Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 TPMN 5.42%
3 DVP 5.27%
4 SDEI 4.75%
5 FXZ 4.63%
6 WBIY 4.53%
7 WBIF 4.47%
8 RDIV 4.35%
9 JHMA 4.32%
10 TBG 3.99%
11 UTRN 3.91%
12 SBM 3.74%
13 SMN 3.74%
14 RTM 3.69%
15 RSPM 3.69%
16 DIVY 3.52%
17 NDIV 2.98%
18 PEY 2.82%
19 SHRY 2.82%
20 IYM 2.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.84M (12.37%) 77.75K
Increased by +0.24%
Dec 31, 24
2 BlackRock Inc 24.52M (9.53%) 2.11M
Increased by +8.61%
Dec 31, 24
3 Dodge & Cox 16.97M (6.59%) 851.37K
Increased by +5.02%
Dec 31, 24
4 State Street Corp 12.24M (4.76%) 41.83K
Increased by +0.34%
Dec 31, 24
5 State Street Corporation 11.81M (4.59%) -239.53K
Decreased by -2.03%
Mar 31, 24
6 Charles Schwab Investment Management Inc 8.58M (3.33%) 558.14K
Increased by +6.50%
Dec 31, 24
7 Geode Capital Management, LLC 6.80M (2.64%) 199.05K
Increased by +2.93%
Dec 31, 24
8 Amvescap Plc. 5.83M (2.26%) 694.05K
Increased by +11.91%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 5.81M (2.26%) -129.14K
Decreased by -2.22%
Dec 31, 24
10 Pacer Advisors, INC. 4.83M (1.88%) 1.26M
Increased by +26.03%
Jun 30, 24
11 Dimensional Fund Advisors, Inc. 4.57M (1.78%) -175.29K
Decreased by -3.84%
Dec 31, 24
12 NORGES BANK 4.38M (1.70%) 3.51M
Increased by +80.09%
Jun 30, 24
13 Federated Hermes Inc 4.21M (1.64%) -508.66K
Decreased by -12.08%
Dec 31, 24
14 JPMorgan Chase & Co 3.98M (1.55%) -6.48M
Decreased by -162.77%
Dec 31, 24
15 Goldman Sachs Group Inc 3.86M (1.50%) 1.86M
Increased by +48.10%
Dec 31, 23
16 Amundi 3.86M (1.50%) 1.26M
Increased by +32.68%
Dec 31, 24
17 Royal Bank of Canada 3.68M (1.43%) -328.34K
Decreased by -8.91%
Dec 31, 24
18 FMR Inc 3.60M (1.40%) -1.37M
Decreased by -37.99%
Dec 31, 24
19 AllianceBernstein L.P. 3.55M (1.38%) -5.77K
Decreased by -0.16%
Dec 31, 24
20 Franklin Resources Inc 2.89M (1.12%) 19.69K
Increased by +0.68%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 11.20M (4.35%) 696.00K
Increased by +6.22%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 8.21M (3.19%) 31.22K
Increased by +0.38%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 7.20M (2.80%) 43.79K
Increased by +0.61%
Feb 28, 25
4 Schwab US Dividend Equity ETF™ 6.84M (2.66%) 5.66K
Increased by +0.08%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 5.61M (2.18%) 24.25K
Increased by +0.43%
Feb 28, 25
6 Pacer US Cash Cows 100 ETF 4.93M (1.92%) 6.79K
Increased by +0.14%
Aug 30, 24
7 Vanguard Equity-Income Inv 3.91M (1.52%) 378.49K
Increased by +9.69%
Dec 31, 23
8 Fidelity 500 Index 3.24M (1.26%) 14.29K
Increased by +0.44%
Jan 31, 25
9 SPDR® S&P 500® ETF Trust 3.21M (1.25%) -23.87K
Decreased by -0.74%
Feb 28, 25
10 iShares Core S&P 500 ETF 3.05M (1.19%) -153.00
Decreased by -0.01%
Feb 28, 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%
Dec 31, 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 2.59M (1.01%) 20.39K
Increased by +0.79%
Feb 28, 25
20 Vanguard Value Index Inv 2.24M (0.87%) 9.59K
Increased by +0.43%
Feb 28, 25