Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TDIV 8.58%
2 DJD 6.14%
3 NXTE 5.54%
4 HDLB 5.12%
5 FDL 4.82%
6 DVAL 4.75%
7 TBG 4.64%
8 SDEI 4.59%
9 GBDV 4.53%
10 HDIV 4.41%
11 DIVY 4.23%
12 DIVO 4.22%
13 XPND 4.11%
14 UTRN 4.11%
15 KNGZ 4.02%
16 RNDV 4.02%
17 DIVL 3.80%
18 HDV 3.80%
19 DEMZ 3.78%
20 PWV 3.58%

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 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 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 SPDR® S&P 500® ETF Trust 11.37M (1.23%) 67.21K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 11.31M (1.23%) -18.57K
Decreased by -0.16%
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 10.41M (1.13%) 0.00
Increased by 0.00%
Nov 30, 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 7.16M (0.78%) 0.00
Increased by 0.00%
Nov 30, 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 Vanguard Information Technology ETF 5.46M (0.59%) 25.01K
Increased by +0.46%
Oct 31, 24
14 SPDR® Dow Jones Industrial Avrg ETF Tr 5.43M (0.59%) 49.15K
Increased by +0.90%
Nov 30, 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 4.46M (0.48%) -2.20K
Decreased by -0.05%
Nov 30, 24
19 JPMorgan Large Cap Growth I 4.42M (0.48%) 1.32M
Increased by +29.92%
Oct 31, 24
20 Blackrock Eq Idx Fund CF 3.49M (0.38%) 237.27K
Increased by +6.80%
Sep 30, 24