Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.96%
2 TPMN 3.93%
3 FXG 3.20%
4 PBJ 2.79%
5 RSPS 2.59%
6 RHS 2.59%
7 FTXG 2.55%
8 UPGD 2.09%
9 BVAL 2.06%
10 RYJ 2.04%
11 WBIG 1.80%
12 SPHD 1.58%
13 DSMC 1.39%
14 PXLV 1.29%
15 SZNE 1.26%
16 EQUL 1.21%
17 VSMV 1.19%
18 SPYD 1.15%
19 CDL 0.99%
20 TPHD 0.99%

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 Corp 7.11M (6.93%) 762.75K
Increased by +10.73%
Sep 30, 24
4 State Street Corporation 6.61M (6.45%) -312.02K
Decreased by -4.72%
Mar 31, 24
5 Boston Partners Global Investors, Inc 3.42M (3.33%) 321.55K
Increased by +9.41%
Sep 30, 24
6 FMR Inc 3.35M (3.27%) 958.14K
Increased by +28.57%
Sep 30, 24
7 Geode Capital Management, LLC 2.55M (2.49%) -113.72K
Decreased by -4.46%
Sep 30, 24
8 Amvescap Plc. 2.00M (1.95%) 503.76K
Increased by +25.24%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 1.98M (1.93%) 192.08K
Increased by +9.72%
Sep 30, 24
10 Ariel Investments, LLC 1.63M (1.59%) 276.29K
Increased by +16.94%
Sep 30, 24
11 ProShare Advisors LLC 1.54M (1.50%) 11.66K
Increased by +0.76%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 1.53M (1.49%) -1.84M
Decreased by -120.19%
Sep 30, 24
13 Massachusetts Financial Services Company 1.42M (1.39%) -409.81K
Decreased by -28.84%
Sep 30, 23
14 Champlain Investment Partners, LLC 1.42M (1.38%) -39.40K
Decreased by -2.78%
Sep 30, 24
15 Point72 Asset Management, L.P. 1.32M (1.29%) 1.32M
Increased by +99.76%
Mar 31, 24
16 Wells Fargo & Co 1.29M (1.26%) -35.88K
Decreased by -2.79%
Sep 30, 23
17 Millennium Management LLC 1.20M (1.17%) -239.48K
Decreased by -19.92%
Jun 30, 24
18 Nordea Investment Mgmt Bank Demark A/s 1.17M (1.14%) 6.02K
Increased by +0.51%
Sep 30, 24
19 NORGES BANK 1.16M (1.13%) -86.88K
Decreased by -7.52%
Jun 30, 24
20 Ameriprise Financial Inc 1.14M (1.12%) -2.87K
Decreased by -0.25%
Sep 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 1.62M (1.58%) 0.00
Increased by 0.00%
Nov 28, 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%) 0.00
Increased by 0.00%
Nov 27, 24
8 SPDR® S&P 500® ETF Trust 1.31M (1.28%) -7.31K
Decreased by -0.56%
Nov 27, 24
9 Fidelity 500 Index 1.31M (1.28%) 312.00
Increased by +0.02%
Sep 30, 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 1.20M (1.17%) 3.72K
Increased by +0.31%
Nov 27, 24
13 Invesco S&P 500® Equal Weight ETF 1.14M (1.11%) 8.35K
Increased by +0.73%
Nov 27, 24
14 Vanguard Mid Cap Index Institutional 1.08M (1.05%) -750.00
Decreased by -0.07%
Aug 31, 24
15 JHancock Disciplined Value I 1.01M (0.98%) 0.00
Increased by 0.00%
Sep 30, 24
16 The Consumer Staples Sel SectSPDR® ETF 1.01M (0.98%) 502.00
Increased by +0.05%
Nov 27, 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 Vanguard Mid-Cap Value ETF 709.04K (0.69%) -2.81K
Decreased by -0.40%
Apr 30, 24