Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 ISCV 1000.00%
3 ISCB 1000.00%
4 ITOT 1000.00%
5 JKJ 1000.00%
6 IWB 1000.00%
7 IWD 1000.00%
8 IWR 1000.00%
9 IWS 1000.00%
10 IYY 1000.00%
11 IYC 1000.00%
12 IFEU 3.62%
13 KNGS 3.21%
14 PEY 3.08%
15 FGM 2.43%
16 WBIY 1.96%
17 VSDA 1.57%
18 RWX 1.49%
19 CLAW 1.34%
20 IFGL 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.01M (13.74%) 2.55M
Increased by +14.18%
Sep 30, 23
2 Vanguard Group Inc 12.95M (9.87%) 117.50K
Increased by +0.91%
Sep 30, 23
3 State Street Corporation 7.14M (5.45%) -10.49M
Decreased by -146.99%
Sep 30, 23
4 Charles Schwab Investment Management Inc 6.23M (4.75%) 405.36K
Increased by +6.50%
Sep 30, 23
5 Millennium Management LLC 2.98M (2.27%) 2.26M
Increased by +76.04%
Sep 30, 23
6 Dimensional Fund Advisors, Inc. 2.11M (1.61%) -139.76K
Decreased by -6.62%
Sep 30, 23
7 Geode Capital Management, LLC 1.99M (1.52%) 42.14K
Increased by +2.12%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 1.81M (1.38%) 142.81K
Increased by +7.87%
Sep 30, 23
9 Amvescap Plc. 1.70M (1.30%) 532.78K
Increased by +31.35%
Sep 30, 23
10 Bank of New York Mellon Corp 1.59M (1.21%) -43.38K
Decreased by -2.73%
Sep 30, 23
11 Citadel Advisors Llc 1.23M (0.94%) 743.18K
Increased by +60.51%
Sep 30, 23
12 ProShare Advisors LLC 1.19M (0.91%) 157.09K
Increased by +13.19%
Sep 30, 23
13 Pacer Advisors, INC. 1.15M (0.88%) 1.13M
Increased by +97.96%
Sep 30, 23
14 Northern Trust Corp 963.11K (0.73%) -16.99K
Decreased by -1.76%
Sep 30, 23
15 Berkshire Asset Management Inc 858.98K (0.66%) 7.51K
Increased by +0.87%
Sep 30, 23
16 Qube Research & Technologies 834.22K (0.64%) 640.01K
Increased by +76.72%
Sep 30, 23
17 Speece Thorson Capital Group Inc 803.08K (0.61%) -448.00
Decreased by -0.06%
Sep 30, 23
18 Wells Fargo & Co 766.68K (0.58%) 70.69K
Increased by +9.22%
Sep 30, 23
19 U.S. Bancorp 731.72K (0.56%) -75.86K
Decreased by -10.37%
Sep 30, 23
20 Villere St Denis J & Co Llc 563.01K (0.43%) 144.77K
Increased by +25.71%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.05M (3.09%) -733.00
Decreased by -0.02%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 3.96M (3.02%) 5.63K
Increased by +0.14%
Nov 30, 23
3 Vanguard Small Cap Index 3.28M (2.50%) 10.03K
Increased by +0.31%
Nov 30, 23
4 iShares Select Dividend ETF 3.11M (2.38%) -1.93K
Decreased by -0.06%
Dec 29, 23
5 Vanguard Small Cap Value Index Inv 2.28M (1.74%) 2.87K
Increased by +0.13%
Nov 30, 23
6 Schwab US Dividend Equity ETF™ 2.10M (1.60%) 306.00
Increased by +0.01%
Dec 30, 23
7 SPDR® S&P Dividend ETF 2.06M (1.57%) 0.00
Increased by 0.00%
Dec 31, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 1.92M (1.47%) 34.30K
Increased by +1.78%
Nov 30, 23
9 Pacer US Cash Cows 100 ETF 1.91M (1.46%) 7.59K
Increased by +0.40%
Dec 29, 23
10 Invesco High Yield Eq Div Achiev™ ETF 1.58M (1.20%) 0.00
Increased by 0.00%
Dec 29, 23
11 ProShares S&P MidCap 400 Dividend Arst 1.26M (0.96%) 0.00
Increased by 0.00%
Dec 29, 23
12 SPDR® S&P MIDCAP 400 ETF Trust 1.07M (0.81%) -9.18K
Decreased by -0.86%
Nov 30, 23
13 iShares S&P Mid-Cap 400 Value ETF 779.58K (0.59%) 0.00
Increased by 0.00%
Dec 29, 23
14 State St Russell Sm/Mid Cp® Indx NL Cl C 772.41K (0.59%) 25.70K
Increased by +3.33%
Dec 31, 23
15 Fidelity® Extended Market Index 718.27K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
16 SPDR® S&P Global Div Aristocrats ETF 681.24K (0.52%) 43.06K
Increased by +6.32%
Dec 31, 23
17 WisdomTree US SmallCap Dividend ETF 648.75K (0.49%) 0.00
Increased by 0.00%
Dec 29, 23
18 State St S&P Midcap® Indx SL Cl II 636.25K (0.49%) 0.00
Increased by 0.00%
Dec 31, 23
19 Schwab US Small-Cap ETF™ 604.72K (0.46%) 270.00
Increased by +0.04%
Dec 30, 23
20 Vanguard High Dividend Yield ETF 595.75K (0.45%) -3.46K
Decreased by -0.58%
Nov 30, 23