Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JHMU 4.09%
2 UTRN 4.07%
3 VSL 4.04%
4 RYU 3.42%
5 RSPU 3.05%
6 SDP 2.70%
7 XLU 2.67%
8 SDEI 2.62%
9 BOON 2.53%
10 PUI 2.50%
11 VPU 2.45%
12 FUTY 2.43%
13 IDU 2.26%
14 RENW 2.19%
15 UTES 1.93%
16 GLIF 1.90%
17 SDOG 1.88%
18 PWC 1.86%
19 SPHD 1.86%
20 UPGD 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 47.03M (12.18%) 406.86K
Increased by +0.87%
Sep 30, 24
2 BlackRock Inc 38.21M (9.89%) -208.15K
Decreased by -0.54%
Jun 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 19.00M (4.92%) -368.98K
Decreased by -1.94%
Sep 30, 24
7 Geode Capital Management, LLC 9.62M (2.49%) 210.46K
Increased by +2.19%
Sep 30, 24
8 Pzena Investment Management, LLC 9.26M (2.40%) -3.61M
Decreased by -39.00%
Sep 30, 24
9 Capital Research & Mgmt Co - Division 3 7.43M (1.92%) -1.75M
Decreased by -23.58%
Sep 30, 24
10 Wellington Management Company LLP 7.33M (1.90%) -504.69K
Decreased by -6.89%
Sep 30, 24
11 Franklin Resources Inc 6.52M (1.69%) 2.41K
Increased by +0.04%
Sep 30, 24
12 Macquarie Group Ltd 6.31M (1.63%) -360.54K
Decreased by -5.71%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 5.29M (1.37%) -4.94M
Decreased by -93.49%
Sep 30, 24
14 ClearBridge Advisors, LLC 5.23M (1.35%) 213.37K
Increased by +4.08%
Sep 30, 24
15 Legal & General Group PLC 5.22M (1.35%) -68.65K
Decreased by -1.32%
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 5.08M (1.32%) -93.54K
Decreased by -1.84%
Sep 30, 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 JPMorgan Chase & Co 4.57M (1.18%) -112.02K
Decreased by -2.45%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.11M (3.14%) -43.20K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 10.23M (2.65%) 118.52K
Increased by +1.16%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 8.15M (2.11%) 14.65K
Increased by +0.18%
Oct 31, 24
4 American Funds Capital Income Bldr A 5.96M (1.54%) -464.58K
Decreased by -7.79%
Sep 30, 24
5 American Funds Invmt Co of Amer A 5.92M (1.53%) -2.14M
Decreased by -36.15%
Sep 30, 24
6 Capital Group Investment Co of Amer Comp 5.92M (1.53%) -2.14M
Decreased by -36.15%
Sep 30, 24
7 The Utilities Select Sector SPDR® ETF 5.58M (1.45%) 17.82K
Increased by +0.32%
Nov 30, 24
8 Vanguard Windsor Investor Shares 5.23M (1.35%) -939.70K
Decreased by -17.96%
Sep 30, 24
9 Utilities Select Sector SPDR® ETF 4.85M (1.25%) -14.27K
Decreased by -0.29%
Mar 31, 24
10 SPDR® S&P 500® ETF Trust 4.77M (1.24%) 28.15K
Increased by +0.59%
Nov 30, 24
11 Fidelity 500 Index 4.74M (1.23%) -7.78K
Decreased by -0.16%
Oct 31, 24
12 SPDR® S&P 500 ETF Trust 4.62M (1.20%) -36.02K
Decreased by -0.78%
Mar 31, 24
13 Fidelity® 500 Index 4.47M (1.16%) 28.42K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P Dividend ETF 4.40M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
15 iShares Core S&P 500 ETF 4.36M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
16 American Funds American Mutual A 4.06M (1.05%) 75.56K
Increased by +1.86%
Sep 30, 24
17 Capital Group American Mutual Comp 4.06M (1.05%) 75.56K
Increased by +1.86%
Sep 30, 24
18 Franklin Utilities A1 3.90M (1.01%) 0.00
Increased by 0.00%
Oct 31, 24
19 Franklin Utilities Fund A1 3.90M (1.01%) 0.00
Increased by 0.00%
Oct 31, 24
20 American Funds Income Fund of Amer A 3.71M (0.96%) 0.00
Increased by 0.00%
Sep 30, 24