Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TDIV 7.83%
2 DJD 6.03%
3 NXTE 5.52%
4 HDLB 5.12%
5 BUL 4.85%
6 DVAL 4.59%
7 SDEI 4.59%
8 TBG 4.55%
9 GBDV 4.53%
10 FDL 4.44%
11 HDIV 4.41%
12 DIVY 4.38%
13 IBLC 4.37%
14 DIVO 4.12%
15 XPND 4.10%
16 UTRN 4.05%
17 KNGZ 3.97%
18 RNDV 3.97%
19 SKYY 3.81%
20 DIVL 3.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 90.30M (9.79%) 1.16M
Increased by +1.29%
Sep 30, 24
2 BlackRock Inc 77.54M (8.40%) 2.17M
Increased by +2.80%
Sep 30, 24
3 State Street Corp 55.67M (6.03%) 1.20M
Increased by +2.16%
Sep 30, 24
4 State Street Corporation 54.49M (5.91%) -467.84K
Decreased by -0.86%
Mar 31, 24
5 Geode Capital Management, LLC 20.48M (2.22%) -43.27K
Decreased by -0.21%
Sep 30, 24
6 Bank of America Corp 17.43M (1.89%) 1.07M
Increased by +6.14%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 14.15M (1.53%) -13.47M
Decreased by -95.19%
Sep 30, 24
8 JPMorgan Chase & Co 11.94M (1.29%) 4.41M
Increased by +36.93%
Sep 30, 24
9 Northern Trust Corp 9.14M (0.99%) -347.58K
Decreased by -3.80%
Sep 30, 24
10 Legal & General Group PLC 9.04M (0.98%) 553.80K
Increased by +6.13%
Sep 30, 24
11 Bank of New York Mellon Corp 8.28M (0.90%) -230.68K
Decreased by -2.79%
Sep 30, 24
12 Amundi 8.17M (0.89%) -1.25M
Decreased by -15.35%
Sep 30, 24
13 UBS Asset Mgmt Americas Inc 7.39M (0.80%) -226.51K
Decreased by -3.07%
Sep 30, 24
14 Ameriprise Financial Inc 6.97M (0.75%) -401.46K
Decreased by -5.76%
Sep 30, 24
15 Charles Schwab Investment Management Inc 6.54M (0.71%) 1.29K
Increased by +0.02%
Sep 30, 24
16 NORGES BANK 5.41M (0.59%) -820.02K
Decreased by -15.16%
Jun 30, 24
17 Royal Bank of Canada 5.28M (0.57%) 450.46K
Increased by +8.52%
Sep 30, 24
18 FMR Inc 5.20M (0.56%) 294.28K
Increased by +5.66%
Sep 30, 24
19 California Public Employees Retrmnt Sys 5.11M (0.55%) -144.74K
Decreased by -2.83%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 4.98M (0.54%) 187.95K
Increased by +3.77%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 29.07M (3.15%) 29.07M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 28.99M (3.14%) 33.11K
Increased by +0.11%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 25.04M (2.71%) 274.31K
Increased by +1.10%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 11.63M (1.26%) 134.37K
Increased by +1.16%
Dec 31, 24
5 Fidelity 500 Index 11.38M (1.23%) 77.34K
Increased by +0.68%
Nov 30, 24
6 SPDR® S&P 500 ETF Trust 11.04M (1.20%) -85.79K
Decreased by -0.78%
Mar 31, 24
7 iShares Core S&P 500 ETF 10.86M (1.18%) 7.63K
Increased by +0.07%
Dec 31, 24
8 Fidelity® 500 Index 10.62M (1.15%) 67.56K
Increased by +0.64%
Nov 30, 23
9 Vanguard Value Index Inv 7.88M (0.85%) -1.74K
Decreased by -0.02%
Dec 31, 24
10 The Technology Select Sector SPDR® ETF 7.21M (0.78%) -11.54K
Decreased by -0.16%
Dec 31, 24
11 Technology Select Sector SPDR® ETF 6.31M (0.68%) 131.40K
Increased by +2.08%
Mar 31, 24
12 Vanguard Institutional Index I 5.84M (0.63%) 4.47K
Increased by +0.08%
Dec 31, 24
13 Vanguard Information Technology ETF 5.62M (0.61%) 81.57K
Increased by +1.45%
Dec 31, 24
14 SPDR® Dow Jones Industrial Avrg ETF Tr 5.54M (0.60%) 190.46K
Increased by +3.43%
Dec 31, 24
15 Vanguard Dividend Appreciation ETF 5.09M (0.55%) 90.77K
Increased by +1.78%
Dec 31, 24
16 Vanguard Total Intl Bd Idx Institutional 5.00M (0.54%) 5.00M
Increased by +100.00%
Sep 30, 24
17 American Funds Income Fund of Amer A 4.89M (0.53%) 2.93M
Increased by +59.82%
Dec 31, 24
18 Vanguard Total Intl Bd II Idx Insl 4.70M (0.51%) 4.70M
Increased by +100.00%
Sep 30, 24
19 State St S&P 500® Indx SL Cl III 4.44M (0.48%) -22.23K
Decreased by -0.50%
Dec 31, 24
20 JPMorgan Large Cap Growth I 4.42M (0.48%) 0.00
Increased by 0.00%
Nov 30, 24