Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVEG 5.03%
2 CUT 4.56%
3 WOOD 4.32%
4 UTRN 4.22%
5 WBIY 4.12%
6 RTM 3.71%
7 RSPM 3.71%
8 STNC 3.50%
9 XLB 3.35%
10 DIVC 3.33%
11 IYM 3.17%
12 TPMN 3.02%
13 GSFP 2.96%
14 DDIV 2.96%
15 FXZ 2.62%
16 UYM 2.54%
17 PYZ 2.43%
18 RDIV 2.34%
19 CGDV 2.16%
20 SPDV 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 47.60M (9.09%) 368.65K
Increased by +0.77%
Dec 31, 24
2 Vanguard Group Inc 41.20M (7.86%) 340.38K
Increased by +0.83%
Dec 31, 24
3 BlackRock Inc 34.32M (6.55%) 292.36K
Increased by +0.85%
Dec 31, 24
4 Capital Research Global Investors 29.90M (5.71%) 12.19M
Increased by +40.77%
Dec 31, 24
5 FMR Inc 26.56M (5.07%) 8.72M
Increased by +32.83%
Dec 31, 24
6 State Street Corporation 22.35M (4.27%) -868.02K
Decreased by -3.88%
Mar 31, 24
7 State Street Corp 21.43M (4.09%) -292.53K
Decreased by -1.37%
Dec 31, 24
8 Bank of New York Mellon Corp 14.36M (2.74%) -1.74M
Decreased by -12.13%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 10.46M (2.00%) 970.13K
Increased by +9.27%
Dec 31, 24
10 Greenhaven Associates Inc 10.17M (1.94%) 329.99K
Increased by +3.25%
Mar 31, 24
11 UBS Group AG 8.57M (1.64%) 7.44M
Increased by +86.82%
Dec 31, 24
12 Geode Capital Management, LLC 8.39M (1.60%) 24.82K
Increased by +0.30%
Dec 31, 24
13 Amvescap Plc. 7.95M (1.52%) -72.84K
Decreased by -0.92%
Dec 31, 24
14 JPMorgan Chase & Co 7.49M (1.43%) -5.48M
Decreased by -73.12%
Dec 31, 24
15 Goldman Sachs Group Inc 5.78M (1.10%) 2.09M
Increased by +36.20%
Dec 31, 23
16 Millennium Management LLC 5.03M (0.96%) 3.70M
Increased by +73.56%
Dec 31, 24
17 Royal Bank of Canada 4.61M (0.88%) -7.04K
Decreased by -0.15%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 4.51M (0.86%) -292.00K
Decreased by -6.47%
Dec 31, 24
19 Franklin Resources Inc 4.25M (0.81%) -1.48M
Decreased by -34.76%
Dec 31, 24
20 Diamond Hill Capital Management Inc 4.22M (0.81%) -18.60K
Decreased by -0.44%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 18.40M (3.51%) 4.26M
Increased by +23.16%
Dec 31, 24
2 Capital Group American Mutual Comp 18.40M (3.51%) 4.26M
Increased by +23.16%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 14.55M (2.78%) 4.39M
Increased by +30.14%
Feb 28, 25
4 Vanguard US Total Market Shares ETF 10.98M (2.10%) 8.39K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 10.96M (2.09%) 16.02K
Increased by +0.15%
Feb 28, 25
6 T. Rowe Price U.S. Value Equity Tr-D 7.70M (1.47%) 423.20K
Increased by +5.50%
Dec 31, 24
7 T. Rowe Price U.S. Value Equity Tr-Z 7.70M (1.47%) 423.20K
Increased by +5.50%
Dec 31, 24
8 Vanguard Mid Cap Index Institutional 7.50M (1.43%) 31.82K
Increased by +0.42%
Feb 28, 25
9 T. Rowe Price US Value Equity Composite 7.02M (1.34%) 319.65K
Increased by +4.55%
Dec 31, 24
10 T. Rowe Price Value 7.00M (1.34%) -8.43K
Decreased by -0.12%
Feb 28, 25
11 Fidelity 500 Index 6.57M (1.25%) 2.24M
Increased by +34.09%
Feb 28, 25
12 SPDR® S&P 500 ETF 6.53M (1.25%) -94.55K
Decreased by -1.45%
Mar 31, 25
13 iShares Core S&P 500 ETF 6.43M (1.23%) 18.66K
Increased by +0.29%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 6.36M (1.21%) -33.48K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 6.29M (1.20%) -106.02K
Decreased by -1.69%
Mar 31, 25
16 Capital Group Dividend Value ETF 5.86M (1.12%) 294.78K
Increased by +5.03%
Mar 31, 25
17 Schwab US Dividend Equity ETF™ 5.46M (1.04%) -3.19K
Decreased by -0.06%
Jan 31, 24
18 T. Rowe Price US Lg-Cp Equity Inc Comp 5.25M (1.00%) -317.88K
Decreased by -6.06%
Dec 31, 24
19 T. Rowe Price Equity Income 4.82M (0.92%) -95.00K
Decreased by -1.97%
Feb 28, 25
20 American Funds Income Fund of Amer A 4.42M (0.84%) 500.00K
Increased by +11.31%
Dec 31, 24