Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MOO 4.70%
2 UTRN 3.90%
3 FTRI 3.76%
4 FTXG 3.72%
5 STNC 3.48%
6 RHS 2.59%
7 RSPS 2.59%
8 PBJ 2.50%
9 SYE 2.28%
10 RPV 2.16%
11 SOVF 1.95%
12 WLTG 1.91%
13 SYV 1.85%
14 RYJ 1.82%
15 UPGD 1.81%
16 GUNR 1.75%
17 FXG 1.67%
18 SPHD 1.63%
19 WBIG 1.31%
20 HAP 1.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.21M (12.64%) -45.18K
Decreased by -0.13%
Jun 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 12.49M (4.48%) 1.94M
Increased by +15.53%
Jun 30, 24
7 State Street Corp 12.45M (4.47%) -441.69K
Decreased by -3.55%
Jun 30, 24
8 FMR Inc 8.35M (3.00%) -1.70M
Decreased by -20.38%
Jun 30, 24
9 Geode Capital Management, LLC 6.73M (2.41%) 190.41K
Increased by +2.83%
Jun 30, 24
10 Amvescap Plc. 5.72M (2.05%) -168.13K
Decreased by -2.94%
Jun 30, 24
11 Northern Trust Corp 4.77M (1.71%) -179.47K
Decreased by -3.76%
Jun 30, 24
12 Morgan Stanley - Brokerage Accounts 3.86M (1.39%) 933.70K
Increased by +24.16%
Mar 31, 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 Dimensional Fund Advisors, Inc. 3.50M (1.26%) -102.86K
Decreased by -2.94%
Jun 30, 24
16 Capital Research Global Investors 3.34M (1.20%) -1.48M
Decreased by -44.38%
Mar 31, 24
17 Davis Selected Advisers 3.11M (1.11%) 3.11M
Increased by +100.00%
Jun 30, 24
18 Yacktman Asset Management Co 3.05M (1.10%) -34.63K
Decreased by -1.13%
Jun 30, 24
19 Amundi 2.86M (1.03%) 1.08M
Increased by +37.85%
Sep 30, 23
20 Legal & General Group PLC 2.84M (1.02%) 349.03K
Increased by +12.29%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.03M (3.24%) 40.76K
Increased by +0.45%
Aug 31, 24
2 Vanguard Windsor Investor Shares 7.76M (2.79%) 805.79K
Increased by +10.38%
Jun 30, 24
3 Vanguard Institutional 500 Index Trust 7.48M (2.69%) 64.09K
Increased by +0.86%
Aug 31, 24
4 Vanguard Mid Cap Index Institutional 6.12M (2.20%) -1.11K
Decreased by -0.02%
Aug 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 3.52M (1.26%) 27.31K
Increased by +0.78%
Aug 31, 24
7 SPDR® S&P 500® ETF Trust 3.46M (1.24%) -13.94K
Decreased by -0.40%
Sep 30, 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 3.12M (1.12%) 10.31K
Increased by +0.33%
Sep 30, 24
13 Pzena Large Cap Value 3.00M (1.08%) 0.00
Increased by 0.00%
Sep 30, 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 2.89M (1.04%) 17.47K
Increased by +0.61%
Sep 30, 24
17 iShares MSCI USA Min Vol Factor ETF 2.77M (0.99%) -7.19K
Decreased by -0.26%
Sep 30, 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%) -1.12M
Decreased by -42.90%
Aug 31, 24