Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.45%
2 UTRN 4.08%
3 ACTV 3.62%
4 RPV 1.88%
5 SPDV 1.88%
6 KCE 1.61%
7 RSPF 1.41%
8 FXO 1.41%
9 EQUL 1.30%
10 RYF 1.27%
11 SPYD 1.26%
12 RDIV 1.16%
13 ALTL 1.08%
14 ALTL_old 1.06%
15 JHDV 0.98%
16 DVY 0.86%
17 DVYL 0.85%
18 HEJD 0.85%
19 SPHB 0.81%
20 HIDV 0.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Massachusetts Mutual Life Insurance Co 81.33M (24.42%) 81.33M
Increased by +100.00%
Sep 30, 24
2 BlackRock Inc 54.21M (16.28%) -139.63K
Decreased by -0.26%
Jun 30, 24
3 Vanguard Group Inc 51.08M (15.34%) 1.20M
Increased by +2.34%
Sep 30, 24
4 Trian Fund Management LP 23.17M (6.96%) -4.05M
Decreased by -17.48%
Sep 30, 24
5 State Street Corporation 21.86M (6.56%) 753.38K
Increased by +3.45%
Mar 31, 24
6 State Street Corp 21.06M (6.32%) 151.41K
Increased by +0.72%
Sep 30, 24
7 Dimensional Fund Advisors, Inc. 19.83M (5.95%) 1.75M
Increased by +8.81%
Sep 30, 24
8 Geode Capital Management, LLC 10.25M (3.08%) 93.13K
Increased by +0.91%
Sep 30, 24
9 Millennium Management LLC 10.03M (3.01%) 4.93M
Increased by +49.17%
Sep 30, 24
10 AllianceBernstein L.P. 6.35M (1.91%) 521.91K
Increased by +8.22%
Sep 30, 24
11 AQR Capital Management LLC 5.88M (1.77%) 3.52M
Increased by +59.80%
Sep 30, 24
12 Northern Trust Corp 5.53M (1.66%) -170.13K
Decreased by -3.08%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 5.47M (1.64%) -6.23M
Decreased by -113.83%
Sep 30, 24
14 Fisher Asset Management, LLC 4.54M (1.36%) 87.41K
Increased by +1.92%
Sep 30, 24
15 Goldman Sachs Group Inc 4.38M (1.32%) 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 (1.06%) -267.37K
Decreased by -7.58%
Sep 30, 23
18 Balyasny Asset Management LLC 3.46M (1.04%) 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 (0.99%) -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 13.54M (4.06%) -55.65K
Decreased by -0.41%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 11.92M (3.58%) 137.72K
Increased by +1.15%
Oct 31, 24
3 Vanguard Small Cap Index 10.72M (3.22%) 21.00K
Increased by +0.20%
Oct 31, 24
4 iShares Select Dividend ETF 9.75M (2.93%) 0.00
Increased by 0.00%
Nov 30, 24
5 Invesco S&P 500® Equal Weight ETF 8.59M (2.58%) 11.99K
Increased by +0.14%
Nov 29, 24
6 Vanguard Small Cap Value Index Inv 7.24M (2.18%) -2.51K
Decreased by -0.03%
Oct 31, 24
7 DFA US Small Cap Value I 6.07M (1.82%) -277.14K
Decreased by -4.57%
Oct 31, 24
8 SPDR® S&P 500® ETF Trust 5.56M (1.67%) 32.86K
Increased by +0.59%
Nov 30, 24
9 Fidelity 500 Index 5.52M (1.66%) -9.11K
Decreased by -0.16%
Oct 31, 24
10 SPDR® Portfolio S&P 500 High Div ETF 5.34M (1.60%) 0.00
Increased by 0.00%
Apr 30, 24
11 SPDR® S&P 500 ETF Trust 5.33M (1.60%) 12.02K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 5.19M (1.56%) 41.38K
Increased by +0.80%
Oct 31, 23
13 iShares Core S&P 500 ETF 5.08M (1.52%) 0.00
Increased by 0.00%
Nov 30, 24
14 SPDR® Portfolio S&P 500® High Div ETF 4.84M (1.45%) -3.19K
Decreased by -0.07%
Nov 29, 24
15 The Financial Select Sector SPDR® ETF 3.35M (1.01%) 14.74K
Increased by +0.44%
Nov 30, 24
16 MFS Mid Cap Value Equity 3.29M (0.99%) 0.00
Increased by 0.00%
Sep 30, 23
17 Fisher All World Equity 3.27M (0.98%) 0.00
Increased by 0.00%
Sep 30, 24
18 DFA US Targeted Value I 3.22M (0.97%) 0.00
Increased by 0.00%
Oct 31, 24
19 Financial Select Sector SPDR® ETF 3.00M (0.90%) -8.64K
Decreased by -0.29%
Apr 30, 24
20 Vanguard Institutional Index I 2.86M (0.86%) -8.39K
Decreased by -0.29%
Oct 31, 24