Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KRE 2.52%
2 KRU 2.45%
3 DDIV 2.39%
4 SPDV 2.27%
5 FTDS 1.95%
6 DVLU 1.88%
7 TUSA 1.82%
8 DPST 1.58%
9 VNMC 1.57%
10 IAT 1.54%
11 RSPF 1.49%
12 SPHB 1.46%
13 RYF 1.26%
14 ALTL 1.25%
15 KBWB 1.24%
16 KBE 1.14%
17 XMVM 1.14%
18 FTXO 1.12%
19 PXLG 1.11%
20 SPYD 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.75M (12.97%) 400.14K
Increased by +2.13%
Sep 30, 24
2 BlackRock Inc 13.25M (9.16%) -79.74K
Decreased by -0.60%
Sep 30, 24
3 State Street Corp 7.04M (4.87%) 896.89K
Increased by +12.74%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 6.63M (4.59%) 382.73K
Increased by +5.77%
Sep 30, 24
5 State Street Corporation 6.45M (4.46%) -6.03M
Decreased by -93.43%
Mar 31, 24
6 Charles Schwab Investment Management Inc 4.69M (3.24%) 140.08K
Increased by +2.99%
Sep 30, 24
7 LSV Asset Management 3.95M (2.73%) -131.22K
Decreased by -3.32%
Sep 30, 24
8 Citadel Advisors Llc 3.70M (2.56%) 150.15K
Increased by +4.06%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 2.71M (1.87%) -5.21M
Decreased by -192.32%
Sep 30, 24
10 Vaughan Nelson Scarbrgh & Mccullough LP 2.68M (1.86%) 538.05K
Increased by +20.04%
Sep 30, 24
11 Geode Capital Management, LLC 2.64M (1.82%) 30.03K
Increased by +1.14%
Sep 30, 24
12 Loomis, Sayles & Company LP 2.48M (1.72%) -983.08K
Decreased by -39.62%
Sep 30, 23
13 FMR Inc 2.44M (1.69%) -2.88M
Decreased by -117.96%
Sep 30, 23
14 Arrowstreet Capital Limited Partnership 2.44M (1.69%) 1.14M
Increased by +46.51%
Sep 30, 24
15 Fiduciary Management, Inc. of Milwaukee 2.30M (1.59%) -3.09K
Decreased by -0.13%
Sep 30, 24
16 Millennium Management LLC 2.20M (1.52%) 2.18M
Increased by +99.19%
Mar 31, 24
17 AllianceBernstein L.P. 2.18M (1.51%) 39.89K
Increased by +1.83%
Sep 30, 24
18 Thrivent Financial For Lutherans 2.15M (1.49%) -446.64K
Decreased by -20.77%
Sep 30, 24
19 Massachusetts Financial Services Company 2.07M (1.43%) -727.45K
Decreased by -35.22%
Sep 30, 23
20 Goldman Sachs Group Inc 1.99M (1.37%) -932.70K
Decreased by -46.98%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.80M (3.32%) 15.86K
Increased by +0.33%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.62M (3.20%) 3.38K
Increased by +0.07%
Dec 31, 24
3 Vanguard Small Cap Index 3.76M (2.60%) 34.27K
Increased by +0.91%
Dec 31, 24
4 Schwab US Dividend Equity ETF™ 3.76M (2.60%) 3.98K
Increased by +0.11%
Dec 31, 24
5 Vanguard Institutional 500 Index Trust 3.67M (2.53%) 50.84K
Increased by +1.39%
Jan 31, 24
6 Vanguard Small Cap Value Index Inv 2.50M (1.73%) -22.11K
Decreased by -0.89%
Dec 31, 24
7 SPDR® Portfolio S&P 500 High Div ETF 2.43M (1.68%) 4.74K
Increased by +0.20%
Jan 31, 24
8 Invesco S&P 500® Equal Weight ETF 2.41M (1.67%) 11.24K
Increased by +0.47%
Jan 31, 24
9 SPDR® S&P Regional Banking ETF 2.29M (1.58%) 5.45K
Increased by +0.24%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 2.22M (1.54%) 16.09K
Increased by +0.72%
Dec 31, 24
11 Vanguard Equity-Income Inv 1.95M (1.35%) 85.30K
Increased by +4.38%
Sep 30, 24
12 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.87M (1.29%) 302.30K
Increased by +16.17%
Sep 30, 23
13 Fuller & Thaler Behavioral Small-Cap Eq 1.87M (1.29%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity 500 Index 1.78M (1.23%) 17.87K
Increased by +1.01%
Feb 29, 24
15 SPDR® S&P 500 ETF Trust 1.77M (1.22%) 13.29K
Increased by +0.75%
Jan 31, 24
16 Fidelity® 500 Index 1.73M (1.19%) 10.99K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 1.52M (1.05%) 1.23K
Increased by +0.08%
Jan 31, 24
18 DFA US Small Cap Value I 1.52M (1.05%) 0.00
Increased by 0.00%
Nov 30, 24
19 First Trust SMID Cp Rising Div Achv ETF 1.50M (1.04%) 3.17K
Increased by +0.21%
Dec 30, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 1.23M (0.85%) 34.01K
Increased by +2.76%
Dec 31, 24