Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 7.96%
2 IAK 6.07%
3 UTRN 3.92%
4 NDJI 3.67%
5 FMK 3.60%
6 ABEQ 3.57%
7 DJIA 3.33%
8 DYLG 3.31%
9 DIA 3.29%
10 EDOW 3.19%
11 STNC 3.13%
12 DJD 3.10%
13 BGIG 3.04%
14 DVLU 2.60%
15 DDM 2.58%
16 WBIF 2.56%
17 YLDE 2.51%
18 FTDS 2.43%
19 RNLC 2.38%
20 RJMG 2.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.50M (9.53%) 130.19K
Increased by +0.61%
Sep 30, 24
2 BlackRock Inc 19.32M (8.56%) -853.89K
Decreased by -4.42%
Sep 30, 24
3 State Street Corporation 15.64M (6.93%) -156.58K
Decreased by -1.00%
Mar 31, 24
4 State Street Corp 15.57M (6.90%) 120.23K
Increased by +0.77%
Sep 30, 24
5 FMR Inc 14.05M (6.23%) 1.57M
Increased by +11.17%
Sep 30, 24
6 JPMorgan Chase & Co 11.68M (5.17%) -1.76M
Decreased by -15.10%
Sep 30, 24
7 Massachusetts Financial Services Company 6.77M (3.00%) -147.28K
Decreased by -2.17%
Sep 30, 24
8 Geode Capital Management, LLC 5.08M (2.25%) 114.71K
Increased by +2.26%
Sep 30, 24
9 ClearBridge Advisors, LLC 4.22M (1.87%) -49.89K
Decreased by -1.18%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 4.18M (1.85%) -3.50M
Decreased by -83.56%
Sep 30, 24
11 T. Rowe Price Associates, Inc. 3.68M (1.63%) -331.02K
Decreased by -8.99%
Sep 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 2.19M (0.97%) -141.25K
Decreased by -6.44%
Sep 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 2.00M (0.88%) -38.98K
Decreased by -1.95%
Sep 30, 24
20 UBS Group AG 1.70M (0.75%) -68.72K
Decreased by -4.05%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.12M (3.15%) -50.70K
Decreased by -0.71%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 6.15M (2.72%) 19.50K
Increased by +0.32%
Dec 31, 24
3 SPDR® Dow Jones Industrial Avrg ETF Tr 5.54M (2.46%) 190.46K
Increased by +3.43%
Dec 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 (2.04%) -101.59K
Decreased by -2.21%
Sep 30, 24
6 MFS Value A 4.18M (1.85%) -380.18K
Decreased by -9.09%
Nov 30, 24
7 SPDR® S&P 500® ETF Trust 2.85M (1.27%) 33.10K
Increased by +1.16%
Dec 31, 24
8 Fidelity 500 Index 2.82M (1.25%) 19.14K
Increased by +0.68%
Nov 30, 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 2.67M (1.18%) 1.88K
Increased by +0.07%
Dec 31, 24
12 Vanguard Value Index Inv 1.93M (0.86%) -17.22K
Decreased by -0.89%
Dec 31, 24
13 Strategic Advisers Fidelity US TtlStk 1.65M (0.73%) 7.49K
Increased by +0.45%
Nov 30, 24
14 The Financial Select Sector SPDR® ETF 1.61M (0.71%) -5.83K
Decreased by -0.36%
Dec 31, 24
15 Financial Select Sector SPDR® ETF 1.54M (0.68%) 1.16K
Increased by +0.08%
Apr 30, 24
16 Vanguard Institutional Index I 1.43M (0.63%) -10.00K
Decreased by -0.70%
Dec 31, 24
17 Fidelity Series Value Discovery 1.43M (0.63%) 62.20K
Increased by +4.35%
Nov 30, 24
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%) 1.72K
Increased by +0.13%
Nov 30, 24
20 JPMorgan Equity Income I 1.35M (0.60%) 0.00
Increased by 0.00%
Nov 30, 24