Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.06%
2 INFR 3.74%
3 TPMN 3.60%
4 BILD 3.53%
5 RYU 3.39%
6 QINC 2.92%
7 SDP 2.81%
8 RSPU 2.81%
9 PUI 2.31%
10 OCEN 2.01%
11 RDIV 1.98%
12 SPHD 1.89%
13 XLU 1.80%
14 VPU 1.78%
15 SDOG 1.72%
16 PEY 1.64%
17 FUTY 1.63%
18 GREI 1.61%
19 IDU 1.53%
20 CZA 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 42.20M (11.56%) 227.31K
Increased by +0.54%
Jun 30, 24
2 BlackRock Inc 37.71M (10.33%) 70.52K
Increased by +0.19%
Jun 30, 24
3 State Street Corporation 26.81M (7.34%) -813.81K
Decreased by -3.04%
Mar 31, 24
4 State Street Corp 25.11M (6.88%) -1.70M
Decreased by -6.76%
Jun 30, 24
5 Charles Schwab Investment Management Inc 9.73M (2.66%) 1.26M
Increased by +12.93%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 9.54M (2.61%) -186.68K
Decreased by -1.96%
Jun 30, 24
7 Geode Capital Management, LLC 8.77M (2.40%) -184.59K
Decreased by -2.10%
Jun 30, 24
8 FMR Inc 6.83M (1.87%) -7.12K
Decreased by -0.10%
Jun 30, 24
9 Wells Fargo & Co 6.55M (1.79%) -1.35M
Decreased by -20.66%
Dec 31, 23
10 Legal & General Group PLC 6.21M (1.70%) -498.62K
Decreased by -8.03%
Jun 30, 24
11 Zimmer Partners LP 5.35M (1.46%) 2.81M
Increased by +52.57%
Jun 30, 24
12 Magellan Asset Management Limited 5.30M (1.45%) 1.40M
Increased by +26.46%
Jun 30, 24
13 Amundi 5.15M (1.41%) 1.56M
Increased by +30.29%
Jun 30, 24
14 Goldman Sachs Group Inc 5.14M (1.41%) 158.16K
Increased by +3.08%
Jun 30, 24
15 Amvescap Plc. 4.97M (1.36%) 344.03K
Increased by +6.92%
Jun 30, 24
16 Nordea Investment Mgmt Bank Demark A/s 4.77M (1.31%) -1.07M
Decreased by -22.48%
Jun 30, 24
17 UBS Asset Mgmt Americas Inc 4.74M (1.30%) 388.49K
Increased by +8.20%
Jun 30, 24
18 American Century Companies Inc 4.61M (1.26%) -106.86K
Decreased by -2.32%
Jun 30, 24
19 Nuveen Asset Management, LLC 4.50M (1.23%) 3.37M
Increased by +75.00%
Jun 30, 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 11.35M (3.11%) 263.69K
Increased by +2.32%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 9.36M (2.56%) 145.45K
Increased by +1.55%
Sep 30, 24
3 Vanguard Mid Cap Index Institutional 7.57M (2.07%) 63.65K
Increased by +0.84%
Sep 30, 24
4 The Utilities Select Sector SPDR® ETF 5.35M (1.46%) 7.17K
Increased by +0.13%
Oct 31, 24
5 Vanguard Equity-Income Inv 4.76M (1.30%) 4.76M
Increased by +100.00%
Sep 30, 24
6 Utilities Select Sector SPDR® ETF 4.41M (1.21%) -12.99K
Decreased by -0.29%
Mar 31, 24
7 Fidelity 500 Index 4.39M (1.20%) 53.63K
Increased by +1.22%
Sep 30, 24
8 SPDR® S&P Dividend ETF 4.39M (1.20%) 368.45K
Increased by +8.39%
Oct 31, 24
9 SPDR® S&P 500® ETF Trust 4.36M (1.19%) 22.79K
Increased by +0.52%
Oct 31, 24
10 SPDR® S&P 500 ETF Trust 4.22M (1.16%) -32.71K
Decreased by -0.78%
Mar 31, 24
11 iShares Select Dividend ETF 4.14M (1.13%) -1.39K
Decreased by -0.03%
Oct 31, 24
12 Fidelity® 500 Index 4.07M (1.11%) 25.88K
Increased by +0.64%
Nov 30, 23
13 ThomasPartners Dividend Growth Non K-1 4.05M (1.11%) 4.05M
Increased by +99.99%
Jun 30, 24
14 iShares Core S&P 500 ETF 3.98M (1.09%) 6.12K
Increased by +0.15%
Oct 31, 24
15 Vanguard Value Index Inv 3.03M (0.83%) 118.80K
Increased by +3.92%
Sep 30, 24
16 CREF Stock R1 2.90M (0.80%) 198.19K
Increased by +6.82%
Aug 31, 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 Vanguard Mid-Cap Value ETF 2.45M (0.67%) 43.76K
Increased by +1.79%
Sep 30, 24
20 Vanguard Institutional Index I 2.27M (0.62%) 12.47K
Increased by +0.55%
Sep 30, 24