Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVO 5.16%
2 IAI 4.98%
3 DIVL 4.70%
4 DIVZ 4.29%
5 HDV 4.12%
6 WBIL 4.04%
7 BKC 3.97%
8 UTRN 3.90%
9 CZAR 3.75%
10 DIVS 3.28%
11 XUDV 3.16%
12 UDI 3.03%
13 AGQI 3.01%
14 ESN 2.99%
15 RJMG 2.82%
16 CCOR 2.76%
17 KOIN 2.75%
18 BLOK 2.70%
19 BDIV 2.59%
20 JHDV 2.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.24M (9.54%) 326.62K
Increased by +0.95%
Dec 31, 24
2 BlackRock Inc 29.62M (8.25%) 821.74K
Increased by +2.77%
Dec 31, 24
3 State Street Corp 16.10M (4.49%) 203.44K
Increased by +1.26%
Dec 31, 24
4 State Street Corporation 15.71M (4.38%) -194.75K
Decreased by -1.24%
Mar 31, 24
5 Capital World Investors 11.21M (3.12%) -918.32K
Decreased by -8.19%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 10.98M (3.06%) -109.01K
Decreased by -0.99%
Dec 31, 24
7 JPMorgan Chase & Co 10.79M (3.01%) -10.12M
Decreased by -93.75%
Dec 31, 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 8.39M (2.34%) 104.70K
Increased by +1.25%
Dec 31, 24
10 T. Rowe Price Associates, Inc. 8.28M (2.31%) 3.92M
Increased by +47.35%
Dec 31, 24
11 Bank of New York Mellon Corp 6.37M (1.78%) -27.56K
Decreased by -0.43%
Dec 31, 24
12 Parnassus Investments, LLC 5.64M (1.57%) -32.88K
Decreased by -0.58%
Sep 30, 23
13 Parnassus Investments LLC 5.08M (1.42%) -363.08K
Decreased by -7.14%
Jun 30, 24
14 NORGES BANK 4.77M (1.33%) -45.51K
Decreased by -0.95%
Dec 31, 24
15 Ameriprise Financial Inc 4.59M (1.28%) -197.28K
Decreased by -4.29%
Dec 31, 24
16 Fidelity International Ltd 4.08M (1.14%) 61.91K
Increased by +1.52%
Dec 31, 24
17 Amvescap Plc. 4.04M (1.13%) -167.39K
Decreased by -4.14%
Dec 31, 24
18 Northern Trust Corp 3.94M (1.10%) 403.92K
Increased by +10.24%
Dec 31, 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%) 39.24K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 9.99M (2.79%) 69.04K
Increased by +0.69%
Feb 28, 25
3 American Funds Income Fund of Amer A 4.70M (1.31%) -755.91K
Decreased by -16.08%
Dec 31, 24
4 Fidelity 500 Index 4.49M (1.25%) 19.83K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 4.45M (1.24%) -33.07K
Decreased by -0.74%
Feb 28, 25
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 iShares Core S&P 500 ETF 4.23M (1.18%) -213.00
Decreased by -0.01%
Feb 28, 25
9 Fidelity® 500 Index 4.19M (1.17%) 26.68K
Increased by +0.64%
Nov 30, 23
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 3.11M (0.87%) 21.25K
Increased by +0.68%
Feb 28, 25
15 American Funds Washington Mutual A 2.89M (0.81%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group Wash Mutual Invtrs Comp 2.89M (0.81%) 0.00
Increased by 0.00%
Dec 31, 24
17 The Financial Select Sector SPDR® ETF 2.70M (0.75%) 3.20K
Increased by +0.12%
Feb 28, 25
18 JPM US Equity Income-Composite 2.51M (0.70%) -409.30K
Decreased by -16.32%
Mar 31, 24
19 MS INVF Global Brands A 2.44M (0.68%) -34.31K
Decreased by -1.41%
Dec 31, 24
20 Morgan Stanley Glbl Franchise 2.44M (0.68%) -177.18K
Decreased by -7.26%
Dec 31, 24