Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 7.55%
2 IAK 6.03%
3 UTRN 4.01%
4 DYLG 3.83%
5 DJIA 3.74%
6 ABEQ 3.69%
7 NDJI 3.67%
8 DIA 3.61%
9 EDOW 3.27%
10 FSST 2.68%
11 YLDE 2.58%
12 DJD 2.56%
13 DDM 2.52%
14 DVOL 2.50%
15 RNLC 2.38%
16 SHRY 2.31%
17 KIE 2.12%
18 VSDA 2.05%
19 TUSA 2.04%
20 UDOW 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.69M (9.52%) 147.81K
Increased by +0.68%
Dec 31, 23
2 BlackRock Inc 20.55M (9.02%) 616.84K
Increased by +3.00%
Dec 31, 23
3 State Street Corporation 15.80M (6.94%) 424.22K
Increased by +2.68%
Dec 31, 23
4 FMR Inc 12.90M (5.66%) -795.05K
Decreased by -6.16%
Dec 31, 23
5 JPMorgan Chase & Co 8.58M (3.77%) 2.22M
Increased by +25.87%
Dec 31, 23
6 Massachusetts Financial Services Company 7.27M (3.19%) -378.04K
Decreased by -5.20%
Dec 31, 23
7 T. Rowe Price Associates, Inc. 6.77M (2.97%) 2.44M
Increased by +36.07%
Dec 31, 23
8 Geode Capital Management, LLC 4.63M (2.03%) 79.02K
Increased by +1.71%
Dec 31, 23
9 ClearBridge Advisors, LLC 4.47M (1.96%) -109.39K
Decreased by -2.45%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 3.93M (1.73%) 434.06K
Increased by +11.04%
Dec 31, 23
11 Northern Trust Corp 3.15M (1.38%) -281.51K
Decreased by -8.94%
Dec 31, 23
12 Dimensional Fund Advisors, Inc. 3.12M (1.37%) 154.89K
Increased by +4.96%
Dec 31, 23
13 Bank of America Corp 2.89M (1.27%) 28.56K
Increased by +0.99%
Dec 31, 23
14 Goldman Sachs Group Inc 2.67M (1.17%) 1.43M
Increased by +53.58%
Dec 31, 23
15 Legal & General Group PLC 2.33M (1.02%) 374.60K
Increased by +16.07%
Dec 31, 23
16 Bank of New York Mellon Corp 2.25M (0.99%) -32.01K
Decreased by -1.42%
Dec 31, 23
17 UBS Asset Mgmt Americas Inc 1.80M (0.79%) -7.54K
Decreased by -0.42%
Dec 31, 23
18 Macquarie Group Ltd 1.67M (0.73%) 1.49M
Increased by +89.37%
Dec 31, 23
19 Amvescap Plc. 1.65M (0.73%) -912.07K
Decreased by -55.22%
Dec 31, 23
20 UBS Group AG 1.62M (0.71%) 295.62K
Increased by +18.25%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.21M (3.17%) 46.94K
Increased by +0.65%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 5.75M (2.53%) 49.48K
Increased by +0.86%
Mar 31, 24
3 SPDR® Dow Jones Industrial Avrg ETF Tr 5.45M (2.39%) -72.25K
Decreased by -1.33%
Apr 30, 24
4 MFS Large Cap Value (SMA) 5.27M (2.31%) 5.27M
Increased by +100.00%
Jun 30, 23
5 MFS Large Cap Value Equity 4.80M (2.11%) -114.99K
Decreased by -2.39%
Mar 31, 24
6 MFS Value A 4.80M (2.11%) -22.53K
Decreased by -0.47%
Mar 31, 24
7 Fidelity 500 Index 2.76M (1.21%) 18.66K
Increased by +0.68%
Mar 31, 24
8 SPDR® S&P 500 ETF Trust 2.69M (1.18%) -5.80K
Decreased by -0.22%
Apr 30, 24
9 Fidelity® 500 Index 2.67M (1.17%) 16.98K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 2.35M (1.03%) 2.04K
Increased by +0.09%
Apr 30, 24
11 JPMorgan Equity Premium Income ETF 2.00M (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
12 Vanguard Value Index Inv 1.90M (0.84%) -5.64K
Decreased by -0.30%
Mar 31, 24
13 Financial Select Sector SPDR® ETF 1.54M (0.68%) 1.16K
Increased by +0.08%
Apr 30, 24
14 Vanguard Institutional Index I 1.50M (0.66%) -3.99K
Decreased by -0.27%
Mar 31, 24
15 JPMorgan US Equity L 1.38M (0.61%) 174.15K
Increased by +12.58%
Mar 31, 24
16 Fidelity Series Value Discovery 1.34M (0.59%) -5.00K
Decreased by -0.37%
Mar 31, 24
17 iShares MSCI USA Min Vol Factor ETF 1.32M (0.58%) -2.42K
Decreased by -0.18%
Jan 31, 24
18 T. Rowe Price US Value Equity Composite 1.28M (0.56%) -519.74K
Decreased by -40.60%
Mar 31, 24
19 T. Rowe Price Value 1.28M (0.56%) -519.74K
Decreased by -40.60%
Mar 31, 24
20 T. Rowe Price U.S. Value Equity Tr-Z 1.26M (0.55%) -410.30K
Decreased by -32.66%
Mar 31, 24