Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JHMU 4.09%
2 UTRN 4.07%
3 VSL 4.04%
4 ZAP 3.91%
5 RYU 3.42%
6 RSPU 3.30%
7 AIEQ 3.26%
8 PEY 2.82%
9 SDP 2.70%
10 SDEI 2.62%
11 BOON 2.53%
12 RENW 2.19%
13 DVY 2.12%
14 UTES 1.93%
15 GLIF 1.90%
16 XLU 1.88%
17 SDOG 1.87%
18 PWC 1.86%
19 UPGD 1.86%
20 RYJ 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.59M (12.65%) 1.56M
Increased by +3.21%
Dec 31, 24
2 BlackRock Inc 39.67M (10.33%) 1.48M
Increased by +3.74%
Dec 31, 24
3 State Street Corporation 33.24M (8.65%) 4.99M
Increased by +15.00%
Mar 31, 24
4 State Street Corp 32.32M (8.42%) -230.51K
Decreased by -0.71%
Dec 31, 24
5 FMR Inc 21.58M (5.62%) -218.89K
Decreased by -1.01%
Dec 31, 24
6 Capital Research Global Investors 18.43M (4.80%) -565.52K
Decreased by -3.07%
Dec 31, 24
7 Geode Capital Management, LLC 9.98M (2.60%) 363.00K
Increased by +3.64%
Dec 31, 24
8 JPMorgan Chase & Co 9.13M (2.38%) -224.04K
Decreased by -2.45%
Sep 30, 24
9 Capital Research & Mgmt Co - Division 3 6.80M (1.77%) -626.56K
Decreased by -9.21%
Dec 31, 24
10 Macquarie Group Ltd 6.31M (1.64%) -360.54K
Decreased by -5.71%
Sep 30, 23
11 Wellington Management Company LLP 5.98M (1.56%) -1.35M
Decreased by -22.52%
Dec 31, 24
12 Northern Trust Corp 5.76M (1.50%) 2.02M
Increased by +35.02%
Dec 31, 24
13 Franklin Resources Inc 5.52M (1.44%) -1.00M
Decreased by -18.15%
Dec 31, 24
14 Pzena Investment Management, LLC 5.37M (1.40%) -3.89M
Decreased by -72.35%
Dec 31, 24
15 ATLAS Infrastructure Partners (UK) Ltd 5.18M (1.35%) 45.18K
Increased by +0.87%
Sep 30, 24
16 UBS Asset Mgmt Americas Inc 5.16M (1.34%) 371.04K
Increased by +7.19%
Dec 31, 24
17 Massachusetts Financial Services Company 5.13M (1.34%) 50.45K
Increased by +0.98%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 4.93M (1.28%) -356.35K
Decreased by -7.22%
Dec 31, 24
19 ClearBridge Advisors, LLC 4.89M (1.27%) -341.42K
Decreased by -6.99%
Dec 31, 24
20 Amvescap Plc. 4.82M (1.25%) 1.33M
Increased by +27.65%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.20M (3.18%) 33.83K
Increased by +0.28%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 10.74M (2.80%) 77.40K
Increased by +0.72%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 8.36M (2.18%) 35.61K
Increased by +0.43%
Feb 28, 25
4 SPDR® S&P Dividend ETF 5.79M (1.51%) -5.84K
Decreased by -0.10%
Feb 28, 25
5 The Utilities Select Sector SPDR® ETF 5.73M (1.49%) 15.24K
Increased by +0.27%
Feb 28, 25
6 American Funds Capital Income Bldr A 5.46M (1.42%) -500.73K
Decreased by -9.17%
Dec 31, 24
7 American Funds Income Fund of Amer A 5.18M (1.35%) 1.47M
Increased by +28.36%
Dec 31, 24
8 Utilities Select Sector SPDR® ETF 4.85M (1.26%) -14.27K
Decreased by -0.29%
Mar 31, 24
9 Fidelity 500 Index 4.83M (1.26%) 21.30K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 4.79M (1.25%) -35.57K
Decreased by -0.74%
Feb 28, 25
11 American Funds American Mutual A 4.69M (1.22%) 634.74K
Increased by +13.52%
Dec 31, 24
12 Capital Group American Mutual Comp 4.69M (1.22%) 634.74K
Increased by +13.52%
Dec 31, 24
13 SPDR® S&P 500 ETF Trust 4.62M (1.20%) -36.02K
Decreased by -0.78%
Mar 31, 24
14 iShares Core S&P 500 ETF 4.55M (1.18%) -229.00
Decreased by -0.01%
Feb 28, 25
15 Fidelity® 500 Index 4.47M (1.16%) 28.42K
Increased by +0.64%
Nov 30, 23
16 iShares Select Dividend ETF 3.47M (0.90%) 27.28K
Increased by +0.79%
Feb 28, 25
17 Vanguard Windsor Investor Shares 3.47M (0.90%) -1.77M
Decreased by -50.96%
Dec 31, 24
18 Vanguard Value Index Inv 3.35M (0.87%) 33.14K
Increased by +0.99%
Feb 28, 25
19 American Funds Capital World Gr&Inc A 3.05M (0.79%) -3.62K
Decreased by -0.12%
Mar 31, 24
20 Capital Group World Growth & Inc Cmp 3.05M (0.79%) -3.62K
Decreased by -0.12%
Mar 31, 24