Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.39%
2 CZAR 3.54%
3 FCFY 2.22%
4 RDVY 2.11%
5 BMVP 2.03%
6 PWC 1.85%
7 HAPY 1.52%
8 RSPF 1.50%
9 RYF 1.45%
10 EQUL 1.42%
11 EQRR 1.40%
12 FXR 1.37%
13 RPV 1.09%
14 CVY 1.07%
15 LSAF 1.07%
16 NVQ 1.06%
17 WTV 1.05%
18 SDVY 1.05%
19 SPHB 0.97%
20 ALTL 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 53.20M (13.35%) -591.91K
Decreased by -1.11%
Dec 31, 23
2 Capital World Investors 44.53M (11.18%) -345.00
Decreased by -0.00%
Dec 31, 23
3 BlackRock Inc 41.64M (10.45%) 2.26M
Increased by +5.43%
Dec 31, 23
4 Bank of America Corp 21.98M (5.52%) -2.55M
Decreased by -11.60%
Dec 31, 23
5 State Street Corporation 18.72M (4.70%) 117.00K
Increased by +0.62%
Dec 31, 23
6 Goldman Sachs Group Inc 10.47M (2.63%) 4.11M
Increased by +39.27%
Dec 31, 23
7 Geode Capital Management, LLC 9.39M (2.36%) 156.29K
Increased by +1.67%
Dec 31, 23
8 Par Capital Management Inc 8.40M (2.11%) 0.00
Increased by 0.00%
Dec 31, 23
9 Arrowstreet Capital Limited Partnership 7.21M (1.81%) 2.00M
Increased by +27.79%
Dec 31, 23
10 First Trust Advisors L.P. 6.91M (1.73%) -173.31K
Decreased by -2.51%
Dec 31, 23
11 Dimensional Fund Advisors, Inc. 6.45M (1.62%) -395.00
Decreased by -0.01%
Dec 31, 23
12 AQR Capital Management LLC 5.68M (1.42%) 908.62K
Increased by +16.01%
Dec 31, 23
13 Amvescap Plc. 5.31M (1.33%) -160.14K
Decreased by -3.02%
Dec 31, 23
14 Bank of New York Mellon Corp 5.08M (1.27%) 731.38K
Increased by +14.40%
Dec 31, 23
15 Southpoint Capital Advisors LP 5.00M (1.25%) -1.00M
Decreased by -20.00%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 4.80M (1.20%) 267.02K
Increased by +5.57%
Dec 31, 23
17 NORGES BANK 4.78M (1.20%) 183.02K
Increased by +3.82%
Dec 31, 23
18 Northern Trust Corp 4.69M (1.18%) -284.24K
Decreased by -6.06%
Dec 31, 23
19 Ameriprise Financial Inc 4.44M (1.11%) 734.78K
Increased by +16.54%
Dec 31, 23
20 Legal & General Group PLC 4.28M (1.07%) 489.42K
Increased by +11.43%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 22.15M (5.56%) 0.00
Increased by 0.00%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 12.93M (3.25%) -27.00K
Decreased by -0.21%
Feb 29, 24
3 American Funds Income Fund of Amer A 11.30M (2.84%) 0.00
Increased by 0.00%
Mar 31, 24
4 Vanguard Institutional 500 Index Trust 10.25M (2.57%) -76.29K
Decreased by -0.74%
Mar 31, 24
5 Vanguard Mid Cap Index Institutional 8.84M (2.22%) -407.09K
Decreased by -4.61%
Mar 31, 24
6 Capital Group Fundamental Invtrs Comp 6.68M (1.68%) 0.00
Increased by 0.00%
Dec 31, 23
7 American Funds Fundamental Invs A 6.67M (1.67%) -5.64K
Decreased by -0.08%
Mar 31, 24
8 SPDR® S&P 500 ETF Trust 4.99M (1.25%) -38.24K
Decreased by -0.77%
Mar 31, 24
9 Fidelity 500 Index 4.96M (1.25%) 49.94K
Increased by +1.01%
Feb 29, 24
10 Fidelity® 500 Index 4.87M (1.22%) 31.00K
Increased by +0.64%
Nov 30, 23
11 First Trust Rising Dividend Achiev ETF 4.81M (1.21%) 0.00
Increased by 0.00%
Mar 31, 24
12 iShares Core S&P 500 ETF 4.22M (1.06%) 30.98K
Increased by +0.73%
Mar 28, 24
13 American Funds IS® Asset Allocation 1 4.10M (1.03%) 0.00
Increased by 0.00%
Mar 31, 24
14 JHancock Disciplined Value Mid Cap I 3.93M (0.99%) 749.30K
Increased by +19.07%
Feb 29, 24
15 Vanguard Equity-Income Inv 3.62M (0.91%) 175.54K
Increased by +4.85%
Dec 31, 23
16 Vanguard Value Index Inv 3.38M (0.85%) -74.30K
Decreased by -2.20%
Mar 31, 24
17 Vanguard Mid-Cap Value ETF 2.87M (0.72%) -184.74K
Decreased by -6.43%
Mar 31, 24
18 Financial Select Sector SPDR® ETF 2.69M (0.68%) -3.40K
Decreased by -0.13%
Mar 31, 24
19 Vanguard Institutional Index I 2.68M (0.67%) -46.34K
Decreased by -1.73%
Mar 31, 24
20 Invesco S&P 500® Equal Weight ETF 2.52M (0.63%) 6.24K
Increased by +0.25%
Mar 28, 24