Services Company 8.23M (0.91%) 61.43K
Increased by +0.75%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 28.83M (3.19%) -65.58K
Decreased by -0.23%
Nov 30, 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 24.61M (2.72%) 356.87K
Increased by +1.45%
Nov 30, 24
4 Schwab US Dividend Equity ETF™ 23.26M (2.57%) 24.73K
Increased by +0.11%
Dec 31, 24
5 Vanguard Mid Cap Index Institutional 19.52M (2.16%) 101.84K
Increased by +0.52%
Nov 30, 24
6 iShares Select Dividend ETF 14.25M (1.57%) 36.26K
Increased by +0.25%
Dec 31, 24
7 Vanguard Wellesley® Income Inv 11.56M (1.28%) -1.28M
Decreased by -11.08%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 11.43M (1.26%) 131.90K
Increased by +1.15%
Dec 31, 24
9 Fidelity 500 Index 11.31M (1.25%) 76.85K
Increased by +0.68%
Nov 30, 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 10.74M (1.19%) 32.56K
Increased by +0.30%
Dec 30, 24
13 iShares Core S&P 500 ETF 10.67M (1.18%) 7.50K
Increased by +0.07%
Dec 31, 24
14 JPM US Mid Cap Value-Composite 9.26M (1.02%) -101.67K
Decreased by -1.10%
Jun 30, 24
15 SPDR® S&P Regional Banking ETF 8.86M (0.98%) 21.07K
Increased by +0.24%
Dec 31, 24
16 Thornburg Investment Income Builder A 7.85M (0.87%) -2.47M
Decreased by -31.43%
Mar 31, 24
17 Thornburg Investment Income Builder Sep 7.85M (0.87%) -2.47M
Decreased by -31.43%
Mar 31, 24
18 Vanguard Value Index Inv 7.83M (0.86%) 53.07K
Increased by +0.68%
Nov 30, 24
19 JPM US Mid Cap Value-MA 7.53M (0.83%) -1.73M
Decreased by -23.02%
Sep 30, 24
20 JPMorgan Mid Cap Value L 6.85M (0.76%) -677.30K
Decreased by -9.88%
Nov 30, 24