Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 9.17%
2 WBIF 4.45%
3 UTRN 4.04%
4 RYU 3.36%
5 RSPU 3.28%
6 PUI 3.14%
7 BLLD 2.79%
8 BILD 2.69%
9 GREI 2.44%
10 XLU 1.85%
11 SDP 1.82%
12 FXU 1.75%
13 HUSV 1.72%
14 ECLN 1.71%
15 FUTY 1.67%
16 VPU 1.64%
17 IDU 1.58%
18 SGLC 1.55%
19 CDL 1.53%
20 CDC 1.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.18M (12.86%) 316.01K
Increased by +0.83%
Dec 31, 24
2 BlackRock Inc 31.33M (10.56%) 668.52K
Increased by +2.13%
Dec 31, 24
3 JPMorgan Chase & Co 25.59M (8.62%) -28.44M
Decreased by -111.14%
Dec 31, 24
4 State Street Corporation 17.93M (6.04%) 741.39K
Increased by +4.13%
Mar 31, 24
5 State Street Corp 16.18M (5.45%) -140.60K
Decreased by -0.87%
Dec 31, 24
6 T. Rowe Price Associates, Inc. 14.26M (4.80%) 3.49M
Increased by +24.45%
Dec 31, 24
7 Massachusetts Financial Services Company 9.74M (3.28%) 2.13M
Increased by +21.88%
Dec 31, 24
8 Geode Capital Management, LLC 7.61M (2.56%) 98.91K
Increased by +1.30%
Dec 31, 24
9 Capital Research & Mgmt Co - Division 3 6.20M (2.09%) -12.67K
Decreased by -0.20%
Mar 31, 24
10 Wells Fargo & Co 5.92M (1.99%) -244.03K
Decreased by -4.12%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 5.79M (1.95%) -195.81K
Decreased by -3.38%
Dec 31, 24
12 Capital Research Global Investors 5.59M (1.88%) 65.97K
Increased by +1.18%
Dec 31, 23
13 Amvescap Plc. 5.06M (1.70%) 510.96K
Increased by +10.10%
Dec 31, 24
14 Ameriprise Financial Inc 4.93M (1.66%) -104.40K
Decreased by -2.12%
Dec 31, 24
15 Deutsche Bank AG 4.89M (1.65%) 391.27K
Increased by +8.01%
Dec 31, 24
16 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 4.87M (1.64%) 131.84K
Increased by +2.71%
Dec 31, 24
17 ExodusPoint Capital Management, LP 3.93M (1.32%) 730.80K
Increased by +18.59%
Dec 31, 23
18 Goldman Sachs Group Inc 3.73M (1.26%) 33.16K
Increased by +0.89%
Dec 31, 24
19 Bank of New York Mellon Corp 3.57M (1.20%) -124.71K
Decreased by -3.49%
Jun 30, 24
20 GQG Partners LLC 3.40M (1.15%) 3.31M
Increased by +97.28%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.49M (3.20%) 86.98K
Increased by +0.92%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 8.28M (2.79%) 57.91K
Increased by +0.70%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 6.45M (2.17%) 27.05K
Increased by +0.42%
Feb 28, 25
4 JPM US Equity Income-MA 5.32M (1.79%) 5.32M
Increased by +99.90%
Sep 30, 23
5 JPM US Equity Income-Composite 4.49M (1.51%) -57.34K
Decreased by -1.28%
Dec 31, 24
6 JPMorgan Equity Income I 4.49M (1.51%) 0.00
Increased by 0.00%
Jan 31, 25
7 The Utilities Select Sector SPDR® ETF 4.43M (1.49%) 11.76K
Increased by +0.27%
Feb 28, 25
8 MFS Large Cap Growth Equity 3.75M (1.26%) 1.27M
Increased by +33.92%
Dec 31, 24
9 Fidelity 500 Index 3.73M (1.26%) 16.44K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 3.69M (1.25%) -27.46K
Decreased by -0.74%
Feb 28, 25
11 Utilities Select Sector SPDR® ETF 3.68M (1.24%) 103.58K
Increased by +2.82%
Apr 30, 24
12 MFS Massachusetts Inv Gr Stk A 3.67M (1.24%) -27.58K
Decreased by -0.75%
Feb 28, 25
13 iShares Core S&P 500 ETF 3.51M (1.18%) -176.00
Decreased by -0.01%
Feb 28, 25
14 SPDR® S&P 500 ETF Trust 3.44M (1.16%) -7.53K
Decreased by -0.22%
Apr 30, 24
15 American Funds Fundamental Invs A 3.40M (1.15%) -2.88K
Decreased by -0.08%
Mar 31, 24
16 Capital Group Fundamental Invtrs Comp 3.40M (1.15%) -2.88K
Decreased by -0.08%
Mar 31, 24
17 Fidelity® 500 Index 3.40M (1.15%) 21.62K
Increased by +0.64%
Nov 30, 23
18 T. Rowe Price US Large-Cap Core 3.26M (1.10%) 292.00K
Increased by +8.96%
Jan 31, 25
19 iShares Select Dividend ETF 3.15M (1.06%) 24.82K
Increased by +0.79%
Feb 28, 25
20 American Funds Invmt Co of Amer A 3.08M (1.04%) 627.46K
Increased by +20.36%
Dec 31, 23