Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MOO 5.31%
2 WBIF 4.24%
3 FTXG 3.91%
4 UTRN 3.90%
5 FTRI 3.76%
6 STNC 3.26%
7 FXG 3.26%
8 PBJ 2.78%
9 RHS 2.63%
10 RSPS 2.59%
11 SYE 2.28%
12 GUNR 1.99%
13 RPV 1.92%
14 GINX 1.89%
15 SPVM 1.87%
16 RYJ 1.86%
17 SYV 1.85%
18 PSL 1.72%
19 SPHD 1.63%
20 QDIV 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.71M (12.80%) 325.36K
Increased by +0.91%
Dec 31, 24
2 BlackRock Inc 28.86M (10.35%) 1.79M
Increased by +6.21%
Dec 31, 24
3 State Street Corp 13.41M (4.81%) 100.92K
Increased by +0.75%
Dec 31, 24
4 State Street Corporation 12.89M (4.62%) -219.66K
Decreased by -1.70%
Mar 31, 24
5 Pzena Investment Management, LLC 11.99M (4.30%) -551.48K
Decreased by -4.60%
Dec 31, 24
6 Wellington Management Company LLP 10.40M (3.73%) -243.11K
Decreased by -2.34%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 9.97M (3.58%) -3.13M
Decreased by -31.35%
Dec 31, 24
8 Geode Capital Management, LLC 6.99M (2.51%) 178.78K
Increased by +2.56%
Dec 31, 24
9 FMR Inc 5.95M (2.13%) -1.99M
Decreased by -33.43%
Dec 31, 24
10 Northern Trust Corp 4.70M (1.69%) 118.40K
Increased by +2.52%
Dec 31, 24
11 Amvescap Plc. 4.35M (1.56%) -777.97K
Decreased by -17.89%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 3.67M (1.32%) -88.05K
Decreased by -2.40%
Dec 31, 24
13 Capital Research Global Investors 3.34M (1.20%) -1.48M
Decreased by -44.38%
Mar 31, 24
14 Bank of New York Mellon Corp 3.32M (1.19%) 427.58K
Increased by +12.90%
Dec 31, 24
15 Davis Selected Advisers 3.08M (1.10%) -30.89K
Decreased by -1.00%
Dec 31, 24
16 NORGES BANK 3.05M (1.09%) 254.42K
Increased by +8.35%
Dec 31, 24
17 Amundi 2.86M (1.03%) 1.08M
Increased by +37.85%
Sep 30, 23
18 Victory Capital Management Inc. 2.78M (1.00%) -2.21M
Decreased by -79.43%
Dec 31, 23
19 Dimensional Fund Advisors, Inc. 2.69M (0.97%) -221.35K
Decreased by -8.22%
Dec 31, 24
20 Yacktman Asset Management Co 2.67M (0.96%) -163.67K
Decreased by -6.13%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.01M (3.23%) 13.13K
Increased by +0.15%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 7.93M (2.84%) 56.88K
Increased by +0.72%
Feb 28, 25
3 Vanguard Windsor Investor Shares 6.98M (2.50%) -167.99K
Decreased by -2.41%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 6.17M (2.21%) 26.96K
Increased by +0.44%
Feb 28, 25
5 Schwab US Dividend Equity ETF™ 4.51M (1.62%) -2.63K
Decreased by -0.06%
Jan 31, 24
6 Fidelity 500 Index 3.56M (1.28%) 15.73K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 3.52M (1.26%) -26.21K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 3.38M (1.21%) 7.65K
Increased by +0.23%
Apr 30, 24
9 iShares Core S&P 500 ETF 3.36M (1.20%) -169.00
Decreased by -0.01%
Feb 28, 25
10 American Funds Income Fund of Amer A 3.34M (1.20%) -1.48M
Decreased by -44.41%
Mar 31, 24
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%
Feb 28, 25
14 T. Rowe Price US Mid-Cap Value Equity 2.88M (1.03%) -8.82K
Decreased by -0.31%
Dec 31, 24
15 The Consumer Staples Sel SectSPDR® ETF 2.79M (1.00%) -2.07K
Decreased by -0.07%
Feb 28, 25
16 Hartford Dividend and Growth Y 2.62M (0.94%) -28.85K
Decreased by -1.10%
Dec 31, 24
17 iShares MSCI USA Min Vol Factor ETF 2.55M (0.91%) -4.04K
Decreased by -0.16%
Feb 28, 25
18 Invesco S&P 500® Equal Weight ETF 2.46M (0.88%) 2.77K
Increased by +0.11%
Feb 28, 25
19 Vanguard Value Index Inv 2.46M (0.88%) 10.53K
Increased by +0.43%
Feb 28, 25
20 T. Rowe Price US Lg-Cp Equity Inc Comp 2.29M (0.82%) -333.63K
Decreased by -14.57%
Dec 31, 24