Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.47%
2 VSDA 4.02%
3 UTRN 3.81%
4 FINE 3.68%
5 WBIY 3.46%
6 SDEI 3.13%
7 PEY 2.89%
8 DIVG 2.21%
9 KNGZ 2.16%
10 RNDV 2.16%
11 JHDV 2.07%
12 COWS 1.83%
13 WBIG 1.70%
14 RDIV 1.70%
15 DVYA 1.66%
16 TTFS 1.65%
17 FXO 1.64%
18 KCE 1.58%
19 RSPF 1.36%
20 RYF 1.34%

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 32.02M (10.36%) 736.04K
Increased by +2.30%
Jun 30, 24
4 State Street Corporation 21.76M (7.04%) 247.03K
Increased by +1.14%
Mar 31, 24
5 State Street Corp 20.56M (6.65%) -1.20M
Decreased by -5.83%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 9.29M (3.01%) 508.26K
Increased by +5.47%
Jun 30, 24
7 Amvescap Plc. 9.15M (2.96%) 1.75M
Increased by +19.12%
Jun 30, 24
8 ProShare Advisors LLC 7.86M (2.54%) 766.01K
Increased by +9.74%
Sep 30, 24
9 Clarkston Capital Partners, LLC 6.96M (2.25%) -126.19K
Decreased by -1.81%
Sep 30, 23
10 Geode Capital Management, LLC 6.91M (2.24%) 76.74K
Increased by +1.11%
Jun 30, 24
11 Dimensional Fund Advisors, Inc. 5.54M (1.79%) 2.36M
Increased by +42.56%
Sep 30, 24
12 Goldman Sachs Group Inc 4.51M (1.46%) 2.43M
Increased by +53.90%
Jun 30, 24
13 Bank of New York Mellon Corp 3.85M (1.24%) -9.63K
Decreased by -0.25%
Jun 30, 24
14 Royal Bank of Canada 3.83M (1.24%) 295.05K
Increased by +7.70%
Jun 30, 24
15 Capital Research Global Investors 3.55M (1.15%) -20.48M
Decreased by -576.62%
Jun 30, 24
16 First Trust Advisors L.P. 3.48M (1.12%) 847.12K
Increased by +24.37%
Jun 30, 24
17 Charles Schwab Investment Management Inc 3.00M (0.97%) 925.59K
Increased by +30.87%
Sep 30, 24
18 Northern Trust Corp 2.79M (0.90%) -173.59K
Decreased by -6.22%
Sep 30, 24
19 AQR Capital Management LLC 2.45M (0.79%) 1.75M
Increased by +71.49%
Jun 30, 24
20 Amundi 2.42M (0.78%) -463.56K
Decreased by -19.17%
Jun 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 9.89M (3.20%) -34.86K
Decreased by -0.35%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 8.18M (2.65%) 94.81K
Increased by +1.16%
Oct 31, 24
4 ProShares S&P 500 Dividend Aristocrats 7.74M (2.50%) -3.27K
Decreased by -0.04%
Oct 31, 24
5 Invesco S&P 500® Equal Weight ETF 6.53M (2.11%) 29.75K
Increased by +0.46%
Oct 31, 24
6 iShares Select Dividend ETF 6.10M (1.97%) -2.05K
Decreased by -0.03%
Oct 31, 24
7 Clarkston Capital SMID Composite 4.53M (1.47%) -22.84K
Decreased by -0.50%
Sep 30, 23
8 Vanguard Small Cap Index 3.93M (1.27%) 7.70K
Increased by +0.20%
Oct 31, 24
9 Fidelity 500 Index 3.79M (1.23%) 98.87K
Increased by +2.61%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 3.76M (1.22%) 19.66K
Increased by +0.52%
Oct 31, 24
11 SPDR® S&P Dividend ETF 3.71M (1.20%) -9.73K
Decreased by -0.26%
Oct 31, 24
12 American Funds American Mutual A 3.50M (1.13%) -13.51M
Decreased by -385.92%
Jun 30, 24
13 American Funds Capital Income Bldr A 3.50M (1.13%) -299.50K
Decreased by -8.56%
Mar 31, 24
14 iShares Core S&P 500 ETF 3.43M (1.11%) 5.28K
Increased by +0.15%
Oct 31, 24
15 SPDR® Portfolio S&P 500® High Div ETF 3.43M (1.11%) 2.30K
Increased by +0.07%
Oct 31, 24
16 SPDR® S&P 500 ETF Trust 3.34M (1.08%) 8.01K
Increased by +0.24%
Apr 30, 24
17 Vanguard Mid Cap Index Institutional 3.33M (1.08%) 9.99K
Increased by +0.30%
Oct 31, 24
18 Fidelity® 500 Index 3.31M (1.07%) 21.11K
Increased by +0.64%
Nov 30, 23
19 American Funds Income Fund of Amer A 3.23M (1.04%) -2.33M
Decreased by -72.20%
Mar 31, 24
20 First Trust SMID Cp Rising Div Achv ETF 3.21M (1.04%) 10.93K
Increased by +0.34%
Oct 31, 24