Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.84%
2 FXZ 2.77%
3 SBM 2.25%
4 SMN 2.25%
5 RTM 2.18%
6 RSPM 2.18%
7 PYZ 1.84%
8 CWS 1.67%
9 CGDV 1.43%
10 IYM 1.35%
11 GDIV 1.34%
12 PXLG 1.23%
13 BUL 1.16%
14 DVLU 1.13%
15 ALTL 1.03%
16 VAW 1.01%
17 XLB 0.94%
18 RPG 0.79%
19 DDIV 0.76%
20 JOET 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 15.29M (14.07%) 394.79K
Increased by +2.58%
Jun 30, 24
2 Vanguard Group Inc 13.01M (11.98%) 72.16K
Increased by +0.55%
Jun 30, 24
3 Capital Research & Mgmt Co - Division 3 11.13M (10.25%) -211.46K
Decreased by -1.90%
Jun 30, 24
4 Wellington Management Company LLP 7.42M (6.83%) -519.56K
Decreased by -7.00%
Jun 30, 24
5 BlackRock Inc 7.15M (6.58%) 540.83K
Increased by +7.57%
Jun 30, 24
6 Dodge & Cox 6.81M (6.26%) -18.63K
Decreased by -0.27%
Jun 30, 24
7 Capital World Investors 4.60M (4.23%) -1.56M
Decreased by -33.89%
Jun 30, 24
8 State Street Corporation 4.40M (4.05%) 66.84K
Increased by +1.52%
Mar 31, 24
9 State Street Corp 4.36M (4.02%) -36.67K
Decreased by -0.84%
Jun 30, 24
10 FMR Inc 3.33M (3.06%) -983.75K
Decreased by -29.56%
Jun 30, 24
11 Geode Capital Management, LLC 2.43M (2.23%) 133.18K
Increased by +5.48%
Jun 30, 24
12 Morgan Stanley - Brokerage Accounts 2.27M (2.09%) -324.33K
Decreased by -14.30%
Jun 30, 24
13 Amvescap Plc. 2.02M (1.86%) -516.18K
Decreased by -25.60%
Jun 30, 24
14 Wells Fargo & Co 1.97M (1.81%) -11.71K
Decreased by -0.59%
Jun 30, 24
15 Harris Associates L.P. 1.96M (1.80%) 144.75K
Increased by +7.39%
Jun 30, 24
16 Nuveen Asset Management, LLC 1.58M (1.46%) 300.97K
Increased by +19.03%
Jun 30, 24
17 Goldman Sachs Group Inc 1.52M (1.40%) 745.92K
Increased by +49.08%
Dec 31, 23
18 Dimensional Fund Advisors, Inc. 1.16M (1.07%) 150.20K
Increased by +12.93%
Jun 30, 24
19 Lyrical Asset Management LP 1.10M (1.02%) 41.46K
Increased by +3.75%
Mar 31, 24
20 Bank of New York Mellon Corp 1.09M (1.00%) 8.70K
Increased by +0.80%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Invmt Co of Amer A 7.59M (6.98%) -1.80K
Decreased by -0.02%
Sep 30, 24
2 Capital Group Investment Co of Amer Comp 7.59M (6.98%) -1.80K
Decreased by -0.02%
Sep 30, 24
3 American Funds Growth Fund of Amer A 6.90M (6.35%) 0.00
Increased by 0.00%
Sep 30, 24
4 Capital Group Growth Fnd of Amer Comp 6.90M (6.35%) 0.00
Increased by 0.00%
Sep 30, 24
5 American Funds Washington Mutual A 5.10M (4.69%) -2.67M
Decreased by -52.28%
Sep 30, 24
6 Capital Group Wash Mutual Invtrs Comp 5.10M (4.69%) -2.67M
Decreased by -52.28%
Sep 30, 24
7 Dodge & Cox Stock I 4.44M (4.09%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 3.46M (3.18%) 2.40K
Increased by +0.07%
Sep 30, 24
9 Vanguard Equity-Income Inv 3.00M (2.76%) 1.04M
Increased by +34.79%
Sep 30, 24
10 Vanguard Institutional 500 Index Trust 2.86M (2.63%) 230.09K
Increased by +8.04%
Sep 30, 24
11 Vanguard Mid Cap Index Institutional 2.31M (2.13%) -23.09K
Decreased by -1.00%
Sep 30, 24
12 American Funds Fundamental Invs A 1.89M (1.74%) -686.00
Decreased by -0.04%
Sep 30, 24
13 Capital Group Fundamental Invtrs Comp 1.89M (1.74%) -686.00
Decreased by -0.04%
Sep 30, 24
14 Oakmark Investor 1.80M (1.66%) 246.90K
Increased by +13.73%
Sep 30, 24
15 Vanguard Wellesley® Income Inv 1.55M (1.42%) 520.04K
Increased by +33.65%
Sep 30, 24
16 Fidelity 500 Index 1.34M (1.24%) 105.26K
Increased by +7.84%
Sep 30, 24
17 SPDR® S&P 500® ETF Trust 1.33M (1.23%) 6.91K
Increased by +0.52%
Oct 31, 24
18 Hartford Dividend and Growth Y 1.33M (1.22%) 0.00
Increased by 0.00%
Sep 30, 24
19 Capital Group Dividend Value ETF 1.30M (1.20%) 52.15K
Increased by +4.00%
Oct 31, 24
20 American Funds American Balanced A 1.26M (1.16%) 0.00
Increased by 0.00%
Mar 31, 24