Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVO 4.04%
2 CAMX 4.02%
3 BKC 3.97%
4 UTRN 3.90%
5 IAI 3.88%
6 CVRD 3.71%
7 DIVS 2.79%
8 KOIN 2.75%
9 AIVL 2.67%
10 DIVL 2.66%
11 JGLO 2.52%
12 UDI 2.35%
13 SHRY 2.24%
14 BDIV 2.04%
15 BCDF 1.99%
16 JHDV 1.96%
17 QDIV 1.77%
18 BLOK 1.71%
19 VWI 1.66%
20 FTLS 1.63%

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 16.02M (4.46%) 306.29K
Increased by +1.91%
Jun 30, 24
4 State Street Corporation 15.71M (4.38%) -194.75K
Decreased by -1.24%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 12.60M (3.51%) 1.60M
Increased by +12.72%
Jun 30, 24
6 Capital World Investors 12.13M (3.38%) -227.58K
Decreased by -1.88%
Sep 30, 24
7 JPMorgan Chase & Co 11.55M (3.22%) -3.51M
Decreased by -30.36%
Jun 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 8.14M (2.27%) 197.20K
Increased by +2.42%
Jun 30, 24
10 Bank of New York Mellon Corp 6.30M (1.76%) -494.03K
Decreased by -7.84%
Jun 30, 24
11 Parnassus Investments, LLC 5.64M (1.57%) -32.88K
Decreased by -0.58%
Sep 30, 23
12 Ameriprise Financial Inc 5.28M (1.47%) 537.76K
Increased by +10.18%
Jun 30, 24
13 Parnassus Investments LLC 5.08M (1.42%) -363.08K
Decreased by -7.14%
Jun 30, 24
14 NORGES BANK 4.81M (1.34%) 259.12K
Increased by +5.38%
Jun 30, 24
15 Goldman Sachs Group Inc 4.70M (1.31%) 2.26M
Increased by +48.16%
Dec 31, 23
16 Amvescap Plc. 4.03M (1.12%) 159.57K
Increased by +3.96%
Jun 30, 24
17 Fidelity International Ltd 3.91M (1.09%) -263.96K
Decreased by -6.75%
Jun 30, 24
18 Neuberger Berman Group LLC 3.79M (1.06%) 148.99K
Increased by +3.93%
Sep 30, 23
19 Capital Research Global Investors 3.64M (1.01%) -2.95M
Decreased by -81.07%
Mar 31, 24
20 T. Rowe Price Associates, Inc. 3.62M (1.01%) 1.05M
Increased by +29.00%
Dec 31, 23

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 Fidelity 500 Index 4.43M (1.23%) -9.24K
Decreased by -0.21%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 4.39M (1.22%) 22.90K
Increased by +0.52%
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 4.01M (1.12%) 6.18K
Increased by +0.15%
Oct 31, 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 JPM US Equity Income-Composite 2.51M (0.70%) -409.30K
Decreased by -16.32%
Mar 31, 24
18 The Financial Select Sector SPDR® ETF 2.47M (0.69%) -12.70K
Decreased by -0.51%
Oct 31, 24
19 Financial Select Sector SPDR® ETF 2.43M (0.68%) -6.94K
Decreased by -0.29%
Apr 30, 24
20 Columbia Dividend Value 2.37M (0.66%) -419.23K
Decreased by -17.72%
Sep 30, 24