Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 10.99%
2 WOOD 10.04%
3 MNA 6.86%
4 IVEG 4.83%
5 RTM 3.77%
6 RSPM 3.63%
7 GSFP 3.35%
8 DIP 3.24%
9 SPDV 2.64%
10 SPVM_old 2.59%
11 SRHQ 2.22%
12 EVNT 1.94%
13 FMAT 1.92%
14 QDIV 1.76%
15 RPV 1.67%
16 XLB 1.32%
17 DVYL 1.23%
18 SPVM 1.08%
19 UYM 1.04%
20 PY 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.34M (12.21%) 184.53K
Increased by +0.59%
Jun 30, 24
2 BlackRock Inc 21.29M (8.29%) -874.17K
Decreased by -4.11%
Jun 30, 24
3 Greenhaven Associates Inc 12.64M (4.92%) -766.21K
Decreased by -6.06%
Mar 31, 24
4 State Street Corporation 11.22M (4.37%) -253.76K
Decreased by -2.26%
Mar 31, 24
5 Davidson Kempner Capital Management LP 9.19M (3.58%) 1.30M
Increased by +14.10%
Jun 30, 24
6 T. Rowe Price Associates, Inc. 6.61M (2.58%) -3.84M
Decreased by -58.08%
Dec 31, 23
7 Citigroup Inc 6.13M (2.39%) 2.49M
Increased by +40.64%
Jun 30, 24
8 Geode Capital Management, LLC 6.11M (2.38%) 252.15K
Increased by +4.13%
Mar 31, 24
9 Arrowstreet Capital Limited Partnership 5.46M (2.13%) 2.03M
Increased by +37.11%
Jun 30, 24
10 JPMorgan Chase & Co 5.15M (2.01%) 2.55M
Increased by +49.43%
Mar 31, 24
11 NORGES BANK 5.00M (1.95%) 231.40K
Increased by +4.63%
Jun 30, 24
12 Amvescap Plc. 4.90M (1.91%) 590.00K
Increased by +12.04%
Mar 31, 24
13 Nordea Investment Mgmt Bank Demark A/s 4.80M (1.87%) -501.37K
Decreased by -10.45%
Jun 30, 24
14 Goldman Sachs Group Inc 4.05M (1.58%) 1.97M
Increased by +48.73%
Jun 30, 24
15 FMR Inc 3.90M (1.52%) 1.11M
Increased by +28.59%
Jun 30, 24
16 Pictet Asset Manangement SA 3.44M (1.34%) -3.04M
Decreased by -88.40%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 3.39M (1.32%) 808.93K
Increased by +23.86%
Mar 31, 24
18 Soros Fund Management LLC 3.34M (1.30%) 2.44M
Increased by +73.08%
Jun 30, 24
19 Millennium Management LLC 3.21M (1.25%) 52.63K
Increased by +1.64%
Jun 30, 24
20 Massachusetts Financial Services Company 3.10M (1.21%) -21.11K
Decreased by -0.68%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.05M (3.14%) -19.73K
Decreased by -0.24%
Feb 29, 24
2 Vanguard Small Cap Index 6.55M (2.55%) -62.52K
Decreased by -0.95%
Mar 31, 24
3 Vanguard Institutional 500 Index Trust 6.48M (2.52%) 69.81K
Increased by +1.08%
Mar 31, 24
4 Pictet - Global Envir Opps I USD 5.09M (1.98%) 7.47K
Increased by +0.15%
Jul 31, 23
5 Vanguard Small Cap Value Index Inv 4.41M (1.72%) -95.42K
Decreased by -2.16%
Mar 31, 24
6 Nordea 1 - Global Climate & Envir BI EUR 4.03M (1.57%) -112.35K
Decreased by -2.79%
Jun 30, 24
7 Fidelity 500 Index 3.16M (1.23%) 27.39K
Increased by +0.87%
Jun 30, 24
8 iShares Select Dividend ETF 3.09M (1.20%) -1.03K
Decreased by -0.03%
Jun 28, 24
9 SPDR® S&P 500 ETF Trust 3.06M (1.19%) -24.17K
Decreased by -0.79%
Mar 31, 24
10 SPDR® S&P 500® ETF Trust 3.03M (1.18%) 28.92K
Increased by +0.96%
Jun 30, 24
11 Fidelity® 500 Index 2.99M (1.16%) 19.00K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 2.76M (1.07%) 14.01K
Increased by +0.51%
Jun 28, 24
13 T. Rowe Price Mid-Cap Value 2.71M (1.06%) -2.32M
Decreased by -85.37%
Dec 31, 23
14 T. Rowe Price US Mid-Cap Value Equity 2.71M (1.06%) -2.32M
Decreased by -85.37%
Dec 31, 23
15 The Merger Fund A 2.27M (0.88%) -44.10K
Decreased by -1.95%
Mar 31, 24
16 Invesco S&P 500® Equal Weight ETF 2.17M (0.84%) 8.45K
Increased by +0.39%
Jun 28, 24
17 MFS Mid Cap Value A 2.00M (0.78%) -14.95K
Decreased by -0.75%
Jun 30, 24
18 MFS Mid Cap Value Equity 2.00M (0.78%) -383.76K
Decreased by -19.16%
Jun 30, 24
19 Vanguard Institutional Index I 1.70M (0.66%) 9.23K
Increased by +0.54%
Mar 31, 24
20 Fidelity Value 1.62M (0.63%) -34.70K
Decreased by -2.14%
Jun 30, 24