Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDIV 5.31%
2 UTRN 3.96%
3 FIXT 2.31%
4 FEMA 2.31%
5 JHMC 2.29%
6 VSDA 2.28%
7 POWA 2.16%
8 RYJ 2.14%
9 UPGD 2.14%
10 DEF 2.05%
11 SDOG 1.90%
12 RCD 1.87%
13 RSPD 1.86%
14 SPDV 1.86%
15 VLLU 1.80%
16 RNDV 1.76%
17 KNGZ 1.76%
18 QDIV 1.72%
19 ISHP 1.70%
20 WBIY 1.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.27M (11.79%) -1.54M
Decreased by -6.62%
Jun 30, 24
2 Vanguard Group Inc 22.53M (11.41%) 177.59K
Increased by +0.79%
Jun 30, 24
3 State Street Corporation 13.79M (6.98%) 3.27M
Increased by +23.70%
Mar 31, 24
4 State Street Corp 13.48M (6.83%) -309.43K
Decreased by -2.30%
Jun 30, 24
5 JPMorgan Chase & Co 6.76M (3.42%) -4.78M
Decreased by -70.80%
Jun 30, 24
6 Charles Schwab Investment Management Inc 5.92M (3.00%) 48.24K
Increased by +0.81%
Jun 30, 24
7 Geode Capital Management, LLC 4.73M (2.40%) 130.23K
Increased by +2.75%
Jun 30, 24
8 Amvescap Plc. 4.44M (2.25%) -210.87K
Decreased by -4.75%
Jun 30, 24
9 Amundi 3.73M (1.89%) -863.69K
Decreased by -23.18%
Jun 30, 24
10 Raymond James & Associates 3.38M (1.71%) 490.80K
Increased by +14.53%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 3.10M (1.57%) -2.91M
Decreased by -94.00%
Jun 30, 24
12 Dimensional Fund Advisors, Inc. 3.06M (1.55%) 235.48K
Increased by +7.71%
Jun 30, 24
13 T. Rowe Price Associates, Inc. 2.96M (1.50%) -2.75M
Decreased by -92.98%
Dec 31, 23
14 Bank of New York Mellon Corp 2.86M (1.45%) 1.02M
Increased by +35.79%
Jun 30, 24
15 D. E. Shaw & Co LP 2.76M (1.40%) 2.74M
Increased by +99.39%
Jun 30, 24
16 UBS Asset Mgmt Americas Inc 2.63M (1.33%) 370.34K
Increased by +14.11%
Jun 30, 24
17 Federated Hermes Inc 2.55M (1.29%) -138.11K
Decreased by -5.42%
Jun 30, 24
18 Goldman Sachs Group Inc 2.50M (1.26%) -25.24K
Decreased by -1.01%
Jun 30, 24
19 NORGES BANK 2.49M (1.26%) 381.22K
Increased by +15.30%
Jun 30, 24
20 Northern Trust Corp 2.34M (1.19%) -190.95K
Decreased by -8.15%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.14M (3.11%) 14.70K
Increased by +0.24%
Aug 31, 24
2 Vanguard Institutional 500 Index Trust 5.04M (2.55%) 43.87K
Increased by +0.87%
Aug 31, 24
3 Schwab US Dividend Equity ETF™ 4.60M (2.33%) 9.48K
Increased by +0.21%
Sep 28, 24
4 Vanguard Mid Cap Index Institutional 4.15M (2.10%) -575.00
Decreased by -0.01%
Aug 31, 24
5 JPM US Equity Income-MA 3.91M (1.98%) 3.90M
Increased by +99.90%
Sep 30, 23
6 JPM US Equity Income-Composite 3.50M (1.77%) -251.88K
Decreased by -7.20%
Mar 31, 24
7 iShares Select Dividend ETF 3.13M (1.58%) 1.05K
Increased by +0.03%
Sep 30, 24
8 Pacer US Cash Cows 100 ETF 2.70M (1.37%) 0.00
Increased by 0.00%
May 30, 24
9 SPDR® S&P 500® ETF Trust 2.38M (1.20%) -9.63K
Decreased by -0.41%
Sep 30, 24
10 Fidelity 500 Index 2.37M (1.20%) 18.38K
Increased by +0.77%
Aug 31, 24
11 SPDR® S&P 500 ETF Trust 2.32M (1.17%) 15.96K
Increased by +0.69%
May 30, 24
12 Fidelity® 500 Index 2.26M (1.15%) 14.40K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P Dividend ETF 2.22M (1.13%) 0.00
Increased by 0.00%
Sep 30, 24
14 iShares Core S&P 500 ETF 2.14M (1.09%) 7.08K
Increased by +0.33%
Sep 30, 24
15 Federated Hermes Strategic Val Dividend 1.97M (1.00%) -124.00K
Decreased by -6.28%
Jun 30, 24
16 Federated Hermes Strategic Value Div IS 1.97M (1.00%) -124.00K
Decreased by -6.28%
Jun 30, 24
17 JPMorgan Equity Income I 1.90M (0.96%) -1.60M
Decreased by -84.39%
Apr 30, 24
18 Vanguard Value Index Inv 1.61M (0.81%) 9.50K
Increased by +0.59%
Aug 31, 24
19 iShares MSCI USA Quality Factor ETF 1.55M (0.79%) 280.00
Increased by +0.02%
Sep 30, 24
20 JPM US Mid Cap Value-Composite 1.34M (0.68%) -14.75K
Decreased by -1.10%
Jun 30, 24