Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DJD 8.80%
2 GBDV 4.48%
3 PEY 4.37%
4 GBLO 4.30%
5 IVFVC 4.13%
6 FMK 3.62%
7 ICAN 3.25%
8 RSPS 2.96%
9 RHS 2.96%
10 EDOW 2.93%
11 SDEI 2.48%
12 SDOG 2.16%
13 DIVG 2.15%
14 SPHD 2.14%
15 LQAI 2.11%
16 LSEQ 2.09%
17 CPAI 2.00%
18 SHRT 1.69%
19 SZNE 1.36%
20 XRT 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 84.06M (11.77%) 1.85M
Increased by +2.20%
Sep 30, 24
2 BlackRock Inc 70.01M (9.80%) 1.88M
Increased by +2.68%
Jun 30, 24
3 State Street Corp 43.00M (6.02%) 6.57M
Increased by +15.28%
Sep 30, 24
4 State Street Corporation 36.19M (5.07%) -17.99M
Decreased by -49.69%
Mar 31, 24
5 Amvescap Plc. 29.94M (4.19%) 8.01M
Increased by +26.74%
Sep 30, 24
6 Geode Capital Management, LLC 19.76M (2.77%) 24.29K
Increased by +0.12%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 14.17M (1.98%) -9.43M
Decreased by -66.54%
Sep 30, 24
8 Charles Schwab Investment Management Inc 10.97M (1.54%) 3.33M
Increased by +30.36%
Sep 30, 24
9 ProShare Advisors LLC 8.32M (1.16%) 1.38M
Increased by +16.57%
Dec 31, 23
10 Goldman Sachs Group Inc 8.08M (1.13%) 1.50M
Increased by +18.56%
Sep 30, 24
11 UBS Asset Mgmt Americas Inc 7.59M (1.06%) 817.76K
Increased by +10.77%
Sep 30, 24
12 Northern Trust Corp 7.49M (1.05%) -95.70K
Decreased by -1.28%
Sep 30, 24
13 Camber Capital Management LLC 7.00M (0.98%) -800.00K
Decreased by -11.43%
Jun 30, 24
14 Thompson, Siegel & Walmsley LLC 6.96M (0.97%) 934.75K
Increased by +13.44%
Sep 30, 24
15 NORGES BANK 6.95M (0.97%) 5.81M
Increased by +83.56%
Jun 30, 24
16 Legal & General Group PLC 6.60M (0.92%) -246.64K
Decreased by -3.74%
Sep 30, 24
17 Barclays PLC 6.28M (0.88%) 3.44M
Increased by +54.85%
Sep 30, 24
18 Millennium Management LLC 5.68M (0.79%) 5.14M
Increased by +90.50%
Sep 30, 24
19 Susquehanna International Group, LLP 5.51M (0.77%) 2.10M
Increased by +38.07%
Sep 30, 24
20 Marshall Wace Asset Management Ltd 5.41M (0.76%) 5.04M
Increased by +93.22%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 21.74M (3.04%) -105.67K
Decreased by -0.49%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 18.99M (2.66%) 219.00K
Increased by +1.15%
Oct 31, 24
3 Invesco QQQ Trust 16.57M (2.32%) 13.85K
Increased by +0.08%
May 31, 24
4 Invesco S&P 500® Equal Weight ETF 14.92M (2.09%) 20.84K
Increased by +0.14%
Nov 29, 24
5 American Funds Income Fund of Amer A 12.49M (1.75%) 0.00
Increased by 0.00%
Jun 30, 24
6 iShares Select Dividend ETF 10.75M (1.51%) 0.00
Increased by 0.00%
Nov 30, 24
7 SPDR® S&P Dividend ETF 10.58M (1.48%) 0.00
Increased by 0.00%
Dec 31, 23
8 American Funds New Perspective A 10.45M (1.46%) -18.06K
Decreased by -0.17%
Jun 30, 24
9 Capital Group New Perspective Comp 10.45M (1.46%) -18.06K
Decreased by -0.17%
Jun 30, 24
10 SPDR® S&P 500® ETF Trust 8.86M (1.24%) 52.33K
Increased by +0.59%
Nov 30, 24
11 Fidelity 500 Index 8.79M (1.23%) -14.46K
Decreased by -0.16%
Oct 31, 24
12 Vanguard Small Cap Index 8.66M (1.21%) 16.95K
Increased by +0.20%
Oct 31, 24
13 SPDR® S&P 500 ETF Trust 8.47M (1.19%) -18.27K
Decreased by -0.22%
Apr 30, 24
14 Fidelity® 500 Index 8.35M (1.17%) 53.13K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 8.09M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
16 Vanguard Mid Cap Index Institutional 7.32M (1.03%) 22.75K
Increased by +0.31%
Oct 31, 24
17 ProShares S&P 500 Dividend Aristocrats 7.32M (1.02%) 0.00
Increased by 0.00%
Jan 31, 24
18 SPDR® Portfolio S&P 500® High Div ETF 7.17M (1.00%) -4.74K
Decreased by -0.07%
Nov 29, 24
19 The Consumer Staples Sel SectSPDR® ETF 6.85M (0.96%) 15.18K
Increased by +0.22%
Nov 30, 24
20 Vanguard Small Cap Value Index Inv 5.85M (0.82%) -2.03K
Decreased by -0.03%
Oct 31, 24