Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BPAY 4.63%
2 ZIG 3.71%
3 UTRN 3.64%
4 CZAR 3.64%
5 FCUS 3.09%
6 FCFY 2.75%
7 STNC 2.37%
8 DVLU 2.33%
9 RDVY 2.18%
10 PFI 2.11%
11 SYE 1.91%
12 WLTG 1.89%
13 PWC 1.85%
14 RPV 1.54%
15 VMAX 1.50%
16 RSPF 1.46%
17 RYF 1.46%
18 EQUL 1.43%
19 BMVP 1.42%
20 EQRR 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.14M (12.70%) -1.50M
Decreased by -3.12%
Dec 31, 24
2 Capital World Investors 42.51M (11.22%) -618.00K
Decreased by -1.45%
Dec 31, 24
3 BlackRock Inc 35.22M (9.29%) -1.05M
Decreased by -2.99%
Dec 31, 24
4 State Street Corporation 19.01M (5.01%) 282.10K
Increased by +1.48%
Mar 31, 24
5 State Street Corp 18.53M (4.89%) 273.81K
Increased by +1.48%
Dec 31, 24
6 Bank of America Corp 12.34M (3.26%) -133.58K
Decreased by -1.08%
Dec 31, 24
7 Geode Capital Management, LLC 9.96M (2.63%) 205.64K
Increased by +2.06%
Dec 31, 24
8 Par Capital Management Inc 7.40M (1.95%) -1.00M
Decreased by -13.51%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 6.54M (1.73%) -460.00
Decreased by -0.01%
Dec 31, 24
10 First Trust Advisors L.P. 6.05M (1.60%) -1.00M
Decreased by -16.54%
Dec 31, 24
11 Boston Partners Global Investors, Inc 5.78M (1.53%) -615.89K
Decreased by -10.65%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 5.74M (1.51%) 1.03M
Increased by +17.96%
Dec 31, 24
13 Assenagon Asset Management SA 5.60M (1.48%) 5.09M
Increased by +90.87%
Mar 31, 24
14 Allianz Asset Management AG 5.51M (1.45%) 380.87K
Increased by +6.91%
Dec 31, 24
15 Arrowstreet Capital Limited Partnership 5.39M (1.42%) -2.69M
Decreased by -49.95%
Dec 31, 24
16 NORGES BANK 5.35M (1.41%) 135.69K
Increased by +2.54%
Dec 31, 24
17 Goldman Sachs Group Inc 5.19M (1.37%) 2.03M
Increased by +39.16%
Jun 30, 24
18 Northern Trust Corp 5.18M (1.37%) 1.09M
Increased by +21.10%
Dec 31, 24
19 Amvescap Plc. 5.15M (1.36%) -1.23M
Decreased by -23.78%
Dec 31, 24
20 UBS Asset Mgmt Americas Inc 4.58M (1.21%) 382.19K
Increased by +8.35%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 20.74M (5.47%) -182.37K
Decreased by -0.88%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 12.55M (3.31%) -130.98K
Decreased by -1.04%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 12.29M (3.24%) 33.98K
Increased by +0.28%
Mar 31, 25
4 American Funds Income Fund of Amer A 11.08M (2.92%) -219.75K
Decreased by -1.98%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 10.81M (2.85%) 8.71K
Increased by +0.08%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 8.37M (2.21%) -36.07K
Decreased by -0.43%
Mar 31, 25
7 First Trust Rising Dividend Achiev ETF 5.11M (1.35%) 5.47K
Increased by +0.11%
Apr 30, 25
8 SPDR® S&P 500 ETF Trust 4.99M (1.32%) -38.24K
Decreased by -0.77%
Mar 31, 24
9 Fidelity 500 Index 4.88M (1.29%) 967.00
Increased by +0.02%
Mar 31, 25
10 Fidelity® 500 Index 4.87M (1.29%) 31.00K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500 ETF 4.85M (1.28%) -71.45K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF 4.72M (1.25%) 3.88K
Increased by +0.08%
Apr 30, 25
13 SPDR® S&P 500® ETF Trust 4.72M (1.24%) -24.62K
Decreased by -0.52%
Mar 31, 25
14 iShares Core S&P 500 ETF 4.60M (1.21%) -4.81K
Decreased by -0.10%
Apr 30, 25
15 American Funds Fundamental Invs A 4.18M (1.10%) -2.49M
Decreased by -59.49%
Mar 31, 25
16 Capital Group Fundamental Invtrs Comp 4.18M (1.10%) -2.49M
Decreased by -59.49%
Mar 31, 25
17 JHancock Disciplined Value Mid Cap I 3.84M (1.01%) 10.64K
Increased by +0.28%
Feb 28, 25
18 Vanguard Value Index Inv 3.44M (0.91%) 78.28K
Increased by +2.28%
Mar 31, 25
19 American Funds IS® Asset Allocation 1 3.05M (0.80%) -250.00K
Decreased by -8.20%
Mar 31, 25
20 The Financial Select Sector SPDR® ETF 2.83M (0.75%) 18.63K
Increased by +0.66%
Apr 30, 25