Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 ADIV 2.94%
2 ALTL 0.94%
3 AIEQ 0.67%
4 AFLG 0.65%
5 AVSU 0.27%
6 AVLV 0.25%
7 AVUS 0.17%
8 ACWF 0.14%
9 AUSF 0.09%
10 ACWI 0.06%
11 ACVF 0.05%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 54.21M (9.48%) 605.21K
Increased by +1.12%
Sep 30, 23
2 Japan Post Holdings Co Ltd 52.3M (9.15%) 0
Increased by 0%
Dec 31, 23
3 BlackRock Inc 40.74M (7.13%) -54.07K
Decreased by -0.13%
Sep 30, 23
4 State Street Corporation 27.31M (4.78%) -331.39K
Decreased by -1.21%
Sep 30, 23
5 Wells Fargo & Co 16.45M (2.88%) 32.05K
Increased by +0.19%
Sep 30, 23
6 Geode Capital Management, LLC 11.97M (2.09%) 53.87K
Increased by +0.45%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 9.64M (1.69%) 794.78K
Increased by +8.24%
Sep 30, 23
8 Northern Trust Corp 7.3M (1.28%) 368.7K
Increased by +5.05%
Sep 30, 23
9 First Trust Advisors L.P. 5.71M (1%) -634.6K
Decreased by -11.12%
Sep 30, 23
10 AllianceBernstein L.P. 5.01M (0.88%) -214.21K
Decreased by -4.28%
Sep 30, 23
11 Amvescap Plc. 4.81M (0.84%) 227.52K
Increased by +4.73%
Sep 30, 23
12 Legal & General Group PLC 4.78M (0.84%) -153.48K
Decreased by -3.21%
Sep 30, 23
13 LSV Asset Management 4.62M (0.81%) -170.18K
Decreased by -3.69%
Dec 31, 23
14 Dimensional Fund Advisors, Inc. 4.48M (0.78%) -261.27K
Decreased by -5.84%
Dec 31, 23
15 Bank of New York Mellon Corp 4.19M (0.73%) -194.2K
Decreased by -4.64%
Sep 30, 23
16 Goldman Sachs Group Inc 3.74M (0.65%) 727.36K
Increased by +19.46%
Sep 30, 23
17 Boston Partners Global Investors, Inc 3.57M (0.62%) -49.57K
Decreased by -1.39%
Sep 30, 23
18 Bank of America Corp 3.45M (0.6%) 361.52K
Increased by +10.47%
Sep 30, 23
19 UBS Asset Mgmt Americas Inc 3.27M (0.57%) 43.7K
Increased by +1.33%
Dec 31, 23
20 Charles Schwab Investment Management Inc 3.17M (0.56%) -18.3K
Decreased by -0.58%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 18.36M (3.21%) 30.15K
Increased by +0.16%
Jan 31, 24
2 Vanguard Institutional 500 Index Trust 13.14M (2.3%) 157.65K
Increased by +1.2%
Jan 31, 24
3 SPDR® S&P 500 ETF Trust 6.34M (1.11%) 47.56K
Increased by +0.75%
Jan 31, 24
4 Fidelity® 500 Index 6.3M (1.1%) 40.09K
Increased by +0.64%
Nov 30, 23
5 Fidelity 500 Index 6.25M (1.09%) -50.32K
Decreased by -0.81%
Dec 31, 23
6 iShares Core S&P 500 ETF 5.46M (0.96%) 4.44K
Increased by +0.08%
Jan 31, 24
7 Vanguard Value Index Inv 4.86M (0.85%) -12.75K
Decreased by -0.26%
Jan 31, 24
8 Financial Select Sector SPDR® ETF 3.6M (0.63%) -4.63K
Decreased by -0.13%
Jan 31, 24
9 Vanguard Institutional Index I 3.52M (0.62%) -3.62K
Decreased by -0.1%
Jan 31, 24
10 Vanguard Dividend Appreciation ETF 3.08M (0.54%) -41.08K
Decreased by -1.33%
Jan 31, 24
11 Vanguard High Dividend Yield ETF 2.63M (0.46%) -8.52K
Decreased by -0.32%
Jan 31, 24
12 State St S&P 500® Indx SL Cl III 2.56M (0.45%) 23.2K
Increased by +0.9%
Jan 31, 24
13 SPDR® S&P Dividend ETF 2.34M (0.41%) -91.19K
Decreased by -3.89%
Jan 31, 24
14 First Trust Rising Dividend Achiev ETF 2.3M (0.4%) 3.17K
Increased by +0.14%
Jan 31, 24
15 First Trust Capital Strength ETF 2.06M (0.36%) -5.74K
Decreased by -0.28%
Jan 31, 24
16 ProShares S&P 500 Dividend Aristocrats 2.01M (0.35%) 0
Increased by 0%
Jan 31, 24
17 Blackrock Eq Idx Fund CF 1.9M (0.33%) -17.35K
Decreased by -0.91%
Dec 31, 23
18 Guinness Global Equity Inc D USD Dist 1.88M (0.33%) -12.21K
Decreased by -0.65%
Jan 31, 24
19 Russell 1000 Index Fund 1.81M (0.32%) 15.7K
Increased by +0.87%
Jan 31, 24
20 Fidelity® Mid Cap Index 1.74M (0.3%) 18.27K
Increased by +1.05%
Nov 30, 23