Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 UTRN 3.96%
3 MAKX 3.59%
4 FTIF 2.15%
5 DEF 2.11%
6 POWA 1.99%
7 HWAY 1.95%
8 MADE 1.95%
9 CZA 1.70%
10 KLDW 1.62%
11 NSCR 1.54%
12 RGI 1.27%
13 RSPN 1.27%
14 PSET 1.09%
15 MCDS 1.08%
16 FLM 1.07%
17 RBLD 1.00%
18 RNMC 1.00%
19 FSCS 1.00%
20 VSDA 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.18M (11.85%) 83.69K
Increased by +0.52%
Sep 30, 24
2 JPMorgan Chase & Co 10.38M (7.61%) -467.70K
Decreased by -4.50%
Sep 30, 24
3 BlackRock Inc 9.74M (7.13%) -24.23K
Decreased by -0.25%
Sep 30, 24
4 State Street Corporation 6.35M (4.65%) -245.09K
Decreased by -3.86%
Mar 31, 24
5 State Street Corp 6.21M (4.55%) 56.15K
Increased by +0.90%
Sep 30, 24
6 T. Rowe Price Associates, Inc. 3.67M (2.69%) -1.58M
Decreased by -43.10%
Sep 30, 24
7 Franklin Resources Inc 3.60M (2.63%) -564.28K
Decreased by -15.69%
Sep 30, 24
8 Bank of America Corp 3.25M (2.38%) 230.51K
Increased by +7.08%
Sep 30, 24
9 Geode Capital Management, LLC 3.23M (2.37%) 25.99K
Increased by +0.81%
Sep 30, 24
10 FMR Inc 3.09M (2.26%) 149.38K
Increased by +4.84%
Sep 30, 24
11 Nuveen Asset Management, LLC 2.86M (2.10%) 201.48K
Increased by +7.04%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 2.35M (1.72%) -1.96M
Decreased by -83.33%
Sep 30, 24
13 Wells Fargo & Co 2.15M (1.57%) -22.01K
Decreased by -1.02%
Sep 30, 24
14 Wellington Management Company LLP 1.93M (1.41%) -88.50K
Decreased by -4.58%
Sep 30, 24
15 Boston Partners Global Investors, Inc 1.76M (1.29%) 37.48K
Increased by +2.13%
Sep 30, 24
16 Adage Capital Partners Gp LLC 1.66M (1.22%) 782.73K
Increased by +47.18%
Sep 30, 24
17 Fisher Asset Management, LLC 1.62M (1.19%) -10.99K
Decreased by -0.68%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 1.58M (1.16%) 74.46K
Increased by +4.71%
Sep 30, 24
19 Macquarie Group Ltd 1.52M (1.11%) -198.03K
Decreased by -13.06%
Sep 30, 24
20 NORGES BANK 1.50M (1.10%) 359.11K
Increased by +23.96%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JPM US Equity Income-MA 5.05M (3.70%) 5.04M
Increased by +99.90%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 4.29M (3.15%) -23.94K
Decreased by -0.56%
Dec 31, 24
3 JPM US Equity Income-Composite 3.76M (2.75%) 0.00
Increased by 0.00%
Dec 31, 24
4 JPMorgan Equity Income I 3.76M (2.75%) 0.00
Increased by 0.00%
Nov 30, 24
5 Vanguard Institutional 500 Index Trust 3.72M (2.72%) 19.88K
Increased by +0.54%
Dec 31, 24
6 Vanguard Mid Cap Index Institutional 2.95M (2.16%) 18.29K
Increased by +0.62%
Dec 31, 24
7 Franklin Rising Dividends Fund A 1.76M (1.29%) 0.00
Increased by 0.00%
Nov 30, 24
8 SPDR® S&P 500® ETF Trust 1.73M (1.26%) 20.01K
Increased by +1.16%
Dec 31, 24
9 Fidelity 500 Index 1.70M (1.24%) 11.54K
Increased by +0.68%
Nov 30, 24
10 SPDR® S&P 500 ETF Trust 1.65M (1.21%) -3.57K
Decreased by -0.22%
Apr 30, 24
11 Fidelity® 500 Index 1.63M (1.19%) 10.37K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 1.61M (1.18%) 1.13K
Increased by +0.07%
Dec 31, 24
13 Vanguard Windsor Investor Shares 1.37M (1.01%) -44.53K
Decreased by -3.24%
Sep 30, 24
14 Vanguard Value Index Inv 1.17M (0.86%) -4.95K
Decreased by -0.42%
Dec 31, 24
15 Franklin Rising Dividends A 1.09M (0.80%) -670.00K
Decreased by -61.47%
Dec 31, 24
16 ProShares S&P 500 Dividend Aristocrats 1.01M (0.74%) -866.00
Decreased by -0.09%
Dec 31, 24
17 JPMorgan Equity Premium Income ETF 1.01M (0.74%) -46.72K
Decreased by -4.62%
Apr 30, 24
18 JHancock Disciplined Value Mid Cap I 1.00M (0.74%) 17.01K
Increased by +1.69%
Nov 30, 24
19 SPDR® S&P Dividend ETF 972.29K (0.71%) 0.00
Increased by 0.00%
Dec 31, 23
20 JPM US Mid Cap Value-Composite 964.34K (0.71%) -10.58K
Decreased by -1.10%
Jun 30, 24