Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 TPMN 6.21%
3 SDEI 4.75%
4 WBIY 4.48%
5 WBIF 4.47%
6 RDIV 4.35%
7 JHMA 4.32%
8 FXZ 4.29%
9 DIVY 4.09%
10 UTRN 3.94%
11 TBG 3.92%
12 SBM 3.74%
13 SMN 3.74%
14 RSPM 3.13%
15 RTM 3.13%
16 SHRY 2.95%
17 IYM 2.63%
18 XLB 2.45%
19 FDV 2.35%
20 NDIV 2.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.76M (12.27%) 300.08K
Increased by +0.94%
Sep 30, 24
2 BlackRock Inc 22.95M (8.87%) 112.77K
Increased by +0.49%
Jun 30, 24
3 Dodge & Cox 16.11M (6.23%) -44.40K
Decreased by -0.28%
Sep 30, 24
4 State Street Corp 11.97M (4.63%) 163.04K
Increased by +1.36%
Jun 30, 24
5 State Street Corporation 11.81M (4.56%) -239.53K
Decreased by -2.03%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 11.42M (4.41%) -297.34K
Decreased by -2.60%
Jun 30, 24
7 Charles Schwab Investment Management Inc 8.02M (3.10%) 362.67K
Increased by +4.52%
Sep 30, 24
8 Geode Capital Management, LLC 6.61M (2.55%) 277.11K
Increased by +4.20%
Sep 30, 24
9 JPMorgan Chase & Co 5.04M (1.95%) -32.64K
Decreased by -0.65%
Jun 30, 24
10 FMR Inc 4.97M (1.92%) -2.25K
Decreased by -0.05%
Sep 30, 24
11 Pacer Advisors, INC. 4.83M (1.87%) 1.26M
Increased by +26.03%
Jun 30, 24
12 Dimensional Fund Advisors, Inc. 4.74M (1.83%) 49.02K
Increased by +1.03%
Sep 30, 24
13 Federated Hermes Inc 4.72M (1.82%) -69.91K
Decreased by -1.48%
Sep 30, 24
14 NORGES BANK 4.38M (1.69%) 3.51M
Increased by +80.09%
Jun 30, 24
15 Royal Bank of Canada 4.01M (1.55%) 111.05K
Increased by +2.77%
Jun 30, 24
16 Goldman Sachs Group Inc 3.86M (1.49%) 1.86M
Increased by +48.10%
Dec 31, 23
17 Amvescap Plc. 3.84M (1.48%) -380.63K
Decreased by -9.91%
Jun 30, 24
18 AllianceBernstein L.P. 3.63M (1.40%) -90.98K
Decreased by -2.50%
Jun 30, 24
19 Amundi 3.11M (1.20%) 68.55K
Increased by +2.20%
Jun 30, 24
20 Franklin Resources Inc 2.88M (1.11%) 293.62K
Increased by +10.21%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 10.50M (4.06%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.23M (3.18%) -24.63K
Decreased by -0.30%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 6.90M (2.67%) 85.39K
Increased by +1.24%
Oct 31, 24
4 Schwab US Dividend Equity ETF™ 6.35M (2.45%) 5.64K
Increased by +0.09%
Oct 31, 24
5 Vanguard Mid Cap Index Institutional 5.52M (2.13%) 9.72K
Increased by +0.18%
Oct 31, 24
6 Pacer US Cash Cows 100 ETF 4.93M (1.91%) 6.79K
Increased by +0.14%
Aug 30, 24
7 Vanguard Equity-Income Inv 3.91M (1.51%) 378.49K
Increased by +9.69%
Dec 31, 23
8 Fidelity 500 Index 3.20M (1.24%) 27.90K
Increased by +0.87%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 3.17M (1.23%) 16.52K
Increased by +0.52%
Oct 31, 24
10 SPDR® S&P 500 ETF Trust 3.01M (1.16%) 6.84K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 2.98M (1.15%) 18.99K
Increased by +0.64%
Nov 30, 23
12 Federated Hermes Strategic Val Dividend 2.91M (1.13%) 0.00
Increased by 0.00%
Sep 30, 24
13 Federated Hermes Strategic Value Div IS 2.91M (1.13%) 0.00
Increased by 0.00%
Sep 30, 24
14 iShares Core S&P 500 ETF 2.90M (1.12%) 4.47K
Increased by +0.15%
Oct 31, 24
15 American Funds Washington Mutual A 2.59M (1.00%) 0.00
Increased by 0.00%
Sep 30, 24
16 Capital Group Wash Mutual Invtrs Comp 2.59M (1.00%) 0.00
Increased by 0.00%
Sep 30, 24
17 iShares Select Dividend ETF 2.59M (1.00%) -868.00
Decreased by -0.03%
Oct 31, 24
18 Vanguard Wellesley® Income Inv 2.41M (0.93%) -372.50K
Decreased by -15.45%
Dec 31, 23
19 American Funds Fundamental Invs A 2.38M (0.92%) -75.05K
Decreased by -3.16%
Sep 30, 24
20 Capital Group Fundamental Invtrs Comp 2.38M (0.92%) -75.05K
Decreased by -3.16%
Sep 30, 24