Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.31%
2 UTRN 3.95%
3 RYU 3.39%
4 RSPU 3.37%
5 DIVZ 3.36%
6 SDP 2.60%
7 FXU 2.52%
8 PUI 2.41%
9 SDOG 2.10%
10 BMVP 2.05%
11 RDIV 2.00%
12 SPHD 1.99%
13 RYJ 1.94%
14 UPGD 1.94%
15 HUSV 1.80%
16 CGVIC 1.77%
17 XLU 1.75%
18 FDV 1.69%
19 FUTY 1.69%
20 IDU 1.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 78.09M (14.29%) 27.29K
Increased by +0.03%
Dec 31, 24
2 Vanguard Group Inc 65.84M (12.05%) 508.57K
Increased by +0.77%
Dec 31, 24
3 BlackRock Inc 46.03M (8.42%) 1.67M
Increased by +3.62%
Dec 31, 24
4 State Street Corporation 38.99M (7.13%) -2.16M
Decreased by -5.54%
Mar 31, 24
5 State Street Corp 37.03M (6.78%) -908.87K
Decreased by -2.45%
Dec 31, 24
6 Blackstone Inc 28.83M (5.28%) 0.00
Increased by 0.00%
Dec 31, 24
7 FMR Inc 16.95M (3.10%) -1.57M
Decreased by -9.28%
Dec 31, 24
8 Boston Partners Global Investors, Inc 16.50M (3.02%) 6.99M
Increased by +42.37%
Dec 31, 24
9 Amvescap Plc. 12.82M (2.35%) 13.43K
Increased by +0.10%
Dec 31, 24
10 Geode Capital Management, LLC 12.53M (2.29%) 329.05K
Increased by +2.63%
Dec 31, 24
11 T. Rowe Price Associates, Inc. 10.61M (1.94%) -1.74M
Decreased by -16.37%
Dec 31, 24
12 Allspring Global Investments Holdings, LLC 9.32M (1.71%) 220.43K
Increased by +2.37%
Dec 31, 24
13 Neuberger Berman Group LLC 8.95M (1.64%) -543.34K
Decreased by -6.07%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 8.53M (1.56%) 260.57K
Increased by +3.06%
Dec 31, 24
15 Soroban Capital Partners LP 8.34M (1.53%) 3.13M
Increased by +37.56%
Dec 31, 24
16 Ameriprise Financial Inc 7.07M (1.29%) -1.11M
Decreased by -15.63%
Dec 31, 24
17 JPMorgan Chase & Co 6.58M (1.20%) 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 Zimmer Partners LP 4.92M (0.90%) 1.23M
Increased by +25.05%
Dec 31, 24
20 Mitsubishi UFJ Trust & Banking Corp 4.84M (0.88%) -707.41K
Decreased by -14.63%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 21.37M (3.91%) 0.00
Increased by 0.00%
Mar 31, 25
2 American Funds Fundamental Invs A 20.88M (3.82%) 243.07K
Increased by +1.16%
Mar 31, 25
3 Capital Group Fundamental Invtrs Comp 20.88M (3.82%) 243.07K
Increased by +1.16%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 17.33M (3.17%) 11.75K
Increased by +0.07%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 17.32M (3.17%) 47.82K
Increased by +0.28%
Mar 31, 25
6 Vanguard Institutional 500 Index Trust 14.26M (2.61%) 39.08K
Increased by +0.27%
Mar 31, 25
7 American Funds Washington Mutual A 12.96M (2.37%) -10.69M
Decreased by -82.53%
Mar 31, 25
8 Capital Group Wash Mutual Invtrs Comp 12.96M (2.37%) -10.69M
Decreased by -82.53%
Mar 31, 25
9 Vanguard Mid Cap Index Institutional 11.79M (2.16%) -34.18K
Decreased by -0.29%
Mar 31, 25
10 The Utilities Select Sector SPDR® ETF 7.66M (1.40%) 31.81K
Increased by +0.42%
Apr 30, 25
11 American Funds American Balanced A 7.62M (1.39%) 731.91K
Increased by +9.61%
Mar 31, 25
12 Allspring Mid Value SMA 7.35M (1.35%) 7.35M
Increased by +99.99%
Dec 31, 24
13 Allspring Special Mid Cap Value Inst 7.35M (1.35%) 0.00
Increased by 0.00%
Mar 31, 25
14 Allspring Special US Mid Cap Value Eq 7.35M (1.35%) 0.00
Increased by 0.00%
Mar 31, 25
15 iShares Select Dividend ETF 6.53M (1.20%) 0.00
Increased by 0.00%
Apr 30, 25
16 Utilities Select Sector SPDR® ETF 6.45M (1.18%) 181.58K
Increased by +2.82%
Apr 30, 24
17 Fidelity 500 Index 6.44M (1.18%) 11.11K
Increased by +0.17%
Mar 31, 25
18 SPDR® S&P 500 ETF 6.37M (1.16%) -93.31K
Decreased by -1.47%
Mar 31, 25
19 SPDR® S&P 500® ETF 6.21M (1.14%) 5.12K
Increased by +0.08%
Apr 30, 25
20 SPDR® S&P 500® ETF Trust 6.20M (1.13%) -32.51K
Decreased by -0.52%
Mar 31, 25