Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIY 4.56%
2 UTRN 4.03%
3 FTXG 3.65%
4 DIVP 3.54%
5 FXG 3.51%
6 DIP 3.03%
7 FDV 3.00%
8 RSPS 2.88%
9 RHS 2.84%
10 SDOG 2.13%
11 SPHD 2.00%
12 RDIV 1.94%
13 SPDV 1.90%
14 SRHQ 1.79%
15 FLV 1.79%
16 SMIG 1.54%
17 DVY 1.52%
18 DIVG 1.48%
19 YUMY 1.42%
20 SZNE 1.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 57.39M (12.08%) -241.69K
Decreased by -0.42%
Dec 31, 23
2 BlackRock Inc 42.88M (9.02%) 533.60K
Increased by +1.24%
Dec 31, 23
3 T. Rowe Price Associates, Inc. 24.57M (5.17%) -944.40K
Decreased by -3.84%
Dec 31, 23
4 State Street Corporation 23.63M (4.97%) 248.31K
Increased by +1.05%
Dec 31, 23
5 American Century Companies Inc 15.30M (3.22%) 1.13M
Increased by +7.37%
Dec 31, 23
6 Nordea Investment Mgmt Bank Demark A/s 13.29M (2.80%) -783.46K
Decreased by -5.90%
Dec 31, 23
7 Macquarie Group Ltd 10.62M (2.23%) -1.77M
Decreased by -16.70%
Dec 31, 23
8 Geode Capital Management, LLC 10.61M (2.23%) 264.04K
Increased by +2.49%
Dec 31, 23
9 Amvescap Plc. 9.79M (2.06%) 113.56K
Increased by +1.16%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 9.19M (1.93%) 1.21M
Increased by +13.14%
Dec 31, 23
11 Federated Hermes Inc 8.43M (1.77%) 1.33M
Increased by +15.79%
Dec 31, 23
12 LSV Asset Management 8.27M (1.74%) -211.49K
Decreased by -2.56%
Dec 31, 23
13 Amundi 7.45M (1.57%) 2.27M
Increased by +30.49%
Dec 31, 23
14 Northern Trust Corp 5.79M (1.22%) -213.55K
Decreased by -3.69%
Dec 31, 23
15 Bank of New York Mellon Corp 5.17M (1.09%) 1.05M
Increased by +20.23%
Dec 31, 23
16 NORGES BANK 4.90M (1.03%) 689.35K
Increased by +14.06%
Dec 31, 23
17 Goldman Sachs Group Inc 4.67M (0.98%) 1.50M
Increased by +32.13%
Dec 31, 23
18 Capital World Investors 4.53M (0.95%) 0.00
Increased by 0.00%
Dec 31, 23
19 Bank of America Corp 4.13M (0.87%) -1.15M
Decreased by -27.95%
Dec 31, 23
20 Coho Partners Ltd 4.10M (0.86%) -389.44K
Decreased by -9.49%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 14.99M (3.15%) -31.14K
Decreased by -0.21%
Feb 29, 24
2 Vanguard Institutional 500 Index Trust 11.93M (2.51%) 122.58K
Increased by +1.03%
Feb 29, 24
3 Vanguard Mid Cap Index Institutional 10.68M (2.25%) -28.03K
Decreased by -0.26%
Feb 29, 24
4 American Century Mid Cap Value Inv 7.58M (1.60%) 289.63K
Increased by +3.82%
Dec 31, 23
5 American Century U.S. Mid Cap Value 7.58M (1.60%) 289.63K
Increased by +3.82%
Dec 31, 23
6 T. Rowe Price Equity Income 7.13M (1.50%) -30.00K
Decreased by -0.42%
Dec 31, 23
7 T. Rowe Price US Lg-Cp Equity Inc Comp 7.13M (1.50%) -30.00K
Decreased by -0.42%
Dec 31, 23
8 Federated Hermes Strategic Val Dividend 6.00M (1.26%) 1.45M
Increased by +24.25%
Dec 31, 23
9 Federated Hermes Strategic Value Div IS 6.00M (1.26%) 1.45M
Increased by +24.25%
Dec 31, 23
10 iShares Select Dividend ETF 5.86M (1.23%) -1.89K
Decreased by -0.03%
Feb 29, 24
11 Fidelity 500 Index 5.67M (1.19%) 58.08K
Increased by +1.02%
Jan 31, 24
12 SPDR® S&P 500 ETF Trust 5.58M (1.17%) 35.09K
Increased by +0.63%
Feb 29, 24
13 Fidelity® 500 Index 5.57M (1.17%) 35.42K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 4.98M (1.05%) 15.11K
Increased by +0.30%
Feb 29, 24
15 American Funds Income Fund of Amer A 4.53M (0.95%) 0.00
Increased by 0.00%
Dec 31, 23
16 Delaware Value® Inst 3.72M (0.78%) 0.00
Increased by 0.00%
Jan 31, 24
17 Vanguard Value Index Inv 3.72M (0.78%) 13.73K
Increased by +0.37%
Feb 29, 24
18 Vanguard Mid-Cap Value ETF 3.53M (0.74%) -100.84K
Decreased by -2.86%
Feb 29, 24
19 Consumer Staples Select Sector SPDR® ETF 3.24M (0.68%) -16.12K
Decreased by -0.50%
Feb 29, 24
20 Invesco S&P 500® Equal Weight ETF 3.15M (0.66%) 18.56K
Increased by +0.59%
Feb 29, 24