Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 TPMN 16.92%
3 DVP 5.27%
4 SDEI 4.75%
5 FXZ 4.69%
6 WBIY 4.69%
7 WBIF 4.47%
8 RDIV 4.35%
9 JHMA 4.32%
10 TBG 3.94%
11 UTRN 3.91%
12 SMN 3.74%
13 SBM 3.74%
14 RSPM 3.71%
15 RTM 3.71%
16 DIVY 3.50%
17 NDIV 3.23%
18 SPHD 2.96%
19 IYM 2.90%
20 PEY 2.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.76M (12.31%) 300.08K
Increased by +0.94%
Sep 30, 24
2 BlackRock Inc 22.41M (8.69%) -539.20K
Decreased by -2.41%
Sep 30, 24
3 Dodge & Cox 16.11M (6.25%) -44.40K
Decreased by -0.28%
Sep 30, 24
4 State Street Corp 12.20M (4.73%) 230.33K
Increased by +1.89%
Sep 30, 24
5 State Street Corporation 11.81M (4.58%) -239.53K
Decreased by -2.03%
Mar 31, 24
6 JPMorgan Chase & Co 10.46M (4.05%) 374.30K
Increased by +3.58%
Sep 30, 24
7 Charles Schwab Investment Management Inc 8.02M (3.11%) 362.67K
Increased by +4.52%
Sep 30, 24
8 Geode Capital Management, LLC 6.61M (2.56%) 277.11K
Increased by +4.20%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 5.94M (2.30%) -5.48M
Decreased by -92.21%
Sep 30, 24
10 Amvescap Plc. 5.13M (1.99%) 1.29M
Increased by +25.14%
Sep 30, 24
11 FMR Inc 4.97M (1.92%) -2.25K
Decreased by -0.05%
Sep 30, 24
12 Pacer Advisors, INC. 4.83M (1.87%) 1.26M
Increased by +26.03%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 4.74M (1.84%) 49.02K
Increased by +1.03%
Sep 30, 24
14 Federated Hermes Inc 4.72M (1.83%) -69.91K
Decreased by -1.48%
Sep 30, 24
15 NORGES BANK 4.38M (1.70%) 3.51M
Increased by +80.09%
Jun 30, 24
16 Royal Bank of Canada 4.01M (1.56%) 1.81K
Increased by +0.05%
Sep 30, 24
17 Goldman Sachs Group Inc 3.86M (1.50%) 1.86M
Increased by +48.10%
Dec 31, 23
18 AllianceBernstein L.P. 3.55M (1.38%) -80.14K
Decreased by -2.26%
Sep 30, 24
19 Franklin Resources Inc 2.88M (1.11%) 293.62K
Increased by +10.21%
Sep 30, 24
20 Capital Research & Mgmt Co - Division 3 2.78M (1.08%) 2.17K
Increased by +0.08%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 11.20M (4.34%) 696.00K
Increased by +6.22%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 8.15M (3.16%) 6.07K
Increased by +0.07%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 7.04M (2.73%) 44.03K
Increased by +0.63%
Dec 31, 24
4 Schwab US Dividend Equity ETF™ 6.71M (2.60%) 4.83K
Increased by +0.07%
Jan 30, 25
5 Vanguard Mid Cap Index Institutional 5.59M (2.17%) 39.45K
Increased by +0.71%
Dec 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 3.23M (1.25%) 11.45K
Increased by +0.35%
Dec 31, 24
9 SPDR® S&P 500® ETF Trust 3.20M (1.24%) -153.00
Decreased by -0.00%
Jan 30, 25
10 iShares Core S&P 500 ETF 3.03M (1.18%) -5.20K
Decreased by -0.17%
Jan 29, 25
11 SPDR® S&P 500 ETF Trust 3.01M (1.17%) 6.84K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 2.98M (1.16%) 18.99K
Increased by +0.64%
Nov 30, 23
13 Federated Hermes Strategic Val Dividend 2.91M (1.13%) 0.00
Increased by 0.00%
Sep 30, 24
14 Federated Hermes Strategic Value Div IS 2.91M (1.13%) 0.00
Increased by 0.00%
Dec 31, 24
15 American Funds Fundamental Invs A 2.66M (1.03%) 284.08K
Increased by +10.68%
Dec 31, 24
16 Capital Group Fundamental Invtrs Comp 2.66M (1.03%) 284.08K
Increased by +10.68%
Dec 31, 24
17 American Funds Washington Mutual A 2.59M (1.01%) 0.00
Increased by 0.00%
Dec 31, 24
18 Capital Group Wash Mutual Invtrs Comp 2.59M (1.01%) 0.00
Increased by 0.00%
Dec 31, 24
19 iShares Select Dividend ETF 2.58M (1.00%) -3.48K
Decreased by -0.13%
Jan 29, 25
20 Vanguard Wellesley® Income Inv 2.41M (0.93%) -372.50K
Decreased by -15.45%
Dec 31, 23