Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 SMN 8.28%
2 IBAT 6.06%
3 IYM 5.96%
4 XLB 5.42%
5 BEEZ 4.45%
6 HJEN 4.39%
7 HDRO 4.2%
8 FMAT 4.19%
9 VAW 3.99%
10 UTRN 3.93%
11 UYM 3.83%
12 LBAY 3.69%
13 RTM 3.55%
14 PYZ 3.39%
15 AIEQ 3.37%
16 MGNR 3.25%
17 FXZ 3.05%
18 LOPP 2.5%
19 HYDR 2.17%
20 MXI 2.15%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.96M (9.47%) -3.66K
Decreased by -0.02%
Dec 31, 23
2 BlackRock Inc 15.17M (6.85%) 570.23K
Increased by +3.76%
Dec 31, 23
3 State Farm Mutual Automobile Ins Co 12.3M (5.56%) -654.31K
Decreased by -5.32%
Dec 31, 23
4 State Street Corporation 9.64M (4.36%) 71.28K
Increased by +0.74%
Dec 31, 23
5 JPMorgan Chase & Co 9.39M (4.24%) 84.7K
Increased by +0.9%
Dec 31, 23
6 Capital Research Global Investors 6.92M (3.13%) 4.33M
Increased by +62.57%
Dec 31, 23
7 Bank of America Corp 5.61M (2.54%) -999.08K
Decreased by -17.8%
Dec 31, 23
8 Morgan Stanley - Brokerage Accounts 5.08M (2.29%) -224.16K
Decreased by -4.41%
Dec 31, 23
9 Geode Capital Management, LLC 4.43M (2%) 63.21K
Increased by +1.43%
Dec 31, 23
10 Wells Fargo & Co 4.03M (1.82%) -131.69K
Decreased by -3.27%
Dec 31, 23
11 Northern Trust Corp 3.76M (1.7%) -74.88K
Decreased by -1.99%
Dec 31, 23
12 Franklin Resources Inc 3.59M (1.62%) 7.4K
Increased by +0.21%
Dec 31, 23
13 NORGES BANK 3.11M (1.41%) -9.08K
Decreased by -0.29%
Dec 31, 23
14 PUBLIC INVESTMENT FUND 2.75M (1.24%) 0
Increased by 0%
Dec 31, 23
15 Barrow Hanley Mewhinney & Strauss LLC 2.71M (1.23%) 72.97K
Increased by +2.69%
Dec 31, 23
16 Goldman Sachs Group Inc 2.17M (0.98%) 1.26M
Increased by +58.06%
Dec 31, 23
17 Bank of New York Mellon Corp 1.97M (0.89%) -105.62K
Decreased by -5.37%
Dec 31, 23
18 Raymond James & Associates 1.93M (0.87%) 66.91K
Increased by +3.46%
Dec 31, 23
19 Neuberger Berman Group LLC 1.76M (0.79%) -322.03K
Decreased by -18.31%
Dec 31, 23
20 FMR Inc 1.72M (0.77%) 21.42K
Increased by +1.25%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7M (3.16%) 23.88K
Increased by +0.34%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 5.6M (2.53%) 56.76K
Increased by +1.01%
Mar 31, 24
3 JPM US Equity Income-MA 3.6M (1.63%) 3.6M
Increased by +99.9%
Sep 30, 23
4 JPMorgan Equity Income I 3.49M (1.58%) -35.28K
Decreased by -1.01%
Feb 29, 24
5 JPM US Equity Income-Composite 3.44M (1.55%) -190.5K
Decreased by -5.54%
Mar 31, 24
6 SPDR® S&P 500 ETF Trust 2.68M (1.21%) -20.86K
Decreased by -0.78%
Mar 31, 24
7 Fidelity 500 Index 2.66M (1.2%) 26.81K
Increased by +1.01%
Feb 29, 24
8 Fidelity® 500 Index 2.59M (1.17%) 16.47K
Increased by +0.64%
Nov 30, 23
9 American Funds Capital World Gr&Inc A 2.47M (1.12%) 742.26K
Increased by +30.02%
Mar 31, 24
10 American Funds Invmt Co of Amer A 2.46M (1.11%) 1.71M
Increased by +69.53%
Mar 31, 24
11 iShares Core S&P 500 ETF 2.3M (1.04%) 16.9K
Increased by +0.73%
Mar 28, 24
12 Franklin Rising Dividends A 2.26M (1.02%) 0
Increased by 0%
Dec 31, 23
13 Franklin Rising Dividends Fund A 2.26M (1.02%) 0
Increased by 0%
Mar 31, 24
14 American Funds Capital Income Bldr A 2.01M (0.91%) 541.86K
Increased by +26.92%
Mar 31, 24
15 Vanguard Value Index Inv 1.85M (0.83%) -9.27K
Decreased by -0.5%
Mar 31, 24
16 Capital Group World Growth & Inc Cmp 1.73M (0.78%) 1.2M
Increased by +69.19%
Dec 31, 23
17 Vanguard Institutional Index I 1.46M (0.66%) -814
Decreased by -0.06%
Mar 31, 24
18 Materials Select Sector SPDR® ETF 1.24M (0.56%) 9.39K
Increased by +0.76%
Mar 31, 24
19 JPMorgan Equity Premium Income ETF 1.23M (0.55%) -79.68K
Decreased by -6.49%
Jan 31, 24
20 Vanguard Dividend Appreciation ETF 1.2M (0.54%) -79.68K
Decreased by -6.64%
Mar 31, 24