Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 5.07%
2 WOOD 5.05%
3 RDIV 4.31%
4 UTRN 4.22%
5 WBIY 4.12%
6 IVEG 3.89%
7 RSPM 3.79%
8 RTM 3.79%
9 DIVC 3.33%
10 DDIV 3.19%
11 IYM 3.05%
12 DIV 3.04%
13 TPMN 3.02%
14 FXZ 2.85%
15 FTIF 2.60%
16 PYZ 2.30%
17 DVY 2.11%
18 SPDV 2.07%
19 SDOG 2.06%
20 CGDV 2.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 47.23M (13.68%) 321.68K
Increased by +0.68%
Sep 30, 24
2 Vanguard Group Inc 40.85M (11.83%) 180.40K
Increased by +0.44%
Sep 30, 24
3 BlackRock Inc 34.03M (9.85%) 798.01K
Increased by +2.35%
Sep 30, 24
4 State Street Corporation 22.35M (6.47%) -868.02K
Decreased by -3.88%
Mar 31, 24
5 State Street Corp 21.72M (6.29%) -203.43K
Decreased by -0.94%
Sep 30, 24
6 FMR Inc 17.84M (5.17%) 8.37M
Increased by +46.92%
Sep 30, 24
7 Capital Research Global Investors 17.71M (5.13%) 15.72M
Increased by +88.74%
Sep 30, 24
8 Bank of New York Mellon Corp 16.11M (4.66%) 1.89M
Increased by +11.74%
Sep 30, 24
9 Greenhaven Associates Inc 10.17M (2.94%) 329.99K
Increased by +3.25%
Mar 31, 24
10 Morgan Stanley - Brokerage Accounts 9.49M (2.75%) -2.78M
Decreased by -29.29%
Sep 30, 24
11 Geode Capital Management, LLC 8.37M (2.42%) 99.72K
Increased by +1.19%
Sep 30, 24
12 Amvescap Plc. 8.03M (2.32%) -3.98M
Decreased by -49.59%
Sep 30, 24
13 JPMorgan Chase & Co 6.48M (1.88%) 3.01M
Increased by +46.39%
Sep 30, 24
14 Goldman Sachs Group Inc 5.78M (1.67%) 2.09M
Increased by +36.20%
Dec 31, 23
15 Franklin Resources Inc 5.72M (1.66%) -3.10M
Decreased by -54.19%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 4.81M (1.39%) -1.20M
Decreased by -25.06%
Sep 30, 24
17 Royal Bank of Canada 4.62M (1.34%) -432.94K
Decreased by -9.37%
Sep 30, 24
18 Diamond Hill Capital Management Inc 4.24M (1.23%) 2.35M
Increased by +55.58%
Sep 30, 24
19 MIZUHO MARKETS AMERICAS LLC 4.07M (1.18%) 4.07M
Increased by +100.00%
Sep 30, 23
20 Balyasny Asset Management LLC 3.87M (1.12%) -2.11M
Decreased by -54.36%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 18.40M (5.33%) 4.26M
Increased by +23.16%
Dec 31, 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 10.92M (3.16%) 9.64K
Increased by +0.09%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 9.41M (2.72%) 66.31K
Increased by +0.70%
Dec 31, 24
5 T. Rowe Price U.S. Value Equity Tr-Z 7.70M (2.23%) 423.20K
Increased by +5.50%
Dec 31, 24
6 iShares Select Dividend ETF 7.60M (2.20%) 19.36K
Increased by +0.25%
Dec 31, 24
7 Vanguard Mid Cap Index Institutional 7.47M (2.16%) 61.13K
Increased by +0.82%
Dec 31, 24
8 T. Rowe Price US Value Equity Composite 7.02M (2.03%) 319.65K
Increased by +4.55%
Dec 31, 24
9 T. Rowe Price Value 7.02M (2.03%) -112.04K
Decreased by -1.60%
Dec 31, 24
10 Schwab US Dividend Equity ETF™ 5.46M (1.58%) -3.19K
Decreased by -0.06%
Jan 31, 24
11 T. Rowe Price Equity Income 5.34M (1.55%) -163.14K
Decreased by -3.05%
Nov 30, 24
12 T. Rowe Price US Lg-Cp Equity Inc Comp 5.25M (1.52%) -317.88K
Decreased by -6.06%
Dec 31, 24
13 Capital Group Dividend Value ETF 4.67M (1.35%) 380.64K
Increased by +8.16%
Dec 31, 24
14 American Funds Income Fund of Amer A 4.42M (1.28%) 500.00K
Increased by +11.31%
Dec 31, 24
15 SPDR® S&P 500® ETF Trust 4.37M (1.26%) 50.39K
Increased by +1.15%
Dec 31, 24
16 Fidelity 500 Index 4.29M (1.24%) 29.15K
Increased by +0.68%
Nov 30, 24
17 iShares Core S&P 500 ETF 4.08M (1.18%) 2.87K
Increased by +0.07%
Dec 31, 24
18 SPDR® S&P 500 ETF Trust 4.08M (1.18%) -8.81K
Decreased by -0.22%
Apr 30, 24
19 Fidelity® 500 Index 4.03M (1.17%) 25.66K
Increased by +0.64%
Nov 30, 23
20 Invesco Comstock A 4.03M (1.17%) 0.00
Increased by 0.00%
May 31, 24