Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.68%
2 UTRN 3.97%
3 DIP 3.46%
4 ACT_old 3.00%
5 DDIV 2.40%
6 FDV 2.07%
7 SDOG 2.06%
8 RCD 1.89%
9 RSPD 1.87%
10 DVOL 1.81%
11 RUNN 1.79%
12 QDIV 1.76%
13 SPHD 1.68%
14 LVHD 1.66%
15 EQRR 1.60%
16 BOUT 1.53%
17 HEJD 1.23%
18 WBIG 1.22%
19 CDL 1.11%
20 CDC 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 14.90M (12.75%) -347.73K
Decreased by -2.33%
Sep 30, 24
2 Vanguard Group Inc 13.75M (11.76%) -28.38K
Decreased by -0.21%
Sep 30, 24
3 Capital Research & Mgmt Co - Division 3 10.30M (8.82%) 1.75M
Increased by +16.97%
Sep 30, 24
4 Mizuho Securities USA Inc 8.87M (7.59%) 8.86M
Increased by +99.90%
Sep 30, 24
5 BlackRock Inc 8.74M (7.48%) 502.55K
Increased by +5.75%
Jun 30, 24
6 State Street Corporation 4.73M (4.04%) -122.14K
Decreased by -2.58%
Mar 31, 24
7 State Street Corp 4.71M (4.03%) 26.60K
Increased by +0.57%
Sep 30, 24
8 Charles Schwab Investment Management Inc 3.58M (3.06%) 123.90K
Increased by +3.46%
Sep 30, 24
9 Geode Capital Management, LLC 2.81M (2.40%) 17.50K
Increased by +0.62%
Sep 30, 24
10 Raymond James & Associates 2.35M (2.01%) 44.46K
Increased by +1.89%
Sep 30, 24
11 JPMorgan Chase & Co 2.29M (1.96%) 377.61K
Increased by +16.50%
Sep 30, 24
12 Newport Trust Co. 1.95M (1.67%) -57.31K
Decreased by -2.93%
Sep 30, 24
13 Amvescap Plc. 1.95M (1.67%) -82.56K
Decreased by -4.23%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 1.76M (1.50%) -1.86M
Decreased by -105.85%
Sep 30, 24
15 Bank of America Corp 1.72M (1.47%) -120.49K
Decreased by -7.02%
Sep 30, 24
16 Wellington Management Company LLP 1.67M (1.43%) -58.70K
Decreased by -3.52%
Sep 30, 24
17 Earnest Partners LLC 1.60M (1.37%) 13.33K
Increased by +0.83%
Sep 30, 24
18 Massachusetts Financial Services Company 1.47M (1.26%) 772.91K
Increased by +52.61%
Sep 30, 24
19 Congress Asset Management Company, LLP 1.40M (1.20%) -21.51K
Decreased by -1.54%
Mar 31, 24
20 Victory Capital Management Inc. 1.32M (1.13%) -1.70M
Decreased by -129.37%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 9.51M (8.14%) 1.58M
Increased by +16.59%
Sep 30, 24
2 Capital Group Wash Mutual Invtrs Comp 9.51M (8.14%) 1.58M
Increased by +16.59%
Sep 30, 24
3 American Funds Income Fund of Amer A 5.65M (4.83%) 0.00
Increased by 0.00%
Sep 30, 24
4 American Funds American Balanced A 4.63M (3.96%) -364.00K
Decreased by -7.87%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.73M (3.19%) -12.82K
Decreased by -0.34%
Oct 31, 24
6 Vanguard Institutional 500 Index Trust 3.14M (2.69%) 36.13K
Increased by +1.15%
Oct 31, 24
7 Schwab US Dividend Equity ETF™ 3.03M (2.59%) 6.50K
Increased by +0.21%
Nov 30, 24
8 Vanguard Mid Cap Index Institutional 2.51M (2.15%) 4.57K
Increased by +0.18%
Oct 31, 24
9 American Funds Growth Fund of Amer A 1.98M (1.70%) -1.13M
Decreased by -56.91%
Sep 30, 23
10 Capital Group Growth Fnd of Amer Comp 1.98M (1.70%) -1.13M
Decreased by -56.91%
Sep 30, 23
11 SPDR® S&P 500® ETF Trust 1.46M (1.25%) 8.68K
Increased by +0.59%
Nov 30, 24
12 Fidelity 500 Index 1.45M (1.24%) -2.39K
Decreased by -0.16%
Oct 31, 24
13 SPDR® S&P 500 ETF Trust 1.41M (1.21%) 8.80K
Increased by +0.62%
Feb 29, 24
14 Fidelity® 500 Index 1.41M (1.21%) 8.96K
Increased by +0.64%
Nov 30, 23
15 American Funds Capital Income Bldr A 1.37M (1.17%) 0.00
Increased by 0.00%
Sep 30, 24
16 iShares Core S&P 500 ETF 1.34M (1.15%) 0.00
Increased by 0.00%
Nov 30, 24
17 Vanguard Wellesley® Income Inv 1.21M (1.03%) -55.61K
Decreased by -4.61%
Sep 30, 24
18 Vanguard Value Index Inv 1.01M (0.86%) 2.59K
Increased by +0.26%
Oct 31, 24
19 American Funds American Mutual A 929.33K (0.80%) -542.00
Decreased by -0.06%
Sep 30, 24
20 Capital Group American Mutual Comp 929.33K (0.80%) -542.00
Decreased by -0.06%
Sep 30, 24