Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDFF 5.42%
2 AIEQ 4.52%
3 UTRN 4.08%
4 SCHD 3.77%
5 DIVL 3.30%
6 LGRO 3.02%
7 CRPT 2.97%
8 DIVS 2.64%
9 GDVD 2.50%
10 IYF 2.42%
11 IYG 2.20%
12 DVND 2.11%
13 XLF 1.95%
14 MBOX 1.78%
15 FNCL 1.74%
16 VFH 1.73%
17 BLOK 1.70%
18 BITQ 1.65%
19 BLCN 1.63%
20 FSST 1.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.89M (9.27%) 22.04K
Increased by +0.17%
Dec 31, 23
2 BlackRock Inc 9.58M (6.89%) -132.77K
Decreased by -1.39%
Dec 31, 23
3 State Street Corporation 5.86M (4.21%) 127.17K
Increased by +2.17%
Dec 31, 23
4 Temasek Holdings Ltd. 5.10M (3.67%) 2.95K
Increased by +0.06%
Dec 31, 23
5 Bank of America Corp 5.07M (3.64%) 30.98K
Increased by +0.61%
Dec 31, 23
6 Capital Research Global Investors 3.92M (2.82%) 749.65K
Increased by +19.13%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 3.89M (2.79%) 517.45K
Increased by +13.31%
Dec 31, 23
8 Capital World Investors 3.51M (2.53%) 1.28M
Increased by +36.41%
Dec 31, 23
9 Charles Schwab Investment Management Inc 3.18M (2.28%) -153.08K
Decreased by -4.82%
Dec 31, 23
10 Geode Capital Management, LLC 2.66M (1.91%) 37.15K
Increased by +1.40%
Dec 31, 23
11 JPMorgan Chase & Co 2.57M (1.85%) 24.12K
Increased by +0.94%
Dec 31, 23
12 Wells Fargo & Co 2.56M (1.84%) -36.30K
Decreased by -1.42%
Dec 31, 23
13 Capital Research & Mgmt Co - Division 3 2.47M (1.78%) 58.68K
Increased by +2.37%
Dec 31, 23
14 FMR Inc 2.35M (1.69%) 241.69K
Increased by +10.30%
Dec 31, 23
15 NORGES BANK 2.23M (1.61%) 769.81K
Increased by +34.47%
Dec 31, 23
16 Fisher Asset Management, LLC 2.02M (1.45%) 47.13K
Increased by +2.34%
Dec 31, 23
17 Wellington Management Company LLP 1.72M (1.23%) -29.46K
Decreased by -1.72%
Dec 31, 23
18 Northern Trust Corp 1.53M (1.10%) -154.62K
Decreased by -10.11%
Dec 31, 23
19 Ameriprise Financial Inc 1.52M (1.09%) -52.74K
Decreased by -3.48%
Dec 31, 23
20 Goldman Sachs Group Inc 1.45M (1.04%) 734.12K
Increased by +50.78%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.44M (3.19%) 242.90K
Increased by +5.47%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 3.52M (2.53%) 33.16K
Increased by +0.94%
Mar 31, 24
3 American Funds Washington Mutual A 2.95M (2.12%) -127.78K
Decreased by -4.33%
Mar 31, 24
4 Capital Group Wash Mutual Invtrs Comp 2.95M (2.12%) -127.78K
Decreased by -4.33%
Mar 31, 24
5 Schwab US Dividend Equity ETF™ 2.65M (1.91%) -378.00
Decreased by -0.01%
Apr 30, 24
6 Fidelity 500 Index 1.69M (1.21%) 12.90K
Increased by +0.76%
Mar 31, 24
7 SPDR® S&P 500 ETF Trust 1.65M (1.19%) 3.73K
Increased by +0.23%
Apr 30, 24
8 Fidelity® 500 Index 1.64M (1.18%) 10.41K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 1.44M (1.04%) 1.25K
Increased by +0.09%
Apr 30, 24
10 JPM US Equity Income-MA 1.26M (0.91%) 1.26M
Increased by +99.90%
Sep 30, 23
11 Vanguard Value Index Inv 1.17M (0.84%) 56.45K
Increased by +4.81%
Mar 31, 24
12 Vanguard Wellington™ Inv 1.16M (0.84%) 0.00
Increased by 0.00%
Dec 31, 23
13 JPM US Equity Income-Composite 1.13M (0.81%) -81.57K
Decreased by -7.20%
Mar 31, 24
14 JPMorgan Equity Income I 1.13M (0.81%) -16.80K
Decreased by -1.48%
Mar 31, 24
15 American Funds Income Fund of Amer A 1.08M (0.78%) 101.87K
Increased by +9.41%
Mar 31, 24
16 American Funds Invmt Co of Amer A 1.03M (0.74%) 80.63K
Increased by +7.79%
Mar 31, 24
17 Capital Group Investment Co of Amer Comp 1.03M (0.74%) 80.63K
Increased by +7.79%
Mar 31, 24
18 Financial Select Sector SPDR® ETF 943.35K (0.68%) -2.70K
Decreased by -0.29%
Apr 30, 24
19 Vanguard Institutional Index I 919.57K (0.66%) -1.63K
Decreased by -0.18%
Mar 31, 24
20 MFS Large Cap Value (SMA) 876.89K (0.63%) 876.89K
Increased by +100.00%
Jun 30, 23