Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.10%
2 BEEZ 3.93%
3 DIVS 2.94%
4 SXQG 2.68%
5 DVOL 2.43%
6 SCHD 2.16%
7 SHRY 2.06%
8 DEF 1.96%
9 MPAY 1.89%
10 FTCS 1.89%
11 HUSV 1.86%
12 QDIV 1.81%
13 PRN 1.79%
14 VSDA 1.75%
15 XLI 1.73%
16 STNC 1.69%
17 TPHD 1.49%
18 TPHE 1.49%
19 RNLC 1.48%
20 FIDU 1.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.23M (9.79%) 182.30K
Increased by +0.69%
Sep 30, 24
2 Briar Hall Management LLC 25.86M (9.65%) -304.89K
Decreased by -1.18%
Sep 30, 24
3 State Farm Mutual Automobile Ins Co 21.03M (7.85%) 0.00
Increased by 0.00%
Sep 30, 24
4 BlackRock Inc 20.64M (7.70%) -130.12K
Decreased by -0.63%
Jun 30, 24
5 Northern Trust Corp 13.16M (4.91%) -124.16K
Decreased by -0.94%
Sep 30, 24
6 State Street Corp 12.43M (4.64%) 149.27K
Increased by +1.20%
Sep 30, 24
7 State Street Corporation 12.04M (4.49%) -245.43K
Decreased by -2.04%
Mar 31, 24
8 Wells Fargo & Co 7.21M (2.69%) -158.61K
Decreased by -2.20%
Sep 30, 24
9 Geode Capital Management, LLC 6.29M (2.35%) 167.42K
Increased by +2.66%
Sep 30, 24
10 Capital Research Global Investors 4.06M (1.52%) -155.72K
Decreased by -3.83%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 4.05M (1.51%) -4.21M
Decreased by -104.01%
Sep 30, 24
12 Massachusetts Financial Services Company 3.62M (1.35%) -58.00K
Decreased by -1.60%
Sep 30, 24
13 Goldman Sachs Group Inc 3.61M (1.35%) -152.20K
Decreased by -4.21%
Sep 30, 24
14 Bank of America Corp 3.49M (1.30%) 116.77K
Increased by +3.35%
Sep 30, 24
15 Fisher Asset Management, LLC 3.35M (1.25%) 135.02K
Increased by +4.03%
Sep 30, 24
16 NORGES BANK 3.18M (1.19%) 53.74K
Increased by +1.69%
Jun 30, 24
17 Wellington Management Company LLP 2.84M (1.06%) -1.20M
Decreased by -42.16%
Dec 31, 23
18 Legal & General Group PLC 2.65M (0.99%) -52.54K
Decreased by -1.98%
Sep 30, 24
19 Ameriprise Financial Inc 2.55M (0.95%) 254.29K
Increased by +9.96%
Sep 30, 24
20 Charles Schwab Investment Management Inc 2.48M (0.93%) -2.39K
Decreased by -0.10%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.88M (3.32%) -28.58K
Decreased by -0.32%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 7.16M (2.67%) 84.41K
Increased by +1.18%
Oct 31, 24
3 Schwab US Dividend Equity ETF™ 4.34M (1.62%) -2.54K
Decreased by -0.06%
Jan 31, 24
4 SPDR® S&P 500® ETF Trust 3.33M (1.24%) 19.72K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 3.32M (1.24%) -5.45K
Decreased by -0.16%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 3.30M (1.23%) -25.44K
Decreased by -0.77%
Mar 31, 24
7 Fidelity® 500 Index 3.21M (1.20%) 20.41K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 3.05M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
9 American Funds Invmt Co of Amer A 2.46M (0.92%) -583.00
Decreased by -0.02%
Sep 30, 24
10 Capital Group Investment Co of Amer Comp 2.46M (0.92%) -583.00
Decreased by -0.02%
Sep 30, 24
11 Vanguard Value Index Inv 2.39M (0.89%) 7.39K
Increased by +0.31%
Oct 31, 24
12 MFS Large Cap Value Equity 2.34M (0.87%) -51.71K
Decreased by -2.21%
Sep 30, 24
13 MFS Value A 2.32M (0.87%) -15.53K
Decreased by -0.67%
Oct 31, 24
14 Vanguard Wellington™ Inv 1.77M (0.66%) -1.07M
Decreased by -60.09%
Dec 31, 23
15 Vanguard Institutional Index I 1.72M (0.64%) -396.00
Decreased by -0.02%
Oct 31, 24
16 Columbia Dividend Value 1.65M (0.62%) 150.11K
Increased by +9.11%
Sep 30, 24
17 Columbia Dividend Income Inst 1.65M (0.61%) -2.61K
Decreased by -0.16%
Oct 31, 24
18 Vanguard Dividend Appreciation ETF 1.47M (0.55%) 3.27K
Increased by +0.22%
Oct 31, 24
19 iShares MSCI USA Quality Factor ETF 1.40M (0.52%) 0.00
Increased by 0.00%
Nov 30, 24
20 The Industrial Select Sector SPDR® ETF 1.37M (0.51%) 1.76K
Increased by +0.13%
Nov 30, 24