Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 IWD 1000.00%
3 IWB 1000.00%
4 IVV 1000.00%
5 IVE 1000.00%
6 IUSV 1000.00%
7 ITOT 1000.00%
8 IMCV 1000.00%
9 IMCB 1000.00%
10 CRBN 1000.00%
11 ILCV 1000.00%
12 ILCB 1000.00%
13 SUSL 1000.00%
14 URTH 1000.00%
15 TOK 1000.00%
16 EUSA 1000.00%
17 DVY 1000.00%
18 DSI 1000.00%
19 ACWI 1000.00%
20 JKI 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.89M (11.64%) 3.59M
Increased by +10.01%
Mar 31, 24
2 Power Corporation of Canada 31.56M (10.24%) 31.56M
Increased by +100.00%
Mar 31, 24
3 BlackRock Inc 31.28M (10.15%) 1.78M
Increased by +5.68%
Mar 31, 24
4 Capital Research Global Investors 24.03M (7.80%) -2.63M
Decreased by -10.93%
Mar 31, 24
5 State Street Corporation 21.76M (7.06%) 247.03K
Increased by +1.14%
Mar 31, 24
6 Amvescap Plc. 7.40M (2.40%) 405.93K
Increased by +5.49%
Mar 31, 24
7 Clarkston Capital Partners, LLC 6.96M (2.26%) -126.19K
Decreased by -1.81%
Sep 30, 23
8 Geode Capital Management, LLC 6.84M (2.22%) 566.75K
Increased by +8.29%
Mar 31, 24
9 ProShare Advisors LLC 6.42M (2.08%) -653.18K
Decreased by -10.18%
Mar 31, 24
10 Morgan Stanley - Brokerage Accounts 4.39M (1.42%) 430.80K
Increased by +9.81%
Mar 31, 24
11 Bank of New York Mellon Corp 3.86M (1.25%) -41.82K
Decreased by -1.08%
Mar 31, 24
12 Royal Bank of Canada 3.54M (1.15%) 346.67K
Increased by +9.81%
Mar 31, 24
13 Dimensional Fund Advisors, Inc. 3.13M (1.02%) 62.11K
Increased by +1.98%
Mar 31, 24
14 Northern Trust Corp 3.09M (1.00%) 212.53K
Increased by +6.88%
Mar 31, 24
15 Amundi 2.88M (0.94%) -672.42K
Decreased by -23.33%
Mar 31, 24
16 First Trust Advisors L.P. 2.63M (0.85%) 1.33M
Increased by +50.44%
Mar 31, 24
17 Legal & General Group PLC 2.36M (0.77%) -75.88K
Decreased by -3.21%
Mar 31, 24
18 Barclays PLC 2.35M (0.76%) 1.13M
Increased by +48.29%
Mar 31, 24
19 Goldman Sachs Group Inc 2.08M (0.67%) -2.99M
Decreased by -143.96%
Mar 31, 24
20 Charles Schwab Investment Management Inc 2.01M (0.65%) 128.87K
Increased by +6.42%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group American Mutual Comp 17.01M (5.52%) -24.84K
Decreased by -0.15%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 9.87M (3.20%) -223.55K
Decreased by -2.27%
Jun 30, 24
3 Vanguard Institutional 500 Index Trust 7.70M (2.50%) -7.54K
Decreased by -0.10%
Jun 30, 24
4 ProShares S&P 500 Dividend Aristocrats 6.98M (2.26%) -5.87K
Decreased by -0.08%
Jun 28, 24
5 Vanguard Mid Cap Index Institutional 6.76M (2.19%) -105.81K
Decreased by -1.56%
Jun 30, 24
6 iShares Select Dividend ETF 6.14M (1.99%) -2.04K
Decreased by -0.03%
Jun 28, 24
7 Invesco S&P 500® Equal Weight ETF 4.93M (1.60%) 19.07K
Increased by +0.39%
Jun 28, 24
8 Clarkston Capital SMID Composite 4.53M (1.47%) -22.84K
Decreased by -0.50%
Sep 30, 23
9 SPDR® S&P Dividend ETF 4.23M (1.37%) -2.74K
Decreased by -0.06%
Jun 30, 24
10 Fidelity 500 Index 3.65M (1.19%) 18.53K
Increased by +0.51%
May 31, 24
11 American Funds American Mutual A 3.50M (1.14%) -13.51M
Decreased by -385.92%
Jun 30, 24
12 American Funds Capital Income Bldr A 3.50M (1.14%) -299.50K
Decreased by -8.56%
Mar 31, 24
13 SPDR® S&P 500® ETF Trust 3.36M (1.09%) 33.64K
Increased by +1.00%
Jun 30, 24
14 SPDR® S&P 500 ETF Trust 3.34M (1.08%) 8.01K
Increased by +0.24%
Apr 30, 24
15 Fidelity® 500 Index 3.31M (1.08%) 21.11K
Increased by +0.64%
Nov 30, 23
16 American Funds Income Fund of Amer A 3.23M (1.05%) -2.33M
Decreased by -72.20%
Mar 31, 24
17 iShares Core S&P 500 ETF 3.20M (1.04%) 16.29K
Increased by +0.51%
Jun 28, 24
18 SPDR® Portfolio S&P 500 High Div ETF 3.14M (1.02%) 0.00
Increased by 0.00%
Apr 30, 24
19 SPDR® Portfolio S&P 500® High Div ETF 2.78M (0.90%) -953.00
Decreased by -0.03%
Jun 28, 24
20 Vanguard Value Index Inv 2.59M (0.84%) -49.72K
Decreased by -1.92%
Jun 30, 24