Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVO 5.10%
2 CVRD 4.22%
3 CAMX 4.15%
4 IAI 4.03%
5 BKC 3.97%
6 UTRN 3.90%
7 DIVL 3.87%
8 DIVS 2.80%
9 AIVL 2.78%
10 KOIN 2.75%
11 ESN 2.58%
12 AGQI 2.57%
13 UDI 2.43%
14 SHRY 2.38%
15 BDIV 2.13%
16 BCDF 2.06%
17 JHDV 2.04%
18 DHS 2.00%
19 QDIV 1.90%
20 VWI 1.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.92M (9.45%) 347.33K
Increased by +1.02%
Sep 30, 24
2 BlackRock Inc 25.66M (7.15%) 169.44K
Increased by +0.66%
Jun 30, 24
3 State Street Corp 15.90M (4.43%) -119.44K
Decreased by -0.75%
Sep 30, 24
4 State Street Corporation 15.71M (4.38%) -194.75K
Decreased by -1.24%
Mar 31, 24
5 Capital World Investors 12.13M (3.38%) -227.58K
Decreased by -1.88%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 11.09M (3.09%) -1.51M
Decreased by -13.57%
Sep 30, 24
7 JPMorgan Chase & Co 10.46M (2.91%) -1.09M
Decreased by -10.45%
Sep 30, 24
8 Capital Research & Mgmt Co - Division 3 10.18M (2.84%) -5.63M
Decreased by -55.24%
Jun 30, 24
9 Geode Capital Management, LLC 8.28M (2.31%) 142.69K
Increased by +1.72%
Sep 30, 24
10 Bank of New York Mellon Corp 6.40M (1.78%) 99.88K
Increased by +1.56%
Sep 30, 24
11 Parnassus Investments, LLC 5.64M (1.57%) -32.88K
Decreased by -0.58%
Sep 30, 23
12 Parnassus Investments LLC 5.08M (1.42%) -363.08K
Decreased by -7.14%
Jun 30, 24
13 NORGES BANK 4.81M (1.34%) 259.12K
Increased by +5.38%
Jun 30, 24
14 Ameriprise Financial Inc 4.79M (1.34%) -491.56K
Decreased by -10.26%
Sep 30, 24
15 Goldman Sachs Group Inc 4.70M (1.31%) 2.26M
Increased by +48.16%
Dec 31, 23
16 T. Rowe Price Associates, Inc. 4.36M (1.22%) 1.78M
Increased by +40.72%
Sep 30, 24
17 Amvescap Plc. 4.21M (1.17%) 175.63K
Increased by +4.17%
Sep 30, 24
18 Fidelity International Ltd 4.02M (1.12%) 110.28K
Increased by +2.74%
Sep 30, 24
19 Neuberger Berman Group LLC 3.79M (1.06%) 148.99K
Increased by +3.93%
Sep 30, 23
20 Capital Research Global Investors 3.64M (1.01%) -2.95M
Decreased by -81.07%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.37M (3.17%) -39.99K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 9.54M (2.66%) 112.92K
Increased by +1.18%
Oct 31, 24
3 American Funds Income Fund of Amer A 5.46M (1.52%) -460.04K
Decreased by -8.43%
Sep 30, 24
4 SPDR® S&P 500® ETF Trust 4.44M (1.24%) 26.29K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 4.42M (1.23%) -7.26K
Decreased by -0.16%
Oct 31, 24
6 JPM US Equity Income-MA 4.34M (1.21%) 4.33M
Increased by +99.91%
Sep 30, 23
7 SPDR® S&P 500 ETF Trust 4.26M (1.19%) 9.63K
Increased by +0.23%
Apr 30, 24
8 Fidelity® 500 Index 4.19M (1.17%) 26.68K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 4.07M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
10 Parnassus Core Equity Investor 3.80M (1.06%) 0.00
Increased by 0.00%
Jun 30, 24
11 American Funds American Mutual A 3.32M (0.92%) 382.19K
Increased by +11.52%
Mar 31, 24
12 Capital Group American Mutual Comp 3.32M (0.92%) 382.19K
Increased by +11.52%
Mar 31, 24
13 American Funds Capital Income Bldr A 3.29M (0.92%) -472.36K
Decreased by -14.36%
Jun 30, 24
14 Vanguard Value Index Inv 3.06M (0.85%) 9.45K
Increased by +0.31%
Oct 31, 24
15 American Funds Washington Mutual A 2.89M (0.81%) -3.22M
Decreased by -111.54%
Sep 30, 24
16 Capital Group Wash Mutual Invtrs Comp 2.89M (0.81%) -3.22M
Decreased by -111.54%
Sep 30, 24
17 The Financial Select Sector SPDR® ETF 2.68M (0.75%) 11.83K
Increased by +0.44%
Nov 30, 24
18 MS INVF Global Brands A 2.62M (0.73%) 475.89K
Increased by +18.19%
Sep 30, 24
19 Morgan Stanley Glbl Franchise 2.62M (0.73%) 1.51M
Increased by +57.68%
Sep 30, 24
20 JPM US Equity Income-Composite 2.51M (0.70%) -409.30K
Decreased by -16.32%
Mar 31, 24