Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 UTRN 3.98%
3 MAKX 3.85%
4 MADE 2.25%
5 FTIF 2.16%
6 POWA 2.15%
7 DEF 2.11%
8 HWAY 1.95%
9 CZA 1.77%
10 NSCR 1.40%
11 RGI 1.28%
12 RSPN 1.28%
13 PSET 1.14%
14 MCDS 1.11%
15 FLM 1.07%
16 RBLD 1.03%
17 ROE 1.02%
18 RNMC 1.01%
19 FSCS 1.01%
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 10.85M (7.95%) -2.30M
Decreased by -21.19%
Jun 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 6.16M (4.51%) -191.13K
Decreased by -3.10%
Jun 30, 24
6 T. Rowe Price Associates, Inc. 5.25M (3.85%) 2.62M
Increased by +49.87%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 4.31M (3.16%) -145.62K
Decreased by -3.38%
Jun 30, 24
8 Franklin Resources Inc 4.16M (3.05%) -126.96K
Decreased by -3.05%
Jun 30, 24
9 Geode Capital Management, LLC 3.20M (2.35%) 28.77K
Increased by +0.90%
Jun 30, 24
10 FMR Inc 3.09M (2.26%) 149.38K
Increased by +4.84%
Sep 30, 24
11 Bank of America Corp 3.02M (2.21%) -179.54K
Decreased by -5.94%
Jun 30, 24
12 Nuveen Asset Management, LLC 2.66M (1.95%) 337.21K
Increased by +12.67%
Jun 30, 24
13 Wells Fargo & Co 2.17M (1.59%) -57.53K
Decreased by -2.65%
Jun 30, 24
14 Wellington Management Company LLP 2.02M (1.48%) -107.62K
Decreased by -5.33%
Jun 30, 24
15 Boston Partners Global Investors, Inc 1.72M (1.26%) -1.32M
Decreased by -76.43%
Jun 30, 24
16 Macquarie Group Ltd 1.71M (1.26%) -176.27K
Decreased by -10.28%
Jun 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 NORGES BANK 1.50M (1.10%) 359.11K
Increased by +23.96%
Jun 30, 24
20 Northern Trust Corp 1.48M (1.08%) -75.39K
Decreased by -5.09%
Sep 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%) -21.34K
Decreased by -0.57%
Sep 30, 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 2.09M (1.53%) -10.00K
Decreased by -0.48%
Sep 30, 24
8 Franklin Rising Dividends Fund A 2.09M (1.53%) -10.00K
Decreased by -0.48%
Sep 30, 24
9 Fidelity 500 Index 1.69M (1.24%) -3.34K
Decreased by -0.20%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 1.68M (1.23%) 8.75K
Increased by +0.52%
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 1.53M (1.12%) 2.35K
Increased by +0.15%
Oct 31, 24
14 Vanguard Windsor Investor Shares 1.37M (1.01%) -44.53K
Decreased by -3.24%
Sep 30, 24
15 JHancock Disciplined Value Mid Cap I 1.28M (0.94%) 0.00
Increased by 0.00%
Sep 30, 24
16 Vanguard Value Index Inv 1.17M (0.86%) 3.02K
Increased by +0.26%
Oct 31, 24
17 CREF Stock R1 1.09M (0.80%) -22.72K
Decreased by -2.08%
Aug 31, 24
18 JPMorgan Equity Premium Income ETF 1.01M (0.74%) -46.72K
Decreased by -4.62%
Apr 30, 24
19 ProShares S&P 500 Dividend Aristocrats 1.00M (0.74%) -425.00
Decreased by -0.04%
Oct 31, 24
20 SPDR® S&P Dividend ETF 972.29K (0.71%) 0.00
Increased by 0.00%
Dec 31, 23