Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.06%
2 RYU 3.39%
3 RSPU 3.09%
4 QINC 2.92%
5 SDP 2.81%
6 INFR 2.79%
7 TPMN 2.52%
8 PUI 2.38%
9 OCEN 2.12%
10 RDIV 1.98%
11 SDOG 1.95%
12 PEY 1.95%
13 SPHD 1.89%
14 XLU 1.76%
15 BILD 1.76%
16 VPU 1.61%
17 GREI 1.59%
18 FUTY 1.57%
19 STNC 1.53%
20 IDU 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 43.22M (11.84%) 1.02M
Increased by +2.37%
Sep 30, 24
2 BlackRock Inc 38.08M (10.43%) 373.45K
Increased by +0.98%
Sep 30, 24
3 State Street Corporation 26.81M (7.34%) -813.81K
Decreased by -3.04%
Mar 31, 24
4 State Street Corp 25.54M (6.99%) 430.59K
Increased by +1.69%
Sep 30, 24
5 Wellington Management Company LLP 11.89M (3.25%) 11.89M
Increased by +100.00%
Sep 30, 24
6 Charles Schwab Investment Management Inc 9.71M (2.66%) -25.27K
Decreased by -0.26%
Sep 30, 24
7 Geode Capital Management, LLC 9.04M (2.48%) 268.59K
Increased by +2.97%
Sep 30, 24
8 FMR Inc 7.02M (1.92%) 185.38K
Increased by +2.64%
Sep 30, 24
9 Wells Fargo & Co 6.55M (1.79%) -1.35M
Decreased by -20.66%
Dec 31, 23
10 Legal & General Group PLC 6.06M (1.66%) -146.32K
Decreased by -2.41%
Sep 30, 24
11 Nuveen Asset Management, LLC 5.88M (1.61%) 1.38M
Increased by +23.50%
Sep 30, 24
12 Magellan Asset Management Limited 5.58M (1.53%) 280.31K
Increased by +5.02%
Sep 30, 24
13 Zimmer Partners LP 5.35M (1.46%) 2.81M
Increased by +52.57%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 5.34M (1.46%) -4.20M
Decreased by -78.75%
Sep 30, 24
15 Goldman Sachs Group Inc 5.28M (1.45%) 138.16K
Increased by +2.62%
Sep 30, 24
16 Amvescap Plc. 5.15M (1.41%) 182.09K
Increased by +3.53%
Sep 30, 24
17 UBS Asset Mgmt Americas Inc 4.96M (1.36%) 216.63K
Increased by +4.37%
Sep 30, 24
18 Amundi 4.90M (1.34%) -245.94K
Decreased by -5.02%
Sep 30, 24
19 Nordea Investment Mgmt Bank Demark A/s 4.77M (1.31%) -1.07M
Decreased by -22.48%
Jun 30, 24
20 American Century Companies Inc 4.68M (1.28%) 76.33K
Increased by +1.63%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.52M (3.16%) 292.93K
Increased by +2.54%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 9.92M (2.72%) 316.02K
Increased by +3.18%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 7.88M (2.16%) 256.06K
Increased by +3.25%
Dec 31, 24
4 The Utilities Select Sector SPDR® ETF 5.15M (1.41%) -21.53K
Decreased by -0.42%
Dec 31, 24
5 Vanguard Equity-Income Inv 4.76M (1.30%) 4.76M
Increased by +100.00%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 4.61M (1.26%) 53.10K
Increased by +1.15%
Dec 31, 24
7 Fidelity 500 Index 4.42M (1.21%) 30.01K
Increased by +0.68%
Nov 30, 24
8 Utilities Select Sector SPDR® ETF 4.41M (1.21%) -12.99K
Decreased by -0.29%
Mar 31, 24
9 SPDR® S&P Dividend ETF 4.41M (1.21%) 2.90K
Increased by +0.07%
Dec 31, 24
10 iShares Core S&P 500 ETF 4.30M (1.18%) 3.02K
Increased by +0.07%
Dec 31, 24
11 iShares Select Dividend ETF 4.22M (1.16%) 10.74K
Increased by +0.25%
Dec 31, 24
12 SPDR® S&P 500 ETF Trust 4.22M (1.16%) -32.71K
Decreased by -0.78%
Mar 31, 24
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 Value Index Inv 3.13M (0.86%) 71.11K
Increased by +2.27%
Dec 31, 24
16 CREF Stock R1 3.02M (0.83%) 119.59K
Increased by +3.95%
Nov 30, 24
17 Nordea 1 - Global Climate & Envir BI EUR 2.87M (0.79%) -467.22K
Decreased by -16.27%
May 31, 24
18 Vanguard Wellesley® Income Inv 2.85M (0.78%) 2.85M
Increased by +100.00%
Sep 30, 24
19 Invesco S&P 500® Equal Weight ETF 2.51M (0.69%) 2.75K
Increased by +0.11%
Dec 31, 24
20 Vanguard Mid-Cap Value ETF 2.46M (0.67%) -7.86K
Decreased by -0.32%
Dec 31, 24