Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.39%
2 IHE 4.23%
3 UTRN 4.04%
4 WBIY 3.87%
5 XPH 3.53%
6 FTXH 3.43%
7 LBAY 3.26%
8 ADPV 3.13%
9 XUDV 3.03%
10 PILL 2.91%
11 STNC 2.30%
12 PPH 2.22%
13 WBIG 2.08%
14 PJP 2.02%
15 WBIF 1.88%
16 SDOG 1.84%
17 SPHD 1.82%
18 RDIV 1.73%
19 FLOW 1.69%
20 FXH 1.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 142.13M (11.99%) 1.11M
Increased by +0.78%
Dec 31, 24
2 BlackRock Inc 94.13M (7.94%) 101.93K
Increased by +0.11%
Dec 31, 24
3 State Street Corp 63.75M (5.38%) 633.51K
Increased by +0.99%
Dec 31, 24
4 State Street Corporation 62.76M (5.29%) 837.69K
Increased by +1.33%
Mar 31, 24
5 Davis Selected Advisers 62.57M (5.28%) -73.70K
Decreased by -0.12%
Dec 31, 24
6 T. Rowe Price Associates, Inc. 58.68M (4.95%) 9.89M
Increased by +16.86%
Dec 31, 24
7 Pacer Advisors, INC. 35.15M (2.97%) 35.04M
Increased by +99.67%
Dec 31, 24
8 Geode Capital Management, LLC 30.07M (2.54%) 631.78K
Increased by +2.10%
Dec 31, 24
9 Amvescap Plc. 29.33M (2.47%) -1.22M
Decreased by -4.15%
Dec 31, 24
10 Deerfield Management Co 24.00M (2.02%) 3.01K
Increased by +0.01%
Dec 31, 24
11 Ameriprise Financial Inc 21.35M (1.80%) -354.40K
Decreased by -1.66%
Dec 31, 24
12 Rubric Capital Management LP 20.14M (1.70%) 0.00
Increased by 0.00%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 15.42M (1.30%) 1.32M
Increased by +8.53%
Dec 31, 24
14 Camber Capital Management LLC 15.00M (1.27%) 0.00
Increased by 0.00%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 14.76M (1.25%) 182.27K
Increased by +1.23%
Dec 31, 24
16 JPMorgan Chase & Co 14.67M (1.24%) 4.50M
Increased by +30.67%
Sep 30, 24
17 AQR Capital Management LLC 12.75M (1.08%) -481.10K
Decreased by -3.77%
Sep 30, 23
18 Northern Trust Corp 12.28M (1.04%) 1.50M
Increased by +12.26%
Dec 31, 24
19 Charles Schwab Investment Management Inc 11.89M (1.00%) 264.88K
Increased by +2.23%
Dec 31, 24
20 AustralianSuper Pty Ltd 11.62M (0.98%) -597.82K
Decreased by -5.14%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 37.60M (3.17%) 56.21K
Increased by +0.15%
Feb 28, 25
2 Pacer US Cash Cows 100 ETF 34.84M (2.94%) 51.49K
Increased by +0.15%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 33.11M (2.79%) 248.20K
Increased by +0.75%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 25.78M (2.17%) 116.30K
Increased by +0.45%
Feb 28, 25
5 Davis NY Venture A 20.34M (1.72%) 0.00
Increased by 0.00%
Oct 31, 24
6 Fidelity 500 Index 14.88M (1.26%) 65.68K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 14.79M (1.25%) -109.51K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 14.15M (1.19%) -30.62K
Decreased by -0.22%
Apr 30, 24
9 iShares Core S&P 500 ETF 14.01M (1.18%) -704.00
Decreased by -0.01%
Feb 28, 25
10 Fidelity® 500 Index 13.98M (1.18%) 88.94K
Increased by +0.64%
Nov 30, 23
11 Invesco S&P 500® Equal Weight ETF 11.97M (1.01%) 13.49K
Increased by +0.11%
Feb 28, 25
12 T. Rowe Price US Lg-Cp Equity Inc Comp 10.96M (0.92%) -108.91K
Decreased by -0.99%
Dec 31, 24
13 T. Rowe Price Equity Income 10.95M (0.92%) -11.36K
Decreased by -0.10%
Jan 31, 25
14 Vanguard Value Index Inv 10.30M (0.87%) 44.37K
Increased by +0.43%
Feb 28, 25
15 Health Care Select Sector SPDR® ETF 8.73M (0.74%) -6.48K
Decreased by -0.07%
Apr 30, 24
16 The Health Care Select Sector SPDR® ETF 8.72M (0.74%) 114.66K
Increased by +1.31%
Feb 28, 25
17 T. Rowe Price US Mid-Cap Value Equity 8.26M (0.70%) -286.26K
Decreased by -3.47%
Dec 31, 24
18 T. Rowe Price Mid-Cap Value 8.25M (0.70%) -6.10K
Decreased by -0.07%
Jan 31, 25
19 Vanguard Mid-Cap Value ETF 8.03M (0.68%) 12.54K
Increased by +0.16%
Feb 28, 25
20 SPDR® Portfolio S&P 500® High Div ETF 7.60M (0.64%) 2.47K
Increased by +0.03%
Feb 28, 25