Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MOO 5.33%
2 FTXG 4.42%
3 UTRN 3.90%
4 FTRI 3.76%
5 STNC 3.48%
6 RHS 2.90%
7 RSPS 2.90%
8 PBJ 2.76%
9 SYE 2.28%
10 RPV 2.23%
11 GUNR 1.97%
12 UPGD 1.94%
13 RYJ 1.94%
14 WLTG 1.91%
15 SYV 1.85%
16 FXG 1.82%
17 SPHD 1.63%
18 SOVF 1.49%
19 HAP 1.42%
20 WBIG 1.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.39M (12.70%) 180.32K
Increased by +0.51%
Sep 30, 24
2 BlackRock Inc 24.50M (8.79%) 4.33M
Increased by +17.67%
Jun 30, 24
3 Wellington Management Company LLP 14.08M (5.05%) 2.22M
Increased by +15.76%
Jun 30, 24
4 T. Rowe Price Associates, Inc. 13.60M (4.88%) -93.88K
Decreased by -0.69%
Jun 30, 24
5 State Street Corporation 12.89M (4.62%) -219.66K
Decreased by -1.70%
Mar 31, 24
6 Pzena Investment Management, LLC 12.54M (4.50%) 54.22K
Increased by +0.43%
Sep 30, 24
7 State Street Corp 12.45M (4.47%) -441.69K
Decreased by -3.55%
Jun 30, 24
8 FMR Inc 7.94M (2.85%) -413.93K
Decreased by -5.22%
Sep 30, 24
9 Geode Capital Management, LLC 6.73M (2.41%) 190.41K
Increased by +2.83%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 6.44M (2.31%) -1.28M
Decreased by -19.93%
Jun 30, 24
11 Amvescap Plc. 5.72M (2.05%) -168.13K
Decreased by -2.94%
Jun 30, 24
12 Northern Trust Corp 4.58M (1.64%) -190.02K
Decreased by -4.15%
Sep 30, 24
13 Bank of New York Mellon Corp 3.68M (1.32%) -118.13K
Decreased by -3.21%
Jun 30, 24
14 Royal London Asset Management Ltd 3.51M (1.26%) -407.86K
Decreased by -11.62%
Jun 30, 24
15 Capital Research Global Investors 3.34M (1.20%) -1.48M
Decreased by -44.38%
Mar 31, 24
16 Davis Selected Advisers 3.11M (1.12%) 6.25K
Increased by +0.20%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 2.91M (1.05%) -584.46K
Decreased by -20.05%
Sep 30, 24
18 Amundi 2.86M (1.03%) 1.08M
Increased by +37.85%
Sep 30, 23
19 Legal & General Group PLC 2.84M (1.02%) 349.03K
Increased by +12.29%
Jun 30, 24
20 Yacktman Asset Management Co 2.83M (1.02%) -222.01K
Decreased by -7.84%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.00M (3.23%) -36.82K
Decreased by -0.41%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 7.57M (2.72%) 87.41K
Increased by +1.15%
Oct 31, 24
3 Vanguard Windsor Investor Shares 7.14M (2.56%) -618.51K
Decreased by -8.66%
Sep 30, 24
4 Vanguard Mid Cap Index Institutional 6.06M (2.18%) 10.91K
Increased by +0.18%
Oct 31, 24
5 Schwab US Dividend Equity ETF™ 4.51M (1.62%) -2.63K
Decreased by -0.06%
Jan 31, 24
6 Fidelity 500 Index 3.51M (1.26%) -10.07K
Decreased by -0.29%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 3.48M (1.25%) 18.14K
Increased by +0.52%
Oct 31, 24
8 SPDR® S&P 500 ETF Trust 3.38M (1.21%) 7.65K
Increased by +0.23%
Apr 30, 24
9 American Funds Income Fund of Amer A 3.34M (1.20%) -1.48M
Decreased by -44.41%
Mar 31, 24
10 Fidelity® 500 Index 3.33M (1.19%) 21.17K
Increased by +0.64%
Nov 30, 23
11 Victory Sycamore Established Value R 3.32M (1.19%) -155.00K
Decreased by -4.67%
Sep 30, 23
12 iShares Core S&P 500 ETF 3.18M (1.14%) 4.90K
Increased by +0.15%
Oct 31, 24
13 Pzena Large Cap Value 3.00M (1.08%) 0.00
Increased by 0.00%
Oct 31, 24
14 T. Rowe Price Mid-Cap Value 2.89M (1.04%) 0.00
Increased by 0.00%
Sep 30, 24
15 T. Rowe Price US Mid-Cap Value Equity 2.89M (1.04%) -2.18K
Decreased by -0.08%
Sep 30, 24
16 The Consumer Staples Sel SectSPDR® ETF 2.81M (1.01%) -6.72K
Decreased by -0.24%
Oct 31, 24
17 iShares MSCI USA Min Vol Factor ETF 2.72M (0.98%) -5.14K
Decreased by -0.19%
Oct 31, 24
18 T. Rowe Price Equity Income 2.62M (0.94%) -36.37K
Decreased by -1.39%
Sep 30, 24
19 T. Rowe Price US Lg-Cp Equity Inc Comp 2.62M (0.94%) -51.37K
Decreased by -1.96%
Sep 30, 24
20 Hartford Dividend and Growth Y 2.62M (0.94%) 0.00
Increased by 0.00%
Sep 30, 24