Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DJD 8.80%
2 PEY 4.86%
3 GBDV 4.48%
4 GBLO 4.30%
5 IVFVC 4.13%
6 FMK 3.62%
7 ICAN 3.25%
8 EDOW 2.93%
9 RSPS 2.54%
10 RHS 2.54%
11 MARB 2.51%
12 SDEI 2.48%
13 SDOG 2.15%
14 DIVG 2.15%
15 SPHD 2.14%
16 LSEQ 2.09%
17 CPAI 2.00%
18 SHRT 1.97%
19 LQAI 1.60%
20 RPV 1.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 86.34M (12.08%) 2.28M
Increased by +2.64%
Dec 31, 24
2 BlackRock Inc 72.83M (10.19%) 2.12M
Increased by +2.91%
Dec 31, 24
3 State Street Corp 43.05M (6.03%) 54.70K
Increased by +0.13%
Dec 31, 24
4 State Street Corporation 36.19M (5.07%) -17.99M
Decreased by -49.69%
Mar 31, 24
5 Amvescap Plc. 32.57M (4.56%) 2.63M
Increased by +8.08%
Dec 31, 24
6 Geode Capital Management, LLC 20.78M (2.91%) 1.02M
Increased by +4.91%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 14.68M (2.05%) 511.00K
Increased by +3.48%
Dec 31, 24
8 UBS Group AG 13.61M (1.91%) 10.75M
Increased by +78.95%
Dec 31, 24
9 Charles Schwab Investment Management Inc 13.16M (1.84%) 2.19M
Increased by +16.62%
Dec 31, 24
10 Goldman Sachs Group Inc 11.68M (1.63%) 3.60M
Increased by +30.84%
Dec 31, 24
11 Northern Trust Corp 8.90M (1.25%) 1.41M
Increased by +15.83%
Dec 31, 24
12 ProShare Advisors LLC 8.32M (1.16%) 1.38M
Increased by +16.57%
Dec 31, 23
13 UBS Asset Mgmt Americas Inc 7.97M (1.12%) 378.04K
Increased by +4.74%
Dec 31, 24
14 Two Sigma Advisers, LLC 7.74M (1.08%) 5.04M
Increased by +65.07%
Dec 31, 24
15 Camber Capital Management LLC 7.00M (0.98%) -800.00K
Decreased by -11.43%
Jun 30, 24
16 Thompson, Siegel & Walmsley LLC 6.63M (0.93%) -322.73K
Decreased by -4.87%
Dec 31, 24
17 Legal & General Group PLC 6.60M (0.92%) -246.64K
Decreased by -3.74%
Sep 30, 24
18 NORGES BANK 6.24M (0.87%) -705.77K
Decreased by -11.31%
Dec 31, 24
19 Deutsche Bank AG 6.13M (0.86%) 1.40M
Increased by +22.91%
Dec 31, 24
20 Millennium Management LLC 5.68M (0.79%) 5.14M
Increased by +90.50%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 21.76M (3.05%) 34.17K
Increased by +0.16%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 19.90M (2.79%) 121.23K
Increased by +0.61%
Feb 28, 25
3 Vanguard Small Cap Index 17.65M (2.47%) 14.44K
Increased by +0.08%
Feb 28, 25
4 Invesco QQQ Trust 16.57M (2.32%) 13.85K
Increased by +0.08%
May 31, 24
5 Invesco S&P 500® Equal Weight ETF 15.52M (2.17%) 17.53K
Increased by +0.11%
Feb 28, 25
6 American Funds Income Fund of Amer A 12.49M (1.75%) 0.00
Increased by 0.00%
Jun 30, 24
7 Vanguard Small Cap Value Index Inv 11.63M (1.63%) -36.19K
Decreased by -0.31%
Feb 28, 25
8 iShares Select Dividend ETF 10.95M (1.53%) 30.59K
Increased by +0.28%
Dec 31, 24
9 SPDR® S&P Dividend ETF 10.58M (1.48%) 0.00
Increased by 0.00%
Dec 31, 23
10 American Funds New Perspective A 10.45M (1.46%) -18.06K
Decreased by -0.17%
Jun 30, 24
11 Capital Group New Perspective Comp 10.45M (1.46%) -18.06K
Decreased by -0.17%
Jun 30, 24
12 Fidelity 500 Index 8.95M (1.25%) 39.48K
Increased by +0.44%
Jan 31, 25
13 SPDR® S&P 500® ETF Trust 8.88M (1.24%) -65.83K
Decreased by -0.74%
Feb 28, 25
14 SPDR® S&P 500 ETF Trust 8.47M (1.19%) -18.27K
Decreased by -0.22%
Apr 30, 24
15 iShares Core S&P 500 ETF 8.42M (1.18%) -423.00
Decreased by -0.01%
Feb 28, 25
16 Fidelity® 500 Index 8.35M (1.17%) 53.13K
Increased by +0.64%
Nov 30, 23
17 Vanguard Mid Cap Index Institutional 7.36M (1.03%) 31.37K
Increased by +0.43%
Nov 30, 24
18 ProShares S&P 500 Dividend Aristocrats 7.32M (1.02%) 0.00
Increased by 0.00%
Jan 31, 24
19 SPDR® Portfolio S&P 500® High Div ETF 7.17M (1.00%) 0.00
Increased by 0.00%
Feb 28, 25
20 The Consumer Staples Sel SectSPDR® ETF 7.00M (0.98%) -5.19K
Decreased by -0.07%
Feb 28, 25