Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WOOD 6.94%
2 CUT 5.97%
3 IVEG 5.50%
4 TPMN 4.24%
5 RDIV 4.19%
6 RTM 4.18%
7 RSPM 4.18%
8 WBIY 4.12%
9 FXZ 3.50%
10 DIVC 3.33%
11 IYM 3.25%
12 DIV 2.99%
13 FTIF 2.57%
14 XLB 2.27%
15 SDOG 2.27%
16 PYZ 2.27%
17 UPGD 2.25%
18 RYJ 2.25%
19 SAGP 2.19%
20 SPDV 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 46.91M (13.58%) 25.77M
Increased by +54.94%
Jun 30, 24
2 Vanguard Group Inc 40.67M (11.78%) 86.51K
Increased by +0.21%
Jun 30, 24
3 BlackRock Inc 33.23M (9.62%) -1.41M
Decreased by -4.25%
Jun 30, 24
4 State Street Corporation 22.35M (6.47%) -868.02K
Decreased by -3.88%
Mar 31, 24
5 State Street Corp 21.92M (6.35%) -431.74K
Decreased by -1.97%
Jun 30, 24
6 Bank of New York Mellon Corp 14.21M (4.12%) 8.13M
Increased by +57.21%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 12.27M (3.55%) 2.05M
Increased by +16.73%
Jun 30, 24
8 Amvescap Plc. 12.01M (3.48%) -2.69M
Decreased by -22.39%
Jun 30, 24
9 Greenhaven Associates Inc 10.17M (2.94%) 329.99K
Increased by +3.25%
Mar 31, 24
10 FMR Inc 9.47M (2.74%) 8.16M
Increased by +86.21%
Jun 30, 24
11 Franklin Resources Inc 8.83M (2.56%) -2.55M
Decreased by -28.84%
Jun 30, 24
12 Geode Capital Management, LLC 8.27M (2.39%) 239.73K
Increased by +2.90%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 6.01M (1.74%) -259.91K
Decreased by -4.33%
Jun 30, 24
14 Balyasny Asset Management LLC 5.98M (1.73%) 3.54M
Increased by +59.22%
Jun 30, 24
15 Goldman Sachs Group Inc 5.78M (1.67%) 2.09M
Increased by +36.20%
Dec 31, 23
16 Royal Bank of Canada 5.06M (1.46%) -640.35K
Decreased by -12.67%
Jun 30, 24
17 Diamond Hill Capital Management Inc 4.24M (1.23%) 2.35M
Increased by +55.58%
Sep 30, 24
18 MIZUHO MARKETS AMERICAS LLC 4.07M (1.18%) 4.07M
Increased by +100.00%
Sep 30, 23
19 NORGES BANK 3.70M (1.07%) 1.07M
Increased by +28.99%
Jun 30, 24
20 Charles Schwab Investment Management Inc 3.57M (1.03%) 61.93K
Increased by +1.73%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 14.14M (4.09%) 12.18M
Increased by +86.12%
Sep 30, 24
2 Capital Group American Mutual Comp 14.14M (4.09%) 12.18M
Increased by +86.12%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 10.98M (3.18%) 8.39K
Increased by +0.08%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 9.10M (2.63%) 10.22K
Increased by +0.11%
Sep 30, 24
5 iShares Select Dividend ETF 7.45M (2.16%) -2.50K
Decreased by -0.03%
Oct 31, 24
6 Vanguard Mid Cap Index Institutional 7.36M (2.13%) -75.88K
Decreased by -1.03%
Sep 30, 24
7 T. Rowe Price U.S. Value Equity Tr-Z 7.28M (2.11%) 290.51K
Increased by +3.99%
Sep 30, 24
8 T. Rowe Price US Value Equity Composite 6.70M (1.94%) -18.04K
Decreased by -0.27%
Sep 30, 24
9 T. Rowe Price Value 6.70M (1.94%) 0.00
Increased by 0.00%
Sep 30, 24
10 T. Rowe Price Equity Income 5.56M (1.61%) -77.12K
Decreased by -1.39%
Sep 30, 24
11 T. Rowe Price US Lg-Cp Equity Inc Comp 5.56M (1.61%) -137.12K
Decreased by -2.46%
Sep 30, 24
12 Schwab US Dividend Equity ETF™ 5.46M (1.58%) -3.19K
Decreased by -0.06%
Jan 31, 24
13 Fidelity 500 Index 4.27M (1.24%) -8.82K
Decreased by -0.21%
Sep 30, 24
14 SPDR® S&P 500® ETF Trust 4.24M (1.23%) 22.14K
Increased by +0.52%
Oct 31, 24
15 SPDR® S&P 500 ETF Trust 4.08M (1.18%) -8.81K
Decreased by -0.22%
Apr 30, 24
16 Fidelity® 500 Index 4.03M (1.17%) 25.66K
Increased by +0.64%
Nov 30, 23
17 Invesco Comstock A 4.03M (1.17%) 0.00
Increased by 0.00%
May 31, 24
18 Franklin Income A1 4.00M (1.16%) 0.00
Increased by 0.00%
Jun 30, 24
19 American Funds Income Fund of Amer A 3.92M (1.14%) 1.92M
Increased by +49.01%
Sep 30, 24
20 iShares Core S&P 500 ETF 3.87M (1.12%) 5.95K
Increased by +0.15%
Oct 31, 24