Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 15.92%
2 UTRN 4.08%
3 ACTV 3.94%
4 SPDV 1.94%
5 KCE 1.76%
6 FXO 1.41%
7 RPV 1.37%
8 RSPF 1.37%
9 EQUL 1.30%
10 SPYD 1.30%
11 RYF 1.27%
12 ALTL_old 1.06%
13 HEJD 1.01%
14 JHDV 0.95%
15 RDIV 0.91%
16 DVY 0.88%
17 HIDV 0.86%
18 ALTL 0.86%
19 DVYL 0.85%
20 SPHB 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Massachusetts Mutual Life Insurance Co 81.33M (24.24%) 81.33M
Increased by +100.00%
Sep 30, 24
2 BlackRock Inc 54.67M (16.30%) 462.49K
Increased by +0.85%
Sep 30, 24
3 Vanguard Group Inc 51.08M (15.22%) 1.20M
Increased by +2.34%
Sep 30, 24
4 Trian Fund Management LP 23.17M (6.91%) -4.05M
Decreased by -17.48%
Sep 30, 24
5 State Street Corporation 21.86M (6.51%) 753.38K
Increased by +3.45%
Mar 31, 24
6 State Street Corp 21.06M (6.28%) 151.41K
Increased by +0.72%
Sep 30, 24
7 Dimensional Fund Advisors, Inc. 19.83M (5.91%) 1.75M
Increased by +8.81%
Sep 30, 24
8 Geode Capital Management, LLC 10.25M (3.05%) 93.13K
Increased by +0.91%
Sep 30, 24
9 Millennium Management LLC 10.03M (2.99%) 4.93M
Increased by +49.17%
Sep 30, 24
10 AllianceBernstein L.P. 6.35M (1.89%) 521.91K
Increased by +8.22%
Sep 30, 24
11 AQR Capital Management LLC 5.88M (1.75%) 3.52M
Increased by +59.80%
Sep 30, 24
12 Northern Trust Corp 5.53M (1.65%) -170.13K
Decreased by -3.08%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 5.47M (1.63%) -6.23M
Decreased by -113.83%
Sep 30, 24
14 Fisher Asset Management, LLC 4.54M (1.35%) 87.41K
Increased by +1.92%
Sep 30, 24
15 Goldman Sachs Group Inc 4.38M (1.31%) 1.20M
Increased by +27.45%
Sep 30, 24
16 Charles Schwab Investment Management Inc 4.31M (1.29%) 45.89K
Increased by +1.06%
Sep 30, 24
17 FMR Inc 3.53M (1.05%) -267.37K
Decreased by -7.58%
Sep 30, 23
18 Balyasny Asset Management LLC 3.46M (1.03%) 3.46M
Increased by +100.00%
Dec 31, 23
19 NORGES BANK 3.35M (1.00%) 115.70K
Increased by +3.46%
Dec 31, 23
20 Two Sigma Advisers, LLC 3.30M (0.98%) -120.30K
Decreased by -3.64%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 13.47M (4.02%) 13.15K
Increased by +0.10%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 12.17M (3.63%) 62.02K
Increased by +0.51%
Dec 31, 24
3 Vanguard Small Cap Index 10.87M (3.24%) 86.89K
Increased by +0.80%
Dec 31, 24
4 iShares Select Dividend ETF 9.93M (2.96%) 25.27K
Increased by +0.25%
Dec 31, 24
5 Invesco S&P 500® Equal Weight ETF 8.17M (2.43%) 8.96K
Increased by +0.11%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 7.22M (2.15%) -74.41K
Decreased by -1.03%
Dec 31, 24
7 DFA US Small Cap Value I 6.07M (1.81%) 0.00
Increased by 0.00%
Nov 30, 24
8 SPDR® S&P 500® ETF Trust 5.67M (1.69%) 65.21K
Increased by +1.15%
Dec 31, 24
9 Fidelity 500 Index 5.56M (1.66%) 37.83K
Increased by +0.68%
Nov 30, 24
10 SPDR® Portfolio S&P 500 High Div ETF 5.34M (1.59%) 0.00
Increased by 0.00%
Apr 30, 24
11 SPDR® S&P 500 ETF Trust 5.33M (1.59%) 12.02K
Increased by +0.23%
Apr 30, 24
12 iShares Core S&P 500 ETF 5.28M (1.57%) 3.71K
Increased by +0.07%
Dec 31, 24
13 Fidelity® 500 Index 5.19M (1.55%) 41.38K
Increased by +0.80%
Oct 31, 23
14 SPDR® Portfolio S&P 500® High Div ETF 4.85M (1.44%) 0.00
Increased by 0.00%
Dec 31, 24
15 MFS Mid Cap Value Equity 3.29M (0.98%) 0.00
Increased by 0.00%
Sep 30, 23
16 Fisher All World Equity 3.27M (0.97%) 0.00
Increased by 0.00%
Dec 31, 24
17 DFA US Targeted Value I 3.22M (0.96%) 0.00
Increased by 0.00%
Nov 30, 24
18 The Financial Select Sector SPDR® ETF 3.18M (0.95%) -11.52K
Decreased by -0.36%
Dec 31, 24
19 Financial Select Sector SPDR® ETF 3.00M (0.89%) -8.64K
Decreased by -0.29%
Apr 30, 24
20 Vanguard Institutional Index I 2.84M (0.85%) -4.27K
Decreased by -0.15%
Dec 31, 24