Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.05%
2 DIVC 3.33%
3 WBIG 3.26%
4 SPDV 1.75%
5 SDEI 1.74%
6 RSPD 1.68%
7 RCD 1.68%
8 RNDV 1.63%
9 KNGZ 1.63%
10 GDVD 1.62%
11 SPYD 1.18%
12 EQUL 1.16%
13 EQTY 1.06%
14 CGDV 1.03%
15 SPHB 0.98%
16 DQML 0.84%
17 BOON 0.83%
18 RDIV 0.81%
19 PFUT 0.76%
20 FCFY 0.71%

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 Morgan Stanley - Brokerage Accounts 11.44M (8.71%) 1.21M
Increased by +10.59%
Jun 30, 24
5 State Street Corporation 7.06M (5.38%) -149.54K
Decreased by -2.12%
Mar 31, 24
6 State Street Corp 6.15M (4.68%) -915.78K
Decreased by -14.90%
Jun 30, 24
7 Citadel Advisors Llc 3.36M (2.56%) 585.39K
Increased by +17.41%
Jun 30, 24
8 Geode Capital Management, LLC 3.30M (2.52%) 134.76K
Increased by +4.08%
Jun 30, 24
9 Amvescap Plc. 2.41M (1.84%) -550.84K
Decreased by -22.85%
Jun 30, 24
10 Marshall Wace Asset Management Ltd 2.27M (1.73%) -236.76K
Decreased by -10.44%
Jun 30, 24
11 Cooke & Bieler LP 2.22M (1.69%) -36.87K
Decreased by -1.66%
Sep 30, 24
12 London Company of Virginia 2.02M (1.54%) -252.81K
Decreased by -12.52%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 1.89M (1.44%) 35.71K
Increased by +1.89%
Sep 30, 24
14 Samlyn Capital, LLC 1.83M (1.40%) 855.10K
Increased by +46.64%
Jun 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 Swedbank AB 1.46M (1.11%) 1.46M
Increased by +100.00%
Mar 31, 24
18 Goldman Sachs Group Inc 1.39M (1.06%) 514.23K
Increased by +36.91%
Jun 30, 24
19 Bank of America Corp 1.37M (1.04%) -302.60K
Decreased by -22.16%
Jun 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 BlackRock Equity Dividend Instl 2.25M (1.72%) -16.27K
Decreased by -0.72%
Sep 30, 24
7 Vanguard Small Cap Value Index Inv 2.24M (1.71%) -782.00
Decreased by -0.03%
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 Touchstone Mid Cap Y 1.93M (1.47%) 39.75K
Increased by +2.06%
Sep 30, 24
10 Invesco S&P 500® Equal Weight ETF 1.89M (1.44%) 8.67K
Increased by +0.46%
Oct 31, 24
11 Capital Group Dividend Value ETF 1.79M (1.36%) 71.23K
Increased by +3.98%
Oct 31, 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 Fidelity 500 Index 1.61M (1.23%) -1.30K
Decreased by -0.08%
Sep 30, 24
16 SPDR® S&P 500® ETF Trust 1.60M (1.22%) 8.32K
Increased by +0.52%
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 1.46M (1.11%) 2.23K
Increased by +0.15%
Oct 31, 24
20 SPDR® Portfolio S&P 500® High Div ETF 1.32M (1.01%) 888.00
Increased by +0.07%
Oct 31, 24