Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TDIV 8.13%
2 DJD 5.56%
3 NXTE 5.23%
4 HDLB 5.12%
5 SDEI 4.59%
6 GBDV 4.53%
7 HDIV 4.41%
8 DHS 4.32%
9 FDL 4.30%
10 TBG 4.22%
11 DVAL 4.21%
12 UTRN 4.01%
13 DIVY 3.99%
14 DIVO 3.82%
15 DIVL 3.80%
16 KNGZ 3.57%
17 RNDV 3.57%
18 DEMZ 3.56%
19 XPND 3.39%
20 HDV 3.37%

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 75.37M (8.17%) 266.54K
Increased by +0.35%
Jun 30, 24
3 State Street Corporation 54.49M (5.91%) -467.84K
Decreased by -0.86%
Mar 31, 24
4 State Street Corp 54.47M (5.90%) -23.00K
Decreased by -0.04%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 27.61M (2.99%) -723.15K
Decreased by -2.62%
Jun 30, 24
6 Geode Capital Management, LLC 20.53M (2.22%) 714.47K
Increased by +3.48%
Jun 30, 24
7 Bank of America Corp 16.36M (1.77%) 9.60K
Increased by +0.06%
Jun 30, 24
8 Amundi 9.43M (1.02%) 207.30K
Increased by +2.20%
Jun 30, 24
9 Northern Trust Corp 9.14M (0.99%) -347.58K
Decreased by -3.80%
Sep 30, 24
10 Bank of New York Mellon Corp 8.51M (0.92%) -237.94K
Decreased by -2.80%
Jun 30, 24
11 Legal & General Group PLC 8.49M (0.92%) 330.69K
Increased by +3.90%
Jun 30, 24
12 JPMorgan Chase & Co 7.53M (0.82%) 243.75K
Increased by +3.24%
Jun 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 7.37M (0.80%) 444.70K
Increased by +6.04%
Jun 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 FMR Inc 5.20M (0.56%) 294.28K
Increased by +5.66%
Sep 30, 24
18 California Public Employees Retrmnt Sys 5.11M (0.55%) -144.74K
Decreased by -2.83%
Sep 30, 24
19 Dimensional Fund Advisors, Inc. 4.98M (0.54%) 187.95K
Increased by +3.77%
Sep 30, 24
20 Royal Bank of Canada 4.83M (0.52%) -469.86K
Decreased by -9.72%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 29.07M (3.15%) -102.16K
Decreased by -0.35%
Oct 31, 24
2 Performer (AFRIS) 29.07M (3.15%) 29.07M
Increased by +100.00%
Feb 29, 24
3 Vanguard Institutional 500 Index Trust 24.41M (2.65%) 286.50K
Increased by +1.17%
Oct 31, 24
4 Fidelity 500 Index 11.32M (1.23%) 6.69K
Increased by +0.06%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 11.22M (1.22%) 44.64K
Increased by +0.40%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 11.04M (1.20%) -85.79K
Decreased by -0.78%
Mar 31, 24
7 Fidelity® 500 Index 10.62M (1.15%) 67.56K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 10.25M (1.11%) 15.78K
Increased by +0.15%
Oct 31, 24
9 Vanguard Value Index Inv 7.82M (0.85%) 23.87K
Increased by +0.31%
Oct 31, 24
10 The Technology Select Sector SPDR® ETF 7.15M (0.77%) -27.60K
Decreased by -0.39%
Oct 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 5.85M (0.63%) -2.39K
Decreased by -0.04%
Oct 31, 24
13 SPDR® Dow Jones Industrial Avrg ETF Tr 5.57M (0.60%) 32.84K
Increased by +0.59%
Oct 31, 24
14 Vanguard Information Technology ETF 5.46M (0.59%) 25.01K
Increased by +0.46%
Oct 31, 24
15 Vanguard Total Intl Bd Idx Institutional 5.00M (0.54%) 5.00M
Increased by +100.00%
Sep 30, 24
16 Vanguard Dividend Appreciation ETF 4.97M (0.54%) 12.46K
Increased by +0.25%
Oct 31, 24
17 Vanguard Total Intl Bd II Idx Insl 4.70M (0.51%) 4.70M
Increased by +100.00%
Sep 30, 24
18 State St S&P 500® Indx SL Cl III 4.47M (0.48%) 12.90K
Increased by +0.29%
Oct 31, 24
19 Blackrock Eq Idx Fund CF 3.49M (0.38%) 237.27K
Increased by +6.80%
Sep 30, 24
20 Vanguard High Dividend Yield ETF 3.46M (0.37%) 12.52K
Increased by +0.36%
Oct 31, 24