Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWCO 4.62%
2 UTRN 3.91%
3 RSPC 3.86%
4 UDI 2.76%
5 WBIG 2.37%
6 KNGZ 2.32%
7 RNDV 2.32%
8 RDIV 2.14%
9 SDOG 1.88%
10 FTDS 1.86%
11 RDVY 1.83%
12 SPHD 1.81%
13 SPDV 1.70%
14 XLC 1.68%
15 FCFY 1.66%
16 PEY 1.61%
17 QDIV 1.57%
18 SDEI 1.51%
19 WBIY 1.47%
20 DIVG 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 46.13M (12.44%) 78.60K
Increased by +0.17%
Sep 30, 24
2 BlackRock Inc 43.36M (11.69%) 2.19M
Increased by +5.06%
Jun 30, 24
3 State Street Corp 29.84M (8.05%) 3.92M
Increased by +13.14%
Sep 30, 24
4 State Street Corporation 24.42M (6.58%) 1.52M
Increased by +6.24%
Mar 31, 24
5 Bank of America Corp 21.38M (5.77%) 295.79K
Increased by +1.38%
Sep 30, 24
6 FMR Inc 16.36M (4.41%) -3.62M
Decreased by -22.11%
Sep 30, 24
7 Harris Associates L.P. 14.43M (3.89%) -1.34M
Decreased by -9.31%
Sep 30, 24
8 Charles Schwab Investment Management Inc 12.43M (3.35%) 270.86K
Increased by +2.18%
Sep 30, 24
9 First Trust Advisors L.P. 11.48M (3.10%) 1.15M
Increased by +10.00%
Sep 30, 24
10 Bank of New York Mellon Corp 10.11M (2.73%) -3.98M
Decreased by -39.39%
Jun 30, 24
11 Geode Capital Management, LLC 9.45M (2.55%) 81.27K
Increased by +0.86%
Sep 30, 24
12 Amvescap Plc. 8.94M (2.41%) 2.48M
Increased by +27.77%
Sep 30, 24
13 Beutel, Goodman & Company Ltd. 8.81M (2.37%) -24.63K
Decreased by -0.28%
Sep 30, 24
14 Capital World Investors 7.88M (2.13%) 0.00
Increased by 0.00%
Sep 30, 23
15 Boston Partners Global Investors, Inc 7.59M (2.05%) -791.66K
Decreased by -10.43%
Dec 31, 23
16 Black Creek Investment Management Inc 7.57M (2.04%) -1.98M
Decreased by -26.17%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 7.09M (1.91%) 246.28K
Increased by +3.47%
Sep 30, 24
18 Goldman Sachs Group Inc 6.89M (1.86%) 2.35M
Increased by +34.06%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 6.00M (1.62%) -4.72M
Decreased by -78.65%
Sep 30, 24
20 Ariel Investments, LLC 5.70M (1.54%) -5.89K
Decreased by -0.10%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 The Comm Svcs Sel Sect SPDR® ETF 11.97M (3.23%) 11.59K
Increased by +0.10%
Nov 29, 24
2 Vanguard Total Stock Mkt Idx Inv 11.89M (3.21%) -34.06K
Decreased by -0.29%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 9.95M (2.68%) 115.14K
Increased by +1.16%
Oct 31, 24
4 Communication Services Sel Sect SPDR®ETF 9.77M (2.63%) -6.71K
Decreased by -0.07%
Apr 30, 24
5 Schwab US Dividend Equity ETF™ 9.59M (2.59%) 20.80K
Increased by +0.22%
Nov 30, 24
6 Vanguard Small Cap Index 9.42M (2.54%) 18.45K
Increased by +0.20%
Oct 31, 24
7 First Trust Rising Dividend Achiev ETF 7.90M (2.13%) 3.76K
Increased by +0.05%
Nov 28, 24
8 American Funds Income Fund of Amer A 7.88M (2.13%) 0.00
Increased by 0.00%
Sep 30, 23
9 iShares Select Dividend ETF 6.41M (1.73%) 0.00
Increased by 0.00%
Nov 30, 24
10 Vanguard Small Cap Value Index Inv 6.36M (1.72%) -2.20K
Decreased by -0.03%
Oct 31, 24
11 SPDR® S&P 500® ETF Trust 4.64M (1.25%) 27.40K
Increased by +0.59%
Nov 30, 24
12 Fidelity 500 Index 4.61M (1.24%) -7.58K
Decreased by -0.16%
Oct 31, 24
13 SPDR® S&P 500 ETF Trust 4.54M (1.22%) 10.21K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 4.49M (1.21%) 28.53K
Increased by +0.64%
Nov 30, 23
15 Invesco S&P 500® Equal Weight ETF 4.46M (1.20%) 6.21K
Increased by +0.14%
Nov 29, 24
16 CI Global Leaders Fund D 4.45M (1.20%) 0.00
Increased by 0.00%
Aug 31, 24
17 iShares Core S&P 500 ETF 4.25M (1.15%) 0.00
Increased by 0.00%
Nov 30, 24
18 Vanguard Mid Cap Index Institutional 4.12M (1.11%) -165.56K
Decreased by -4.02%
Mar 31, 24
19 American Century Mid Cap Value Inv 3.54M (0.96%) 138.98K
Increased by +3.92%
Sep 30, 24
20 American Century U.S. Mid Cap Value 3.54M (0.96%) 138.98K
Increased by +3.92%
Sep 30, 24