Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 DJD 8.03%
3 SBM 6.27%
4 SMN 6.27%
5 WBIY 4.41%
6 GBDV 4.11%
7 IYM 4.03%
8 UTRN 3.96%
9 RSPM 3.68%
10 RTM 3.68%
11 JHMA 3.38%
12 DIVC 3.33%
13 FMK 3.28%
14 XLB 3.16%
15 EDOW 3.12%
16 SHRY 3.04%
17 NDIV 2.74%
18 SPHD 2.47%
19 UYM 2.39%
20 SDEI 2.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 82.47M (11.75%) 347.15K
Increased by +0.42%
Dec 31, 24
2 BlackRock Inc 48.62M (6.93%) -1.98M
Decreased by -4.08%
Dec 31, 24
3 State Street Corporation 35.51M (5.06%) -176.12K
Decreased by -0.50%
Mar 31, 24
4 State Street Corp 29.42M (4.19%) -5.40M
Decreased by -18.36%
Dec 31, 24
5 Pzena Investment Management, LLC 18.79M (2.68%) -158.91K
Decreased by -0.85%
Dec 31, 24
6 Geode Capital Management, LLC 17.27M (2.46%) 380.33K
Increased by +2.20%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 12.74M (1.81%) -1.69M
Decreased by -13.27%
Dec 31, 24
8 JPMorgan Chase & Co 11.10M (1.58%) -32.15M
Decreased by -289.55%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 8.86M (1.26%) 527.92K
Increased by +5.96%
Dec 31, 24
10 Amvescap Plc. 8.52M (1.21%) -173.23K
Decreased by -2.03%
Dec 31, 24
11 UBS Group AG 8.11M (1.16%) 2.01M
Increased by +24.79%
Dec 31, 24
12 NORGES BANK 7.33M (1.04%) -852.12K
Decreased by -11.63%
Dec 31, 24
13 Northern Trust Corp 7.14M (1.02%) 670.66K
Increased by +9.40%
Dec 31, 24
14 Capital World Investors 7.05M (1.00%) -675.06K
Decreased by -9.57%
Dec 31, 24
15 Pacer Advisors, INC. 6.35M (0.90%) 397.17K
Increased by +6.26%
Dec 31, 23
16 Capital Research Global Investors 6.24M (0.89%) 6.24M
Increased by +100.00%
Dec 31, 24
17 Bank of America Corp 5.83M (0.83%) -323.89K
Decreased by -5.56%
Dec 31, 24
18 FMR Inc 5.61M (0.80%) -133.16K
Decreased by -2.37%
Sep 30, 24
19 Legal & General Group PLC 5.49M (0.78%) -160.54K
Decreased by -2.92%
Sep 30, 24
20 Bank of New York Mellon Corp 5.36M (0.76%) -566.56K
Decreased by -10.57%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.09M (3.15%) 32.10K
Increased by +0.15%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 19.42M (2.77%) 131.78K
Increased by +0.68%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 15.12M (2.15%) 66.10K
Increased by +0.44%
Feb 28, 25
4 Fidelity 500 Index 8.73M (1.24%) 38.52K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 8.66M (1.23%) -64.27K
Decreased by -0.74%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 8.29M (1.18%) 18.77K
Increased by +0.23%
Apr 30, 24
7 iShares Core S&P 500 ETF 8.22M (1.17%) -413.00
Decreased by -0.01%
Feb 28, 25
8 Fidelity® 500 Index 8.19M (1.17%) 52.14K
Increased by +0.64%
Nov 30, 23
9 Pacer US Cash Cows 100 ETF 6.58M (0.94%) 17.02K
Increased by +0.26%
Jan 31, 24
10 Vanguard Value Index Inv 6.04M (0.86%) 51.02K
Increased by +0.84%
Feb 28, 25
11 SPDR® Dow Jones Industrial Avrg ETF Tr 5.57M (0.79%) 32.84K
Increased by +0.59%
Oct 31, 24
12 American Funds Income Fund of Amer A 5.43M (0.77%) 348.86K
Increased by +6.42%
Dec 31, 24
13 Vanguard Mid-Cap Value ETF 4.71M (0.67%) 11.70K
Increased by +0.25%
Feb 28, 25
14 Vanguard Institutional Index I 4.33M (0.62%) -57.47K
Decreased by -1.33%
Feb 28, 25
15 The Materials Select Sector SPDR® ETF 4.02M (0.57%) 3.10K
Increased by +0.08%
Feb 28, 25
16 American Funds Invmt Co of Amer A 4.00M (0.57%) 4.00M
Increased by +100.00%
Dec 31, 24
17 Capital Group Investment Co of Amer Comp 4.00M (0.57%) 4.00M
Increased by +100.00%
Dec 31, 24
18 Materials Select Sector SPDR® ETF 3.90M (0.55%) -3.12K
Decreased by -0.08%
Apr 30, 24
19 Pzena Large Cap Value 3.81M (0.54%) 0.00
Increased by 0.00%
Feb 28, 25
20 Vanguard Windsor Investor Shares 3.81M (0.54%) 0.00
Increased by 0.00%
Dec 31, 24