Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 4.39%
2 DDIV 2.58%
3 EMOT 2.48%
4 RSPD 2.47%
5 RCD 2.47%
6 COWS 2.46%
7 SPDV 2.39%
8 SMRI 2.16%
9 GDIV 1.94%
10 DVLU 1.91%
11 SRHQ 1.80%
12 QDIV 1.80%
13 SFLO 1.73%
14 FCFY 1.64%
15 SPGP 1.36%
16 LUXX 1.33%
17 DEMZ 1.30%
18 FLOW 1.26%
19 SPVM 1.23%
20 ALTL_old 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.88M (13.31%) 205.41K
Increased by +0.67%
Sep 30, 24
2 BlackRock Inc 19.59M (8.45%) 313.16K
Increased by +1.60%
Jun 30, 24
3 FMR Inc 15.92M (6.86%) -2.40M
Decreased by -15.08%
Sep 30, 24
4 State Street Corporation 9.11M (3.93%) -560.95K
Decreased by -6.16%
Mar 31, 24
5 State Street Corp 8.40M (3.62%) -706.36K
Decreased by -8.41%
Jun 30, 24
6 Charles Schwab Investment Management Inc 7.61M (3.28%) 272.01K
Increased by +3.57%
Sep 30, 24
7 Ameriprise Financial Inc 7.30M (3.15%) 306.60K
Increased by +4.20%
Jun 30, 24
8 Victory Capital Management Inc. 6.82M (2.94%) 305.66K
Increased by +4.48%
Sep 30, 23
9 Pacer Advisors, INC. 6.02M (2.60%) 2.91M
Increased by +48.37%
Jun 30, 24
10 Ninety One UK Limited 5.67M (2.44%) 3.20M
Increased by +56.44%
Sep 30, 24
11 Geode Capital Management, LLC 5.51M (2.37%) 127.74K
Increased by +2.32%
Jun 30, 24
12 Amvescap Plc. 5.27M (2.27%) -93.15K
Decreased by -1.77%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 5.04M (2.17%) 101.75K
Increased by +2.02%
Jun 30, 24
14 Capital Research Global Investors 4.81M (2.07%) -2.40M
Decreased by -49.90%
Sep 30, 24
15 NORGES BANK 4.29M (1.85%) 2.13M
Increased by +49.74%
Jun 30, 24
16 JPMorgan Chase & Co 4.25M (1.83%) -18.53K
Decreased by -0.44%
Jun 30, 24
17 AllianceBernstein L.P. 3.62M (1.56%) -217.34K
Decreased by -6.01%
Jun 30, 24
18 Dimensional Fund Advisors, Inc. 3.46M (1.49%) -91.61K
Decreased by -2.65%
Sep 30, 24
19 Franklin Resources Inc 3.14M (1.36%) -2.81M
Decreased by -89.38%
Mar 31, 24
20 American Century Companies Inc 2.87M (1.24%) -761.43K
Decreased by -26.49%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.25M (3.13%) -25.70K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 6.10M (2.63%) 70.00K
Increased by +1.15%
Oct 31, 24
3 Pacer US Cash Cows 100 ETF 6.09M (2.62%) -3.47K
Decreased by -0.06%
Oct 31, 24
4 Vanguard Small Cap Index 5.77M (2.49%) 11.30K
Increased by +0.20%
Oct 31, 24
5 Schwab US Dividend Equity ETF™ 5.67M (2.44%) 5.04K
Increased by +0.09%
Oct 31, 24
6 Victory Sycamore Established Value R 4.78M (2.06%) 660.00K
Increased by +13.81%
Sep 30, 23
7 Vanguard Small Cap Value Index Inv 3.90M (1.68%) -1.34K
Decreased by -0.03%
Oct 31, 24
8 Invesco S&P 500® Equal Weight ETF 3.04M (1.31%) 13.94K
Increased by +0.46%
Oct 31, 24
9 Fidelity 500 Index 2.83M (1.22%) -656.00
Decreased by -0.02%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 2.81M (1.21%) 14.69K
Increased by +0.52%
Oct 31, 24
11 Franklin Mutual Shares Z 2.76M (1.19%) 0.00
Increased by 0.00%
Dec 31, 23
12 Vanguard Equity-Income Inv 2.75M (1.19%) -128.98K
Decreased by -4.69%
Sep 30, 24
13 SPDR® S&P 500 ETF Trust 2.71M (1.17%) 6.12K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 2.70M (1.16%) 17.19K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 2.56M (1.10%) 3.94K
Increased by +0.15%
Oct 31, 24
16 American Century Small Cap Value Inv 2.54M (1.09%) 20.00K
Increased by +0.79%
Jun 30, 24
17 American Funds IS® Growth-Income 1 2.46M (1.06%) -523.11K
Decreased by -21.27%
Sep 30, 24
18 Capital Group Core Equity Composite 2.46M (1.06%) -523.11K
Decreased by -21.27%
Sep 30, 24
19 JPM US Mid Cap Value-MA 2.42M (1.04%) 2.41M
Increased by +99.59%
Sep 30, 23
20 Columbia Contrarian Large Cap Core 2.39M (1.03%) 304.99K
Increased by +12.77%
Sep 30, 24