Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 4.75%
2 NIFE 4.39%
3 UTRN 4.04%
4 KBWB 3.76%
5 FTXO 3.45%
6 FOVL 2.54%
7 KRU 2.50%
8 RDIV 2.39%
9 RDVY 2.00%
10 ENTR 1.60%
11 DVY 1.37%
12 RYF 1.37%
13 RSPF 1.36%
14 SPYD 1.29%
15 SCHD 1.23%
16 DIVG 1.20%
17 SPVM 1.15%
18 AVMV 1.13%
19 KBE 1.12%
20 SDVY 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 82.70M (12.41%) -402.87K
Decreased by -0.49%
Sep 30, 24
2 BlackRock Inc 58.11M (8.72%) 215.68K
Increased by +0.37%
Jun 30, 24
3 Capital World Investors 38.20M (5.73%) -5.58M
Decreased by -14.61%
Sep 30, 24
4 State Street Corporation 32.09M (4.81%) -214.40K
Decreased by -0.67%
Mar 31, 24
5 State Street Corp 32.08M (4.81%) -117.60K
Decreased by -0.37%
Sep 30, 24
6 JPMorgan Chase & Co 29.82M (4.47%) 370.72K
Increased by +1.24%
Sep 30, 24
7 T. Rowe Price Associates, Inc. 24.78M (3.72%) -7.00M
Decreased by -28.25%
Sep 30, 24
8 Charles Schwab Investment Management Inc 20.77M (3.12%) 732.65K
Increased by +3.53%
Sep 30, 24
9 Amvescap Plc. 17.64M (2.65%) -687.15K
Decreased by -3.90%
Sep 30, 24
10 Geode Capital Management, LLC 16.67M (2.50%) -349.60K
Decreased by -2.10%
Sep 30, 24
11 Boston Partners Global Investors, Inc 13.31M (2.00%) -429.43K
Decreased by -3.23%
Sep 30, 24
12 Bank of America Corp 12.68M (1.90%) -1.00M
Decreased by -7.90%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 10.34M (1.55%) -11.20M
Decreased by -108.32%
Sep 30, 24
14 Dimensional Fund Advisors, Inc. 9.32M (1.40%) -441.47K
Decreased by -4.74%
Sep 30, 24
15 Nuveen Asset Management, LLC 9.30M (1.40%) 417.34K
Increased by +4.49%
Sep 30, 24
16 NORGES BANK 8.88M (1.33%) 1.42M
Increased by +15.98%
Jun 30, 24
17 Allspring Global Investments Holdings, LLC 8.68M (1.30%) 399.83K
Increased by +4.61%
Sep 30, 24
18 First Trust Advisors L.P. 8.50M (1.28%) -242.23K
Decreased by -2.85%
Sep 30, 24
19 Goldman Sachs Group Inc 7.11M (1.07%) 3.07M
Increased by +43.24%
Dec 31, 23
20 Royal Bank of Canada 6.92M (1.04%) 407.32K
Increased by +5.89%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 27.08M (4.06%) -557.58K
Decreased by -2.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 21.29M (3.19%) -60.72K
Decreased by -0.29%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 17.94M (2.69%) 207.24K
Increased by +1.16%
Oct 31, 24
4 Schwab US Dividend Equity ETF™ 17.38M (2.61%) 37.60K
Increased by +0.22%
Nov 30, 24
5 Vanguard Mid Cap Index Institutional 14.36M (2.15%) 25.96K
Increased by +0.18%
Oct 31, 24
6 SPDR® S&P 500® ETF Trust 8.37M (1.26%) 49.35K
Increased by +0.59%
Nov 30, 24
7 JHancock Disciplined Value Mid Cap I 8.34M (1.25%) 460.76K
Increased by +5.53%
Oct 31, 24
8 Fidelity 500 Index 8.31M (1.25%) -13.63K
Decreased by -0.16%
Oct 31, 24
9 SPDR® S&P 500 ETF Trust 8.23M (1.23%) -63.83K
Decreased by -0.78%
Mar 31, 24
10 Fidelity® 500 Index 7.93M (1.19%) 50.49K
Increased by +0.64%
Nov 30, 23
11 American Funds Washington Mutual A 7.71M (1.16%) 2.00M
Increased by +25.90%
Jun 30, 24
12 Capital Group Wash Mutual Invtrs Comp 7.71M (1.16%) 2.00M
Increased by +25.90%
Jun 30, 24
13 iShares Core S&P 500 ETF 7.65M (1.15%) 0.00
Increased by 0.00%
Nov 30, 24
14 American Funds American Balanced A 7.31M (1.10%) 0.00
Increased by 0.00%
Sep 30, 24
15 Allspring Special US Mid Cap Value Eq 7.18M (1.08%) 347.70K
Increased by +4.84%
Sep 30, 24
16 Allspring Special Mid Cap Value Inst 7.08M (1.06%) -102.50K
Decreased by -1.45%
Oct 31, 24
17 Franklin Income A1 7.00M (1.05%) -3.00M
Decreased by -42.81%
Dec 31, 23
18 T. Rowe Price Equity Income 6.27M (0.94%) -220.00K
Decreased by -3.51%
Mar 31, 24
19 T. Rowe Price US Lg-Cp Equity Inc Comp 6.27M (0.94%) -220.00K
Decreased by -3.51%
Mar 31, 24
20 iShares Select Dividend ETF 6.15M (0.92%) 0.00
Increased by 0.00%
Nov 30, 24