Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.47%
2 UTRN 3.81%
3 VSDA 3.73%
4 FINE 3.32%
5 WBIY 3.24%
6 SDEI 3.13%
7 PEY 2.30%
8 DIVG 2.04%
9 KNGZ 2.00%
10 RNDV 2.00%
11 JHDV 1.89%
12 COWS 1.74%
13 WBIG 1.70%
14 DVYA 1.66%
15 TTFS 1.65%
16 RDIV 1.59%
17 KCE 1.56%
18 RYF 1.34%
19 RSPF 1.20%
20 KBWD 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.62M (11.85%) 1.03M
Increased by +2.80%
Sep 30, 24
2 Power Corporation of Canada 32.27M (10.44%) 47.74K
Increased by +0.15%
Sep 30, 24
3 BlackRock Inc 30.84M (9.98%) -1.18M
Decreased by -3.82%
Sep 30, 24
4 State Street Corporation 21.76M (7.04%) 247.03K
Increased by +1.14%
Mar 31, 24
5 State Street Corp 21.16M (6.85%) 599.04K
Increased by +2.83%
Sep 30, 24
6 Amvescap Plc. 10.71M (3.47%) 1.56M
Increased by +14.59%
Sep 30, 24
7 ProShare Advisors LLC 7.86M (2.54%) 766.01K
Increased by +9.74%
Sep 30, 24
8 Goldman Sachs Group Inc 7.85M (2.54%) 3.33M
Increased by +42.49%
Sep 30, 24
9 Geode Capital Management, LLC 7.33M (2.37%) 422.69K
Increased by +5.76%
Sep 30, 24
10 Clarkston Capital Partners, LLC 6.96M (2.25%) -126.19K
Decreased by -1.81%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 5.54M (1.79%) 2.36M
Increased by +42.56%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 5.01M (1.62%) -4.28M
Decreased by -85.31%
Sep 30, 24
13 First Trust Advisors L.P. 4.84M (1.57%) 1.36M
Increased by +28.17%
Sep 30, 24
14 Bank of New York Mellon Corp 3.89M (1.26%) 43.74K
Increased by +1.12%
Sep 30, 24
15 Royal Bank of Canada 3.83M (1.24%) 295.05K
Increased by +7.70%
Jun 30, 24
16 VOLORIDGE INVESTMENT MANAGEMENT, LLC 3.57M (1.16%) 1.79M
Increased by +50.10%
Sep 30, 24
17 Capital Research Global Investors 3.55M (1.15%) -20.48M
Decreased by -576.62%
Jun 30, 24
18 AQR Capital Management LLC 3.52M (1.14%) 1.07M
Increased by +30.37%
Sep 30, 24
19 Charles Schwab Investment Management Inc 3.00M (0.97%) 925.59K
Increased by +30.87%
Sep 30, 24
20 Northern Trust Corp 2.79M (0.90%) -173.59K
Decreased by -6.22%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group American Mutual Comp 17.01M (5.51%) -24.84K
Decreased by -0.15%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 9.87M (3.19%) 9.61K
Increased by +0.10%
Dec 31, 24
3 ProShares S&P 500 Dividend Aristocrats 9.27M (3.00%) -7.91K
Decreased by -0.09%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 8.37M (2.71%) 61.92K
Increased by +0.74%
Dec 31, 24
5 Vanguard Small Cap Index 8.00M (2.59%) 4.04M
Increased by +50.53%
Dec 31, 24
6 Invesco S&P 500® Equal Weight ETF 6.71M (2.17%) 7.33K
Increased by +0.11%
Dec 31, 24
7 iShares Select Dividend ETF 6.23M (2.02%) 15.84K
Increased by +0.25%
Dec 31, 24
8 Vanguard Small Cap Value Index Inv 5.31M (1.72%) 2.64M
Increased by +49.64%
Dec 31, 24
9 Clarkston Capital SMID Composite 4.53M (1.47%) -22.84K
Decreased by -0.50%
Sep 30, 23
10 SPDR® S&P 500® ETF Trust 3.89M (1.26%) 44.95K
Increased by +1.16%
Dec 31, 24
11 First Trust SMID Cp Rising Div Achv ETF 3.86M (1.25%) 8.17K
Increased by +0.21%
Dec 30, 24
12 Fidelity 500 Index 3.81M (1.23%) 25.93K
Increased by +0.68%
Nov 30, 24
13 SPDR® S&P Dividend ETF 3.72M (1.20%) 2.45K
Increased by +0.07%
Dec 31, 24
14 iShares Core S&P 500 ETF 3.63M (1.18%) 2.55K
Increased by +0.07%
Dec 31, 24
15 SPDR® Portfolio S&P 500® High Div ETF 3.51M (1.14%) 0.00
Increased by 0.00%
Dec 31, 24
16 American Funds American Mutual A 3.50M (1.13%) -13.51M
Decreased by -385.92%
Jun 30, 24
17 American Funds Capital Income Bldr A 3.50M (1.13%) -299.50K
Decreased by -8.56%
Mar 31, 24
18 Vanguard Mid Cap Index Institutional 3.34M (1.08%) 14.25K
Increased by +0.43%
Nov 30, 24
19 SPDR® S&P 500 ETF Trust 3.34M (1.08%) 8.01K
Increased by +0.24%
Apr 30, 24
20 Fidelity® 500 Index 3.31M (1.07%) 21.11K
Increased by +0.64%
Nov 30, 23