Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BPAY 4.16%
2 UTRN 3.64%
3 CZAR 3.64%
4 ZIG 3.13%
5 FCUS 3.09%
6 STNC 2.37%
7 DVLU 2.35%
8 PFI 2.11%
9 FCFY 2.06%
10 SYE 1.91%
11 RDVY 1.88%
12 PWC 1.85%
13 WLTG 1.61%
14 RPV 1.54%
15 BMVP 1.50%
16 RYF 1.46%
17 EQUL 1.43%
18 EQRR 1.40%
19 CVY 1.33%
20 RSPF 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.14M (12.46%) -1.50M
Decreased by -3.12%
Dec 31, 24
2 Capital World Investors 42.51M (11.00%) -618.00K
Decreased by -1.45%
Dec 31, 24
3 BlackRock Inc 35.22M (9.12%) -1.05M
Decreased by -2.99%
Dec 31, 24
4 State Street Corporation 19.01M (4.92%) 282.10K
Increased by +1.48%
Mar 31, 24
5 State Street Corp 18.53M (4.80%) 273.81K
Increased by +1.48%
Dec 31, 24
6 Bank of America Corp 12.34M (3.19%) -133.58K
Decreased by -1.08%
Dec 31, 24
7 Geode Capital Management, LLC 9.96M (2.58%) 205.64K
Increased by +2.06%
Dec 31, 24
8 Par Capital Management Inc 7.40M (1.92%) -1.00M
Decreased by -13.51%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 6.54M (1.69%) -460.00
Decreased by -0.01%
Dec 31, 24
10 First Trust Advisors L.P. 6.05M (1.57%) -1.00M
Decreased by -16.54%
Dec 31, 24
11 Boston Partners Global Investors, Inc 5.78M (1.50%) -615.89K
Decreased by -10.65%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 5.74M (1.49%) 1.03M
Increased by +17.96%
Dec 31, 24
13 Assenagon Asset Management SA 5.60M (1.45%) 5.09M
Increased by +90.87%
Mar 31, 24
14 Allianz Asset Management AG 5.51M (1.43%) 380.87K
Increased by +6.91%
Dec 31, 24
15 Arrowstreet Capital Limited Partnership 5.39M (1.40%) -2.69M
Decreased by -49.95%
Dec 31, 24
16 NORGES BANK 5.35M (1.39%) 135.69K
Increased by +2.54%
Dec 31, 24
17 Goldman Sachs Group Inc 5.19M (1.34%) 2.03M
Increased by +39.16%
Jun 30, 24
18 Northern Trust Corp 5.18M (1.34%) 1.09M
Increased by +21.10%
Dec 31, 24
19 Amvescap Plc. 5.15M (1.33%) -1.23M
Decreased by -23.78%
Dec 31, 24
20 UBS Asset Mgmt Americas Inc 4.58M (1.18%) 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 20.92M (5.41%) -318.00K
Decreased by -1.52%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 12.26M (3.17%) 42.21K
Increased by +0.34%
Feb 28, 25
3 American Funds Income Fund of Amer A 11.30M (2.93%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 10.80M (2.79%) 73.08K
Increased by +0.68%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 8.41M (2.18%) 35.61K
Increased by +0.42%
Feb 28, 25
6 American Funds Fundamental Invs A 6.66M (1.72%) 0.00
Increased by 0.00%
Dec 31, 24
7 Capital Group Fundamental Invtrs Comp 6.66M (1.72%) 0.00
Increased by 0.00%
Dec 31, 24
8 SPDR® S&P 500 ETF Trust 4.99M (1.29%) -38.24K
Decreased by -0.77%
Mar 31, 24
9 Fidelity® 500 Index 4.87M (1.26%) 31.00K
Increased by +0.64%
Nov 30, 23
10 Fidelity 500 Index 4.85M (1.26%) 21.42K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 4.81M (1.25%) -35.72K
Decreased by -0.74%
Feb 28, 25
12 iShares Core S&P 500 ETF 4.57M (1.18%) -230.00
Decreased by -0.01%
Feb 28, 25
13 First Trust Rising Dividend Achiev ETF 4.16M (1.08%) 7.40K
Increased by +0.18%
Feb 27, 25
14 JHancock Disciplined Value Mid Cap I 3.83M (0.99%) -345.02K
Decreased by -9.02%
Jan 31, 25
15 Vanguard Value Index Inv 3.36M (0.87%) 14.48K
Increased by +0.43%
Feb 28, 25
16 American Funds IS® Asset Allocation 1 3.30M (0.85%) -300.00K
Decreased by -9.09%
Dec 31, 24
17 The Financial Select Sector SPDR® ETF 2.92M (0.76%) 3.48K
Increased by +0.12%
Feb 28, 25
18 Financial Select Sector SPDR® ETF 2.69M (0.70%) -3.40K
Decreased by -0.13%
Mar 31, 24
19 Vanguard Mid-Cap Value ETF 2.62M (0.68%) 4.91K
Increased by +0.19%
Feb 28, 25
20 Vanguard Institutional Index I 2.41M (0.62%) -30.25K
Decreased by -1.25%
Feb 28, 25