Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 6.26%
2 UTRN 3.97%
3 DIP 3.46%
4 PEJ 3.21%
5 ACT_old 3.00%
6 DDIV 2.40%
7 SDOG 2.20%
8 RCD 2.16%
9 RSPD 2.16%
10 QDIV 2.03%
11 FDV 2.00%
12 RUNN 1.95%
13 JMID 1.88%
14 LVHD 1.87%
15 DVOL 1.81%
16 HEJD 1.61%
17 EQRR 1.60%
18 BOUT 1.53%
19 SPGP 1.39%
20 WBIF 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 14.93M (12.82%) 26.84K
Increased by +0.18%
Dec 31, 24
2 Vanguard Group Inc 13.74M (11.81%) -4.70K
Decreased by -0.03%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 10.07M (8.65%) -232.12K
Decreased by -2.30%
Dec 31, 24
4 Mizuho Securities USA Inc 8.87M (7.62%) 8.86M
Increased by +99.90%
Sep 30, 24
5 BlackRock Inc 8.63M (7.42%) -30.64K
Decreased by -0.35%
Dec 31, 24
6 State Street Corp 4.83M (4.15%) 125.80K
Increased by +2.60%
Dec 31, 24
7 State Street Corporation 4.73M (4.06%) -122.14K
Decreased by -2.58%
Mar 31, 24
8 Charles Schwab Investment Management Inc 3.75M (3.22%) 170.34K
Increased by +4.54%
Dec 31, 24
9 Geode Capital Management, LLC 2.85M (2.44%) 39.19K
Increased by +1.38%
Dec 31, 24
10 Raymond James & Associates 2.35M (2.02%) 44.46K
Increased by +1.89%
Sep 30, 24
11 Newport Trust Co. 1.93M (1.65%) -27.20K
Decreased by -1.41%
Dec 31, 24
12 JPMorgan Chase & Co 1.90M (1.63%) -2.68M
Decreased by -141.09%
Dec 31, 24
13 Amvescap Plc. 1.87M (1.60%) -86.22K
Decreased by -4.62%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.76M (1.51%) 4.13K
Increased by +0.23%
Dec 31, 24
15 Earnest Partners LLC 1.61M (1.38%) 4.45K
Increased by +0.28%
Dec 31, 24
16 Bank of America Corp 1.55M (1.33%) -161.93K
Decreased by -10.42%
Dec 31, 24
17 UBS Group AG 1.54M (1.32%) 1.02M
Increased by +66.32%
Dec 31, 24
18 Massachusetts Financial Services Company 1.47M (1.26%) 772.91K
Increased by +52.61%
Sep 30, 24
19 Wellington Management Company LLP 1.47M (1.26%) -199.08K
Decreased by -13.57%
Dec 31, 24
20 Northern Trust Corp 1.44M (1.24%) 158.17K
Increased by +10.97%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 9.51M (8.17%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital Group Wash Mutual Invtrs Comp 9.51M (8.17%) 0.00
Increased by 0.00%
Dec 31, 24
3 American Funds Income Fund of Amer A 5.65M (4.85%) 0.00
Increased by 0.00%
Dec 31, 24
4 American Funds American Balanced A 4.63M (3.98%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 3.71M (3.18%) 16.97K
Increased by +0.46%
Feb 28, 25
6 Vanguard Institutional 500 Index Trust 3.26M (2.80%) 22.48K
Increased by +0.69%
Feb 28, 25
7 Schwab US Dividend Equity ETF™ 3.11M (2.68%) 2.58K
Increased by +0.08%
Feb 28, 25
8 Vanguard Mid Cap Index Institutional 2.54M (2.18%) 10.70K
Increased by +0.42%
Feb 28, 25
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 Fidelity 500 Index 1.47M (1.26%) 6.46K
Increased by +0.44%
Jan 31, 25
12 SPDR® S&P 500® ETF Trust 1.45M (1.25%) -10.76K
Decreased by -0.74%
Feb 28, 25
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 iShares Core S&P 500 ETF 1.38M (1.19%) -69.00
Decreased by -0.00%
Feb 28, 25
16 American Funds Capital Income Bldr A 1.37M (1.18%) 0.00
Increased by 0.00%
Dec 31, 24
17 Vanguard Wellesley® Income Inv 1.07M (0.92%) -141.21K
Decreased by -13.25%
Dec 31, 24
18 Vanguard Value Index Inv 1.01M (0.87%) 4.32K
Increased by +0.43%
Feb 28, 25
19 American Funds Fundamental Invs A 992.02K (0.85%) 72.00K
Increased by +7.26%
Dec 31, 24
20 Capital Group Fundamental Invtrs Comp 992.02K (0.85%) 72.00K
Increased by +7.26%
Dec 31, 24