Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWCO 4.62%
2 UTRN 3.82%
3 RSPC 3.74%
4 UDI 2.54%
5 RNDV 2.14%
6 KNGZ 2.14%
7 RDIV 1.92%
8 SDOG 1.74%
9 FTDS 1.70%
10 RDVY 1.67%
11 XLC 1.66%
12 SPHD 1.64%
13 SPDV 1.56%
14 FCFY 1.56%
15 SDEI 1.51%
16 PEY 1.46%
17 QDIV 1.44%
18 WBIY 1.33%
19 FDWM 1.24%
20 SAEF 1.22%

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 25.92M (6.99%) 1.51M
Increased by +5.81%
Jun 30, 24
4 State Street Corporation 24.42M (6.58%) 1.52M
Increased by +6.24%
Mar 31, 24
5 Bank of America Corp 21.09M (5.69%) -1.11M
Decreased by -5.25%
Jun 30, 24
6 FMR Inc 16.36M (4.41%) -3.62M
Decreased by -22.11%
Sep 30, 24
7 Harris Associates L.P. 15.78M (4.26%) -720.58K
Decreased by -4.57%
Jun 30, 24
8 Charles Schwab Investment Management Inc 12.43M (3.35%) 270.86K
Increased by +2.18%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 10.73M (2.89%) -545.59K
Decreased by -5.09%
Jun 30, 24
10 First Trust Advisors L.P. 10.34M (2.79%) 2.19M
Increased by +21.21%
Jun 30, 24
11 Bank of New York Mellon Corp 10.11M (2.73%) -3.98M
Decreased by -39.39%
Jun 30, 24
12 Geode Capital Management, LLC 9.37M (2.53%) 205.81K
Increased by +2.20%
Jun 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 Amvescap Plc. 6.46M (1.74%) 1.34M
Increased by +20.74%
Jun 30, 24
19 Ariel Investments, LLC 5.71M (1.54%) 193.90K
Increased by +3.40%
Jun 30, 24
20 American Century Companies Inc 5.70M (1.54%) 90.08K
Increased by +1.58%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.89M (3.21%) -34.06K
Decreased by -0.29%
Oct 31, 24
2 The Comm Svcs Sel Sect SPDR® ETF 11.68M (3.15%) 8.69K
Increased by +0.07%
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 Vanguard Small Cap Index 9.42M (2.54%) 18.45K
Increased by +0.20%
Oct 31, 24
6 Schwab US Dividend Equity ETF™ 9.32M (2.51%) 8.28K
Increased by +0.09%
Oct 31, 24
7 American Funds Income Fund of Amer A 7.88M (2.13%) 0.00
Increased by 0.00%
Sep 30, 23
8 First Trust Rising Dividend Achiev ETF 7.76M (2.09%) 3.76K
Increased by +0.05%
Oct 31, 24
9 iShares Select Dividend ETF 6.40M (1.73%) -2.15K
Decreased by -0.03%
Oct 31, 24
10 Vanguard Small Cap Value Index Inv 6.36M (1.72%) -2.20K
Decreased by -0.03%
Oct 31, 24
11 Fidelity 500 Index 4.62M (1.25%) -32.64K
Decreased by -0.71%
Sep 30, 24
12 SPDR® S&P 500® ETF Trust 4.58M (1.23%) 23.87K
Increased by +0.52%
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 CI Global Leaders Fund D 4.45M (1.20%) 0.00
Increased by 0.00%
Aug 31, 24
16 Invesco S&P 500® Equal Weight ETF 4.20M (1.13%) 19.21K
Increased by +0.46%
Oct 31, 24
17 iShares Core S&P 500 ETF 4.18M (1.13%) 6.44K
Increased by +0.15%
Oct 31, 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