Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.47%
2 VSDA 4.04%
3 UTRN 3.81%
4 WBIY 3.51%
5 FINE 3.30%
6 SDEI 3.13%
7 PEY 2.94%
8 DIVG 2.24%
9 RNDV 2.16%
10 KNGZ 2.16%
11 JHDV 2.08%
12 COWS 1.89%
13 RDIV 1.75%
14 WBIG 1.70%
15 DVYA 1.66%
16 TTFS 1.65%
17 FXO 1.63%
18 KCE 1.56%
19 LQAI 1.50%
20 RSPF 1.36%

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 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 9.89M (3.20%) -34.86K
Decreased by -0.35%
Oct 31, 24
3 ProShares S&P 500 Dividend Aristocrats 9.35M (3.02%) -7.91K
Decreased by -0.08%
Nov 29, 24
4 Vanguard Institutional 500 Index Trust 8.18M (2.65%) 94.81K
Increased by +1.16%
Oct 31, 24
5 Invesco S&P 500® Equal Weight ETF 6.91M (2.24%) 9.63K
Increased by +0.14%
Nov 29, 24
6 iShares Select Dividend ETF 6.11M (1.98%) 0.00
Increased by 0.00%
Nov 30, 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 SPDR® S&P 500® ETF Trust 3.81M (1.23%) 22.57K
Increased by +0.59%
Nov 30, 24
10 Fidelity 500 Index 3.79M (1.23%) -6.25K
Decreased by -0.17%
Oct 31, 24
11 SPDR® S&P Dividend ETF 3.71M (1.20%) 0.00
Increased by 0.00%
Nov 30, 24
12 First Trust SMID Cp Rising Div Achv ETF 3.63M (1.18%) 16.42K
Increased by +0.45%
Nov 28, 24
13 SPDR® Portfolio S&P 500® High Div ETF 3.50M (1.13%) -2.31K
Decreased by -0.07%
Nov 29, 24
14 American Funds American Mutual A 3.50M (1.13%) -13.51M
Decreased by -385.92%
Jun 30, 24
15 American Funds Capital Income Bldr A 3.50M (1.13%) -299.50K
Decreased by -8.56%
Mar 31, 24
16 iShares Core S&P 500 ETF 3.48M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
17 SPDR® S&P 500 ETF Trust 3.34M (1.08%) 8.01K
Increased by +0.24%
Apr 30, 24
18 Vanguard Mid Cap Index Institutional 3.33M (1.08%) 9.99K
Increased by +0.30%
Oct 31, 24
19 Fidelity® 500 Index 3.31M (1.07%) 21.11K
Increased by +0.64%
Nov 30, 23
20 American Funds Income Fund of Amer A 3.23M (1.04%) -2.33M
Decreased by -72.20%
Mar 31, 24