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 FXU 2.48%
8 PUI 2.41%
9 SDOG 2.08%
10 BMVP 2.05%
11 RDIV 2.03%
12 SPHD 2.01%
13 UPGD 1.94%
14 RYJ 1.94%
15 HUSV 1.78%
16 CGVIC 1.77%
17 VPU 1.76%
18 XLU 1.69%
19 FDV 1.68%
20 FUTY 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 66.63M (12.19%) -11.46M
Decreased by -17.21%
Mar 31, 25
2 Vanguard Group Inc 66.15M (12.10%) 306.31K
Increased by +0.46%
Mar 31, 25
3 BlackRock Inc 44.54M (8.15%) -1.49M
Decreased by -3.34%
Mar 31, 25
4 State Street Corporation 38.99M (7.13%) -2.16M
Decreased by -5.54%
Mar 31, 24
5 State Street Corp 37.62M (6.88%) 585.05K
Increased by +1.56%
Mar 31, 25
6 Blackstone Inc 28.83M (5.27%) 0.00
Increased by 0.00%
Mar 31, 25
7 Boston Partners Global Investors, Inc 18.96M (3.47%) 2.46M
Increased by +12.97%
Mar 31, 25
8 FMR Inc 13.27M (2.43%) -3.68M
Decreased by -27.69%
Mar 31, 25
9 Geode Capital Management, LLC 12.94M (2.37%) 416.93K
Increased by +3.22%
Mar 31, 25
10 Amvescap Plc. 12.82M (2.35%) 13.43K
Increased by +0.10%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 9.45M (1.73%) 924.95K
Increased by +9.78%
Mar 31, 25
12 Allspring Global Investments Holdings, LLC 9.19M (1.68%) -130.41K
Decreased by -1.42%
Mar 31, 25
13 Neuberger Berman Group LLC 9.09M (1.66%) 137.79K
Increased by +1.52%
Mar 31, 25
14 T. Rowe Price Associates, Inc. 7.44M (1.36%) -3.17M
Decreased by -42.57%
Mar 31, 25
15 Ameriprise Financial Inc 7.07M (1.29%) -1.11M
Decreased by -15.63%
Dec 31, 24
16 JPMorgan Chase & Co 6.58M (1.20%) 1.45M
Increased by +22.05%
Sep 30, 24
17 ICAHN CARL C 5.89M (1.08%) -8.20M
Decreased by -139.35%
Dec 31, 23
18 Zimmer Partners LP 4.92M (0.90%) 1.23M
Increased by +25.05%
Dec 31, 24
19 Mitsubishi UFJ Trust & Banking Corp 4.84M (0.88%) -707.41K
Decreased by -14.63%
Dec 31, 23
20 Northern Trust Corp 4.61M (0.84%) 276.24K
Increased by +6.00%
Dec 31, 24

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 Total Stock Mkt Idx Inv 17.57M (3.21%) 256.69K
Increased by +1.46%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 17.33M (3.17%) 11.75K
Increased by +0.07%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 14.49M (2.65%) 231.95K
Increased by +1.60%
Apr 30, 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 11.90M (2.18%) 114.73K
Increased by +0.96%
Apr 30, 25
10 The Utilities Select Sector SPDR® ETF 7.65M (1.40%) -16.82K
Decreased by -0.22%
May 29, 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%
Apr 30, 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 (1.19%) -2.21K
Decreased by -0.03%
May 23, 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 Trust 6.20M (1.13%) -32.51K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 6.15M (1.13%) 23.18K
Increased by +0.38%
May 29, 25