Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MOO 4.71%
2 FTXG 4.15%
3 UTRN 3.90%
4 FTRI 3.76%
5 FXG 3.34%
6 STNC 3.26%
7 RSPS 2.61%
8 RHS 2.59%
9 PBJ 2.53%
10 SYE 2.28%
11 RYJ 1.86%
12 SYV 1.85%
13 GINX 1.79%
14 RPV 1.65%
15 GUNR 1.63%
16 SPHD 1.63%
17 SPVM 1.59%
18 SOVF 1.42%
19 QDIV 1.38%
20 WBIF 1.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.39M (12.69%) 180.32K
Increased by +0.51%
Sep 30, 24
2 BlackRock Inc 27.07M (9.70%) 2.56M
Increased by +9.47%
Sep 30, 24
3 State Street Corp 13.30M (4.77%) 859.35K
Increased by +6.46%
Sep 30, 24
4 T. Rowe Price Associates, Inc. 13.10M (4.70%) -502.19K
Decreased by -3.83%
Sep 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 Wellington Management Company LLP 10.64M (3.81%) -3.44M
Decreased by -32.33%
Sep 30, 24
8 FMR Inc 7.94M (2.85%) -413.93K
Decreased by -5.22%
Sep 30, 24
9 Geode Capital Management, LLC 6.82M (2.44%) 87.05K
Increased by +1.28%
Sep 30, 24
10 Amvescap Plc. 5.13M (1.84%) -594.24K
Decreased by -11.59%
Sep 30, 24
11 Northern Trust Corp 4.58M (1.64%) -190.02K
Decreased by -4.15%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 3.76M (1.35%) -2.68M
Decreased by -71.27%
Sep 30, 24
13 Capital Research Global Investors 3.34M (1.20%) -1.48M
Decreased by -44.38%
Mar 31, 24
14 Davis Selected Advisers 3.11M (1.12%) 6.25K
Increased by +0.20%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 2.91M (1.04%) -584.46K
Decreased by -20.05%
Sep 30, 24
16 Bank of New York Mellon Corp 2.89M (1.04%) -787.93K
Decreased by -27.28%
Sep 30, 24
17 Amundi 2.86M (1.03%) 1.08M
Increased by +37.85%
Sep 30, 23
18 Royal London Asset Management Ltd 2.80M (1.00%) -706.55K
Decreased by -25.21%
Sep 30, 24
19 NORGES BANK 2.79M (1.00%) 1.13M
Increased by +40.54%
Jun 30, 24
20 Victory Capital Management Inc. 2.78M (1.00%) -2.21M
Decreased by -79.43%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.98M (3.22%) 7.96K
Increased by +0.09%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 7.74M (2.78%) 56.59K
Increased by +0.73%
Dec 31, 24
3 Vanguard Windsor Investor Shares 6.98M (2.50%) -167.99K
Decreased by -2.41%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 6.15M (2.20%) 49.71K
Increased by +0.81%
Dec 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 3.55M (1.27%) 16.63K
Increased by +0.47%
Dec 31, 24
7 SPDR® S&P 500® ETF Trust 3.53M (1.26%) -168.00
Decreased by -0.00%
Jan 30, 25
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 iShares Core S&P 500 ETF 3.34M (1.20%) -5.75K
Decreased by -0.17%
Jan 29, 25
11 Fidelity® 500 Index 3.33M (1.19%) 21.17K
Increased by +0.64%
Nov 30, 23
12 Victory Sycamore Established Value R 3.32M (1.19%) -155.00K
Decreased by -4.67%
Sep 30, 23
13 Pzena Large Cap Value 3.00M (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
14 The Consumer Staples Sel SectSPDR® ETF 2.90M (1.04%) -6.19K
Decreased by -0.21%
Jan 30, 25
15 T. Rowe Price Mid-Cap Value 2.88M (1.03%) 0.00
Increased by 0.00%
Dec 31, 24
16 T. Rowe Price US Mid-Cap Value Equity 2.88M (1.03%) -8.82K
Decreased by -0.31%
Dec 31, 24
17 Hartford Dividend and Growth Y 2.62M (0.94%) -28.85K
Decreased by -1.10%
Dec 31, 24
18 iShares MSCI USA Min Vol Factor ETF 2.57M (0.92%) 0.00
Increased by 0.00%
Jan 29, 25
19 Vanguard Value Index Inv 2.44M (0.87%) -4.80K
Decreased by -0.20%
Dec 31, 24
20 Invesco S&P 500® Equal Weight ETF 2.43M (0.87%) -1.24K
Decreased by -0.05%
Jan 30, 25