Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 16.63%
2 UTRN 4.06%
3 RYU 3.39%
4 RSPU 3.21%
5 INFR 2.93%
6 QINC 2.92%
7 SDP 2.81%
8 PUI 2.52%
9 SPHD 2.33%
10 OCEN 2.16%
11 SDOG 2.04%
12 PEY 2.03%
13 BILD 1.87%
14 RDIV 1.87%
15 XLU 1.84%
16 FUTY 1.64%
17 GREI 1.59%
18 VPU 1.58%
19 IDU 1.55%
20 STNC 1.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.61M (12.20%) 1.39M
Increased by +3.11%
Dec 31, 24
2 BlackRock Inc 38.08M (10.41%) 373.45K
Increased by +0.98%
Sep 30, 24
3 State Street Corporation 26.81M (7.33%) -813.81K
Decreased by -3.04%
Mar 31, 24
4 State Street Corp 25.54M (6.98%) 430.59K
Increased by +1.69%
Sep 30, 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 (2.72%) 226.97K
Increased by +2.28%
Dec 31, 24
7 Geode Capital Management, LLC 9.04M (2.47%) 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 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 Nuveen Asset Management, LLC 5.88M (1.61%) 1.38M
Increased by +23.50%
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 (1.44%) 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 Legal & General Group PLC 5.11M (1.40%) -949.89K
Decreased by -18.59%
Dec 31, 24
18 UBS Asset Mgmt Americas Inc 4.96M (1.36%) 216.63K
Increased by +4.37%
Sep 30, 24
19 Nordea Investment Mgmt Bank Demark A/s 4.77M (1.30%) -1.07M
Decreased by -22.48%
Jun 30, 24
20 American Century Companies Inc 4.61M (1.26%) -75.22K
Decreased by -1.63%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.52M (3.15%) 292.93K
Increased by +2.54%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 9.92M (2.71%) 316.02K
Increased by +3.18%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 7.88M (2.15%) 256.06K
Increased by +3.25%
Dec 31, 24
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 5.28M (1.44%) -29.93K
Decreased by -0.57%
Jan 31, 25
6 Fidelity 500 Index 4.55M (1.24%) 132.20K
Increased by +2.91%
Dec 31, 24
7 SPDR® S&P 500® ETF Trust 4.47M (1.22%) -43.86K
Decreased by -0.98%
Jan 31, 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 (1.17%) 6.24K
Increased by +0.15%
Jan 31, 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 4.18M (1.14%) -170.30K
Decreased by -4.08%
Jan 31, 25
12 iShares Select Dividend ETF 4.13M (1.13%) -4.17K
Decreased by -0.10%
Jan 31, 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 3.13M (0.85%) 71.11K
Increased by +2.27%
Dec 31, 24
17 Vanguard Wellesley® Income Inv 3.02M (0.82%) 168.43K
Increased by +5.58%
Dec 31, 24
18 CREF Stock R1 2.94M (0.80%) -86.44K
Decreased by -2.94%
Dec 31, 24
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 2.52M (0.69%) 8.17K
Increased by +0.32%
Jan 31, 25