Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 6.14%
2 UTRN 4.06%
3 WBIF 3.98%
4 ZAP 3.90%
5 DIVY 3.66%
6 RYU 3.39%
7 RSPU 3.25%
8 INFR 3.02%
9 QINC 2.92%
10 SDP 2.81%
11 PUI 2.30%
12 SPHD 2.30%
13 OCEN 2.28%
14 PEY 2.00%
15 SDOG 1.99%
16 RDIV 1.91%
17 XLU 1.88%
18 BILD 1.82%
19 VPU 1.74%
20 FUTY 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.61M (12.19%) 1.39M
Increased by +3.11%
Dec 31, 24
2 BlackRock Inc 38.77M (10.59%) 684.72K
Increased by +1.77%
Dec 31, 24
3 State Street Corporation 26.81M (7.33%) -813.81K
Decreased by -3.04%
Mar 31, 24
4 State Street Corp 26.61M (7.27%) 1.07M
Increased by +4.01%
Dec 31, 24
5 Wellington Management Company LLP 16.47M (4.50%) 4.59M
Increased by +27.84%
Dec 31, 24
6 Charles Schwab Investment Management Inc 9.93M (2.71%) 226.97K
Increased by +2.28%
Dec 31, 24
7 Geode Capital Management, LLC 9.56M (2.61%) 517.04K
Increased by +5.41%
Dec 31, 24
8 FMR Inc 7.35M (2.01%) 333.53K
Increased by +4.54%
Dec 31, 24
9 Wells Fargo & Co 6.55M (1.79%) -1.35M
Decreased by -20.66%
Dec 31, 23
10 Amundi 6.48M (1.77%) 1.58M
Increased by +24.37%
Dec 31, 24
11 Magellan Asset Management Limited 6.47M (1.77%) 890.51K
Increased by +13.75%
Dec 31, 24
12 Amvescap Plc. 6.00M (1.64%) 850.22K
Increased by +14.16%
Dec 31, 24
13 Nuveen Asset Management, LLC 5.73M (1.56%) -152.50K
Decreased by -2.66%
Dec 31, 24
14 UBS Asset Mgmt Americas Inc 5.52M (1.51%) 561.05K
Increased by +10.17%
Dec 31, 24
15 Zimmer Partners LP 5.35M (1.46%) 2.81M
Increased by +52.57%
Jun 30, 24
16 Morgan Stanley - Brokerage Accounts 5.16M (1.41%) -175.43K
Decreased by -3.40%
Dec 31, 24
17 Legal & General Group PLC 5.11M (1.40%) -417.08K
Decreased by -8.16%
Dec 31, 24
18 Nordea Investment Mgmt Bank Demark A/s 4.77M (1.30%) -1.07M
Decreased by -22.48%
Jun 30, 24
19 American Century Companies Inc 4.61M (1.26%) -75.22K
Decreased by -1.63%
Dec 31, 24
20 Deutsche Bank AG 4.16M (1.14%) -496.05K
Decreased by -11.92%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.56M (3.16%) 17.22K
Increased by +0.15%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 10.16M (2.78%) 61.90K
Increased by +0.61%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 7.91M (2.16%) 33.73K
Increased by +0.43%
Feb 28, 25
4 Vanguard Equity-Income Inv 5.94M (1.62%) 1.17M
Increased by +19.76%
Dec 31, 24
5 The Utilities Select Sector SPDR® ETF 5.43M (1.48%) 14.42K
Increased by +0.27%
Feb 28, 25
6 Fidelity 500 Index 4.57M (1.25%) 20.16K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 4.53M (1.24%) -33.54K
Decreased by -0.74%
Feb 28, 25
8 Utilities Select Sector SPDR® ETF 4.41M (1.21%) -12.99K
Decreased by -0.29%
Mar 31, 24
9 iShares Core S&P 500 ETF 4.30M (1.18%) -216.00
Decreased by -0.01%
Feb 28, 25
10 SPDR® S&P 500 ETF Trust 4.22M (1.15%) -32.71K
Decreased by -0.78%
Mar 31, 24
11 SPDR® S&P Dividend ETF 4.15M (1.13%) -4.18K
Decreased by -0.10%
Feb 28, 25
12 iShares Select Dividend ETF 4.14M (1.13%) 32.59K
Increased by +0.79%
Feb 28, 25
13 Fidelity® 500 Index 4.07M (1.11%) 25.88K
Increased by +0.64%
Nov 30, 23
14 ThomasPartners Dividend Growth Non K-1 4.05M (1.11%) 4.05M
Increased by +99.99%
Jun 30, 24
15 Vanguard Windsor Investor Shares 3.19M (0.87%) 1.93M
Increased by +60.31%
Dec 31, 24
16 Vanguard Value Index Inv 3.16M (0.86%) 13.54K
Increased by +0.43%
Feb 28, 25
17 Vanguard Wellesley® Income Inv 3.02M (0.82%) 168.43K
Increased by +5.58%
Dec 31, 24
18 ProShares S&P 500 Dividend Aristocrats 3.01M (0.82%) 0.00
Increased by 0.00%
Feb 28, 25
19 Nordea 1 - Global Climate & Envir BI EUR 2.87M (0.79%) -467.22K
Decreased by -16.27%
May 31, 24
20 Invesco S&P 500® Equal Weight ETF 2.55M (0.70%) 2.87K
Increased by +0.11%
Feb 28, 25