Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDIV 4.65%
2 UTRN 3.96%
3 VLLU 2.83%
4 FEMA 2.39%
5 FIXT 2.39%
6 JHMC 2.29%
7 DEF 2.05%
8 POWA 2.00%
9 RYJ 1.95%
10 UPGD 1.95%
11 SDOG 1.72%
12 SPDV 1.71%
13 VSDA 1.69%
14 RSPD 1.69%
15 RCD 1.69%
16 FTXD 1.68%
17 WBIY 1.66%
18 VCLN 1.66%
19 BMVP 1.58%
20 QDIV 1.57%

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 22.79M (11.54%) 264.63K
Increased by +1.16%
Sep 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 Morgan Stanley - Brokerage Accounts 6.19M (3.14%) 185.80K
Increased by +3.00%
Jun 30, 24
7 Charles Schwab Investment Management Inc 6.16M (3.12%) 241.99K
Increased by +3.93%
Sep 30, 24
8 Geode Capital Management, LLC 4.73M (2.40%) 130.23K
Increased by +2.75%
Jun 30, 24
9 Amvescap Plc. 4.44M (2.25%) -210.87K
Decreased by -4.75%
Jun 30, 24
10 Amundi 3.73M (1.89%) -863.69K
Decreased by -23.18%
Jun 30, 24
11 Raymond James & Associates 3.44M (1.74%) 62.45K
Increased by +1.82%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 3.01M (1.53%) -44.58K
Decreased by -1.48%
Sep 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 Goldman Sachs Group Inc 2.50M (1.26%) -25.24K
Decreased by -1.01%
Jun 30, 24
17 NORGES BANK 2.49M (1.26%) 381.22K
Increased by +15.30%
Jun 30, 24
18 UBS Asset Mgmt Americas Inc 2.39M (1.21%) -234.55K
Decreased by -9.81%
Sep 30, 24
19 Northern Trust Corp 2.24M (1.14%) -101.32K
Decreased by -4.52%
Sep 30, 24
20 Legal & General Group PLC 1.91M (0.97%) 57.05K
Increased by +2.98%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.13M (3.10%) -22.21K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 5.20M (2.63%) 59.83K
Increased by +1.15%
Oct 31, 24
3 Schwab US Dividend Equity ETF™ 4.75M (2.41%) 4.20K
Increased by +0.09%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 4.12M (2.09%) 7.48K
Increased by +0.18%
Oct 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
Decreased by -0.03%
Oct 31, 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 Dividend ETF 2.60M (1.32%) 251.24K
Increased by +9.67%
Oct 31, 24
10 Fidelity 500 Index 2.41M (1.22%) 40.90K
Increased by +1.70%
Sep 30, 24
11 SPDR® S&P 500® ETF Trust 2.39M (1.21%) 12.53K
Increased by +0.52%
Oct 31, 24
12 SPDR® S&P 500 ETF Trust 2.32M (1.17%) 15.96K
Increased by +0.69%
May 30, 24
13 Fidelity® 500 Index 2.26M (1.15%) 14.40K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 2.19M (1.11%) 3.36K
Increased by +0.15%
Oct 31, 24
15 JPMorgan Equity Income I 1.90M (0.96%) -1.60M
Decreased by -84.39%
Apr 30, 24
16 Vanguard Value Index Inv 1.65M (0.83%) 4.21K
Increased by +0.26%
Oct 31, 24
17 iShares MSCI USA Quality Factor ETF 1.56M (0.79%) 5.62K
Increased by +0.36%
Oct 31, 24
18 JPM US Mid Cap Value-Composite 1.34M (0.68%) -14.75K
Decreased by -1.10%
Jun 30, 24
19 JPM US Mid Cap Value-MA 1.34M (0.68%) 0.00
Increased by 0.00%
Sep 30, 24
20 JPMorgan Mid Cap Value L 1.34M (0.68%) 0.00
Increased by 0.00%
Sep 30, 24