Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 7.56%
2 DIP 4.47%
3 UTRN 4.07%
4 VSDA 3.59%
5 FINE 3.29%
6 SDEI 3.13%
7 WBIY 2.98%
8 PEY 2.44%
9 DIVG 2.15%
10 JHDV 1.90%
11 COWS 1.85%
12 HCOW 1.84%
13 KNGZ 1.74%
14 RNDV 1.74%
15 WBIG 1.70%
16 DVYA 1.66%
17 TTFS 1.65%
18 RDIV 1.61%
19 KCE 1.61%
20 RYF 1.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.62M (11.80%) 1.03M
Increased by +2.80%
Sep 30, 24
2 Power Corporation of Canada 32.27M (10.40%) 47.74K
Increased by +0.15%
Sep 30, 24
3 BlackRock Inc 30.84M (9.94%) -1.18M
Decreased by -3.82%
Sep 30, 24
4 State Street Corporation 21.76M (7.01%) 247.03K
Increased by +1.14%
Mar 31, 24
5 State Street Corp 21.16M (6.82%) 599.04K
Increased by +2.83%
Sep 30, 24
6 Amvescap Plc. 10.71M (3.45%) 1.56M
Increased by +14.59%
Sep 30, 24
7 ProShare Advisors LLC 7.86M (2.53%) 766.01K
Increased by +9.74%
Sep 30, 24
8 Goldman Sachs Group Inc 7.85M (2.53%) 3.33M
Increased by +42.49%
Sep 30, 24
9 Geode Capital Management, LLC 7.33M (2.36%) 422.69K
Increased by +5.76%
Sep 30, 24
10 Clarkston Capital Partners, LLC 6.96M (2.24%) -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 (1.56%) 1.36M
Increased by +28.17%
Sep 30, 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 VOLORIDGE INVESTMENT MANAGEMENT, LLC 3.57M (1.15%) 1.79M
Increased by +50.10%
Sep 30, 24
18 Capital Research Global Investors 3.55M (1.14%) -20.48M
Decreased by -576.62%
Jun 30, 24
19 AQR Capital Management LLC 3.52M (1.13%) 1.07M
Increased by +30.37%
Sep 30, 24
20 Charles Schwab Investment Management Inc 3.00M (0.97%) 925.59K
Increased by +30.87%
Sep 30, 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 9.87M (3.18%) 9.61K
Increased by +0.10%
Dec 31, 24
3 ProShares S&P 500 Dividend Aristocrats 9.16M (2.95%) 0.00
Increased by 0.00%
Jan 30, 25
4 Vanguard Institutional 500 Index Trust 8.37M (2.70%) 61.92K
Increased by +0.74%
Dec 31, 24
5 Vanguard Small Cap Index 8.00M (2.58%) 4.04M
Increased by +50.53%
Dec 31, 24
6 Invesco S&P 500® Equal Weight ETF 6.74M (2.17%) -3.42K
Decreased by -0.05%
Jan 30, 25
7 iShares Select Dividend ETF 6.09M (1.96%) -8.20K
Decreased by -0.13%
Jan 29, 25
8 Vanguard Small Cap Value Index Inv 5.31M (1.71%) 2.64M
Increased by +49.64%
Dec 31, 24
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 4.10M (1.32%) 9.18K
Increased by +0.22%
Jan 30, 25
11 SPDR® Portfolio S&P 500® High Div ETF 4.07M (1.31%) 521.40K
Increased by +12.82%
Jan 30, 25
12 Fidelity 500 Index 3.84M (1.24%) 22.39K
Increased by +0.58%
Dec 31, 24
13 SPDR® S&P 500® ETF Trust 3.81M (1.23%) -182.00
Decreased by -0.00%
Jan 30, 25
14 SPDR® S&P Dividend ETF 3.67M (1.18%) 0.00
Increased by 0.00%
Jan 30, 25
15 iShares Core S&P 500 ETF 3.61M (1.16%) -6.19K
Decreased by -0.17%
Jan 29, 25
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