Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.31%
2 UTRN 3.98%
3 RYU 3.39%
4 DIVZ 3.36%
5 RSPU 2.91%
6 SDP 2.60%
7 PUI 2.46%
8 RDIV 2.38%
9 HUSV 1.83%
10 CGVIC 1.77%
11 SPHD 1.76%
12 XLU 1.75%
13 VPU 1.73%
14 BMVP 1.73%
15 FUTY 1.71%
16 IDU 1.68%
17 HEJD 1.51%
18 HDLB 1.42%
19 LQAI 1.34%
20 NBCT 1.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 78.06M (14.30%) 24.77K
Increased by +0.03%
Sep 30, 24
2 Vanguard Group Inc 65.34M (11.97%) 458.71K
Increased by +0.70%
Sep 30, 24
3 BlackRock Inc 43.02M (7.88%) 1.32M
Increased by +3.07%
Jun 30, 24
4 State Street Corporation 38.99M (7.14%) -2.16M
Decreased by -5.54%
Mar 31, 24
5 State Street Corp 37.87M (6.94%) -1.12M
Decreased by -2.95%
Jun 30, 24
6 Blackstone Inc 28.83M (5.28%) 0.00
Increased by 0.00%
Jun 30, 24
7 FMR Inc 18.52M (3.39%) 744.36K
Increased by +4.02%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 15.75M (2.89%) -107.52K
Decreased by -0.68%
Jun 30, 24
9 T. Rowe Price Associates, Inc. 12.90M (2.36%) -2.10M
Decreased by -16.28%
Jun 30, 24
10 Amvescap Plc. 12.77M (2.34%) -183.40K
Decreased by -1.44%
Jun 30, 24
11 Geode Capital Management, LLC 12.18M (2.23%) 395.55K
Increased by +3.25%
Jun 30, 24
12 Ameriprise Financial Inc 9.94M (1.82%) -150.74K
Decreased by -1.52%
Jun 30, 24
13 Boston Partners Global Investors, Inc 9.48M (1.74%) -36.99K
Decreased by -0.39%
Jun 30, 24
14 Neuberger Berman Group LLC 8.94M (1.64%) 418.18K
Increased by +4.68%
Jun 30, 24
15 Allspring Global Investments Holdings, LLC 8.64M (1.58%) -289.58K
Decreased by -3.35%
Jun 30, 24
16 Nuveen Asset Management, LLC 8.51M (1.56%) -214.22K
Decreased by -2.52%
Jun 30, 24
17 ICAHN CARL C 5.89M (1.08%) -8.20M
Decreased by -139.35%
Dec 31, 23
18 Zimmer Partners LP 5.61M (1.03%) 1.93M
Increased by +34.46%
Jun 30, 24
19 Soroban Capital Partners LP 5.21M (0.95%) -642.97K
Decreased by -12.35%
Sep 30, 24
20 Legal & General Group PLC 5.20M (0.95%) -341.25K
Decreased by -6.56%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 23.65M (4.33%) 0.00
Increased by 0.00%
Sep 30, 24
2 Capital Group Wash Mutual Invtrs Comp 23.65M (4.33%) 0.00
Increased by 0.00%
Sep 30, 24
3 American Funds Income Fund of Amer A 21.37M (3.92%) 692.96K
Increased by +3.24%
Sep 30, 24
4 American Funds Fundamental Invs A 20.64M (3.78%) -197.92K
Decreased by -0.96%
Sep 30, 24
5 Capital Group Fundamental Invtrs Comp 20.64M (3.78%) -197.92K
Decreased by -0.96%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 17.28M (3.17%) -52.27K
Decreased by -0.30%
Oct 31, 24
7 Vanguard Institutional 500 Index Trust 13.58M (2.49%) 156.91K
Increased by +1.16%
Oct 31, 24
8 Vanguard Mid Cap Index Institutional 11.61M (2.13%) 20.77K
Increased by +0.18%
Oct 31, 24
9 The Utilities Select Sector SPDR® ETF 7.67M (1.41%) 10.08K
Increased by +0.13%
Oct 31, 24
10 Allspring Special Mid Cap Value Inst 7.35M (1.35%) 0.00
Increased by 0.00%
Oct 31, 24
11 Allspring Special US Mid Cap Value Eq 7.35M (1.35%) 401.50K
Increased by +5.46%
Sep 30, 24
12 Allspring Mid Value SMA 6.95M (1.27%) 6.95M
Increased by +99.99%
Jun 30, 24
13 American Funds American Balanced A 6.89M (1.26%) 0.00
Increased by 0.00%
Sep 30, 24
14 Utilities Select Sector SPDR® ETF 6.45M (1.18%) 181.58K
Increased by +2.82%
Apr 30, 24
15 Fidelity 500 Index 6.30M (1.15%) -80.19K
Decreased by -1.27%
Sep 30, 24
16 SPDR® S&P 500® ETF Trust 6.25M (1.15%) 32.62K
Increased by +0.52%
Oct 31, 24
17 SPDR® S&P 500 ETF Trust 6.09M (1.12%) -13.20K
Decreased by -0.22%
Apr 30, 24
18 Fidelity® 500 Index 6.01M (1.10%) 38.27K
Increased by +0.64%
Nov 30, 23
19 iShares Select Dividend ETF 5.94M (1.09%) -2.00K
Decreased by -0.03%
Oct 31, 24
20 iShares Core S&P 500 ETF 5.71M (1.05%) 8.79K
Increased by +0.15%
Oct 31, 24