Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 5.71%
2 PEZ 4.17%
3 COWS 3.61%
4 SCAP 3.19%
5 HCOW 3.01%
6 GDIV 2.94%
7 RSPD 2.89%
8 RCD 2.89%
9 SRHQ 2.77%
10 EMOT 2.72%
11 SMRI 2.59%
12 FCFY 2.57%
13 VFLO 2.36%
14 BUL 2.27%
15 DSMC 2.21%
16 SPDV 2.17%
17 SFLO 2.02%
18 DDIV 1.97%
19 DVLU 1.93%
20 QDIV 1.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.88M (15.00%) 205.41K
Increased by +0.67%
Sep 30, 24
2 FMR Inc 15.92M (7.73%) -2.40M
Decreased by -15.08%
Sep 30, 24
3 BlackRock Inc 14.40M (6.99%) -5.20M
Decreased by -36.11%
Sep 30, 24
4 State Street Corporation 9.11M (4.43%) -560.95K
Decreased by -6.16%
Mar 31, 24
5 JPMorgan Chase & Co 8.61M (4.18%) 96.83K
Increased by +1.13%
Sep 30, 24
6 State Street Corp 8.25M (4.01%) -157.64K
Decreased by -1.91%
Sep 30, 24
7 Ameriprise Financial Inc 7.72M (3.75%) 420.87K
Increased by +5.45%
Sep 30, 24
8 Charles Schwab Investment Management Inc 7.61M (3.70%) 272.01K
Increased by +3.57%
Sep 30, 24
9 Victory Capital Management Inc. 6.82M (3.31%) 305.66K
Increased by +4.48%
Sep 30, 23
10 Geode Capital Management, LLC 5.59M (2.71%) 80.68K
Increased by +1.44%
Sep 30, 24
11 Amvescap Plc. 4.85M (2.35%) -423.61K
Decreased by -8.74%
Sep 30, 24
12 Capital Research Global Investors 4.81M (2.34%) -2.40M
Decreased by -49.90%
Sep 30, 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. 3.59M (1.74%) -25.79K
Decreased by -0.72%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 3.46M (1.68%) -91.61K
Decreased by -2.65%
Sep 30, 24
17 AQR Capital Management LLC 3.39M (1.65%) 1.89M
Increased by +55.78%
Sep 30, 24
18 Franklin Resources Inc 3.14M (1.53%) -2.81M
Decreased by -89.38%
Mar 31, 24
19 Ninety One UK Limited 3.12M (1.51%) -2.55M
Decreased by -81.95%
Dec 31, 24
20 American Century Companies Inc 2.87M (1.40%) -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 7.32M (3.56%) 87.76K
Increased by +1.20%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 6.31M (3.07%) 122.02K
Increased by +1.93%
Dec 31, 24
3 Schwab US Dividend Equity ETF™ 5.94M (2.89%) 4.27K
Increased by +0.07%
Jan 30, 25
4 Vanguard Small Cap Index 5.93M (2.88%) 125.27K
Increased by +2.11%
Dec 31, 24
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 4.45M (2.16%) 0.00
Increased by 0.00%
Jan 30, 25
7 Vanguard Small Cap Value Index Inv 3.94M (1.91%) 12.27K
Increased by +0.31%
Dec 31, 24
8 Fidelity 500 Index 2.89M (1.41%) 48.01K
Increased by +1.66%
Dec 31, 24
9 SPDR® S&P 500® ETF Trust 2.87M (1.39%) -137.00
Decreased by -0.00%
Jan 30, 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 2.72M (1.32%) -4.66K
Decreased by -0.17%
Jan 29, 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 2.42M (1.18%) -1.24K
Decreased by -0.05%
Jan 30, 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 Columbia Contrarian Core Inst 2.34M (1.14%) -41.02K
Decreased by -1.75%
Dec 31, 24
20 Columbia Contrarian Large Cap Core 2.34M (1.14%) 2.34M
Increased by +100.00%
Dec 31, 24