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 3.16%
6 SDP 2.60%
7 PUI 2.39%
8 SDOG 1.99%
9 UPGD 1.95%
10 RYJ 1.93%
11 SPHD 1.85%
12 BMVP 1.83%
13 HUSV 1.77%
14 CGVIC 1.77%
15 XLU 1.71%
16 VPU 1.66%
17 FUTY 1.65%
18 IDU 1.65%
19 FXU 1.62%
20 HEJD 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 78.09M (14.30%) 27.29K
Increased by +0.03%
Dec 31, 24
2 Vanguard Group Inc 65.84M (12.06%) 508.57K
Increased by +0.77%
Dec 31, 24
3 BlackRock Inc 44.37M (8.13%) 1.35M
Increased by +3.03%
Sep 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 Boston Partners Global Investors, Inc 16.50M (3.02%) 6.99M
Increased by +42.37%
Dec 31, 24
9 Amvescap Plc. 12.81M (2.35%) 36.76K
Increased by +0.29%
Sep 30, 24
10 T. Rowe Price Associates, Inc. 12.34M (2.26%) -553.85K
Decreased by -4.49%
Sep 30, 24
11 Geode Capital Management, LLC 12.20M (2.23%) 20.18K
Increased by +0.17%
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 9.32M (1.71%) 220.43K
Increased by +2.37%
Dec 31, 24
14 Soroban Capital Partners LP 8.34M (1.53%) 3.13M
Increased by +37.56%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 8.27M (1.51%) -7.48M
Decreased by -90.47%
Sep 30, 24
16 Ameriprise Financial Inc 8.18M (1.50%) -1.76M
Decreased by -21.54%
Sep 30, 24
17 JPMorgan Chase & Co 6.58M (1.21%) 1.45M
Increased by +22.05%
Sep 30, 24
18 ICAHN CARL C 5.89M (1.08%) -8.20M
Decreased by -139.35%
Dec 31, 23
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%
Dec 31, 24
2 Capital Group Wash Mutual Invtrs Comp 23.65M (4.33%) 0.00
Increased by 0.00%
Dec 31, 24
3 American Funds Income Fund of Amer A 21.37M (3.91%) 0.00
Increased by 0.00%
Dec 31, 24
4 American Funds Fundamental Invs A 20.64M (3.78%) 0.00
Increased by 0.00%
Dec 31, 24
5 Capital Group Fundamental Invtrs Comp 20.64M (3.78%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Total Stock Mkt Idx Inv 17.21M (3.15%) 13.27K
Increased by +0.08%
Dec 31, 24
7 Vanguard Institutional 500 Index Trust 13.89M (2.54%) 103.98K
Increased by +0.75%
Dec 31, 24
8 Vanguard Mid Cap Index Institutional 11.77M (2.16%) 103.62K
Increased by +0.88%
Dec 31, 24
9 The Utilities Select Sector SPDR® ETF 7.39M (1.35%) -41.90K
Decreased by -0.57%
Jan 31, 25
10 Allspring Mid Value SMA 7.35M (1.35%) 7.35M
Increased by +99.99%
Dec 31, 24
11 Allspring Special Mid Cap Value Inst 7.35M (1.35%) 0.00
Increased by 0.00%
Jan 31, 25
12 Allspring Special US Mid Cap Value Eq 7.35M (1.35%) 0.00
Increased by 0.00%
Dec 31, 24
13 American Funds American Balanced A 6.89M (1.26%) 0.00
Increased by 0.00%
Dec 31, 24
14 Utilities Select Sector SPDR® ETF 6.45M (1.18%) 181.58K
Increased by +2.82%
Apr 30, 24
15 Fidelity 500 Index 6.37M (1.17%) 33.40K
Increased by +0.52%
Dec 31, 24
16 SPDR® S&P 500® ETF Trust 6.27M (1.15%) -61.61K
Decreased by -0.98%
Jan 31, 25
17 SPDR® S&P 500 ETF Trust 6.09M (1.11%) -13.20K
Decreased by -0.22%
Apr 30, 24
18 iShares Core S&P 500 ETF 6.02M (1.10%) 7.92K
Increased by +0.13%
Jan 31, 25
19 Fidelity® 500 Index 6.01M (1.10%) 38.27K
Increased by +0.64%
Nov 30, 23
20 iShares Select Dividend ETF 5.93M (1.09%) -5.99K
Decreased by -0.10%
Jan 31, 25