Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.31%
2 UTRN 4.05%
3 RYU 3.39%
4 DIVZ 3.36%
5 RSPU 2.88%
6 SDP 2.60%
7 PUI 2.45%
8 RDIV 2.34%
9 UPGD 1.95%
10 RYJ 1.94%
11 CGVIC 1.77%
12 HUSV 1.76%
13 XLU 1.74%
14 SPHD 1.73%
15 IDU 1.70%
16 BMVP 1.69%
17 FUTY 1.69%
18 VPU 1.68%
19 HEJD 1.47%
20 HDLB 1.42%

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 37.94M (6.95%) 70.52K
Increased by +0.19%
Sep 30, 24
6 Blackstone Inc 28.83M (5.28%) 0.00
Increased by 0.00%
Sep 30, 24
7 FMR Inc 18.52M (3.39%) 744.36K
Increased by +4.02%
Sep 30, 24
8 Amvescap Plc. 12.81M (2.35%) 36.76K
Increased by +0.29%
Sep 30, 24
9 T. Rowe Price Associates, Inc. 12.34M (2.26%) -553.85K
Decreased by -4.49%
Sep 30, 24
10 Geode Capital Management, LLC 12.20M (2.24%) 20.18K
Increased by +0.17%
Sep 30, 24
11 Boston Partners Global Investors, Inc 9.51M (1.74%) 30.89K
Increased by +0.32%
Sep 30, 24
12 Neuberger Berman Group LLC 9.50M (1.74%) 558.30K
Increased by +5.88%
Sep 30, 24
13 Allspring Global Investments Holdings, LLC 9.10M (1.67%) 457.23K
Increased by +5.03%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 8.27M (1.52%) -7.48M
Decreased by -90.47%
Sep 30, 24
15 Ameriprise Financial Inc 8.18M (1.50%) -1.76M
Decreased by -21.54%
Sep 30, 24
16 ICAHN CARL C 5.89M (1.08%) -8.20M
Decreased by -139.35%
Dec 31, 23
17 Soroban Capital Partners LP 5.21M (0.95%) -642.97K
Decreased by -12.35%
Sep 30, 24
18 Legal & General Group PLC 5.18M (0.95%) -23.28K
Decreased by -0.45%
Sep 30, 24
19 Nuveen Asset Management, LLC 4.88M (0.89%) -3.63M
Decreased by -74.45%
Sep 30, 24
20 Mitsubishi UFJ Trust & Banking Corp 4.84M (0.89%) -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 (4.33%) 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 7.41M (1.36%) 23.65K
Increased by +0.32%
Nov 30, 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 SPDR® S&P 500® ETF Trust 6.34M (1.16%) 37.45K
Increased by +0.59%
Nov 30, 24
16 Fidelity 500 Index 6.29M (1.15%) -10.35K
Decreased by -0.16%
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 5.95M (1.09%) 0.00
Increased by 0.00%
Nov 30, 24
20 iShares Core S&P 500 ETF 5.79M (1.06%) 0.00
Increased by 0.00%
Nov 30, 24