Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PMR 4.55%
2 SIXA 4.34%
3 SIXH 4.19%
4 WBIL 3.99%
5 NVQ 3.97%
6 NVQ_old 3.97%
7 UTRN 3.92%
8 NITE 3.84%
9 KNGS 3.36%
10 JHMC 3.27%
11 STNC 2.68%
12 CAMX 2.58%
13 XLP 2.58%
14 RTH 2.56%
15 ESNG 2.32%
16 BVAL 2.28%
17 RSPS 2.24%
18 RHS 2.24%
19 AIEQ 2.21%
20 SYV 2.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.96M (9.90%) -85.25K
Decreased by -0.19%
Dec 31, 24
2 State Street Corp 35.43M (7.80%) -51.02K
Decreased by -0.14%
Dec 31, 24
3 State Street Corporation 34.10M (7.51%) -1.88M
Decreased by -5.52%
Mar 31, 24
4 BlackRock Inc 32.72M (7.21%) -769.51K
Decreased by -2.35%
Dec 31, 24
5 Capital World Investors 21.93M (4.83%) 1.31M
Increased by +5.96%
Dec 31, 24
6 FMR Inc 11.34M (2.50%) 1.36M
Increased by +11.98%
Dec 31, 24
7 Geode Capital Management, LLC 9.89M (2.18%) 470.99K
Increased by +4.76%
Dec 31, 24
8 Bank of America Corp 9.85M (2.17%) -3.66M
Decreased by -37.11%
Dec 31, 24
9 Wells Fargo & Co 8.84M (1.95%) -356.16K
Decreased by -4.03%
Dec 31, 24
10 Franklin Resources Inc 8.09M (1.78%) -2.13M
Decreased by -26.40%
Dec 31, 24
11 Massachusetts Financial Services Company 7.11M (1.57%) -2.07M
Decreased by -29.10%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 7.06M (1.55%) -602.13K
Decreased by -8.53%
Dec 31, 24
13 NORGES BANK 5.61M (1.23%) -231.48K
Decreased by -4.13%
Dec 31, 24
14 Northern Trust Corp 5.38M (1.18%) 754.88K
Increased by +14.04%
Dec 31, 24
15 UBS Group AG 5.14M (1.13%) 1.31M
Increased by +25.51%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 4.82M (1.06%) 840.48K
Increased by +17.43%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 4.61M (1.01%) 118.91K
Increased by +2.58%
Jun 30, 24
18 Victory Capital Management Inc. 4.32M (0.95%) 5.91K
Increased by +0.14%
Sep 30, 24
19 JPMorgan Chase & Co 4.32M (0.95%) 2.82M
Increased by +65.35%
Dec 31, 23
20 Legal & General Group PLC 4.18M (0.92%) -196.80K
Decreased by -4.71%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 14.45M (3.18%) 52.37K
Increased by +0.36%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 12.78M (2.81%) 85.78K
Increased by +0.67%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 12.73M (2.80%) 10.04K
Increased by +0.08%
Mar 29, 25
4 American Funds American Balanced A 7.60M (1.67%) 0.00
Increased by 0.00%
Dec 31, 24
5 Fidelity 500 Index 5.77M (1.27%) 25.70K
Increased by +0.45%
Feb 28, 25
6 American Funds Washington Mutual A 5.64M (1.24%) 1.65M
Increased by +29.29%
Dec 31, 24
7 Capital Group Wash Mutual Invtrs Comp 5.64M (1.24%) 1.65M
Increased by +29.29%
Dec 31, 24
8 iShares Core S&P 500 ETF 5.59M (1.23%) 16.20K
Increased by +0.29%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 5.55M (1.22%) -29.05K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 5.46M (1.20%) 12.33K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 5.38M (1.18%) 34.23K
Increased by +0.64%
Nov 30, 23
12 American Funds Income Fund of Amer A 4.75M (1.05%) 1.22M
Increased by +25.66%
Dec 31, 24
13 The Consumer Staples Sel SectSPDR® ETF 4.65M (1.02%) 5.69K
Increased by +0.12%
Mar 31, 25
14 MFS Large Cap Value Equity 4.37M (0.96%) -1.17M
Decreased by -26.79%
Dec 31, 24
15 MFS Value A 4.25M (0.94%) -70.97K
Decreased by -1.67%
Feb 28, 25
16 Vanguard Value Index Inv 3.96M (0.87%) 31.94K
Increased by +0.81%
Feb 28, 25
17 Templeton Growth A 3.33M (0.73%) 0.00
Increased by 0.00%
Apr 30, 24
18 Templeton Growth Inc A 3.33M (0.73%) 0.00
Increased by 0.00%
Dec 31, 23
19 SPDR® S&P Dividend ETF 3.22M (0.71%) 0.00
Increased by 0.00%
Dec 31, 23
20 Pacer US Cash Cows 100 ETF 3.09M (0.68%) -2.51K
Decreased by -0.08%
Mar 31, 25