Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MOO 5.02%
2 FTXG 4.03%
3 UTRN 3.90%
4 FTRI 3.76%
5 STNC 3.48%
6 RHS 2.65%
7 RSPS 2.65%
8 PBJ 2.58%
9 SYE 2.28%
10 RPV 2.12%
11 WLTG 1.91%
12 GUNR 1.88%
13 RYJ 1.86%
14 SYV 1.85%
15 FXG 1.69%
16 SPHD 1.63%
17 CCNR 1.51%
18 HAP 1.36%
19 WBIF 1.34%
20 SZNE 1.28%

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 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 (3.82%) -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 (2.45%) 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 (1.05%) -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 Yacktman Asset Management Co 2.83M (1.02%) -222.01K
Decreased by -7.84%
Sep 30, 24
19 Royal London Asset Management Ltd 2.80M (1.01%) -706.55K
Decreased by -25.21%
Sep 30, 24
20 NORGES BANK 2.79M (1.00%) 1.13M
Increased by +40.54%
Jun 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 SPDR® S&P 500® ETF Trust 3.51M (1.26%) -19.49K
Decreased by -0.55%
Nov 27, 24
7 Fidelity 500 Index 3.51M (1.26%) -10.07K
Decreased by -0.29%
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 3.23M (1.16%) 9.97K
Increased by +0.31%
Nov 27, 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 2.70M (0.97%) 1.35K
Increased by +0.05%
Nov 27, 24
17 T. Rowe Price Equity Income 2.62M (0.94%) -36.37K
Decreased by -1.39%
Sep 30, 24
18 T. Rowe Price US Lg-Cp Equity Inc Comp 2.62M (0.94%) -51.37K
Decreased by -1.96%
Sep 30, 24
19 Hartford Dividend and Growth Y 2.62M (0.94%) 0.00
Increased by 0.00%
Oct 31, 24
20 iShares MSCI USA Min Vol Factor ETF 2.60M (0.93%) -2.02K
Decreased by -0.08%
Nov 27, 24