Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDIV 4.11%
2 UTRN 3.96%
3 FEMA 2.39%
4 FIXT 2.39%
5 JHMC 2.29%
6 VLLU 2.21%
7 DEF 2.05%
8 STNC 1.94%
9 SDOG 1.79%
10 RSPD 1.74%
11 RCD 1.74%
12 FTXD 1.68%
13 VCLN 1.66%
14 VSDA 1.63%
15 SPDV 1.58%
16 RNDV 1.56%
17 KNGZ 1.56%
18 QDIV 1.54%
19 RYJ 1.52%
20 UPGD 1.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.17M (12.98%) 1.13M
Increased by +4.50%
Dec 31, 24
2 Vanguard Group Inc 22.98M (11.85%) 191.16K
Increased by +0.83%
Dec 31, 24
3 State Street Corp 14.09M (7.26%) 816.71K
Increased by +5.80%
Dec 31, 24
4 State Street Corporation 13.79M (7.11%) 3.27M
Increased by +23.70%
Mar 31, 24
5 Charles Schwab Investment Management Inc 6.56M (3.38%) 395.42K
Increased by +6.03%
Dec 31, 24
6 JPMorgan Chase & Co 6.50M (3.35%) -7.78M
Decreased by -119.59%
Dec 31, 24
7 Geode Capital Management, LLC 5.09M (2.63%) 239.84K
Increased by +4.71%
Dec 31, 24
8 Bank of New York Mellon Corp 3.82M (1.97%) 459.35K
Increased by +12.01%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 3.75M (1.93%) 619.33K
Increased by +16.53%
Dec 31, 24
10 Amvescap Plc. 3.69M (1.90%) 629.18K
Increased by +17.04%
Dec 31, 24
11 Raymond James & Associates 3.44M (1.77%) 62.45K
Increased by +1.82%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 3.16M (1.63%) 146.27K
Increased by +4.63%
Dec 31, 24
13 Amundi 3.12M (1.61%) -670.08K
Decreased by -21.46%
Dec 31, 24
14 T. Rowe Price Associates, Inc. 2.96M (1.52%) -2.75M
Decreased by -92.98%
Dec 31, 23
15 Northern Trust Corp 2.94M (1.52%) 701.29K
Increased by +23.83%
Dec 31, 24
16 UBS Asset Mgmt Americas Inc 2.61M (1.34%) 215.26K
Increased by +8.26%
Dec 31, 24
17 Goldman Sachs Group Inc 2.41M (1.24%) -334.31K
Decreased by -13.89%
Dec 31, 24
18 NORGES BANK 2.07M (1.07%) -416.36K
Decreased by -20.07%
Dec 31, 24
19 D. E. Shaw & Co LP 1.98M (1.02%) -770.52K
Decreased by -38.97%
Dec 31, 24
20 AQR Capital Management LLC 1.84M (0.95%) -305.87K
Decreased by -16.63%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.09M (3.14%) 23.10K
Increased by +0.38%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 5.42M (2.79%) 38.71K
Increased by +0.71%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 5.40M (2.78%) 4.24K
Increased by +0.08%
Mar 29, 25
4 Vanguard Mid Cap Index Institutional 4.17M (2.15%) 17.70K
Increased by +0.42%
Feb 28, 25
5 JPM US Equity Income-MA 3.91M (2.01%) 3.90M
Increased by +99.90%
Sep 30, 23
6 JPM US Equity Income-Composite 3.50M (1.80%) -251.88K
Decreased by -7.20%
Mar 31, 24
7 iShares Select Dividend ETF 3.49M (1.80%) 0.00
Increased by 0.00%
Mar 31, 25
8 Pacer US Cash Cows 100 ETF 2.70M (1.39%) 0.00
Increased by 0.00%
May 30, 24
9 Fidelity 500 Index 2.45M (1.26%) 10.90K
Increased by +0.45%
Feb 28, 25
10 iShares Core S&P 500 ETF 2.37M (1.22%) 6.90K
Increased by +0.29%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 2.37M (1.22%) -12.31K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 2.32M (1.19%) 15.96K
Increased by +0.69%
May 30, 24
13 Fidelity® 500 Index 2.26M (1.17%) 14.40K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P Dividend ETF 2.17M (1.12%) -5.88K
Decreased by -0.27%
Mar 31, 25
15 iShares MSCI USA Quality Factor ETF 2.00M (1.03%) 9.48K
Increased by +0.47%
Mar 31, 25
16 Invesco S&P 500® Equal Weight ETF 1.96M (1.01%) 4.18K
Increased by +0.21%
Mar 31, 25
17 JPMorgan Equity Income I 1.90M (0.98%) -1.60M
Decreased by -84.39%
Apr 30, 24
18 Vanguard Value Index Inv 1.67M (0.86%) 7.14K
Increased by +0.43%
Feb 28, 25
19 JPM US Mid Cap Value-Composite 1.34M (0.69%) -14.75K
Decreased by -1.10%
Jun 30, 24
20 JPM US Mid Cap Value-MA 1.34M (0.69%) 0.00
Increased by 0.00%
Dec 31, 24

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