Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.03%
2 DIVC 3.33%
3 WBIG 3.26%
4 SPDV 2.28%
5 KNGZ 1.99%
6 RNDV 1.99%
7 RSPD 1.98%
8 RCD 1.98%
9 SDEI 1.74%
10 GDVD 1.62%
11 SPYD 1.51%
12 JMID 1.39%
13 PFUT 1.17%
14 EQUL 1.16%
15 SPHB 0.98%
16 EQTY 0.97%
17 HIDV 0.93%
18 DQML 0.84%
19 BOON 0.83%
20 CGDV 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.51M (12.50%) 2.43M
Increased by +14.71%
Dec 31, 24
2 Vanguard Group Inc 16.36M (12.38%) 404.53K
Increased by +2.47%
Dec 31, 24
3 Capital Research Global Investors 14.52M (10.99%) -522.89K
Decreased by -3.60%
Dec 31, 24
4 State Street Corporation 7.06M (5.34%) -149.54K
Decreased by -2.12%
Mar 31, 24
5 State Street Corp 6.24M (4.72%) 224.72K
Increased by +3.60%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 3.90M (2.95%) -98.07K
Decreased by -2.52%
Dec 31, 24
7 Geode Capital Management, LLC 3.37M (2.55%) 59.79K
Increased by +1.77%
Dec 31, 24
8 Kovitz Investment Group Partners, LLC 3.20M (2.42%) 2.43M
Increased by +75.83%
Dec 31, 24
9 Amvescap Plc. 3.16M (2.39%) 701.66K
Increased by +22.21%
Dec 31, 24
10 Pacer Advisors, INC. 2.79M (2.11%) 2.78M
Increased by +99.65%
Dec 31, 24
11 Marshall Wace Asset Management Ltd 2.64M (2.00%) 507.05K
Increased by +19.18%
Dec 31, 24
12 Goldman Sachs Group Inc 2.61M (1.97%) -705.94K
Decreased by -27.08%
Dec 31, 24
13 Citadel Advisors Llc 2.50M (1.89%) -864.61K
Decreased by -34.62%
Sep 30, 24
14 Cooke & Bieler LP 2.17M (1.64%) -24.93K
Decreased by -1.15%
Mar 31, 25
15 London Company of Virginia 2.06M (1.56%) 43.72K
Increased by +2.12%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 2.06M (1.56%) 165.92K
Increased by +8.05%
Dec 31, 24
17 Barclays PLC 1.73M (1.31%) 188.53K
Increased by +10.90%
Jun 30, 24
18 NORGES BANK 1.72M (1.30%) 84.01K
Increased by +4.87%
Dec 31, 24
19 Samlyn Capital, LLC 1.61M (1.22%) -223.92K
Decreased by -13.91%
Sep 30, 24
20 Bank of New York Mellon Corp 1.49M (1.12%) 426.13K
Increased by +28.68%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 7.45M (5.64%) -31.13K
Decreased by -0.42%
Mar 31, 25
2 Capital Group American Mutual Comp 7.45M (5.64%) -31.13K
Decreased by -0.42%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 4.19M (3.17%) 11.64K
Increased by +0.28%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 4.19M (3.17%) 3.34K
Increased by +0.08%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 3.65M (2.76%) 9.39K
Increased by +0.26%
Mar 31, 25
6 Vanguard Small Cap Index 3.31M (2.50%) -76.54K
Decreased by -2.31%
Mar 31, 25
7 BlackRock Equity Dividend Instl 2.97M (2.25%) -20.37K
Decreased by -0.69%
Mar 31, 25
8 Pacer US Cash Cows 100 ETF 2.78M (2.10%) 4.11K
Increased by +0.15%
Feb 28, 25
9 Invesco S&P 500® Equal Weight ETF 2.27M (1.72%) -7.42K
Decreased by -0.33%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 2.14M (1.62%) -84.42K
Decreased by -3.94%
Mar 31, 25
11 American Funds Income Fund of Amer A 2.09M (1.58%) 0.00
Increased by 0.00%
Mar 31, 25
12 Touchstone Mid Cap Y 1.93M (1.46%) 39.75K
Increased by +2.06%
Sep 30, 24
13 Capital Group Dividend Value ETF 1.81M (1.37%) -356.00K
Decreased by -19.70%
Mar 31, 25
14 American Funds IS® Growth-Income 1 1.79M (1.35%) 0.00
Increased by 0.00%
Mar 31, 25
15 Capital Group Core Equity Composite 1.79M (1.35%) 0.00
Increased by 0.00%
Mar 31, 25
16 SPDR® Portfolio S&P 500 High Div ETF 1.76M (1.33%) 0.00
Increased by 0.00%
Apr 30, 24
17 Fidelity 500 Index 1.65M (1.25%) 2.84K
Increased by +0.17%
Mar 31, 25
18 SPDR® S&P 500 ETF 1.63M (1.24%) -23.87K
Decreased by -1.46%
Mar 31, 25
19 SPDR® S&P 500® ETF 1.59M (1.21%) 1.31K
Increased by +0.08%
Apr 30, 25
20 SPDR® S&P 500® ETF Trust 1.59M (1.20%) -8.32K
Decreased by -0.52%
Mar 31, 25