Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 8.76%
2 IAK 6.41%
3 UTRN 4.04%
4 ABEQ 3.92%
5 DJIA 3.75%
6 DYLG 3.72%
7 DIA 3.72%
8 NDJI 3.67%
9 FMK 3.60%
10 DJD 3.53%
11 EDOW 3.52%
12 BGIG 3.13%
13 STNC 3.13%
14 DVLU 2.98%
15 YLDE 2.79%
16 DDM 2.70%
17 WBIF 2.56%
18 FTDS 2.43%
19 VSDA 2.40%
20 RNLC 2.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.50M (9.52%) 130.19K
Increased by +0.61%
Sep 30, 24
2 BlackRock Inc 20.17M (8.93%) 623.75K
Increased by +3.09%
Jun 30, 24
3 State Street Corporation 15.64M (6.93%) -156.58K
Decreased by -1.00%
Mar 31, 24
4 State Street Corp 15.45M (6.84%) -198.27K
Decreased by -1.28%
Jun 30, 24
5 FMR Inc 14.05M (6.22%) 1.57M
Increased by +11.17%
Sep 30, 24
6 JPMorgan Chase & Co 13.44M (5.95%) 1.70M
Increased by +12.62%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 7.68M (3.40%) -408.34K
Decreased by -5.32%
Jun 30, 24
8 Massachusetts Financial Services Company 6.77M (3.00%) -147.28K
Decreased by -2.17%
Sep 30, 24
9 Geode Capital Management, LLC 4.96M (2.20%) 137.17K
Increased by +2.76%
Jun 30, 24
10 ClearBridge Advisors, LLC 4.27M (1.89%) -36.53K
Decreased by -0.86%
Jun 30, 24
11 T. Rowe Price Associates, Inc. 4.01M (1.78%) -1.60M
Decreased by -39.79%
Jun 30, 24
12 Bank of America Corp 3.36M (1.49%) 2.35M
Increased by +70.05%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 3.13M (1.39%) 89.64K
Increased by +2.86%
Sep 30, 24
14 Northern Trust Corp 2.96M (1.31%) -45.29K
Decreased by -1.53%
Sep 30, 24
15 UBS Asset Mgmt Americas Inc 2.42M (1.07%) -115.95K
Decreased by -4.79%
Sep 30, 24
16 Legal & General Group PLC 2.33M (1.03%) 37.03K
Increased by +1.59%
Jun 30, 24
17 NORGES BANK 2.15M (0.95%) 668.47K
Increased by +31.06%
Jun 30, 24
18 Barclays PLC 2.06M (0.91%) 928.28K
Increased by +45.00%
Mar 31, 24
19 Bank of New York Mellon Corp 2.04M (0.90%) -172.16K
Decreased by -8.46%
Jun 30, 24
20 UBS Group AG 1.77M (0.78%) -59.35K
Decreased by -3.36%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.20M (3.19%) -25.87K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 6.04M (2.67%) 69.98K
Increased by +1.16%
Oct 31, 24
3 SPDR® Dow Jones Industrial Avrg ETF Tr 5.57M (2.47%) 32.84K
Increased by +0.59%
Oct 31, 24
4 MFS Large Cap Value (SMA) 5.27M (2.33%) 5.27M
Increased by +100.00%
Jun 30, 23
5 MFS Large Cap Value Equity 4.59M (2.03%) -101.59K
Decreased by -2.21%
Sep 30, 24
6 MFS Value A 4.59M (2.03%) -32.90K
Decreased by -0.72%
Sep 30, 24
7 Fidelity 500 Index 2.80M (1.24%) -19.18K
Decreased by -0.68%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 2.78M (1.23%) 14.47K
Increased by +0.52%
Oct 31, 24
9 SPDR® S&P 500 ETF Trust 2.69M (1.19%) -5.80K
Decreased by -0.22%
Apr 30, 24
10 Fidelity® 500 Index 2.67M (1.18%) 16.98K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 2.54M (1.12%) 3.92K
Increased by +0.15%
Oct 31, 24
12 Vanguard Value Index Inv 1.93M (0.86%) 6.29K
Increased by +0.33%
Oct 31, 24
13 JPMorgan Equity Premium Income ETF 1.65M (0.73%) -1.58K
Decreased by -0.10%
Oct 31, 24
14 The Financial Select Sector SPDR® ETF 1.56M (0.69%) -7.88K
Decreased by -0.50%
Oct 31, 24
15 Strategic Advisers Fidelity US TtlStk 1.55M (0.68%) 220.36K
Increased by +14.25%
Sep 30, 24
16 Financial Select Sector SPDR® ETF 1.54M (0.68%) 1.16K
Increased by +0.08%
Apr 30, 24
17 Vanguard Institutional Index I 1.45M (0.64%) -1.41K
Decreased by -0.10%
Oct 31, 24
18 JPM US Equity Income-Composite 1.35M (0.60%) -29.65K
Decreased by -2.20%
Sep 30, 24
19 JPMorgan Equity Income I 1.35M (0.60%) -7.66K
Decreased by -0.57%
Sep 30, 24
20 Fidelity Series Value Discovery 1.35M (0.60%) 10.00K
Increased by +0.74%
Sep 30, 24