Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.03%
2 DIVC 3.33%
3 WBIG 3.26%
4 RNDV 2.31%
5 KNGZ 2.31%
6 SPDV 1.96%
7 RCD 1.93%
8 RSPD 1.93%
9 SDEI 1.74%
10 GDVD 1.62%
11 SPYD 1.32%
12 EQUL 1.16%
13 EQTY 0.99%
14 SPHB 0.98%
15 CGDV 0.88%
16 PFUT 0.88%
17 DQML 0.84%
18 BOON 0.83%
19 FLOW 0.74%
20 FCFY 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.36M (12.45%) 404.53K
Increased by +2.47%
Dec 31, 24
2 Capital Research Global Investors 14.52M (11.05%) -522.89K
Decreased by -3.60%
Dec 31, 24
3 BlackRock Inc 14.08M (10.71%) 190.46K
Increased by +1.35%
Sep 30, 24
4 State Street Corporation 7.06M (5.37%) -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 Pacer Advisors, INC. 2.79M (2.12%) 2.78M
Increased by +99.65%
Dec 31, 24
10 Citadel Advisors Llc 2.50M (1.90%) -864.61K
Decreased by -34.62%
Sep 30, 24
11 Amvescap Plc. 2.46M (1.87%) 47.53K
Increased by +1.93%
Sep 30, 24
12 Cooke & Bieler LP 2.19M (1.67%) -34.17K
Decreased by -1.56%
Dec 31, 24
13 Marshall Wace Asset Management Ltd 2.14M (1.63%) -131.84K
Decreased by -6.17%
Sep 30, 24
14 London Company of Virginia 2.06M (1.57%) 43.72K
Increased by +2.12%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 2.06M (1.57%) 165.92K
Increased by +8.05%
Dec 31, 24
16 Barclays PLC 1.73M (1.32%) 188.53K
Increased by +10.90%
Jun 30, 24
17 NORGES BANK 1.72M (1.31%) 84.01K
Increased by +4.87%
Dec 31, 24
18 Samlyn Capital, LLC 1.61M (1.22%) -223.92K
Decreased by -13.91%
Sep 30, 24
19 Bank of New York Mellon Corp 1.49M (1.13%) 426.13K
Increased by +28.68%
Dec 31, 24
20 Swedbank AB 1.46M (1.11%) 1.46M
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 7.48M (5.69%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital Group American Mutual Comp 7.48M (5.69%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 4.16M (3.17%) 3.71K
Increased by +0.09%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 3.55M (2.70%) 25.63K
Increased by +0.72%
Dec 31, 24
5 Vanguard Small Cap Index 3.37M (2.57%) 33.47K
Increased by +0.99%
Dec 31, 24
6 BlackRock Equity Dividend Instl 3.07M (2.33%) 391.84K
Increased by +12.78%
Dec 31, 24
7 Pacer US Cash Cows 100 ETF 2.77M (2.11%) 632.00
Increased by +0.02%
Jan 31, 25
8 Invesco S&P 500® Equal Weight ETF 2.35M (1.79%) 7.64K
Increased by +0.32%
Jan 31, 25
9 Vanguard Small Cap Value Index Inv 2.24M (1.70%) -18.64K
Decreased by -0.83%
Dec 31, 24
10 American Funds Income Fund of Amer A 2.09M (1.59%) 0.00
Increased by 0.00%
Dec 31, 24
11 Capital Group Dividend Value ETF 2.04M (1.56%) 100.02K
Increased by +4.89%
Jan 31, 25
12 Touchstone Mid Cap Y 1.93M (1.47%) 39.75K
Increased by +2.06%
Sep 30, 24
13 American Funds IS® Growth-Income 1 1.79M (1.36%) 0.00
Increased by 0.00%
Dec 31, 24
14 Capital Group Core Equity Composite 1.79M (1.36%) 0.00
Increased by 0.00%
Dec 31, 24
15 SPDR® Portfolio S&P 500 High Div ETF 1.76M (1.34%) 0.00
Increased by 0.00%
Apr 30, 24
16 Fidelity 500 Index 1.63M (1.24%) 8.52K
Increased by +0.52%
Dec 31, 24
17 SPDR® S&P 500® ETF Trust 1.60M (1.22%) -15.71K
Decreased by -0.98%
Jan 31, 25
18 SPDR® Portfolio S&P 500® High Div ETF 1.57M (1.19%) 0.00
Increased by 0.00%
Jan 31, 25
19 iShares Core S&P 500 ETF 1.54M (1.17%) 308.00
Increased by +0.02%
Jan 31, 25
20 Fidelity® 500 Index 1.51M (1.15%) 12.03K
Increased by +0.80%
Oct 31, 23