Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.93%
2 DIVZ 4.77%
3 FORH 4.33%
4 PID 4.03%
5 ACT_old 3.00%
6 DIVD 2.60%
7 DSTX 1.96%
8 ALFI 1.49%
9 VWI 1.32%
10 SDIV 1.22%
11 BLCV 1.02%
12 APIE 0.95%
13 JUNE_old 0.85%
14 FENI 0.76%
15 CGCV 0.61%
16 FVD 0.50%
17 PTIN 0.44%
18 ERNZ 0.22%
19 DXIV 0.19%
20 QWLD 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 26.39M (1.51%) 6.42M
Increased by +24.34%
Jun 30, 24
2 BlackRock Inc 20.05M (1.14%) 2.32M
Increased by +11.55%
Jun 30, 24
3 Capital Research Global Investors 15.32M (0.87%) 8.36K
Increased by +0.05%
Jun 30, 24
4 Orbis Allan Gray Ltd 12.38M (0.71%) -251.50K
Decreased by -2.03%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 5.29M (0.30%) -7.50M
Decreased by -141.94%
Jun 30, 24
6 Bank of America Corp 4.41M (0.25%) 184.88K
Increased by +4.19%
Jun 30, 24
7 FMR Inc 4.24M (0.24%) 1.61M
Increased by +38.00%
Jun 30, 24
8 Citadel Advisors Llc 4.20M (0.24%) 4.20M
Increased by +100.00%
Jun 30, 24
9 Newport Trust Co. 3.02M (0.17%) -179.37K
Decreased by -5.94%
Jun 30, 24
10 Capital World Investors 2.96M (0.17%) -874.50K
Decreased by -29.53%
Jun 30, 24
11 Natixis Advisors, LLC. 2.67M (0.15%) 614.63K
Increased by +23.04%
Jun 30, 24
12 Raymond James & Associates 2.28M (0.13%) 43.01K
Increased by +1.89%
Jun 30, 24
13 Federated Hermes Inc 2.27M (0.13%) -114.55K
Decreased by -5.05%
Jun 30, 24
14 Two Sigma Advisers, LLC 2.22M (0.13%) -97.50K
Decreased by -4.40%
Dec 31, 23
15 Pacer Advisors, INC. 2.13M (0.12%) 284.42K
Increased by +13.35%
Jun 30, 24
16 Envestnet Asset Management Inc 2.08M (0.12%) 1.97M
Increased by +94.78%
Jun 30, 24
17 Northern Trust Corp 1.98M (0.11%) 206.32K
Increased by +10.40%
Jun 30, 24
18 Wells Fargo & Co 1.95M (0.11%) -203.81K
Decreased by -10.48%
Jun 30, 24
19 Two Sigma Investments LLC 1.94M (0.11%) -799.95K
Decreased by -41.18%
Sep 30, 23
20 Royal Bank of Canada 1.67M (0.10%) -33.49K
Decreased by -2.01%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 20.57M (1.18%) 8.86M
Increased by +43.08%
Sep 30, 24
2 Capital Group Wash Mutual Invtrs Comp 20.57M (1.18%) 8.86M
Increased by +43.08%
Sep 30, 24
3 American Funds American Mutual A 16.12M (0.92%) -1.86M
Decreased by -11.54%
Sep 30, 24
4 Capital Group American Mutual Comp 16.12M (0.92%) -1.86M
Decreased by -11.54%
Sep 30, 24
5 BlackRock Equity Dividend Instl 7.94M (0.45%) -1.38M
Decreased by -17.31%
Aug 31, 24
6 Orbis Global Equity Investor 4.18M (0.24%) 0.00
Increased by 0.00%
Jun 30, 24
7 American Funds Capital Income Bldr A 3.04M (0.17%) -2.07M
Decreased by -67.96%
Sep 30, 24
8 American Funds American Balanced A 2.41M (0.14%) -2.85M
Decreased by -118.01%
Sep 30, 24
9 Invesco OFI Large Cap Core 2.02M (0.12%) 36.88K
Increased by +1.83%
Sep 30, 23
10 Orbis SICAV Intl Eq Inv 1.59M (0.09%) 603.91K
Increased by +37.91%
Mar 31, 24
11 American Funds Invmt Co of Amer A 1.45M (0.08%) 1.45M
Increased by +100.00%
Sep 30, 24
12 Capital Group Investment Co of Amer Comp 1.45M (0.08%) 1.45M
Increased by +100.00%
Sep 30, 24
13 ICICI Pru Value Discovery Gr 1.30M (0.07%) 0.00
Increased by 0.00%
Sep 30, 24
14 BlackRock Large Cap Focus Value Instl 1.28M (0.07%) -12.98K
Decreased by -1.01%
Aug 31, 24
15 Pacer Global Cash Cows Dividend ETF 1.25M (0.07%) 0.00
Increased by 0.00%
Sep 30, 24
16 First Trust Value Line® Dividend ETF 1.25M (0.07%) -578.00
Decreased by -0.05%
Sep 30, 24
17 American Funds® IS Washington Mut Inv 2 1.22M (0.07%) 514.00K
Increased by +42.29%
Sep 30, 24
18 BlackRock Equity Dividend F 1.11M (0.06%) -444.88K
Decreased by -40.24%
Sep 30, 24
19 Invesco International Div Achiev ETF 920.09K (0.05%) 0.00
Increased by 0.00%
Sep 30, 24
20 Pacer Dev Mkts Intl Csh Cows 100 ETF 889.82K (0.05%) 0.00
Increased by 0.00%
Sep 30, 24