Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TDIV 8.56%
2 NXTE 6.78%
3 HDLB 5.12%
4 BUL 5.06%
5 SPDG 4.99%
6 DVAL 4.94%
7 XPND 4.80%
8 AIBU 4.70%
9 DJD 4.65%
10 DIVO 4.61%
11 SKYY 4.60%
12 SDEI 4.59%
13 GBDV 4.53%
14 IBLC 4.52%
15 HDIV 4.41%
16 FDL 4.28%
17 SAMM 4.24%
18 KNGZ 4.04%
19 RNDV 4.04%
20 UTRN 4.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 91.84M (9.93%) 1.54M
Increased by +1.68%
Dec 31, 24
2 BlackRock Inc 78.89M (8.53%) 1.35M
Increased by +1.71%
Dec 31, 24
3 State Street Corp 55.46M (5.99%) -213.31K
Decreased by -0.38%
Dec 31, 24
4 State Street Corporation 54.49M (5.89%) -467.84K
Decreased by -0.86%
Mar 31, 24
5 Geode Capital Management, LLC 20.91M (2.26%) 427.50K
Increased by +2.04%
Dec 31, 24
6 Bank of America Corp 16.15M (1.75%) -1.28M
Decreased by -7.96%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 14.01M (1.51%) -137.15K
Decreased by -0.98%
Dec 31, 24
8 JPMorgan Chase & Co 13.16M (1.42%) -10.88M
Decreased by -82.73%
Dec 31, 24
9 Capital World Investors 11.98M (1.30%) 9.65M
Increased by +80.52%
Dec 31, 24
10 Northern Trust Corp 10.85M (1.17%) 1.70M
Increased by +15.71%
Dec 31, 24
11 UBS Asset Mgmt Americas Inc 8.11M (0.88%) 722.58K
Increased by +8.91%
Dec 31, 24
12 Bank of New York Mellon Corp 7.79M (0.84%) -486.31K
Decreased by -6.24%
Dec 31, 24
13 Amundi 6.93M (0.75%) -1.24M
Decreased by -17.90%
Dec 31, 24
14 Legal & General Group PLC 6.81M (0.74%) -196.24K
Decreased by -2.88%
Dec 31, 24
15 Charles Schwab Investment Management Inc 6.67M (0.72%) 126.55K
Increased by +1.90%
Dec 31, 24
16 NORGES BANK 5.62M (0.61%) 212.78K
Increased by +3.78%
Dec 31, 24
17 Ameriprise Financial Inc 5.46M (0.59%) -1.50M
Decreased by -27.48%
Dec 31, 24
18 UBS Group AG 5.14M (0.56%) 1.01M
Increased by +19.61%
Dec 31, 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. 5.08M (0.55%) 99.51K
Increased by +1.96%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 29.17M (3.15%) 98.29K
Increased by +0.34%
Feb 28, 25
2 Performer (AFRIS) 29.07M (3.14%) 29.07M
Increased by +100.00%
Feb 29, 24
3 Vanguard Institutional 500 Index Trust 25.64M (2.77%) 174.60K
Increased by +0.68%
Feb 28, 25
4 Fidelity 500 Index 11.53M (1.25%) 50.87K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 11.43M (1.24%) -84.86K
Decreased by -0.74%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 11.04M (1.19%) -85.79K
Decreased by -0.78%
Mar 31, 24
7 iShares Core S&P 500 ETF 10.86M (1.17%) -546.00
Decreased by -0.01%
Feb 28, 25
8 Fidelity® 500 Index 10.62M (1.15%) 67.56K
Increased by +0.64%
Nov 30, 23
9 Vanguard Value Index Inv 7.98M (0.86%) 52.07K
Increased by +0.65%
Feb 28, 25
10 The Technology Select Sector SPDR® ETF 7.23M (0.78%) -48.55K
Decreased by -0.67%
Feb 28, 25
11 Technology Select Sector SPDR® ETF 6.31M (0.68%) 131.40K
Increased by +2.08%
Mar 31, 24
12 Vanguard Institutional Index I 5.73M (0.62%) -68.06K
Decreased by -1.19%
Feb 28, 25
13 Vanguard Information Technology ETF 5.72M (0.62%) 15.55K
Increased by +0.27%
Feb 28, 25
14 SPDR® Dow Jones Industrial Avrg ETF Tr 5.50M (0.59%) 92.16K
Increased by +1.68%
Feb 28, 25
15 JPMorgan Large Cap Growth I 5.38M (0.58%) 961.48K
Increased by +17.86%
Jan 31, 25
16 Vanguard Dividend Appreciation ETF 5.09M (0.55%) 24.91K
Increased by +0.49%
Feb 28, 25
17 Vanguard Total Intl Bd Idx Institutional 5.00M (0.54%) 5.00M
Increased by +100.00%
Sep 30, 24
18 American Funds Income Fund of Amer A 4.89M (0.53%) 2.93M
Increased by +59.82%
Dec 31, 24
19 Vanguard Total Intl Bd II Idx Insl 4.70M (0.51%) 4.70M
Increased by +100.00%
Sep 30, 24
20 State St S&P 500® Indx SL Cl III 4.47M (0.48%) 3.30K
Increased by +0.07%
Feb 28, 25