Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 8.44%
2 IAK 6.25%
3 UTRN 4.04%
4 ABEQ 3.72%
5 NDJI 3.67%
6 FMK 3.60%
7 DJIA 3.49%
8 DIA 3.45%
9 DYLG 3.45%
10 DJD 3.28%
11 EDOW 3.23%
12 STNC 3.13%
13 DVLU 2.91%
14 BGIG 2.90%
15 DDM 2.78%
16 YLDE 2.61%
17 WBIF 2.56%
18 UDOW 2.56%
19 RJMG 2.50%
20 FTDS 2.43%

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 15.57M (6.89%) 120.23K
Increased by +0.77%
Sep 30, 24
5 FMR Inc 14.05M (6.22%) 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 7.20M (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 5.43M (2.41%) 49.15K
Increased by +0.90%
Nov 30, 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 4.56M (2.02%) -30.51K
Decreased by -0.67%
Oct 31, 24
7 SPDR® S&P 500® ETF Trust 2.82M (1.25%) 16.62K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 2.80M (1.24%) -4.60K
Decreased by -0.16%
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 2.58M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
12 Vanguard Value Index Inv 1.93M (0.86%) 6.29K
Increased by +0.33%
Oct 31, 24
13 The Financial Select Sector SPDR® ETF 1.70M (0.75%) 7.46K
Increased by +0.44%
Nov 30, 24
14 Strategic Advisers Fidelity US TtlStk 1.64M (0.73%) 94.81K
Increased by +5.78%
Oct 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 1.45M (0.64%) -1.41K
Decreased by -0.10%
Oct 31, 24
17 JPMorgan Equity Premium Income ETF 1.39M (0.62%) 1.62K
Increased by +0.12%
Nov 29, 24
18 Fidelity Series Value Discovery 1.37M (0.61%) 22.70K
Increased by +1.66%
Oct 31, 24
19 Fidelity Contrafund 1.37M (0.61%) 61.33K
Increased by +4.49%
Oct 31, 24
20 JPM US Equity Income-Composite 1.35M (0.60%) -29.65K
Decreased by -2.20%
Sep 30, 24