Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 5.71%
2 WBIF 4.52%
3 UTRN 4.04%
4 RYU 3.36%
5 BILD 3.18%
6 RSPU 3.06%
7 PUI 3.05%
8 UTES 2.67%
9 BLLD 2.57%
10 GREI 2.38%
11 SDP 1.82%
12 XLU 1.69%
13 ECLN 1.59%
14 FXU 1.59%
15 FUTY 1.54%
16 VPU 1.51%
17 BKUS 1.48%
18 IDU 1.48%
19 TPHD 1.33%
20 TPHE 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.86M (12.75%) 57.09K
Increased by +0.15%
Sep 30, 24
2 BlackRock Inc 28.61M (9.64%) 1.40M
Increased by +4.89%
Jun 30, 24
3 JPMorgan Chase & Co 27.01M (9.10%) 1.96M
Increased by +7.25%
Sep 30, 24
4 State Street Corporation 17.93M (6.04%) 741.39K
Increased by +4.13%
Mar 31, 24
5 State Street Corp 16.32M (5.50%) 251.49K
Increased by +1.54%
Sep 30, 24
6 T. Rowe Price Associates, Inc. 10.77M (3.63%) 7.74M
Increased by +71.86%
Sep 30, 24
7 Massachusetts Financial Services Company 7.61M (2.56%) 719.09K
Increased by +9.45%
Sep 30, 24
8 Geode Capital Management, LLC 7.51M (2.53%) 105.06K
Increased by +1.40%
Sep 30, 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 6.16M (2.08%) -25.49K
Decreased by -0.41%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 5.98M (2.02%) -7.22M
Decreased by -120.73%
Sep 30, 24
12 Capital Research Global Investors 5.59M (1.88%) 65.97K
Increased by +1.18%
Dec 31, 23
13 Ameriprise Financial Inc 5.04M (1.70%) -1.66M
Decreased by -33.03%
Sep 30, 24
14 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 4.73M (1.59%) 483.55K
Increased by +10.22%
Sep 30, 24
15 Amvescap Plc. 4.55M (1.53%) -426.00
Decreased by -0.01%
Sep 30, 24
16 Deutsche Bank AG 4.50M (1.51%) 932.90K
Increased by +20.75%
Sep 30, 24
17 Amundi 4.48M (1.51%) -15.38K
Decreased by -0.34%
Sep 30, 24
18 ExodusPoint Capital Management, LP 3.93M (1.32%) 730.80K
Increased by +18.59%
Dec 31, 23
19 Goldman Sachs Group Inc 3.70M (1.25%) -276.41K
Decreased by -7.48%
Sep 30, 24
20 Legal & General Group PLC 3.62M (1.22%) -191.10K
Decreased by -5.28%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.43M (3.18%) -28.52K
Decreased by -0.30%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 7.92M (2.67%) 91.44K
Increased by +1.16%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 6.34M (2.13%) 11.36K
Increased by +0.18%
Oct 31, 24
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 4.55M (1.53%) -99.93K
Decreased by -2.20%
Sep 30, 24
6 JPMorgan Equity Income I 4.55M (1.53%) 0.00
Increased by 0.00%
Oct 31, 24
7 The Utilities Select Sector SPDR® ETF 4.32M (1.46%) 13.79K
Increased by +0.32%
Nov 30, 24
8 SPDR® S&P 500® ETF Trust 3.69M (1.24%) 21.82K
Increased by +0.59%
Nov 30, 24
9 Utilities Select Sector SPDR® ETF 3.68M (1.24%) 103.58K
Increased by +2.82%
Apr 30, 24
10 Fidelity 500 Index 3.67M (1.24%) -6.03K
Decreased by -0.16%
Oct 31, 24
11 SPDR® S&P 500 ETF Trust 3.44M (1.16%) -7.53K
Decreased by -0.22%
Apr 30, 24
12 American Funds Fundamental Invs A 3.40M (1.15%) -2.88K
Decreased by -0.08%
Mar 31, 24
13 Capital Group Fundamental Invtrs Comp 3.40M (1.15%) -2.88K
Decreased by -0.08%
Mar 31, 24
14 Fidelity® 500 Index 3.40M (1.15%) 21.62K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 3.38M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
16 iShares Select Dividend ETF 3.16M (1.06%) 0.00
Increased by 0.00%
Nov 30, 24
17 American Funds Invmt Co of Amer A 3.08M (1.04%) 627.46K
Increased by +20.36%
Dec 31, 23
18 Capital Group Investment Co of Amer Comp 3.08M (1.04%) 627.46K
Increased by +20.36%
Dec 31, 23
19 JPMorgan Equity Premium Income ETF 3.03M (1.02%) 0.00
Increased by 0.00%
Nov 29, 24
20 JPM US Mid Cap Value-Composite 2.90M (0.98%) -659.59K
Decreased by -22.71%
Jun 30, 24