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 RTM 3.65%
10 RSPM 3.65%
11 JHMA 3.38%
12 DIVC 3.33%
13 FMK 3.28%
14 EDOW 3.12%
15 SHRY 3.04%
16 XLB 2.95%
17 DIVP 2.48%
18 UYM 2.32%
19 FMAT 2.15%
20 SDEI 2.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 82.12M (11.76%) 263.38K
Increased by +0.32%
Sep 30, 24
2 BlackRock Inc 50.60M (7.24%) -460.88K
Decreased by -0.91%
Sep 30, 24
3 State Street Corporation 35.51M (5.08%) -176.12K
Decreased by -0.50%
Mar 31, 24
4 State Street Corp 34.82M (4.99%) 318.55K
Increased by +0.91%
Sep 30, 24
5 JPMorgan Chase & Co 21.62M (3.10%) 1.49M
Increased by +6.90%
Sep 30, 24
6 Pzena Investment Management, LLC 18.95M (2.71%) 86.01K
Increased by +0.45%
Sep 30, 24
7 Geode Capital Management, LLC 16.89M (2.42%) 179.24K
Increased by +1.06%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 14.43M (2.07%) -14.51M
Decreased by -100.53%
Sep 30, 24
9 Amvescap Plc. 8.69M (1.24%) 2.38M
Increased by +27.38%
Sep 30, 24
10 Dimensional Fund Advisors, Inc. 8.33M (1.19%) -222.59K
Decreased by -2.67%
Sep 30, 24
11 Goldman Sachs Group Inc 8.23M (1.18%) 3.71M
Increased by +45.01%
Dec 31, 23
12 NORGES BANK 8.18M (1.17%) 1.67M
Increased by +20.38%
Jun 30, 24
13 Capital World Investors 7.73M (1.11%) 3.98K
Increased by +0.05%
Sep 30, 24
14 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 7.52M (1.08%) 257.41K
Increased by +3.42%
Sep 30, 24
15 Northern Trust Corp 6.47M (0.93%) -261.06K
Decreased by -4.04%
Sep 30, 24
16 Pacer Advisors, INC. 6.35M (0.91%) 397.17K
Increased by +6.26%
Dec 31, 23
17 Bank of America Corp 6.15M (0.88%) 444.55K
Increased by +7.22%
Sep 30, 24
18 UBS Group AG 6.10M (0.87%) 209.41K
Increased by +3.43%
Sep 30, 24
19 Bank of New York Mellon Corp 5.93M (0.85%) 179.70K
Increased by +3.03%
Sep 30, 24
20 FMR Inc 5.61M (0.80%) -133.16K
Decreased by -2.37%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.13M (3.17%) -62.27K
Decreased by -0.28%
Nov 30, 24
2 Vanguard Institutional 500 Index Trust 18.84M (2.70%) 269.40K
Increased by +1.43%
Nov 30, 24
3 Vanguard Mid Cap Index Institutional 15.00M (2.15%) 78.13K
Increased by +0.52%
Nov 30, 24
4 SPDR® S&P 500® ETF Trust 8.77M (1.26%) 65.92K
Increased by +0.75%
Dec 31, 24
5 Fidelity 500 Index 8.66M (1.24%) 58.81K
Increased by +0.68%
Nov 30, 24
6 SPDR® S&P 500 ETF Trust 8.29M (1.19%) 18.77K
Increased by +0.23%
Apr 30, 24
7 iShares Core S&P 500 ETF 8.22M (1.18%) 5.78K
Increased by +0.07%
Dec 31, 24
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 6.03M (0.86%) 66.60K
Increased by +1.10%
Nov 30, 24
11 SPDR® Dow Jones Industrial Avrg ETF Tr 5.57M (0.80%) 32.84K
Increased by +0.59%
Oct 31, 24
12 American Funds Income Fund of Amer A 5.08M (0.73%) 0.00
Increased by 0.00%
Sep 30, 24
13 Vanguard Mid-Cap Value ETF 4.85M (0.69%) 10.25K
Increased by +0.21%
Nov 30, 24
14 Vanguard Institutional Index I 4.44M (0.64%) -13.96K
Decreased by -0.31%
Nov 30, 24
15 The Materials Select Sector SPDR® ETF 4.06M (0.58%) -3.12K
Decreased by -0.08%
Dec 31, 24
16 Materials Select Sector SPDR® ETF 3.90M (0.56%) -3.12K
Decreased by -0.08%
Apr 30, 24
17 Pzena Large Cap Value 3.81M (0.55%) 0.00
Increased by 0.00%
Nov 30, 24
18 Vanguard Windsor Investor Shares 3.81M (0.55%) 0.00
Increased by 0.00%
Sep 30, 24
19 Invesco S&P 500® Equal Weight ETF 3.62M (0.52%) 3.96K
Increased by +0.11%
Dec 31, 24
20 State St S&P 500® Indx SL Cl III 3.40M (0.49%) -1.70K
Decreased by -0.05%
Nov 30, 24