Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.03%
2 DIVC 3.33%
3 WBIG 3.26%
4 RNDV 2.24%
5 KNGZ 2.24%
6 SPDV 1.94%
7 RSPD 1.76%
8 SDEI 1.74%
9 RCD 1.74%
10 GDVD 1.62%
11 SPYD 1.27%
12 JMID 1.26%
13 EQUL 1.16%
14 PFUT 1.11%
15 SPHB 0.98%
16 EQTY 0.96%
17 DQML 0.84%
18 BOON 0.83%
19 HIDV 0.82%
20 FLOW 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.51M (12.56%) 2.43M
Increased by +14.71%
Dec 31, 24
2 Vanguard Group Inc 16.36M (12.45%) 404.53K
Increased by +2.47%
Dec 31, 24
3 Capital Research Global Investors 14.52M (11.05%) -522.89K
Decreased by -3.60%
Dec 31, 24
4 State Street Corporation 7.06M (5.37%) -149.54K
Decreased by -2.12%
Mar 31, 24
5 State Street Corp 6.24M (4.75%) 224.72K
Increased by +3.60%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 3.90M (2.97%) -98.07K
Decreased by -2.52%
Dec 31, 24
7 Geode Capital Management, LLC 3.37M (2.57%) 59.79K
Increased by +1.77%
Dec 31, 24
8 Kovitz Investment Group Partners, LLC 3.20M (2.44%) 2.43M
Increased by +75.83%
Dec 31, 24
9 Amvescap Plc. 3.16M (2.40%) 701.66K
Increased by +22.21%
Dec 31, 24
10 Pacer Advisors, INC. 2.79M (2.12%) 2.78M
Increased by +99.65%
Dec 31, 24
11 Marshall Wace Asset Management Ltd 2.64M (2.01%) 507.05K
Increased by +19.18%
Dec 31, 24
12 Goldman Sachs Group Inc 2.61M (1.98%) -705.94K
Decreased by -27.08%
Dec 31, 24
13 Citadel Advisors Llc 2.50M (1.90%) -864.61K
Decreased by -34.62%
Sep 30, 24
14 Cooke & Bieler LP 2.19M (1.67%) -34.17K
Decreased by -1.56%
Dec 31, 24
15 London Company of Virginia 2.06M (1.57%) 43.72K
Increased by +2.12%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 2.06M (1.57%) 165.92K
Increased by +8.05%
Dec 31, 24
17 Barclays PLC 1.73M (1.32%) 188.53K
Increased by +10.90%
Jun 30, 24
18 NORGES BANK 1.72M (1.31%) 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 (1.13%) 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 7.48M (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 4.18M (3.18%) 6.17K
Increased by +0.15%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 3.64M (2.77%) 22.15K
Increased by +0.61%
Feb 28, 25
5 Vanguard Small Cap Index 3.38M (2.57%) 2.75K
Increased by +0.08%
Feb 28, 25
6 BlackRock Equity Dividend Instl 2.99M (2.28%) -41.44K
Decreased by -1.38%
Feb 28, 25
7 Pacer US Cash Cows 100 ETF 2.78M (2.11%) 4.11K
Increased by +0.15%
Feb 28, 25
8 Invesco S&P 500® Equal Weight ETF 2.30M (1.75%) 4.89K
Increased by +0.21%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 2.23M (1.70%) -7.83K
Decreased by -0.35%
Feb 28, 25
10 Capital Group Dividend Value ETF 2.16M (1.65%) 118.27K
Increased by +5.47%
Feb 28, 25
11 American Funds Income Fund of Amer A 2.09M (1.59%) 0.00
Increased by 0.00%
Dec 31, 24
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 1.64M (1.25%) 7.31K
Increased by +0.45%
Feb 28, 25
17 iShares Core S&P 500 ETF 1.60M (1.22%) 4.62K
Increased by +0.29%
Mar 31, 25
18 SPDR® S&P 500® ETF Trust 1.59M (1.21%) -8.32K
Decreased by -0.52%
Mar 31, 25
19 SPDR® Portfolio S&P 500® High Div ETF 1.54M (1.17%) 0.00
Increased by 0.00%
Mar 31, 25
20 Fidelity® 500 Index 1.51M (1.15%) 12.03K
Increased by +0.80%
Oct 31, 23