Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.31%
2 UTRN 3.95%
3 RYU 3.39%
4 DIVZ 3.36%
5 RSPU 3.29%
6 SDP 2.60%
7 PUI 2.41%
8 SDOG 2.00%
9 UPGD 1.94%
10 RYJ 1.94%
11 BMVP 1.86%
12 SPHD 1.80%
13 CGVIC 1.77%
14 HUSV 1.73%
15 XLU 1.71%
16 FUTY 1.65%
17 IDU 1.64%
18 VPU 1.60%
19 FDV 1.57%
20 FXU 1.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 78.09M (13.58%) 27.29K
Increased by +0.03%
Dec 31, 24
2 Vanguard Group Inc 65.84M (11.45%) 508.57K
Increased by +0.77%
Dec 31, 24
3 BlackRock Inc 46.03M (8.00%) 1.67M
Increased by +3.62%
Dec 31, 24
4 State Street Corporation 38.99M (6.78%) -2.16M
Decreased by -5.54%
Mar 31, 24
5 State Street Corp 37.03M (6.44%) -908.87K
Decreased by -2.45%
Dec 31, 24
6 Blackstone Inc 28.83M (5.01%) 0.00
Increased by 0.00%
Dec 31, 24
7 FMR Inc 16.95M (2.95%) -1.57M
Decreased by -9.28%
Dec 31, 24
8 Boston Partners Global Investors, Inc 16.50M (2.87%) 6.99M
Increased by +42.37%
Dec 31, 24
9 Amvescap Plc. 12.82M (2.23%) 13.43K
Increased by +0.10%
Dec 31, 24
10 Geode Capital Management, LLC 12.53M (2.18%) 329.05K
Increased by +2.63%
Dec 31, 24
11 T. Rowe Price Associates, Inc. 10.61M (1.84%) -1.74M
Decreased by -16.37%
Dec 31, 24
12 Allspring Global Investments Holdings, LLC 9.32M (1.62%) 220.43K
Increased by +2.37%
Dec 31, 24
13 Neuberger Berman Group LLC 8.95M (1.56%) -543.34K
Decreased by -6.07%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 8.53M (1.48%) 260.57K
Increased by +3.06%
Dec 31, 24
15 Soroban Capital Partners LP 8.34M (1.45%) 3.13M
Increased by +37.56%
Dec 31, 24
16 Ameriprise Financial Inc 7.07M (1.23%) -1.11M
Decreased by -15.63%
Dec 31, 24
17 JPMorgan Chase & Co 6.58M (1.14%) 1.45M
Increased by +22.05%
Sep 30, 24
18 ICAHN CARL C 5.89M (1.02%) -8.20M
Decreased by -139.35%
Dec 31, 23
19 Zimmer Partners LP 4.92M (0.86%) 1.23M
Increased by +25.05%
Dec 31, 24
20 Mitsubishi UFJ Trust & Banking Corp 4.84M (0.84%) -707.41K
Decreased by -14.63%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 23.65M (4.11%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital Group Wash Mutual Invtrs Comp 23.65M (4.11%) 0.00
Increased by 0.00%
Dec 31, 24
3 American Funds Income Fund of Amer A 21.37M (3.72%) 0.00
Increased by 0.00%
Dec 31, 24
4 American Funds Fundamental Invs A 20.64M (3.59%) 0.00
Increased by 0.00%
Dec 31, 24
5 Capital Group Fundamental Invtrs Comp 20.64M (3.59%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Total Stock Mkt Idx Inv 17.27M (3.00%) 24.53K
Increased by +0.14%
Feb 28, 25
7 Vanguard Institutional 500 Index Trust 14.22M (2.47%) 86.94K
Increased by +0.61%
Feb 28, 25
8 Vanguard Mid Cap Index Institutional 11.82M (2.06%) 49.40K
Increased by +0.42%
Feb 28, 25
9 The Utilities Select Sector SPDR® ETF 7.60M (1.32%) 20.18K
Increased by +0.27%
Feb 28, 25
10 Allspring Mid Value SMA 7.35M (1.28%) 7.35M
Increased by +99.99%
Dec 31, 24
11 Allspring Special Mid Cap Value Inst 7.35M (1.28%) 0.00
Increased by 0.00%
Feb 28, 25
12 Allspring Special US Mid Cap Value Eq 7.35M (1.28%) 0.00
Increased by 0.00%
Dec 31, 24
13 American Funds American Balanced A 6.89M (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
14 Utilities Select Sector SPDR® ETF 6.45M (1.12%) 181.58K
Increased by +2.82%
Apr 30, 24
15 Fidelity 500 Index 6.40M (1.11%) 28.22K
Increased by +0.44%
Jan 31, 25
16 SPDR® S&P 500® ETF Trust 6.33M (1.10%) -47.11K
Decreased by -0.74%
Feb 28, 25
17 SPDR® S&P 500 ETF Trust 6.09M (1.06%) -13.20K
Decreased by -0.22%
Apr 30, 24
18 iShares Core S&P 500 ETF 6.02M (1.05%) -303.00
Decreased by -0.01%
Feb 28, 25
19 Fidelity® 500 Index 6.01M (1.05%) 38.27K
Increased by +0.64%
Nov 30, 23
20 iShares Select Dividend ETF 5.95M (1.04%) 46.77K
Increased by +0.79%
Feb 28, 25