Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNGS 4.45%
2 UTRN 4.06%
3 SPDV 1.62%
4 DVND 1.62%
5 SDOG 1.62%
6 TEQI 1.39%
7 VSDA 1.25%
8 TMSL 1.23%
9 PEY 1.15%
10 SPYD 1.11%
11 MADE 1.05%
12 EVSTC_old 1.04%
13 RSPN 0.97%
14 RGI 0.96%
15 ALTL 0.95%
16 SPHB 0.94%
17 TVAL 0.94%
18 FLM 0.86%
19 SPVM_old 0.86%
20 ALTL_old 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.69M (12.17%) 100.00K
Increased by +0.54%
Sep 30, 24
2 T. Rowe Price Associates, Inc. 18.17M (11.83%) -1.45M
Decreased by -7.97%
Sep 30, 24
3 BlackRock Inc 13.75M (8.96%) 925.15K
Increased by +6.73%
Jun 30, 24
4 State Street Corp 9.06M (5.90%) 549.53K
Increased by +6.06%
Sep 30, 24
5 State Street Corporation 8.51M (5.54%) -76.46K
Decreased by -0.90%
Mar 31, 24
6 Wells Fargo & Co 3.88M (2.52%) -23.85K
Decreased by -0.62%
Sep 30, 24
7 Geode Capital Management, LLC 3.58M (2.33%) 35.10K
Increased by +0.98%
Sep 30, 24
8 Amvescap Plc. 3.38M (2.20%) -443.15K
Decreased by -13.13%
Sep 30, 24
9 Massachusetts Financial Services Company 2.97M (1.93%) 235.11K
Increased by +7.92%
Sep 30, 24
10 Capital Research Global Investors 2.42M (1.58%) 4.36K
Increased by +0.18%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 2.18M (1.42%) -2.60M
Decreased by -119.42%
Sep 30, 24
12 Barrow Hanley Mewhinney & Strauss LLC 2.14M (1.39%) -68.61K
Decreased by -3.20%
Sep 30, 24
13 ProShare Advisors LLC 2.08M (1.36%) 97.43K
Increased by +4.68%
Sep 30, 24
14 Clean Energy Transition LLP 1.98M (1.29%) 652.78K
Increased by +32.90%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 1.74M (1.13%) 59.52K
Increased by +3.42%
Sep 30, 24
16 Federated Hermes Inc 1.58M (1.03%) -72.78K
Decreased by -4.62%
Mar 31, 24
17 Ameriprise Financial Inc 1.54M (1.00%) -235.29K
Decreased by -15.31%
Sep 30, 24
18 Cooke & Bieler LP 1.50M (0.98%) -27.44K
Decreased by -1.83%
Sep 30, 24
19 Fort Washington Investment Advisors Inc 1.49M (0.97%) -128.34K
Decreased by -8.64%
Sep 30, 24
20 NORGES BANK 1.45M (0.94%) 85.01K
Increased by +5.86%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.87M (3.17%) -18.41K
Decreased by -0.38%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 4.08M (2.66%) 47.40K
Increased by +1.16%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 3.27M (2.13%) 5.83K
Increased by +0.18%
Oct 31, 24
4 T. Rowe Price US Lg-Cp Equity Inc Comp 2.67M (1.74%) -47.76K
Decreased by -1.79%
Sep 30, 24
5 T. Rowe Price Equity Income 2.65M (1.73%) -17.24K
Decreased by -0.65%
Oct 31, 24
6 T. Rowe Price US Mid-Cap Value Equity 2.48M (1.62%) -701.60K
Decreased by -28.27%
Sep 30, 24
7 T. Rowe Price Mid-Cap Value 2.46M (1.60%) -18.71K
Decreased by -0.76%
Oct 31, 24
8 American Funds American Mutual A 2.38M (1.55%) -1.39K
Decreased by -0.06%
Sep 30, 24
9 Capital Group American Mutual Comp 2.38M (1.55%) -1.39K
Decreased by -0.06%
Sep 30, 24
10 SPDR® S&P Dividend ETF 1.99M (1.30%) 0.00
Increased by 0.00%
Nov 30, 24
11 SPDR® S&P 500® ETF Trust 1.90M (1.24%) 11.28K
Increased by +0.59%
Nov 30, 24
12 Fidelity 500 Index 1.89M (1.23%) -3.10K
Decreased by -0.16%
Oct 31, 24
13 ProShares S&P 500 Dividend Aristocrats 1.84M (1.20%) -1.56K
Decreased by -0.08%
Nov 29, 24
14 SPDR® S&P 500 ETF Trust 1.82M (1.19%) 4.09K
Increased by +0.22%
Apr 30, 24
15 Fidelity® 500 Index 1.79M (1.16%) 11.36K
Increased by +0.64%
Nov 30, 23
16 iShares Core S&P 500 ETF 1.74M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
17 Federated Hermes Strategic Val Dividend 1.39M (0.90%) 0.00
Increased by 0.00%
Mar 31, 24
18 Federated Hermes Strategic Value Div IS 1.39M (0.90%) 0.00
Increased by 0.00%
Mar 31, 24
19 Invesco S&P 500® Equal Weight ETF 1.36M (0.88%) 1.87K
Increased by +0.14%
Nov 29, 24
20 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 1.32M (0.86%) -348.87K
Decreased by -26.34%
Sep 30, 24