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 SDP 2.70%
6 SDEI 2.62%
7 BOON 2.53%
8 VPU 2.43%
9 RSPU 2.39%
10 RENW 2.19%
11 XLU 1.96%
12 UTES 1.93%
13 GLIF 1.90%
14 SDOG 1.87%
15 PWC 1.86%
16 PUI 1.86%
17 UPGD 1.86%
18 RYJ 1.84%
19 FUTY 1.78%
20 IDU 1.71%

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 38.19M (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 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 12.15M (3.14%) 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 Capital Group Investment Co of Amer Comp 5.92M (1.53%) -2.14M
Decreased by -36.15%
Sep 30, 24
5 American Funds Capital Income Bldr A 5.46M (1.41%) -500.73K
Decreased by -9.17%
Dec 31, 24
6 The Utilities Select Sector SPDR® ETF 5.44M (1.41%) -22.75K
Decreased by -0.42%
Dec 31, 24
7 Vanguard Windsor Investor Shares 5.23M (1.35%) -939.70K
Decreased by -17.96%
Sep 30, 24
8 American Funds Income Fund of Amer A 5.18M (1.34%) 1.47M
Increased by +28.36%
Dec 31, 24
9 SPDR® S&P 500® ETF Trust 4.87M (1.26%) 56.32K
Increased by +1.16%
Dec 31, 24
10 Utilities Select Sector SPDR® ETF 4.85M (1.25%) -14.27K
Decreased by -0.29%
Mar 31, 24
11 Fidelity 500 Index 4.77M (1.24%) 32.41K
Increased by +0.68%
Nov 30, 24
12 American Funds American Mutual A 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%) 3.19K
Increased by +0.07%
Dec 31, 24
15 Fidelity® 500 Index 4.47M (1.16%) 28.42K
Increased by +0.64%
Nov 30, 23
16 SPDR® S&P Dividend ETF 4.41M (1.14%) 2.90K
Increased by +0.07%
Dec 31, 24
17 Capital Group American Mutual Comp 4.06M (1.05%) 75.56K
Increased by +1.86%
Sep 30, 24
18 iShares Select Dividend ETF 3.53M (0.91%) 8.99K
Increased by +0.25%
Dec 31, 24
19 Franklin Utilities Fund A1 3.40M (0.88%) -500.00K
Decreased by -14.71%
Nov 30, 24
20 Vanguard Value Index Inv 3.29M (0.85%) 13.03K
Increased by +0.40%
Dec 31, 24