Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 9.76%
2 IVEG 5.72%
3 WOOD 4.95%
4 IYM 4.41%
5 UTRN 4.22%
6 WBIY 4.12%
7 RTM 3.80%
8 RSPM 3.80%
9 DIVC 3.33%
10 GSFP 3.31%
11 DDIV 3.18%
12 TPMN 3.02%
13 DIV 3.00%
14 XLB 2.89%
15 FXZ 2.85%
16 RDIV 2.56%
17 PYZ 2.29%
18 DVY 2.09%
19 CGDV 2.09%
20 SPDV 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 47.23M (13.65%) 321.68K
Increased by +0.68%
Sep 30, 24
2 Vanguard Group Inc 40.85M (11.81%) 180.40K
Increased by +0.44%
Sep 30, 24
3 BlackRock Inc 34.03M (9.84%) 798.01K
Increased by +2.35%
Sep 30, 24
4 State Street Corporation 22.35M (6.46%) -868.02K
Decreased by -3.88%
Mar 31, 24
5 State Street Corp 21.72M (6.28%) -203.43K
Decreased by -0.94%
Sep 30, 24
6 FMR Inc 17.84M (5.16%) 8.37M
Increased by +46.92%
Sep 30, 24
7 Capital Research Global Investors 17.71M (5.12%) 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 (2.74%) -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 (1.87%) 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 (1.65%) -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 (1.22%) 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 (5.32%) 4.26M
Increased by +23.16%
Dec 31, 24
2 Capital Group American Mutual Comp 18.40M (5.32%) 4.26M
Increased by +23.16%
Dec 31, 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 5.25M (1.52%) -100.00K
Decreased by -1.91%
Dec 31, 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 (1.16%) 0.00
Increased by 0.00%
May 31, 24