Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEEZ 4.14%
2 UTRN 3.95%
3 DIVS 2.66%
4 DVOL 2.43%
5 SCHD 2.16%
6 SHRY 2.06%
7 RYJ 1.96%
8 DEF 1.96%
9 UPGD 1.94%
10 MPAY 1.89%
11 FTCS 1.89%
12 BMVP 1.80%
13 PRN 1.79%
14 SXQG 1.77%
15 HUSV 1.70%
16 STNC 1.69%
17 QDIV 1.65%
18 XLI 1.65%
19 VSDA 1.63%
20 KVLE 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.33M (9.88%) 94.60K
Increased by +0.36%
Dec 31, 24
2 Briar Hall Management LLC 25.86M (9.71%) 0.00
Increased by 0.00%
Dec 31, 24
3 State Farm Mutual Automobile Ins Co 21.03M (7.89%) 0.00
Increased by 0.00%
Dec 31, 24
4 BlackRock Inc 20.90M (7.84%) 131.31K
Increased by +0.63%
Dec 31, 24
5 Northern Trust Corp 13.67M (5.13%) 508.19K
Increased by +3.72%
Dec 31, 24
6 State Street Corp 12.65M (4.75%) 213.01K
Increased by +1.68%
Dec 31, 24
7 State Street Corporation 12.04M (4.52%) -245.43K
Decreased by -2.04%
Mar 31, 24
8 Wells Fargo & Co 7.12M (2.67%) -95.91K
Decreased by -1.35%
Dec 31, 24
9 Geode Capital Management, LLC 6.39M (2.40%) 99.75K
Increased by +1.56%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 4.50M (1.69%) 455.66K
Increased by +10.11%
Dec 31, 24
11 Capital Research Global Investors 4.13M (1.55%) 71.93K
Increased by +1.74%
Dec 31, 24
12 Massachusetts Financial Services Company 3.46M (1.30%) -151.39K
Decreased by -4.37%
Dec 31, 24
13 Fisher Asset Management, LLC 3.44M (1.29%) 95.92K
Increased by +2.79%
Dec 31, 24
14 Goldman Sachs Group Inc 3.44M (1.29%) -172.84K
Decreased by -5.02%
Dec 31, 24
15 NORGES BANK 3.18M (1.19%) 1.73K
Increased by +0.05%
Dec 31, 24
16 Bank of America Corp 3.16M (1.19%) -324.57K
Decreased by -10.27%
Dec 31, 24
17 Wellington Management Company LLP 2.84M (1.07%) -1.20M
Decreased by -42.16%
Dec 31, 23
18 Ameriprise Financial Inc 2.53M (0.95%) -27.85K
Decreased by -1.10%
Dec 31, 24
19 Charles Schwab Investment Management Inc 2.52M (0.94%) 32.61K
Increased by +1.30%
Dec 31, 24
20 Bank of New York Mellon Corp 2.50M (0.94%) 46.29K
Increased by +1.85%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.85M (3.32%) 30.06K
Increased by +0.34%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 7.45M (2.80%) 49.52K
Increased by +0.66%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 4.34M (1.63%) -2.54K
Decreased by -0.06%
Jan 31, 24
4 Fidelity 500 Index 3.35M (1.26%) 14.79K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 3.32M (1.25%) -24.65K
Decreased by -0.74%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 3.30M (1.24%) -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 3.16M (1.18%) -159.00
Decreased by -0.01%
Feb 28, 25
9 American Funds Invmt Co of Amer A 2.46M (0.92%) 0.00
Increased by 0.00%
Dec 31, 24
10 Capital Group Investment Co of Amer Comp 2.46M (0.92%) 0.00
Increased by 0.00%
Dec 31, 24
11 Vanguard Value Index Inv 2.43M (0.91%) 21.20K
Increased by +0.87%
Feb 28, 25
12 MFS Large Cap Value Equity 2.26M (0.85%) -74.52K
Decreased by -3.29%
Dec 31, 24
13 MFS Value A 2.20M (0.83%) -36.74K
Decreased by -1.67%
Feb 28, 25
14 Vanguard Wellington™ Inv 1.77M (0.67%) -1.07M
Decreased by -60.09%
Dec 31, 23
15 Vanguard Institutional Index I 1.67M (0.63%) -19.63K
Decreased by -1.18%
Feb 28, 25
16 Columbia Dividend Value 1.64M (0.61%) -11.40K
Decreased by -0.70%
Dec 31, 24
17 Columbia Dividend Income Inst 1.63M (0.61%) -3.79K
Decreased by -0.23%
Feb 28, 25
18 Vanguard Dividend Appreciation ETF 1.49M (0.56%) 7.22K
Increased by +0.48%
Feb 28, 25
19 iShares MSCI USA Quality Factor ETF 1.44M (0.54%) 8.08K
Increased by +0.56%
Feb 28, 25
20 The Industrial Select Sector SPDR® ETF 1.36M (0.51%) -7.85K
Decreased by -0.58%
Feb 28, 25