Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 7.56%
2 DIP 4.47%
3 UTRN 4.07%
4 VSDA 3.34%
5 FINE 3.29%
6 SDEI 3.13%
7 WBIY 2.86%
8 PEY 2.63%
9 DIVG 2.02%
10 JHDV 1.90%
11 WBIG 1.70%
12 RNDV 1.70%
13 KNGZ 1.69%
14 KCE 1.66%
15 DVYA 1.66%
16 TTFS 1.65%
17 RDIV 1.61%
18 HCOW 1.61%
19 COWS 1.59%
20 KBWD 1.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.72M (12.16%) 1.10M
Increased by +2.90%
Dec 31, 24
2 Power Corporation of Canada 31.56M (10.17%) -712.85K
Decreased by -2.26%
Dec 31, 24
3 BlackRock Inc 29.96M (9.66%) -875.83K
Decreased by -2.92%
Dec 31, 24
4 State Street Corp 21.93M (7.07%) 778.38K
Increased by +3.55%
Dec 31, 24
5 State Street Corporation 21.76M (7.01%) 247.03K
Increased by +1.14%
Mar 31, 24
6 Amvescap Plc. 11.72M (3.78%) 1.01M
Increased by +8.63%
Dec 31, 24
7 ProShare Advisors LLC 9.40M (3.03%) 1.54M
Increased by +16.40%
Dec 31, 24
8 Geode Capital Management, LLC 7.30M (2.35%) -30.90K
Decreased by -0.42%
Dec 31, 24
9 Goldman Sachs Group Inc 7.22M (2.33%) -622.83K
Decreased by -8.62%
Dec 31, 24
10 Clarkston Capital Partners, LLC 6.96M (2.24%) -126.19K
Decreased by -1.81%
Sep 30, 23
11 First Trust Advisors L.P. 6.44M (2.08%) 1.60M
Increased by +24.85%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 6.00M (1.93%) 460.27K
Increased by +7.67%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 5.13M (1.65%) 114.71K
Increased by +2.24%
Dec 31, 24
14 JPMorgan Chase & Co 4.04M (1.30%) 2.93M
Increased by +72.46%
Sep 30, 24
15 Bank of New York Mellon Corp 3.89M (1.25%) 43.74K
Increased by +1.12%
Sep 30, 24
16 Royal Bank of Canada 3.83M (1.23%) 295.05K
Increased by +7.70%
Jun 30, 24
17 Amundi 3.75M (1.21%) 1.45M
Increased by +38.62%
Dec 31, 24
18 Capital Research Global Investors 3.55M (1.14%) -20.48M
Decreased by -576.62%
Jun 30, 24
19 Two Sigma Advisers, LLC 3.53M (1.14%) 2.24M
Increased by +63.47%
Dec 31, 24
20 VOLORIDGE INVESTMENT MANAGEMENT, LLC 3.14M (1.01%) -431.35K
Decreased by -13.72%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group American Mutual Comp 17.01M (5.48%) -24.84K
Decreased by -0.15%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 9.91M (3.19%) 15.28K
Increased by +0.15%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 8.58M (2.76%) 77.17K
Increased by +0.90%
Feb 28, 25
4 ProShares S&P 500 Dividend Aristocrats 8.44M (2.72%) 0.00
Increased by 0.00%
Feb 28, 25
5 Vanguard Small Cap Index 8.02M (2.58%) 6.54K
Increased by +0.08%
Feb 28, 25
6 Invesco S&P 500® Equal Weight ETF 6.82M (2.20%) 7.71K
Increased by +0.11%
Feb 28, 25
7 iShares Select Dividend ETF 6.11M (1.97%) 47.99K
Increased by +0.79%
Feb 28, 25
8 Vanguard Small Cap Value Index Inv 5.28M (1.70%) -16.82K
Decreased by -0.32%
Feb 28, 25
9 Clarkston Capital SMID Composite 4.53M (1.46%) -22.84K
Decreased by -0.50%
Sep 30, 23
10 First Trust SMID Cp Rising Div Achv ETF 4.30M (1.38%) 9.20K
Increased by +0.21%
Feb 27, 25
11 SPDR® Portfolio S&P 500® High Div ETF 4.25M (1.37%) 1.38K
Increased by +0.03%
Feb 28, 25
12 Fidelity 500 Index 3.85M (1.24%) 17.05K
Increased by +0.44%
Jan 31, 25
13 SPDR® S&P 500® ETF Trust 3.83M (1.23%) -28.39K
Decreased by -0.74%
Feb 28, 25
14 iShares Core S&P 500 ETF 3.63M (1.17%) -182.00
Decreased by -0.01%
Feb 28, 25
15 American Funds American Mutual A 3.50M (1.13%) -13.51M
Decreased by -385.92%
Jun 30, 24
16 American Funds Capital Income Bldr A 3.50M (1.13%) -299.50K
Decreased by -8.56%
Mar 31, 24
17 SPDR® S&P Dividend ETF 3.46M (1.12%) -3.49K
Decreased by -0.10%
Feb 28, 25
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