Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWCO 4.62%
2 RSPC 4.04%
3 UTRN 3.99%
4 MNA 3.32%
5 UDI 2.55%
6 WBIG 2.42%
7 RNDV 2.35%
8 KNGZ 2.35%
9 SDOG 1.93%
10 SPHD 1.91%
11 PEY 1.84%
12 FTDS 1.77%
13 RDVY 1.76%
14 SPDV 1.75%
15 QDIV 1.59%
16 WBIY 1.55%
17 FCFY 1.55%
18 XLC 1.54%
19 SDEI 1.51%
20 RDIV 1.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 46.13M (12.46%) 78.60K
Increased by +0.17%
Sep 30, 24
2 BlackRock Inc 45.70M (12.34%) 2.33M
Increased by +5.10%
Sep 30, 24
3 State Street Corp 29.84M (8.06%) 3.92M
Increased by +13.14%
Sep 30, 24
4 State Street Corporation 24.42M (6.59%) 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 (4.42%) -3.62M
Decreased by -22.11%
Sep 30, 24
7 Harris Associates L.P. 14.43M (3.90%) -1.34M
Decreased by -9.31%
Sep 30, 24
8 Charles Schwab Investment Management Inc 12.94M (3.49%) 511.61K
Increased by +3.95%
Dec 31, 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 (2.42%) 2.48M
Increased by +27.77%
Sep 30, 24
13 Beutel, Goodman & Company Ltd. 8.81M (2.38%) -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 Pacer Advisors, INC. 7.40M (2.00%) 7.37M
Increased by +99.61%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 7.09M (1.91%) 246.28K
Increased by +3.47%
Sep 30, 24
19 Goldman Sachs Group Inc 6.89M (1.86%) 2.35M
Increased by +34.06%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 6.00M (1.62%) -4.72M
Decreased by -78.65%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 The Comm Svcs Sel Sect SPDR® ETF 12.81M (3.46%) 3.02K
Increased by +0.02%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 11.66M (3.15%) -158.38K
Decreased by -1.36%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 10.09M (2.72%) -9.41K
Decreased by -0.09%
Dec 31, 24
4 Communication Services Sel Sect SPDR®ETF 9.77M (2.64%) -6.71K
Decreased by -0.07%
Apr 30, 24
5 Schwab US Dividend Equity ETF™ 9.71M (2.62%) 9.75K
Increased by +0.10%
Jan 31, 25
6 Vanguard Small Cap Index 9.49M (2.56%) 8.57K
Increased by +0.09%
Dec 31, 24
7 First Trust Rising Dividend Achiev ETF 8.91M (2.41%) 24.44K
Increased by +0.27%
Jan 30, 25
8 American Funds Income Fund of Amer A 7.88M (2.13%) 0.00
Increased by 0.00%
Sep 30, 23
9 Pacer US Cash Cows 100 ETF 7.36M (1.99%) 1.68K
Increased by +0.02%
Jan 31, 25
10 iShares Select Dividend ETF 6.38M (1.72%) -6.45K
Decreased by -0.10%
Jan 31, 25
11 Vanguard Small Cap Value Index Inv 6.30M (1.70%) -108.81K
Decreased by -1.73%
Dec 31, 24
12 Invesco S&P 500® Equal Weight ETF 5.02M (1.36%) 16.21K
Increased by +0.32%
Jan 31, 25
13 Fidelity 500 Index 4.62M (1.25%) -16.95K
Decreased by -0.37%
Dec 31, 24
14 SPDR® S&P 500® ETF Trust 4.57M (1.23%) -20.37K
Decreased by -0.45%
Jan 31, 25
15 SPDR® S&P 500 ETF Trust 4.54M (1.23%) 10.21K
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 4.49M (1.21%) 28.53K
Increased by +0.64%
Nov 30, 23
17 CI Global Leaders Fund D 4.45M (1.20%) 0.00
Increased by 0.00%
Aug 31, 24
18 iShares Core S&P 500 ETF 4.36M (1.18%) 880.00
Increased by +0.02%
Jan 31, 25
19 Vanguard Mid Cap Index Institutional 4.12M (1.11%) -165.56K
Decreased by -4.02%
Mar 31, 24
20 JHancock Disciplined Value Mid Cap I 3.47M (0.94%) -51.31K
Decreased by -1.48%
Dec 31, 23