Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.03%
2 DIVC 3.33%
3 WBIG 3.26%
4 RSPD 1.88%
5 RCD 1.86%
6 SDEI 1.74%
7 SPDV 1.66%
8 GDVD 1.62%
9 RNDV 1.56%
10 KNGZ 1.56%
11 EQUL 1.16%
12 SPYD 1.15%
13 SPHB 0.98%
14 PFUT 0.97%
15 EQTY 0.96%
16 CGDV 0.89%
17 DQML 0.84%
18 BOON 0.83%
19 RDIV 0.80%
20 HIBL 0.67%

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 14.08M (10.72%) 190.46K
Increased by +1.35%
Sep 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%) 0.00
Increased by 0.00%
Dec 31, 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 4.16M (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 Pacer US Cash Cows 100 ETF 2.78M (2.11%) 0.00
Increased by 0.00%
Dec 31, 24
7 BlackRock Equity Dividend Instl 2.68M (2.04%) 434.43K
Increased by +16.24%
Nov 30, 24
8 Invesco S&P 500® Equal Weight ETF 2.33M (1.78%) 2.56K
Increased by +0.11%
Dec 31, 24
9 Vanguard Small Cap Value Index Inv 2.24M (1.71%) -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 1.94M (1.48%) 73.36K
Increased by +3.77%
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%
Sep 30, 24
15 SPDR® Portfolio S&P 500 High Div ETF 1.76M (1.34%) 0.00
Increased by 0.00%
Apr 30, 24
16 SPDR® S&P 500® ETF Trust 1.65M (1.26%) 19.02K
Increased by +1.15%
Dec 31, 24
17 Fidelity 500 Index 1.62M (1.23%) 11.02K
Increased by +0.68%
Nov 30, 24
18 iShares Core S&P 500 ETF 1.54M (1.17%) 1.08K
Increased by +0.07%
Dec 31, 24
19 Fidelity® 500 Index 1.51M (1.15%) 12.03K
Increased by +0.80%
Oct 31, 23
20 SPDR® S&P 500 ETF Trust 1.51M (1.15%) 3.46K
Increased by +0.23%
Apr 30, 24