Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 6.51%
2 UTRN 3.96%
3 WBIG 3.59%
4 FXG 3.07%
5 RHS 2.53%
6 RSPS 2.53%
7 FTXG 2.47%
8 BVAL 2.06%
9 UPGD 1.74%
10 RYJ 1.74%
11 SPHD 1.47%
12 DSMC 1.39%
13 PXLV 1.29%
14 SZNE 1.26%
15 EQUL 1.20%
16 VSMV 1.19%
17 SPYD 1.07%
18 ESGW 0.98%
19 SAEF 0.94%
20 CDL 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.21M (12.89%) 202.49K
Increased by +1.53%
Sep 30, 24
2 BlackRock Inc 8.17M (7.97%) -978.92K
Decreased by -11.99%
Jun 30, 24
3 State Street Corporation 6.61M (6.45%) -312.02K
Decreased by -4.72%
Mar 31, 24
4 State Street Corp 6.35M (6.19%) -264.40K
Decreased by -4.16%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 3.37M (3.29%) 285.33K
Increased by +8.46%
Jun 30, 24
6 FMR Inc 3.35M (3.27%) 958.14K
Increased by +28.57%
Sep 30, 24
7 Boston Partners Global Investors, Inc 3.10M (3.02%) 187.25K
Increased by +6.05%
Jun 30, 24
8 Geode Capital Management, LLC 2.67M (2.60%) 73.34K
Increased by +2.75%
Jun 30, 24
9 Dimensional Fund Advisors, Inc. 1.98M (1.93%) 192.08K
Increased by +9.72%
Sep 30, 24
10 ProShare Advisors LLC 1.54M (1.50%) 11.66K
Increased by +0.76%
Sep 30, 24
11 Amvescap Plc. 1.49M (1.46%) -339.96K
Decreased by -22.78%
Jun 30, 24
12 Massachusetts Financial Services Company 1.42M (1.39%) -409.81K
Decreased by -28.84%
Sep 30, 23
13 Champlain Investment Partners, LLC 1.42M (1.38%) -39.40K
Decreased by -2.78%
Sep 30, 24
14 Ariel Investments, LLC 1.35M (1.32%) 486.62K
Increased by +35.91%
Jun 30, 24
15 Citadel Advisors Llc 1.32M (1.29%) 1.28M
Increased by +96.91%
Jun 30, 24
16 Point72 Asset Management, L.P. 1.32M (1.29%) 1.32M
Increased by +99.76%
Mar 31, 24
17 Wells Fargo & Co 1.29M (1.26%) -35.88K
Decreased by -2.79%
Sep 30, 23
18 Millennium Management LLC 1.20M (1.17%) -239.48K
Decreased by -19.92%
Jun 30, 24
19 Nordea Investment Mgmt Bank Demark A/s 1.17M (1.14%) 6.02K
Increased by +0.51%
Sep 30, 24
20 NORGES BANK 1.16M (1.13%) -86.88K
Decreased by -7.52%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.20M (3.12%) -11.48K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 2.82M (2.75%) 32.73K
Increased by +1.16%
Oct 31, 24
3 Vanguard Small Cap Index 2.54M (2.47%) 4.95K
Increased by +0.20%
Oct 31, 24
4 Vanguard Small Cap Value Index Inv 1.71M (1.67%) -592.00
Decreased by -0.03%
Oct 31, 24
5 ProShares S&P 500 Dividend Aristocrats 1.52M (1.48%) -641.00
Decreased by -0.04%
Oct 31, 24
6 Champlain Mid Cap Fund, LLC 1.34M (1.31%) -51.56K
Decreased by -3.84%
Oct 31, 24
7 SPDR® S&P Dividend ETF 1.33M (1.30%) 70.36K
Increased by +5.30%
Oct 31, 24
8 Fidelity 500 Index 1.31M (1.28%) 312.00
Increased by +0.02%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 1.30M (1.27%) 6.80K
Increased by +0.52%
Oct 31, 24
10 Fidelity® 500 Index 1.24M (1.21%) 54.05K
Increased by +4.37%
Nov 30, 23
11 SPDR® S&P 500 ETF Trust 1.23M (1.20%) 8.82K
Increased by +0.72%
May 30, 24
12 iShares Core S&P 500 ETF 1.19M (1.16%) 1.83K
Increased by +0.15%
Oct 31, 24
13 Vanguard Mid Cap Index Institutional 1.08M (1.05%) -750.00
Decreased by -0.07%
Aug 31, 24
14 Invesco S&P 500® Equal Weight ETF 1.07M (1.05%) 4.93K
Increased by +0.46%
Oct 31, 24
15 The Consumer Staples Sel SectSPDR® ETF 1.05M (1.02%) -2.50K
Decreased by -0.24%
Oct 31, 24
16 JHancock Disciplined Value I 1.01M (0.98%) 0.00
Increased by 0.00%
Sep 30, 24
17 Vanguard Value Index Inv 834.05K (0.81%) -5.02K
Decreased by -0.60%
Apr 30, 24
18 Ariel Fund Investor 812.95K (0.79%) 172.40K
Increased by +21.21%
Sep 30, 24
19 Invesco S&P 500® Low Volatility ETF 748.24K (0.73%) -855.00
Decreased by -0.11%
Jan 31, 24
20 Champlain Mid Cap Adv 710.00K (0.69%) -5.00K
Decreased by -0.70%
Jun 30, 24