Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.21%
2 UTRN 3.96%
3 WBIE 3.38%
4 HIPR 2.46%
5 VSDA 2.41%
6 JHDV 1.87%
7 SDOG 1.78%
8 SPHD 1.76%
9 PEY 1.69%
10 WBIG 1.64%
11 QDIV 1.61%
12 KCE 1.55%
13 FXO 1.53%
14 RYF 1.45%
15 SDY 1.30%
16 KVLE 1.27%
17 RSPF 1.20%
18 SPYD 1.17%
19 PXLG 1.13%
20 RNDV 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.93M (11.92%) 103.34K
Increased by +0.40%
Sep 30, 24
2 BlackRock Inc 20.11M (9.25%) 458.12K
Increased by +2.28%
Sep 30, 24
3 State Street Corporation 14.51M (6.67%) -667.17K
Decreased by -4.60%
Mar 31, 24
4 State Street Corp 14.35M (6.60%) -482.14K
Decreased by -3.36%
Sep 30, 24
5 Charles Schwab Investment Management Inc 6.84M (3.15%) 231.29K
Increased by +3.38%
Sep 30, 24
6 Fayez Sarofim & Company 5.63M (2.59%) -150.32K
Decreased by -2.67%
Sep 30, 24
7 Geode Capital Management, LLC 5.52M (2.54%) 25.48K
Increased by +0.46%
Sep 30, 24
8 Victory Capital Management Inc. 3.15M (1.45%) -283.47K
Decreased by -8.99%
Sep 30, 24
9 American Century Companies Inc 2.88M (1.32%) 362.78K
Increased by +12.62%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 2.75M (1.27%) -2.54M
Decreased by -92.20%
Sep 30, 24
11 Provident Trust Company 2.61M (1.20%) 213.57K
Increased by +8.18%
Dec 31, 24
12 JPMorgan Chase & Co 2.39M (1.10%) 1.12M
Increased by +46.91%
Sep 30, 24
13 Amvescap Plc. 2.36M (1.08%) 401.08K
Increased by +17.01%
Sep 30, 24
14 Legal & General Group PLC 2.15M (0.99%) 27.85K
Increased by +1.30%
Sep 30, 24
15 Northern Trust Corp 2.08M (0.96%) -83.49K
Decreased by -4.01%
Sep 30, 24
16 Fisher Asset Management, LLC 1.86M (0.86%) 48.00K
Increased by +2.58%
Sep 30, 24
17 Amundi 1.81M (0.83%) -77.50K
Decreased by -4.29%
Mar 31, 24
18 Goldman Sachs Group Inc 1.78M (0.82%) 218.84K
Increased by +12.31%
Sep 30, 24
19 Bank of New York Mellon Corp 1.74M (0.80%) -45.22K
Decreased by -2.60%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 1.73M (0.79%) 116.13K
Increased by +6.72%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.95M (3.20%) -40.27K
Decreased by -0.58%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 6.02M (2.77%) 32.66K
Increased by +0.54%
Dec 31, 24
3 Schwab US Dividend Equity ETF™ 5.74M (2.64%) 4.13K
Increased by +0.07%
Jan 30, 25
4 Vanguard Mid Cap Index Institutional 4.78M (2.20%) 29.69K
Increased by +0.62%
Dec 31, 24
5 Fidelity 500 Index 2.76M (1.27%) 7.18K
Increased by +0.26%
Dec 31, 24
6 SPDR® S&P 500® ETF Trust 2.74M (1.26%) -131.00
Decreased by -0.00%
Jan 30, 25
7 SPDR® S&P 500 ETF Trust 2.70M (1.24%) -21.01K
Decreased by -0.78%
Mar 31, 24
8 Fidelity® 500 Index 2.61M (1.20%) 16.63K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 2.59M (1.19%) -4.45K
Decreased by -0.17%
Jan 29, 25
10 SPDR® S&P Dividend ETF 2.59M (1.19%) 0.00
Increased by 0.00%
Jan 30, 25
11 iShares Select Dividend ETF 2.02M (0.93%) -2.72K
Decreased by -0.13%
Jan 29, 25
12 Victory Sycamore Established Value R 1.91M (0.88%) 0.00
Increased by 0.00%
Dec 31, 24
13 Vanguard Value Index Inv 1.90M (0.87%) -7.72K
Decreased by -0.41%
Dec 31, 24
14 The Financial Select Sector SPDR® ETF 1.66M (0.76%) 9.80K
Increased by +0.59%
Jan 30, 25
15 ProShares S&P 500 Dividend Aristocrats 1.65M (0.76%) 0.00
Increased by 0.00%
Jan 30, 25
16 Vanguard Mid-Cap Value ETF 1.49M (0.69%) -45.72K
Decreased by -3.07%
Dec 31, 24
17 Financial Select Sector SPDR® ETF 1.48M (0.68%) -1.86K
Decreased by -0.13%
Mar 31, 24
18 Vanguard Institutional Index I 1.40M (0.64%) -8.43K
Decreased by -0.60%
Dec 31, 24
19 Invesco S&P 500® Equal Weight ETF 1.24M (0.57%) -630.00
Decreased by -0.05%
Jan 30, 25
20 State St S&P 500® Indx SL Cl III 1.07M (0.49%) -11.50K
Decreased by -1.08%
Dec 31, 24