Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 7.84%
2 IAK 6.28%
3 DJIA 3.93%
4 UTRN 3.92%
5 DYLG 3.89%
6 DIA 3.86%
7 ABEQ 3.82%
8 NDJI 3.67%
9 FMK 3.60%
10 EDOW 3.46%
11 BGIG 3.41%
12 DVLU 3.23%
13 TIME 3.23%
14 STNC 3.13%
15 DDM 3.06%
16 YLDE 2.97%
17 RJMG 2.94%
18 DJD 2.90%
19 UDOW 2.70%
20 WBIF 2.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.62M (9.59%) 117.11K
Increased by +0.54%
Dec 31, 24
2 BlackRock Inc 19.82M (8.79%) 503.60K
Increased by +2.54%
Dec 31, 24
3 State Street Corp 15.76M (6.99%) 197.08K
Increased by +1.25%
Dec 31, 24
4 State Street Corporation 15.64M (6.94%) -156.58K
Decreased by -1.00%
Mar 31, 24
5 FMR Inc 14.28M (6.33%) 229.16K
Increased by +1.61%
Dec 31, 24
6 JPMorgan Chase & Co 7.41M (3.29%) -15.95M
Decreased by -215.25%
Dec 31, 24
7 Massachusetts Financial Services Company 6.04M (2.68%) -736.61K
Decreased by -12.20%
Dec 31, 24
8 Geode Capital Management, LLC 5.26M (2.33%) 182.27K
Increased by +3.47%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 4.45M (1.97%) 264.23K
Increased by +5.94%
Dec 31, 24
10 ClearBridge Advisors, LLC 4.12M (1.83%) -98.35K
Decreased by -2.39%
Dec 31, 24
11 T. Rowe Price Associates, Inc. 3.75M (1.66%) 70.04K
Increased by +1.87%
Dec 31, 24
12 Bank of America Corp 3.51M (1.56%) -109.68K
Decreased by -3.13%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 3.38M (1.50%) 243.48K
Increased by +7.21%
Dec 31, 24
14 Northern Trust Corp 3.33M (1.48%) 364.38K
Increased by +10.94%
Dec 31, 24
15 UBS Asset Mgmt Americas Inc 2.71M (1.20%) 291.51K
Increased by +10.75%
Dec 31, 24
16 NORGES BANK 2.33M (1.03%) 176.55K
Increased by +7.58%
Dec 31, 24
17 Barclays PLC 2.06M (0.91%) 928.28K
Increased by +45.00%
Mar 31, 24
18 Bank of New York Mellon Corp 1.77M (0.78%) -228.84K
Decreased by -12.95%
Dec 31, 24
19 Legal & General Group PLC 1.75M (0.78%) -78.30K
Decreased by -4.47%
Dec 31, 24
20 UBS Group AG 1.72M (0.76%) 25.66K
Increased by +1.49%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.16M (3.18%) 26.19K
Increased by +0.37%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 6.29M (2.79%) 42.38K
Increased by +0.67%
Feb 28, 25
3 SPDR® Dow Jones Industrial Avrg ETF Tr 5.50M (2.44%) 92.16K
Increased by +1.68%
Feb 28, 25
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 4.13M (1.83%) -461.90K
Decreased by -11.18%
Dec 31, 24
6 MFS Value A 4.02M (1.78%) -67.05K
Decreased by -1.67%
Feb 28, 25
7 Fidelity 500 Index 2.83M (1.26%) 12.49K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 2.81M (1.24%) -20.75K
Decreased by -0.74%
Feb 28, 25
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 2.67M (1.18%) -134.00
Decreased by -0.01%
Feb 28, 25
12 Vanguard Value Index Inv 1.96M (0.87%) 18.09K
Increased by +0.92%
Feb 28, 25
13 The Financial Select Sector SPDR® ETF 1.70M (0.76%) 2.02K
Increased by +0.12%
Feb 28, 25
14 Strategic Advisers Fidelity US TtlStk 1.64M (0.73%) -11.64K
Decreased by -0.71%
Jan 31, 25
15 Financial Select Sector SPDR® ETF 1.54M (0.68%) 1.16K
Increased by +0.08%
Apr 30, 24
16 Fidelity Series Value Discovery 1.44M (0.64%) 75.90K
Increased by +5.27%
Jan 31, 25
17 Vanguard Institutional Index I 1.41M (0.62%) -17.49K
Decreased by -1.24%
Feb 28, 25
18 JPMorgan Equity Premium Income ETF 1.39M (0.62%) 1.62K
Increased by +0.12%
Nov 29, 24
19 Fidelity Contrafund 1.37M (0.61%) 0.00
Increased by 0.00%
Jan 31, 25
20 JPMorgan Equity Income I 1.35M (0.60%) 0.00
Increased by 0.00%
Nov 30, 24