Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TDIV 8.33%
2 NXTE 6.43%
3 HDLB 5.12%
4 DJD 4.97%
5 DVAL 4.89%
6 BUL 4.87%
7 DIVO 4.79%
8 SDEI 4.59%
9 XPND 4.58%
10 FDL 4.57%
11 GBDV 4.53%
12 SPDG 4.51%
13 HDIV 4.41%
14 SKYY 4.32%
15 UTRN 4.02%
16 DJIA 3.96%
17 NACP 3.92%
18 BLCN 3.86%
19 DYLG 3.86%
20 DIVL 3.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 91.84M (9.90%) 1.54M
Increased by +1.68%
Dec 31, 24
2 BlackRock Inc 78.89M (8.51%) 1.35M
Increased by +1.71%
Dec 31, 24
3 State Street Corp 55.46M (5.98%) -213.31K
Decreased by -0.38%
Dec 31, 24
4 State Street Corporation 54.49M (5.88%) -467.84K
Decreased by -0.86%
Mar 31, 24
5 Geode Capital Management, LLC 20.91M (2.25%) 427.50K
Increased by +2.04%
Dec 31, 24
6 Bank of America Corp 16.15M (1.74%) -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 (1.29%) 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 (0.87%) 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 (0.73%) -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 (0.55%) 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 29.31M (3.16%) 139.34K
Increased by +0.48%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 29.18M (3.15%) 84.45K
Increased by +0.29%
Sep 30, 24
3 Performer (AFRIS) 29.07M (3.14%) 29.07M
Increased by +100.00%
Feb 29, 24
4 Vanguard Institutional 500 Index Trust 25.70M (2.77%) 53.20K
Increased by +0.21%
Mar 31, 25
5 Fidelity 500 Index 11.60M (1.25%) 20.02K
Increased by +0.17%
Mar 31, 25
6 SPDR® S&P 500 ETF 11.50M (1.24%) -169.10K
Decreased by -1.47%
Mar 31, 25
7 SPDR® S&P 500® ETF 11.22M (1.21%) 9.23K
Increased by +0.08%
Apr 30, 25
8 SPDR® S&P 500® ETF Trust 11.20M (1.21%) -58.64K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 11.04M (1.19%) -85.79K
Decreased by -0.78%
Mar 31, 24
10 iShares Core S&P 500 ETF 10.95M (1.18%) -11.45K
Decreased by -0.10%
Apr 30, 25
11 Fidelity® 500 Index 10.62M (1.14%) 67.56K
Increased by +0.64%
Nov 30, 23
12 Vanguard Value Index Inv 8.13M (0.88%) 149.24K
Increased by +1.84%
Mar 31, 25
13 JPMorgan Large Cap Growth I 7.62M (0.82%) 2.24M
Increased by +29.36%
Mar 31, 25
14 The Technology Select Sector SPDR® ETF 7.18M (0.77%) 3.48K
Increased by +0.05%
Apr 30, 25
15 Technology Select Sector SPDR® ETF 6.31M (0.68%) 131.40K
Increased by +2.08%
Mar 31, 24
16 Vanguard Information Technology ETF 5.74M (0.62%) 19.85K
Increased by +0.35%
Mar 31, 25
17 Vanguard Institutional Index I 5.69M (0.61%) -41.83K
Decreased by -0.73%
Mar 31, 25
18 SPDR® Dow Jones Industrial Avrg ETF Tr 5.52M (0.60%) -3.07K
Decreased by -0.06%
Apr 30, 25
19 American Funds Income Fund of Amer A 5.28M (0.57%) 393.56K
Increased by +7.45%
Mar 31, 25
20 Vanguard Total Intl Bd Idx Institutional 5.00M (0.54%) 5.00M
Increased by +100.00%
Sep 30, 24