Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VBB 6.45%
2 FDFF 5.04%
3 UTRN 3.99%
4 SCHD 3.96%
5 DIVL 3.86%
6 IBLN 3.31%
7 LGRO 3.22%
8 FLV 3.19%
9 DIVS 3.16%
10 CZAR 3.11%
11 SAMT 3.01%
12 ESNG 2.78%
13 ULTY 2.50%
14 GDVD 2.50%
15 IYF 2.45%
16 IYG 2.32%
17 XLF 2.07%
18 ACTX_old 2.06%
19 FTCS 2.06%
20 FSST 2.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.22M (8.53%) 33.58K
Increased by +0.25%
Jun 30, 24
2 BlackRock Inc 9.52M (6.14%) -88.75K
Decreased by -0.93%
Jun 30, 24
3 State Street Corp 5.94M (3.84%) 12.08K
Increased by +0.20%
Jun 30, 24
4 State Street Corporation 5.93M (3.83%) 72.95K
Increased by +1.23%
Mar 31, 24
5 Temasek Holdings Ltd. 5.13M (3.31%) 17.87K
Increased by +0.35%
Jun 30, 24
6 Bank of America Corp 5.13M (3.31%) -63.63K
Decreased by -1.24%
Jun 30, 24
7 Capital Research Global Investors 4.53M (2.93%) 178.35K
Increased by +3.93%
Jun 30, 24
8 Morgan Stanley - Brokerage Accounts 4.34M (2.80%) -4.14M
Decreased by -95.24%
Jun 30, 24
9 Charles Schwab Investment Management Inc 3.77M (2.43%) 137.12K
Increased by +3.64%
Jun 30, 24
10 Capital World Investors 3.22M (2.08%) -302.86K
Decreased by -9.41%
Jun 30, 24
11 Geode Capital Management, LLC 2.79M (1.80%) 45.73K
Increased by +1.64%
Jun 30, 24
12 Wells Fargo & Co 2.63M (1.70%) -27.19K
Decreased by -1.03%
Jun 30, 24
13 NORGES BANK 2.43M (1.57%) 193.63K
Increased by +7.98%
Jun 30, 24
14 Fisher Asset Management, LLC 2.15M (1.39%) 82.73K
Increased by +3.85%
Jun 30, 24
15 FMR Inc 2.14M (1.38%) -290.66K
Decreased by -13.60%
Jun 30, 24
16 JPMorgan Chase & Co 1.81M (1.17%) -544.45K
Decreased by -30.07%
Jun 30, 24
17 Wellington Management Company LLP 1.72M (1.11%) -29.46K
Decreased by -1.72%
Dec 31, 23
18 Ameriprise Financial Inc 1.67M (1.08%) 46.73K
Increased by +2.81%
Jun 30, 24
19 Goldman Sachs Group Inc 1.45M (0.93%) 734.12K
Increased by +50.78%
Dec 31, 23
20 Capital Research & Mgmt Co - Division 3 1.40M (0.91%) -806.23K
Decreased by -57.49%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.42M (2.86%) -20.11K
Decreased by -0.45%
Nov 30, 24
2 Vanguard Institutional 500 Index Trust 3.74M (2.42%) 53.25K
Increased by +1.42%
Nov 30, 24
3 Schwab US Dividend Equity ETF™ 2.65M (1.71%) 2.81K
Increased by +0.11%
Dec 31, 24
4 American Funds Washington Mutual A 2.36M (1.52%) 86.51K
Increased by +3.66%
Sep 30, 24
5 Capital Group Wash Mutual Invtrs Comp 2.36M (1.52%) 86.51K
Increased by +3.66%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 1.83M (1.18%) 21.24K
Increased by +1.16%
Dec 31, 24
7 Fidelity 500 Index 1.72M (1.11%) 11.69K
Increased by +0.68%
Nov 30, 24
8 iShares Core S&P 500 ETF 1.71M (1.10%) 1.20K
Increased by +0.07%
Dec 31, 24
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 American Funds Income Fund of Amer A 1.25M (0.81%) 0.00
Increased by 0.00%
Sep 30, 24
13 Vanguard Value Index Inv 1.20M (0.78%) 9.63K
Increased by +0.80%
Nov 30, 24
14 Vanguard Wellington™ Inv 1.16M (0.75%) 0.00
Increased by 0.00%
Dec 31, 23
15 American Funds Growth Fund of Amer A 1.15M (0.74%) 438.88K
Increased by +38.15%
Sep 30, 24
16 Capital Group Growth Fnd of Amer Comp 1.15M (0.74%) 438.88K
Increased by +38.15%
Sep 30, 24
17 The Financial Select Sector SPDR® ETF 1.03M (0.66%) -3.74K
Decreased by -0.36%
Dec 31, 24
18 American Funds Capital Income Bldr A 971.32K (0.63%) 25.73K
Increased by +2.65%
Sep 30, 24
19 American Funds Invmt Co of Amer A 963.62K (0.62%) -81.25K
Decreased by -8.43%
Sep 30, 24
20 Capital Group Investment Co of Amer Comp 963.62K (0.62%) -81.25K
Decreased by -8.43%
Sep 30, 24