Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.98%
2 UTRN 4.06%
3 ZAP 3.92%
4 WBIF 3.87%
5 DIVY 3.82%
6 RYU 3.39%
7 RSPU 3.23%
8 INFR 3.02%
9 QINC 2.92%
10 SDP 2.81%
11 FXU 2.51%
12 SPHD 2.43%
13 PUI 2.35%
14 OCEN 2.21%
15 SDOG 2.08%
16 PEY 2.08%
17 RDIV 1.95%
18 BILD 1.87%
19 XLU 1.86%
20 VPU 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.61M (12.17%) 1.39M
Increased by +3.11%
Dec 31, 24
2 BlackRock Inc 38.77M (10.58%) 684.72K
Increased by +1.77%
Dec 31, 24
3 State Street Corporation 26.81M (7.31%) -813.81K
Decreased by -3.04%
Mar 31, 24
4 State Street Corp 26.61M (7.26%) 1.07M
Increased by +4.01%
Dec 31, 24
5 Wellington Management Company LLP 16.47M (4.49%) 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 (1.39%) -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 11.60M (3.16%) 33.69K
Increased by +0.29%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 11.35M (3.10%) 263.69K
Increased by +2.32%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 10.19M (2.78%) 35.95K
Increased by +0.35%
Mar 31, 25
4 Vanguard Mid Cap Index Institutional 7.90M (2.15%) -14.84K
Decreased by -0.19%
Mar 31, 25
5 Vanguard Equity-Income Inv 6.21M (1.70%) 278.36K
Increased by +4.48%
Mar 31, 25
6 The Utilities Select Sector SPDR® ETF 5.48M (1.50%) 22.74K
Increased by +0.42%
Apr 30, 25
7 iShares Select Dividend ETF 5.06M (1.38%) 0.00
Increased by 0.00%
Apr 30, 25
8 Fidelity 500 Index 4.60M (1.26%) 12.74K
Increased by +0.28%
Mar 31, 25
9 SPDR® S&P 500 ETF 4.56M (1.24%) -66.19K
Decreased by -1.45%
Mar 31, 25
10 SPDR® S&P 500® ETF 4.45M (1.21%) 3.67K
Increased by +0.08%
Apr 30, 25
11 SPDR® S&P 500® ETF Trust 4.44M (1.21%) -23.33K
Decreased by -0.53%
Mar 31, 25
12 Utilities Select Sector SPDR® ETF 4.41M (1.20%) -12.99K
Decreased by -0.29%
Mar 31, 24
13 iShares Core S&P 500 ETF 4.34M (1.18%) -4.54K
Decreased by -0.10%
Apr 30, 25
14 SPDR® S&P Dividend ETF 4.23M (1.15%) 0.00
Increased by 0.00%
Apr 30, 25
15 SPDR® S&P 500 ETF Trust 4.22M (1.15%) -32.71K
Decreased by -0.78%
Mar 31, 24
16 Fidelity® 500 Index 4.07M (1.11%) 25.88K
Increased by +0.64%
Nov 30, 23
17 ThomasPartners Dividend Growth Non K-1 4.05M (1.11%) 4.05M
Increased by +99.99%
Jun 30, 24
18 Vanguard Windsor Investor Shares 3.42M (0.93%) 228.81K
Increased by +6.69%
Mar 31, 25
19 Vanguard Value Index Inv 3.21M (0.88%) 51.08K
Increased by +1.59%
Mar 31, 25
20 ProShares S&P 500 Dividend Aristocrats 3.04M (0.83%) -1.31K
Decreased by -0.04%
Apr 30, 25