Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VBB 6.45%
2 FDFF 5.00%
3 UTRN 3.99%
4 SCHD 3.80%
5 DIVL 3.55%
6 IBLN 3.31%
7 LGRO 3.28%
8 FLV 3.19%
9 DECO 2.81%
10 SAMT 2.80%
11 ESNG 2.78%
12 BLOK 2.78%
13 CZAR 2.74%
14 NITE 2.71%
15 HECO 2.64%
16 DIVS 2.57%
17 ULTY 2.50%
18 GDVD 2.50%
19 IYF 2.36%
20 IYG 2.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.38M (8.69%) 13.38M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 10.05M (6.53%) 10.05M
Increased by +100.00%
Dec 31, 24
3 State Street Corp 6.30M (4.09%) 6.30M
Increased by +100.00%
Dec 31, 24
4 State Street Corporation 5.93M (3.85%) 72.95K
Increased by +1.23%
Mar 31, 24
5 Temasek Holdings Ltd. 5.09M (3.31%) 5.09M
Increased by +100.00%
Dec 31, 24
6 Bank of America Corp 4.99M (3.24%) 4.99M
Increased by +100.00%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 4.78M (3.11%) 4.78M
Increased by +100.00%
Dec 31, 24
8 Capital World Investors 4.10M (2.66%) 4.10M
Increased by +100.00%
Dec 31, 24
9 Charles Schwab Investment Management Inc 3.74M (2.43%) 3.74M
Increased by +100.00%
Dec 31, 24
10 Capital Research Global Investors 3.26M (2.12%) 3.26M
Increased by +100.00%
Dec 31, 24
11 Geode Capital Management, LLC 3.01M (1.95%) 3.01M
Increased by +100.00%
Dec 31, 24
12 Wells Fargo & Co 2.55M (1.66%) 2.55M
Increased by +100.00%
Dec 31, 24
13 FMR Inc 2.39M (1.55%) 2.39M
Increased by +100.00%
Dec 31, 24
14 NORGES BANK 2.30M (1.49%) -128.20K
Decreased by -5.58%
Dec 31, 24
15 Ameriprise Financial Inc 2.10M (1.36%) 2.10M
Increased by +100.00%
Dec 31, 24
16 Fisher Asset Management, LLC 2.06M (1.34%) 2.06M
Increased by +100.00%
Dec 31, 24
17 Wellington Management Company LLP 1.72M (1.12%) -29.46K
Decreased by -1.72%
Dec 31, 23
18 Northern Trust Corp 1.59M (1.03%) 1.59M
Increased by +100.00%
Dec 31, 24
19 JPMorgan Chase & Co 1.52M (0.98%) 1.52M
Increased by +100.00%
Dec 31, 24
20 Capital Research & Mgmt Co - Division 3 1.50M (0.97%) 1.50M
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.21M (2.73%) 14.68K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 4.04M (2.62%) 27.10K
Increased by +0.67%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 2.74M (1.78%) 2.25K
Increased by +0.08%
Feb 28, 25
4 American Funds Washington Mutual A 2.45M (1.59%) 87.26K
Increased by +3.57%
Dec 31, 24
5 Capital Group Wash Mutual Invtrs Comp 2.45M (1.59%) 87.26K
Increased by +3.57%
Dec 31, 24
6 Fidelity 500 Index 1.82M (1.18%) 8.01K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 1.80M (1.17%) -13.42K
Decreased by -0.75%
Feb 28, 25
8 iShares Core S&P 500 ETF 1.71M (1.11%) -86.00
Decreased by -0.01%
Feb 28, 25
9 SPDR® S&P 500 ETF Trust 1.65M (1.07%) 3.73K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 1.64M (1.06%) 10.41K
Increased by +0.64%
Nov 30, 23
11 JPM US Equity Income-MA 1.26M (0.82%) 1.26M
Increased by +99.90%
Sep 30, 23
12 Vanguard Wellington™ Inv 1.16M (0.76%) 0.00
Increased by 0.00%
Dec 31, 23
13 Vanguard Value Index Inv 1.15M (0.75%) 7.01K
Increased by +0.61%
Feb 28, 25
14 The Financial Select Sector SPDR® ETF 1.09M (0.71%) 1.30K
Increased by +0.12%
Feb 28, 25
15 American Funds Growth Fund of Amer A 1.09M (0.71%) -65.07K
Decreased by -5.99%
Dec 31, 24
16 Capital Group Growth Fnd of Amer Comp 1.09M (0.71%) -65.07K
Decreased by -5.99%
Dec 31, 24
17 American Funds Invmt Co of Amer A 963.62K (0.63%) -81.25K
Decreased by -8.43%
Sep 30, 24
18 Capital Group Investment Co of Amer Comp 963.62K (0.63%) -81.25K
Decreased by -8.43%
Sep 30, 24
19 Financial Select Sector SPDR® ETF 943.35K (0.61%) -2.70K
Decreased by -0.29%
Apr 30, 24
20 Vanguard Institutional Index I 902.60K (0.59%) -10.72K
Decreased by -1.19%
Feb 28, 25