Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 UTRN 4.03%
3 MAKX 3.57%
4 MADE 2.23%
5 FTIF 2.19%
6 DEF 2.11%
7 POWA 1.99%
8 HWAY 1.98%
9 CZA 1.76%
10 KLDW 1.72%
11 NSCR 1.54%
12 RSPN 1.28%
13 RGI 1.28%
14 MCDS 1.09%
15 PSET 1.08%
16 FLM 1.07%
17 RBLD 1.04%
18 RNMC 1.00%
19 FSCS 0.99%
20 VSDA 0.99%

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 9.76M (7.15%) -82.61K
Decreased by -0.85%
Jun 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 4.33M (3.17%) -14.54K
Decreased by -0.34%
Oct 31, 24
3 JPM US Equity Income-Composite 3.76M (2.75%) -218.18K
Decreased by -5.80%
Sep 30, 24
4 JPMorgan Equity Income I 3.76M (2.75%) 0.00
Increased by 0.00%
Oct 31, 24
5 Vanguard Institutional 500 Index Trust 3.64M (2.67%) 41.77K
Increased by +1.15%
Oct 31, 24
6 Vanguard Mid Cap Index Institutional 2.92M (2.14%) 5.31K
Increased by +0.18%
Oct 31, 24
7 Franklin Rising Dividends A 1.76M (1.29%) -330.00K
Decreased by -18.75%
Oct 31, 24
8 Franklin Rising Dividends Fund A 1.76M (1.29%) -330.00K
Decreased by -18.75%
Oct 31, 24
9 SPDR® S&P 500® ETF Trust 1.70M (1.24%) 10.04K
Increased by +0.59%
Nov 30, 24
10 Fidelity 500 Index 1.69M (1.24%) -2.77K
Decreased by -0.16%
Oct 31, 24
11 SPDR® S&P 500 ETF Trust 1.65M (1.21%) -3.57K
Decreased by -0.22%
Apr 30, 24
12 Fidelity® 500 Index 1.63M (1.19%) 10.37K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 1.55M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
14 Vanguard Windsor Investor Shares 1.37M (1.01%) -44.53K
Decreased by -3.24%
Sep 30, 24
15 Vanguard Value Index Inv 1.17M (0.86%) 3.02K
Increased by +0.26%
Oct 31, 24
16 CREF Stock R1 1.09M (0.80%) -22.72K
Decreased by -2.08%
Aug 31, 24
17 ProShares S&P 500 Dividend Aristocrats 1.02M (0.75%) -866.00
Decreased by -0.08%
Nov 29, 24
18 JPMorgan Equity Premium Income ETF 1.01M (0.74%) -46.72K
Decreased by -4.62%
Apr 30, 24
19 JHancock Disciplined Value Mid Cap I 987.92K (0.72%) -289.02K
Decreased by -29.26%
Oct 31, 24
20 SPDR® S&P Dividend ETF 972.29K (0.71%) 0.00
Increased by 0.00%
Dec 31, 23