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 SDP 2.70%
7 SDEI 2.62%
8 BOON 2.53%
9 RENW 2.19%
10 AIEQ 2.05%
11 RSPU 1.97%
12 UTES 1.93%
13 GLIF 1.90%
14 SDOG 1.87%
15 PWC 1.86%
16 UPGD 1.86%
17 RYJ 1.84%
18 PEY 1.65%
19 XLU 1.63%
20 VPU 1.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.59M (12.58%) 1.56M
Increased by +3.21%
Dec 31, 24
2 BlackRock Inc 38.19M (9.89%) -24.84K
Decreased by -0.07%
Sep 30, 24
3 State Street Corporation 33.24M (8.61%) 4.99M
Increased by +15.00%
Mar 31, 24
4 State Street Corp 32.55M (8.43%) 224.34K
Increased by +0.69%
Sep 30, 24
5 FMR Inc 21.80M (5.64%) 1.74M
Increased by +7.99%
Sep 30, 24
6 Capital Research Global Investors 18.43M (4.77%) -565.52K
Decreased by -3.07%
Dec 31, 24
7 Geode Capital Management, LLC 9.62M (2.49%) 210.46K
Increased by +2.19%
Sep 30, 24
8 JPMorgan Chase & Co 9.13M (2.36%) -224.04K
Decreased by -2.45%
Sep 30, 24
9 Capital Research & Mgmt Co - Division 3 6.80M (1.76%) -626.56K
Decreased by -9.21%
Dec 31, 24
10 Franklin Resources Inc 6.52M (1.69%) 2.41K
Increased by +0.04%
Sep 30, 24
11 Macquarie Group Ltd 6.31M (1.63%) -360.54K
Decreased by -5.71%
Sep 30, 23
12 Wellington Management Company LLP 5.98M (1.55%) -1.35M
Decreased by -22.52%
Dec 31, 24
13 Pzena Investment Management, LLC 5.37M (1.39%) -3.89M
Decreased by -72.35%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 5.29M (1.37%) -4.94M
Decreased by -93.49%
Sep 30, 24
15 ClearBridge Advisors, LLC 5.23M (1.35%) 213.37K
Increased by +4.08%
Sep 30, 24
16 ATLAS Infrastructure Partners (UK) Ltd 5.18M (1.34%) 45.18K
Increased by +0.87%
Sep 30, 24
17 Massachusetts Financial Services Company 5.13M (1.33%) 50.45K
Increased by +0.98%
Dec 31, 24
18 UBS Asset Mgmt Americas Inc 4.79M (1.24%) -37.64K
Decreased by -0.79%
Sep 30, 24
19 Deutsche Bank AG 4.71M (1.22%) -101.69K
Decreased by -2.16%
Sep 30, 24
20 Legal & General Group PLC 4.66M (1.21%) -559.52K
Decreased by -12.01%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.15M (3.15%) 71.85K
Increased by +0.59%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 10.48M (2.71%) 102.41K
Increased by +0.98%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 8.33M (2.16%) 136.94K
Increased by +1.64%
Dec 31, 24
4 SPDR® S&P Dividend ETF 5.84M (1.51%) 1.48M
Increased by +25.38%
Jan 31, 25
5 The Utilities Select Sector SPDR® ETF 5.58M (1.44%) -31.63K
Decreased by -0.57%
Jan 31, 25
6 American Funds Capital Income Bldr A 5.46M (1.41%) -500.73K
Decreased by -9.17%
Dec 31, 24
7 American Funds Income Fund of Amer A 5.18M (1.34%) 1.47M
Increased by +28.36%
Dec 31, 24
8 Utilities Select Sector SPDR® ETF 4.85M (1.25%) -14.27K
Decreased by -0.29%
Mar 31, 24
9 Fidelity 500 Index 4.81M (1.24%) 33.99K
Increased by +0.71%
Dec 31, 24
10 SPDR® S&P 500® ETF Trust 4.72M (1.22%) -46.51K
Decreased by -0.99%
Jan 31, 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 4.54M (1.18%) 13.91K
Increased by +0.31%
Jan 31, 25
15 Fidelity® 500 Index 4.47M (1.16%) 28.42K
Increased by +0.64%
Nov 30, 23
16 Vanguard Windsor Investor Shares 3.47M (0.90%) -1.77M
Decreased by -50.96%
Dec 31, 24
17 iShares Select Dividend ETF 3.45M (0.89%) -3.49K
Decreased by -0.10%
Jan 31, 25
18 Franklin Utilities Fund A1 3.40M (0.88%) -500.00K
Decreased by -14.71%
Nov 30, 24
19 Vanguard Value Index Inv 3.29M (0.85%) 13.03K
Increased by +0.40%
Dec 31, 24
20 Franklin Utilities A1 3.20M (0.83%) -200.00K
Decreased by -6.25%
Dec 31, 24