Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 UTRN 4.15%
2 PFI 4.02%
3 TIME 3.98%
4 GABF 3.85%
5 YLDE 3.63%
6 PVAL 3.22%
7 AMOM 2.31%
8 PWC 2.13%
9 BMVP 2.11%
10 GVIP 2.11%
11 VNMC 2.07%
12 IWP 1.85%
13 FXO 1.75%
14 SXQG 1.49%
15 KBE 1.46%
16 VOT 1.26%
17 IYF 1.23%
18 WINN 1.03%
19 IYG 0.99%
20 DDIV 0.96%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 40.29M (9.06%) 32.92K
Increased by +0.08%
Sep 30, 23
2 Capital World Investors 31.68M (7.13%) 12.48K
Increased by +0.04%
Dec 31, 23
3 BlackRock Inc 26.68M (6%) -1.37M
Decreased by -5.15%
Sep 30, 23
4 Tiger Technology Management LLC 12.29M (2.76%) 0
Increased by 0%
Dec 31, 23
5 Capital Research & Mgmt Co - Division 3 10.78M (2.42%) 218.57K
Increased by +2.03%
Dec 31, 23
6 FMR Inc 9.95M (2.24%) 1.58M
Increased by +15.92%
Sep 30, 23
7 State Street Corporation 9.8M (2.2%) 73.44K
Increased by +0.75%
Sep 30, 23
8 ClearBridge Advisors, LLC 8.91M (2%) -456.26K
Decreased by -5.12%
Sep 30, 23
9 T. Rowe Price Associates, Inc. 7.25M (1.63%) -1.1M
Decreased by -15.17%
Dec 31, 23
10 Brave Warrior Advisors LLC 6.79M (1.53%) -1.08M
Decreased by -15.97%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 6.67M (1.5%) -240.17K
Decreased by -3.6%
Sep 30, 23
12 Geode Capital Management, LLC 6.46M (1.45%) 186.69K
Increased by +2.89%
Sep 30, 23
13 NORGES BANK 6.29M (1.41%) 1.08M
Increased by +17.2%
Dec 31, 23
14 Putnam Investments LLC 5.94M (1.34%) 164.4K
Increased by +2.77%
Dec 31, 23
15 EdgePoint Investment Group, Inc. 4.08M (0.92%) -460.74K
Decreased by -11.3%
Sep 30, 23
16 Legal & General Group PLC 3.8M (0.85%) -228.07K
Decreased by -6%
Sep 30, 23
17 Mariner Wealth Advisors, LLC 3.65M (0.82%) 9.96K
Increased by +0.27%
Sep 30, 23
18 Select Equity Group LP 3.51M (0.79%) -451.9K
Decreased by -12.86%
Dec 31, 23
19 Capital Research Global Investors 3.38M (0.76%) -49.7K
Decreased by -1.47%
Dec 31, 23
20 Beck, Mack & Oliver LLC 3.08M (0.69%) -32.8K
Decreased by -1.07%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.5M (2.81%) 6.85K
Increased by +0.05%
Jan 31, 24
2 American Funds Fundamental Invs A 10.93M (2.46%) 190K
Increased by +1.74%
Dec 31, 23
3 Capital Group Fundamental Invtrs Comp 10.93M (2.46%) 190K
Increased by +1.74%
Dec 31, 23
4 Vanguard Mid Cap Index Institutional 8.9M (2%) -3.52K
Decreased by -0.04%
Jan 31, 24
5 American Funds Growth Fund of Amer A 7.21M (1.62%) -210.85K
Decreased by -2.93%
Dec 31, 23
6 Capital Group Growth Fnd of Amer Comp 7.21M (1.62%) -210.85K
Decreased by -2.93%
Dec 31, 23
7 American Funds Washington Mutual A 7.1M (1.6%) 0
Increased by 0%
Dec 31, 23
8 Capital Group Wash Mutual Invtrs Comp 7.1M (1.6%) 0
Increased by 0%
Dec 31, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 6.44M (1.45%) -12.94K
Decreased by -0.2%
Jan 31, 24
10 American Funds Income Fund of Amer A 5.92M (1.33%) 0
Increased by 0%
Dec 31, 23
11 American Funds American Balanced A 4.94M (1.11%) 0
Increased by 0%
Dec 31, 23
12 Vanguard Growth Index Investor 3.66M (0.82%) 17.26K
Increased by +0.47%
Jan 31, 24
13 ClearBridge Dividend Strategy A 3.31M (0.74%) -31.8K
Decreased by -0.96%
Dec 31, 23
14 State St Russell Sm/Mid Cp® Indx NL Cl C 3.12M (0.7%) 12.9K
Increased by +0.41%
Jan 31, 24
15 Vanguard Mid-Cap Growth ETF 2.83M (0.64%) -3.74K
Decreased by -0.13%
Jan 31, 24
16 Putnam Large Cap Value A 2.76M (0.62%) 55.48K
Increased by +2.01%
Dec 31, 23
17 Putnam US Large Cap Value Equity 2.76M (0.62%) 55.48K
Increased by +2.01%
Dec 31, 23
18 ClearBridge Dividend Strategy 2.72M (0.61%) -587K
Decreased by -21.55%
Jan 31, 24
19 American Funds IS® Asset Allocation 1 2.63M (0.59%) 0
Increased by 0%
Dec 31, 23
20 iShares Russell Mid-Cap Growth ETF 2.42M (0.54%) 0
Increased by 0%
Dec 29, 23