Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BPAY 6.20%
2 BRNY 5.02%
3 UTRN 3.64%
4 CZAR 3.64%
5 ZIG 3.34%
6 FCUS 3.25%
7 DVLU 2.83%
8 FCFY 2.57%
9 STNC 2.37%
10 BMVP 2.12%
11 PFI 2.11%
12 WLTG 2.09%
13 RDVY 1.98%
14 SYE 1.91%
15 PWC 1.85%
16 RPV 1.54%
17 VMAX 1.49%
18 RYF 1.46%
19 EQUL 1.43%
20 EQRR 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 49.64M (12.86%) -624.26K
Decreased by -1.26%
Sep 30, 24
2 Capital World Investors 43.13M (11.17%) -495.36K
Decreased by -1.15%
Sep 30, 24
3 BlackRock Inc 36.27M (9.40%) 462.28K
Increased by +1.27%
Sep 30, 24
4 State Street Corporation 19.01M (4.92%) 282.10K
Increased by +1.48%
Mar 31, 24
5 State Street Corp 18.25M (4.73%) -544.51K
Decreased by -2.98%
Sep 30, 24
6 Bank of America Corp 12.47M (3.23%) -4.24M
Decreased by -33.97%
Sep 30, 24
7 Geode Capital Management, LLC 9.76M (2.53%) -8.30K
Decreased by -0.09%
Sep 30, 24
8 Par Capital Management Inc 8.40M (2.18%) 0.00
Increased by 0.00%
Sep 30, 24
9 Arrowstreet Capital Limited Partnership 8.09M (2.10%) -1.56M
Decreased by -19.27%
Sep 30, 24
10 First Trust Advisors L.P. 7.05M (1.83%) 263.12K
Increased by +3.73%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 6.54M (1.70%) -143.38K
Decreased by -2.19%
Sep 30, 24
12 Boston Partners Global Investors, Inc 6.40M (1.66%) 88.24K
Increased by +1.38%
Sep 30, 24
13 Amvescap Plc. 6.38M (1.65%) -1.12M
Decreased by -17.64%
Sep 30, 24
14 Assenagon Asset Management SA 5.60M (1.45%) 5.09M
Increased by +90.87%
Mar 31, 24
15 NORGES BANK 5.22M (1.35%) 431.68K
Increased by +8.27%
Jun 30, 24
16 Goldman Sachs Group Inc 5.19M (1.35%) 2.03M
Increased by +39.16%
Jun 30, 24
17 Allianz Asset Management AG 5.13M (1.33%) 378.76K
Increased by +7.39%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 4.71M (1.22%) -4.99M
Decreased by -105.90%
Sep 30, 24
19 AQR Capital Management LLC 4.70M (1.22%) -1.03M
Decreased by -21.93%
Sep 30, 24
20 Southpoint Capital Advisors LP 4.60M (1.19%) 1.26M
Increased by +27.50%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 20.92M (5.42%) -318.00K
Decreased by -1.52%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 12.19M (3.16%) -238.19K
Decreased by -1.95%
Dec 31, 24
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 10.54M (2.73%) -82.92K
Decreased by -0.79%
Dec 31, 24
5 Vanguard Mid Cap Index Institutional 8.37M (2.17%) -57.36K
Decreased by -0.69%
Dec 31, 24
6 American Funds Fundamental Invs A 6.66M (1.73%) 0.00
Increased by 0.00%
Dec 31, 24
7 Capital Group Fundamental Invtrs Comp 6.66M (1.73%) -2.42K
Decreased by -0.04%
Sep 30, 24
8 SPDR® S&P 500 ETF Trust 4.99M (1.29%) -38.24K
Decreased by -0.77%
Mar 31, 24
9 SPDR® S&P 500® ETF Trust 4.90M (1.27%) 56.56K
Increased by +1.16%
Dec 31, 24
10 Fidelity 500 Index 4.88M (1.27%) 33.16K
Increased by +0.68%
Nov 30, 24
11 Fidelity® 500 Index 4.87M (1.26%) 31.00K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 4.57M (1.18%) 3.22K
Increased by +0.07%
Dec 31, 24
13 JHancock Disciplined Value Mid Cap I 4.27M (1.11%) 72.32K
Increased by +1.69%
Nov 30, 24
14 First Trust Rising Dividend Achiev ETF 3.87M (1.00%) 11.74K
Increased by +0.30%
Dec 30, 24
15 Vanguard Value Index Inv 3.31M (0.86%) -71.13K
Decreased by -2.15%
Dec 31, 24
16 American Funds IS® Asset Allocation 1 3.30M (0.86%) -300.00K
Decreased by -9.09%
Dec 31, 24
17 Vanguard Equity-Income Inv 2.87M (0.74%) -144.52K
Decreased by -5.04%
Sep 30, 24
18 The Financial Select Sector SPDR® ETF 2.75M (0.71%) -10.01K
Decreased by -0.36%
Dec 31, 24
19 Financial Select Sector SPDR® ETF 2.69M (0.70%) -3.40K
Decreased by -0.13%
Mar 31, 24
20 Vanguard Mid-Cap Value ETF 2.61M (0.68%) -115.88K
Decreased by -4.44%
Dec 31, 24