Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 RSPU 3.57%
2 RYU 2.99%
3 CNRG 2.53%
4 VCLN 2.47%
5 RENW 2.17%
6 PUI 2.04%
7 ECLN 1.77%
8 DIVG 1.58%
9 GREI 1.51%
10 SDP 1.33%
11 RBLD 1.31%
12 HAPY 1.14%
13 XLU 1.14%
14 VPU 1.1%
15 FUTY 1.01%
16 EMLP 1%
17 IDU 0.93%
18 UTSL 0.91%
19 UPW 0.88%
20 SPHB 0.88%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 88.49M (12.53%) -2.44M
Decreased by -2.75%
Sep 30, 23
2 Capital World Investors 71.35M (10.1%) 31.01M
Increased by +43.46%
Dec 31, 23
3 Capital Research & Mgmt Co - Division 3 69.67M (9.87%) 2.54M
Increased by +3.64%
Dec 31, 23
4 BlackRock Inc 48.33M (6.84%) 2.09M
Increased by +4.33%
Sep 30, 23
5 FMR Inc 36.82M (5.21%) 10.26M
Increased by +27.86%
Sep 30, 23
6 State Street Corporation 33.2M (4.7%) -1.29M
Decreased by -3.88%
Sep 30, 23
7 Orbis Allan Gray Ltd 22.42M (3.17%) 2.52M
Increased by +11.26%
Dec 31, 23
8 Ameriprise Financial Inc 19.02M (2.69%) -2.64M
Decreased by -13.89%
Sep 30, 23
9 Geode Capital Management, LLC 14.36M (2.03%) 235.69K
Increased by +1.64%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 13.56M (1.92%) 606.79K
Increased by +4.48%
Sep 30, 23
11 Massachusetts Financial Services Company 9.37M (1.33%) -217.02K
Decreased by -2.32%
Dec 31, 23
12 M&G INVESTMENT MANAGEMENT LTD 8.46M (1.2%) 1.75M
Increased by +20.63%
Sep 30, 23
13 Wellington Management Company LLP 8.39M (1.19%) -7.81M
Decreased by -93.1%
Dec 31, 23
14 Electron Capital Partners, LLC 8.06M (1.14%) 686.72K
Increased by +8.52%
Sep 30, 23
15 Amvescap Plc. 7.61M (1.08%) 1.48M
Increased by +19.5%
Sep 30, 23
16 Northern Trust Corp 6.11M (0.87%) 29.49K
Increased by +0.48%
Sep 30, 23
17 Charles Schwab Investment Management Inc 5.73M (0.81%) 140.15K
Increased by +2.45%
Sep 30, 23
18 Bank of New York Mellon Corp 5.47M (0.78%) -2.15M
Decreased by -39.29%
Sep 30, 23
19 ClearBridge Advisors, LLC 5.37M (0.76%) 68.69K
Increased by +1.28%
Sep 30, 23
20 Pictet Asset Manangement SA 4.93M (0.7%) -1.66M
Decreased by -33.77%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 37.4M (5.3%) 15.63M
Increased by +41.8%
Dec 31, 23
2 Capital Group Fundamental Invtrs Comp 37.4M (5.3%) 15.63M
Increased by +41.8%
Dec 31, 23
3 American Funds Income Fund of Amer A 23.32M (3.3%) 1.65M
Increased by +7.06%
Dec 31, 23
4 Vanguard Total Stock Mkt Idx Inv 21.06M (2.98%) 32.04K
Increased by +0.15%
Jan 31, 24
5 Vanguard Institutional 500 Index Trust 16.55M (2.34%) 205.06K
Increased by +1.24%
Jan 31, 24
6 Vanguard Mid Cap Index Institutional 15.01M (2.13%) -5.87K
Decreased by -0.04%
Jan 31, 24
7 American Funds Capital Income Bldr A 13.13M (1.86%) 1.9M
Increased by +14.5%
Dec 31, 23
8 American Funds New Perspective A 12.69M (1.8%) 1.05M
Increased by +8.26%
Dec 31, 23
9 Capital Group New Perspective Comp 12.69M (1.8%) 1.05M
Increased by +8.26%
Dec 31, 23
10 American Funds Invmt Co of Amer A 9.81M (1.39%) 1.49M
Increased by +15.14%
Dec 31, 23
11 Capital Group Investment Co of Amer Comp 9.81M (1.39%) 1.49M
Increased by +15.14%
Dec 31, 23
12 American Funds New World A 9.8M (1.39%) 2.82M
Increased by +28.78%
Dec 31, 23
13 Utilities Select Sector SPDR® ETF 9.3M (1.32%) -310.22K
Decreased by -3.34%
Jan 31, 24
14 American Funds Growth Fund of Amer A 8.8M (1.25%) -3.42M
Decreased by -38.82%
Dec 31, 23
15 Capital Group Growth Fnd of Amer Comp 8.8M (1.25%) -3.42M
Decreased by -38.82%
Dec 31, 23
16 SPDR® S&P 500 ETF Trust 8M (1.13%) 59.95K
Increased by +0.75%
Jan 31, 24
17 Fidelity 500 Index 7.87M (1.11%) 65.92K
Increased by +0.84%
Dec 31, 23
18 Fidelity® 500 Index 7.8M (1.11%) 49.66K
Increased by +0.64%
Nov 30, 23
19 iShares Core S&P 500 ETF 6.88M (0.97%) 5.59K
Increased by +0.08%
Jan 31, 24
20 Vanguard Windsor Investor Shares 6.82M (0.97%) 0
Increased by 0%
Sep 30, 23