Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 4.41%
2 NIFE 4.39%
3 UTRN 3.91%
4 KBWB 3.88%
5 FTXO 3.46%
6 KRU 2.50%
7 RDIV 2.39%
8 FOVL 2.13%
9 ENTR 1.60%
10 RYF 1.37%
11 RSPF 1.30%
12 SPYD 1.07%
13 KBE 1.06%
14 SDVY 1.03%
15 PXLV 1.01%
16 ALTL_old 1.01%
17 DVY 1.00%
18 SCHD 0.99%
19 DIVG 0.97%
20 TEQI 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 82.68M (12.48%) -23.73K
Decreased by -0.03%
Dec 31, 24
2 BlackRock Inc 61.40M (9.27%) 3.21M
Increased by +5.22%
Dec 31, 24
3 Capital World Investors 33.70M (5.09%) -4.50M
Decreased by -13.36%
Dec 31, 24
4 State Street Corp 32.47M (4.90%) 388.02K
Increased by +1.19%
Dec 31, 24
5 State Street Corporation 32.09M (4.84%) -214.40K
Decreased by -0.67%
Mar 31, 24
6 JPMorgan Chase & Co 30.72M (4.64%) -28.91M
Decreased by -94.11%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 24.15M (3.65%) -629.63K
Decreased by -2.61%
Dec 31, 24
8 Charles Schwab Investment Management Inc 21.59M (3.26%) 812.38K
Increased by +3.76%
Dec 31, 24
9 Geode Capital Management, LLC 16.96M (2.56%) 285.91K
Increased by +1.69%
Dec 31, 24
10 Amvescap Plc. 16.87M (2.55%) -765.39K
Decreased by -4.54%
Dec 31, 24
11 Boston Partners Global Investors, Inc 14.14M (2.13%) 823.80K
Increased by +5.83%
Dec 31, 24
12 Bank of America Corp 11.37M (1.72%) -1.31M
Decreased by -11.49%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 10.82M (1.63%) 477.74K
Increased by +4.42%
Dec 31, 24
14 First Trust Advisors L.P. 9.53M (1.44%) 1.03M
Increased by +10.78%
Dec 31, 24
15 Nuveen Asset Management, LLC 9.29M (1.40%) -11.46K
Decreased by -0.12%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 9.07M (1.37%) -248.44K
Decreased by -2.74%
Dec 31, 24
17 NORGES BANK 8.79M (1.33%) -80.83K
Decreased by -0.92%
Dec 31, 24
18 Allspring Global Investments Holdings, LLC 7.54M (1.14%) -1.14M
Decreased by -15.11%
Dec 31, 24
19 Goldman Sachs Group Inc 7.11M (1.07%) 3.07M
Increased by +43.24%
Dec 31, 23
20 Northern Trust Corp 7.07M (1.07%) 798.66K
Increased by +11.29%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 23.27M (3.51%) -3.81M
Decreased by -16.37%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 21.11M (3.19%) 56.89K
Increased by +0.27%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 18.59M (2.81%) 126.38K
Increased by +0.68%
Feb 28, 25
4 Schwab US Dividend Equity ETF™ 18.52M (2.80%) 14.60K
Increased by +0.08%
Mar 29, 25
5 Vanguard Mid Cap Index Institutional 14.48M (2.19%) 62.03K
Increased by +0.43%
Feb 28, 25
6 Fidelity 500 Index 8.40M (1.27%) 37.40K
Increased by +0.45%
Feb 28, 25
7 JHancock Disciplined Value Mid Cap I 8.32M (1.26%) 0.00
Increased by 0.00%
Jan 31, 25
8 SPDR® S&P 500 ETF Trust 8.23M (1.24%) -63.83K
Decreased by -0.78%
Mar 31, 24
9 iShares Core S&P 500 ETF 8.17M (1.23%) 23.70K
Increased by +0.29%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 8.12M (1.23%) -42.55K
Decreased by -0.52%
Mar 31, 25
11 Fidelity® 500 Index 7.93M (1.20%) 50.49K
Increased by +0.64%
Nov 30, 23
12 American Funds Washington Mutual A 7.71M (1.16%) 2.00M
Increased by +25.90%
Jun 30, 24
13 Capital Group Wash Mutual Invtrs Comp 7.71M (1.16%) 2.00M
Increased by +25.90%
Jun 30, 24
14 American Funds American Balanced A 7.31M (1.10%) 0.00
Increased by 0.00%
Dec 31, 24
15 Franklin Income A1 7.00M (1.06%) -3.00M
Decreased by -42.81%
Dec 31, 23
16 First Trust Rising Dividend Achiev ETF 6.34M (0.96%) 11.29K
Increased by +0.18%
Feb 27, 25
17 T. Rowe Price Equity Income 6.27M (0.95%) -220.00K
Decreased by -3.51%
Mar 31, 24
18 T. Rowe Price US Lg-Cp Equity Inc Comp 6.27M (0.95%) -220.00K
Decreased by -3.51%
Mar 31, 24
19 Allspring Mid Value SMA 6.21M (0.94%) 6.21M
Increased by +99.99%
Dec 31, 24
20 Allspring Special Mid Cap Value Inst 6.21M (0.94%) 0.00
Increased by 0.00%
Feb 28, 25