Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.84%
2 FXZ 2.70%
3 SMN 2.25%
4 SBM 2.25%
5 RSPM 2.08%
6 RTM 2.08%
7 PYZ 1.84%
8 CWS 1.51%
9 GDIV 1.34%
10 IYM 1.28%
11 PXLG 1.23%
12 DVLU 1.13%
13 ALTL 1.03%
14 ROE 0.99%
15 BUL 0.93%
16 XLB 0.89%
17 CGDV 0.81%
18 DDIV 0.76%
19 QMID 0.71%
20 JOET 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 15.64M (14.39%) 343.52K
Increased by +2.20%
Sep 30, 24
2 Vanguard Group Inc 13.43M (12.36%) 414.40K
Increased by +3.09%
Sep 30, 24
3 Capital Research & Mgmt Co - Division 3 11.17M (10.28%) 33.85K
Increased by +0.30%
Sep 30, 24
4 Wellington Management Company LLP 9.46M (8.70%) 2.04M
Increased by +21.53%
Sep 30, 24
5 BlackRock Inc 7.15M (6.57%) 540.83K
Increased by +7.57%
Jun 30, 24
6 Dodge & Cox 6.80M (6.26%) -8.95K
Decreased by -0.13%
Sep 30, 24
7 Capital World Investors 4.60M (4.23%) -1.56M
Decreased by -33.89%
Jun 30, 24
8 State Street Corp 4.50M (4.14%) 136.99K
Increased by +3.04%
Sep 30, 24
9 State Street Corporation 4.40M (4.05%) 66.84K
Increased by +1.52%
Mar 31, 24
10 FMR Inc 2.63M (2.42%) -693.15K
Decreased by -26.31%
Sep 30, 24
11 Geode Capital Management, LLC 2.61M (2.40%) 177.55K
Increased by +6.81%
Sep 30, 24
12 Harris Associates L.P. 2.24M (2.06%) 278.41K
Increased by +12.44%
Sep 30, 24
13 Nuveen Asset Management, LLC 2.00M (1.84%) 421.77K
Increased by +21.05%
Sep 30, 24
14 Wells Fargo & Co 1.97M (1.81%) 994.00
Increased by +0.05%
Sep 30, 24
15 Amvescap Plc. 1.94M (1.78%) -79.88K
Decreased by -4.13%
Sep 30, 24
16 JPMorgan Chase & Co 1.61M (1.48%) 576.68K
Increased by +35.84%
Sep 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. 1.32M (1.22%) 162.83K
Increased by +12.30%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 1.15M (1.06%) -1.12M
Decreased by -96.78%
Sep 30, 24
20 Bank of New York Mellon Corp 1.07M (0.99%) -13.73K
Decreased by -1.28%
Sep 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 3.45M (3.17%) -11.55K
Decreased by -0.33%
Oct 31, 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 2.90M (2.67%) 37.55K
Increased by +1.30%
Oct 31, 24
11 Vanguard Mid Cap Index Institutional 2.32M (2.13%) 4.29K
Increased by +0.18%
Oct 31, 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 Capital Group Dividend Value ETF 1.36M (1.26%) 60.11K
Increased by +4.41%
Nov 30, 24
17 SPDR® S&P 500® ETF Trust 1.35M (1.24%) 7.94K
Increased by +0.59%
Nov 30, 24
18 Fidelity 500 Index 1.34M (1.23%) -2.20K
Decreased by -0.16%
Oct 31, 24
19 Hartford Dividend and Growth Y 1.33M (1.22%) 0.00
Increased by 0.00%
Oct 31, 24
20 American Funds American Balanced A 1.26M (1.16%) 0.00
Increased by 0.00%
Mar 31, 24