Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVO 5.20%
2 IAI 4.46%
3 CAMX 4.15%
4 WBIL 4.04%
5 DIVL 4.00%
6 BKC 3.97%
7 UTRN 3.90%
8 CZAR 3.19%
9 XUDV 3.00%
10 DIVZ 2.94%
11 DIVS 2.87%
12 AIVL 2.80%
13 KOIN 2.75%
14 AGQI 2.62%
15 UDI 2.57%
16 ESN 2.52%
17 BCDF 2.21%
18 BDIV 2.13%
19 JHDV 2.10%
20 DHS 2.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.92M (9.47%) 347.33K
Increased by +1.02%
Sep 30, 24
2 BlackRock Inc 28.80M (8.04%) 3.13M
Increased by +10.88%
Sep 30, 24
3 JPMorgan Chase & Co 20.91M (5.84%) -2.20M
Decreased by -10.54%
Sep 30, 24
4 State Street Corp 15.90M (4.44%) -119.44K
Decreased by -0.75%
Sep 30, 24
5 State Street Corporation 15.71M (4.39%) -194.75K
Decreased by -1.24%
Mar 31, 24
6 Capital World Investors 12.13M (3.39%) -227.58K
Decreased by -1.88%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 11.09M (3.10%) -1.51M
Decreased by -13.57%
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 6.37M (1.78%) -27.56K
Decreased by -0.43%
Dec 31, 24
11 Parnassus Investments, LLC 5.64M (1.58%) -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 (1.18%) 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 (1.02%) -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 11.30M (3.16%) -12.82K
Decreased by -0.11%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 9.76M (2.73%) 76.04K
Increased by +0.78%
Dec 31, 24
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 4.47M (1.25%) 23.72K
Increased by +0.53%
Dec 31, 24
5 SPDR® S&P 500® ETF Trust 4.41M (1.23%) -19.72K
Decreased by -0.45%
Jan 31, 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%) 6.13K
Increased by +0.15%
Jan 31, 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 (0.93%) 382.19K
Increased by +11.52%
Mar 31, 24
12 Capital Group American Mutual Comp 3.32M (0.93%) 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 3.07M (0.86%) -9.51K
Decreased by -0.31%
Dec 31, 24
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 2.68M (0.75%) -14.72K
Decreased by -0.55%
Jan 31, 25
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