Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.05%
2 DIVC 3.33%
3 WBIG 3.26%
4 SPDV 1.83%
5 SDEI 1.74%
6 RNDV 1.63%
7 KNGZ 1.63%
8 GDVD 1.62%
9 RCD 1.60%
10 RSPD 1.58%
11 SPYD 1.18%
12 EQUL 1.16%
13 EQTY 1.00%
14 CGDV 0.99%
15 SPHB 0.98%
16 DQML 0.84%
17 BOON 0.83%
18 RDIV 0.82%
19 PFUT 0.76%
20 FCFY 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.95M (12.15%) 104.19K
Increased by +0.65%
Sep 30, 24
2 Capital Research Global Investors 15.04M (11.45%) 260.00K
Increased by +1.73%
Sep 30, 24
3 BlackRock Inc 13.89M (10.58%) -1.67M
Decreased by -12.02%
Jun 30, 24
4 State Street Corporation 7.06M (5.38%) -149.54K
Decreased by -2.12%
Mar 31, 24
5 State Street Corp 6.01M (4.58%) -130.92K
Decreased by -2.18%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 4.00M (3.04%) -7.44M
Decreased by -186.23%
Sep 30, 24
7 Goldman Sachs Group Inc 3.31M (2.52%) 1.92M
Increased by +57.95%
Sep 30, 24
8 Geode Capital Management, LLC 3.31M (2.52%) 7.51K
Increased by +0.23%
Sep 30, 24
9 Citadel Advisors Llc 2.50M (1.90%) -864.61K
Decreased by -34.62%
Sep 30, 24
10 Amvescap Plc. 2.46M (1.87%) 47.53K
Increased by +1.93%
Sep 30, 24
11 Cooke & Bieler LP 2.22M (1.69%) -36.87K
Decreased by -1.66%
Sep 30, 24
12 Marshall Wace Asset Management Ltd 2.14M (1.63%) -131.84K
Decreased by -6.17%
Sep 30, 24
13 London Company of Virginia 2.06M (1.57%) 43.72K
Increased by +2.12%
Sep 30, 24
14 Dimensional Fund Advisors, Inc. 1.89M (1.44%) 35.71K
Increased by +1.89%
Sep 30, 24
15 Barclays PLC 1.73M (1.32%) 188.53K
Increased by +10.90%
Jun 30, 24
16 NORGES BANK 1.64M (1.25%) 257.86K
Increased by +15.73%
Jun 30, 24
17 Samlyn Capital, LLC 1.61M (1.23%) -223.92K
Decreased by -13.91%
Sep 30, 24
18 Swedbank AB 1.46M (1.11%) 1.46M
Increased by +100.00%
Mar 31, 24
19 Bank of America Corp 1.37M (1.04%) 437.00
Increased by +0.03%
Sep 30, 24
20 Kovitz Investment Group Partners, LLC 1.36M (1.03%) 10.81K
Increased by +0.80%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 7.48M (5.70%) -4.36K
Decreased by -0.06%
Sep 30, 24
2 Capital Group American Mutual Comp 7.48M (5.70%) -4.36K
Decreased by -0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.17M (3.18%) -15.48K
Decreased by -0.37%
Oct 31, 24
4 Vanguard Institutional 500 Index Trust 3.47M (2.64%) 40.63K
Increased by +1.17%
Oct 31, 24
5 Vanguard Small Cap Index 3.32M (2.53%) 6.50K
Increased by +0.20%
Oct 31, 24
6 Vanguard Small Cap Value Index Inv 2.24M (1.71%) -782.00
Decreased by -0.03%
Oct 31, 24
7 BlackRock Equity Dividend Instl 2.24M (1.71%) -12.92K
Decreased by -0.58%
Oct 31, 24
8 American Funds Income Fund of Amer A 2.09M (1.59%) 0.00
Increased by 0.00%
Sep 30, 24
9 Invesco S&P 500® Equal Weight ETF 2.00M (1.53%) 2.81K
Increased by +0.14%
Nov 29, 24
10 Touchstone Mid Cap Y 1.93M (1.47%) 39.75K
Increased by +2.06%
Sep 30, 24
11 Capital Group Dividend Value ETF 1.87M (1.42%) 82.10K
Increased by +4.39%
Nov 30, 24
12 American Funds IS® Growth-Income 1 1.79M (1.36%) 0.00
Increased by 0.00%
Sep 30, 24
13 Capital Group Core Equity Composite 1.79M (1.36%) 0.00
Increased by 0.00%
Sep 30, 24
14 SPDR® Portfolio S&P 500 High Div ETF 1.76M (1.34%) 0.00
Increased by 0.00%
Apr 30, 24
15 SPDR® S&P 500® ETF Trust 1.62M (1.23%) 9.55K
Increased by +0.59%
Nov 30, 24
16 Fidelity 500 Index 1.61M (1.22%) -2.65K
Decreased by -0.16%
Oct 31, 24
17 Fidelity® 500 Index 1.51M (1.15%) 12.03K
Increased by +0.80%
Oct 31, 23
18 SPDR® S&P 500 ETF Trust 1.51M (1.15%) 3.46K
Increased by +0.23%
Apr 30, 24
19 iShares Core S&P 500 ETF 1.48M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
20 SPDR® Portfolio S&P 500® High Div ETF 1.35M (1.03%) -890.00
Decreased by -0.07%
Nov 29, 24