Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.10%
2 BEEZ 3.99%
3 DIVS 2.99%
4 SXQG 2.78%
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 1.85%
12 PRN 1.79%
13 QDIV 1.76%
14 VSDA 1.72%
15 XLI 1.71%
16 STNC 1.69%
17 RNLC 1.48%
18 FIDU 1.45%
19 TPHD 1.45%
20 TPHE 1.44%

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 12.28M (4.58%) 248.15K
Increased by +2.02%
Jun 30, 24
7 State Street Corporation 12.04M (4.49%) -245.43K
Decreased by -2.04%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 8.26M (3.08%) -862.58K
Decreased by -10.44%
Jun 30, 24
9 Wells Fargo & Co 7.37M (2.75%) -139.84K
Decreased by -1.90%
Jun 30, 24
10 Geode Capital Management, LLC 6.12M (2.29%) 117.61K
Increased by +1.92%
Jun 30, 24
11 Capital Research Global Investors 4.06M (1.52%) -155.72K
Decreased by -3.83%
Sep 30, 24
12 Goldman Sachs Group Inc 3.77M (1.41%) 387.91K
Increased by +10.30%
Jun 30, 24
13 Massachusetts Financial Services Company 3.62M (1.35%) -58.00K
Decreased by -1.60%
Sep 30, 24
14 Bank of America Corp 3.37M (1.26%) -231.80K
Decreased by -6.88%
Jun 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 2.70M (1.01%) 62.65K
Increased by +2.32%
Jun 30, 24
19 Bank of New York Mellon Corp 2.51M (0.94%) -48.09K
Decreased by -1.92%
Jun 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 Fidelity 500 Index 3.32M (1.24%) -24.04K
Decreased by -0.72%
Sep 30, 24
5 SPDR® S&P 500 ETF Trust 3.30M (1.23%) -25.44K
Decreased by -0.77%
Mar 31, 24
6 SPDR® S&P 500® ETF Trust 3.29M (1.23%) 17.17K
Increased by +0.52%
Oct 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 3.01M (1.12%) 4.64K
Increased by +0.15%
Oct 31, 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 2.34M (0.87%) -16.74K
Decreased by -0.72%
Sep 30, 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 The Industrial Select Sector SPDR® ETF 1.35M (0.50%) 84.16K
Increased by +6.24%
Oct 31, 24
20 iShares MSCI USA Quality Factor ETF 1.35M (0.50%) 4.82K
Increased by +0.36%
Oct 31, 24