Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 4.55%
2 ADPV 3.60%
3 PEZ 3.51%
4 FCUS 3.15%
5 SCAP 2.88%
6 GDIV 2.53%
7 HCOW 2.49%
8 SRHQ 2.45%
9 EMOT 2.39%
10 COWS 2.38%
11 DSMC 2.24%
12 FCFY 2.23%
13 SFLO 2.02%
14 RCD 1.99%
15 RSPD 1.99%
16 BUL 1.97%
17 SMRI 1.95%
18 SPDV 1.84%
19 QDIV 1.80%
20 DVLU 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.46M (13.82%) -2.42M
Decreased by -8.49%
Dec 31, 24
2 BlackRock Inc 14.86M (7.22%) 462.90K
Increased by +3.12%
Dec 31, 24
3 FMR Inc 13.35M (6.48%) -2.57M
Decreased by -19.27%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 10.38M (5.04%) 7.88M
Increased by +75.95%
Dec 31, 24
5 State Street Corporation 9.11M (4.42%) -560.95K
Decreased by -6.16%
Mar 31, 24
6 State Street Corp 8.72M (4.24%) 476.92K
Increased by +5.47%
Dec 31, 24
7 JPMorgan Chase & Co 8.61M (4.18%) 96.83K
Increased by +1.13%
Sep 30, 24
8 Ameriprise Financial Inc 8.09M (3.93%) 370.78K
Increased by +4.58%
Dec 31, 24
9 Charles Schwab Investment Management Inc 8.00M (3.88%) 382.86K
Increased by +4.79%
Dec 31, 24
10 Bank of America Corp 7.01M (3.41%) 5.20M
Increased by +74.21%
Dec 31, 24
11 Victory Capital Management Inc. 6.82M (3.31%) 305.66K
Increased by +4.48%
Sep 30, 23
12 Geode Capital Management, LLC 5.77M (2.80%) 176.72K
Increased by +3.07%
Dec 31, 24
13 Pacer Advisors, INC. 4.53M (2.20%) -1.55M
Decreased by -34.19%
Dec 31, 24
14 NORGES BANK 4.29M (2.08%) 2.13M
Increased by +49.74%
Jun 30, 24
15 AllianceBernstein L.P. 4.14M (2.01%) 546.50K
Increased by +13.21%
Dec 31, 24
16 Westfield Capital Management Company, L.P. 3.60M (1.75%) 1.91M
Increased by +52.87%
Dec 31, 24
17 Amvescap Plc. 3.44M (1.67%) -1.40M
Decreased by -40.70%
Dec 31, 24
18 AQR Capital Management LLC 3.39M (1.64%) 1.89M
Increased by +55.78%
Sep 30, 24
19 Franklin Resources Inc 3.14M (1.53%) -2.81M
Decreased by -89.38%
Mar 31, 24
20 Ninety One UK Limited 3.12M (1.51%) -2.55M
Decreased by -81.95%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.35M (3.57%) 16.57K
Increased by +0.23%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 6.46M (3.14%) 45.59K
Increased by +0.71%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 6.05M (2.94%) 5.00K
Increased by +0.08%
Feb 28, 25
4 Vanguard Small Cap Index 5.95M (2.89%) 4.86K
Increased by +0.08%
Feb 28, 25
5 Victory Sycamore Established Value R 4.78M (2.32%) 660.00K
Increased by +13.81%
Sep 30, 23
6 Pacer US Cash Cows 100 ETF 4.46M (2.17%) 6.59K
Increased by +0.15%
Feb 28, 25
7 Vanguard Small Cap Value Index Inv 3.92M (1.90%) -13.55K
Decreased by -0.35%
Feb 28, 25
8 Fidelity 500 Index 2.91M (1.41%) 12.82K
Increased by +0.44%
Jan 31, 25
9 SPDR® S&P 500® ETF Trust 2.88M (1.40%) -21.37K
Decreased by -0.74%
Feb 28, 25
10 Franklin Mutual Shares Z 2.76M (1.34%) 0.00
Increased by 0.00%
Dec 31, 23
11 Vanguard Equity-Income Inv 2.75M (1.34%) -128.98K
Decreased by -4.69%
Sep 30, 24
12 iShares Core S&P 500 ETF 2.74M (1.33%) -138.00
Decreased by -0.01%
Feb 28, 25
13 SPDR® S&P 500 ETF Trust 2.71M (1.32%) 6.12K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 2.70M (1.31%) 17.19K
Increased by +0.64%
Nov 30, 23
15 Capital Group Core Equity Composite 2.46M (1.19%) -523.11K
Decreased by -21.27%
Sep 30, 24
16 Invesco S&P 500® Equal Weight ETF 2.45M (1.19%) 2.77K
Increased by +0.11%
Feb 28, 25
17 JPM US Mid Cap Value-MA 2.42M (1.18%) 2.41M
Increased by +99.59%
Sep 30, 23
18 JPMorgan Mid Cap Value L 2.38M (1.15%) -45.73K
Decreased by -1.92%
Dec 31, 23
19 JPM US Mid Cap Value-Composite 1.90M (0.92%) -20.81K
Decreased by -1.10%
Jun 30, 24
20 American Century Small Cap Value Inv 1.90M (0.92%) -645.00K
Decreased by -34.04%
Sep 30, 24