Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 TPMN 5.42%
3 DVP 5.27%
4 NDIV 5.02%
5 WBIY 4.86%
6 SDEI 4.75%
7 WBIF 4.47%
8 RDIV 4.35%
9 JHMA 4.32%
10 TBG 4.03%
11 UTRN 3.91%
12 SMN 3.74%
13 SBM 3.74%
14 DIVY 3.32%
15 FXZ 3.31%
16 RTM 3.15%
17 RSPM 3.15%
18 SHRY 2.82%
19 PEY 2.51%
20 IYM 2.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.84M (12.47%) 77.75K
Increased by +0.24%
Dec 31, 24
2 BlackRock Inc 24.52M (9.60%) 2.11M
Increased by +8.61%
Dec 31, 24
3 Dodge & Cox 16.97M (6.65%) 851.37K
Increased by +5.02%
Dec 31, 24
4 State Street Corp 12.24M (4.80%) 41.83K
Increased by +0.34%
Dec 31, 24
5 State Street Corporation 11.81M (4.63%) -239.53K
Decreased by -2.03%
Mar 31, 24
6 Charles Schwab Investment Management Inc 8.58M (3.36%) 558.14K
Increased by +6.50%
Dec 31, 24
7 Geode Capital Management, LLC 6.80M (2.67%) 199.05K
Increased by +2.93%
Dec 31, 24
8 Amvescap Plc. 5.83M (2.28%) 694.05K
Increased by +11.91%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 5.81M (2.28%) -129.14K
Decreased by -2.22%
Dec 31, 24
10 Pacer Advisors, INC. 4.83M (1.89%) 1.26M
Increased by +26.03%
Jun 30, 24
11 Dimensional Fund Advisors, Inc. 4.57M (1.79%) -175.29K
Decreased by -3.84%
Dec 31, 24
12 NORGES BANK 4.38M (1.71%) 3.51M
Increased by +80.09%
Jun 30, 24
13 Federated Hermes Inc 4.21M (1.65%) -508.66K
Decreased by -12.08%
Dec 31, 24
14 JPMorgan Chase & Co 3.98M (1.56%) -6.48M
Decreased by -162.77%
Dec 31, 24
15 Goldman Sachs Group Inc 3.86M (1.51%) 1.86M
Increased by +48.10%
Dec 31, 23
16 Amundi 3.86M (1.51%) 1.26M
Increased by +32.68%
Dec 31, 24
17 Royal Bank of Canada 3.68M (1.44%) -328.34K
Decreased by -8.91%
Dec 31, 24
18 FMR Inc 3.60M (1.41%) -1.37M
Decreased by -37.99%
Dec 31, 24
19 AllianceBernstein L.P. 3.55M (1.39%) -5.77K
Decreased by -0.16%
Dec 31, 24
20 Franklin Resources Inc 2.89M (1.13%) 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 (4.39%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 8.26M (3.23%) 5.38K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 8.24M (3.23%) 29.54K
Increased by +0.36%
Mar 31, 25
4 Schwab US Dividend Equity ETF™ 7.36M (2.88%) 1.28K
Increased by +0.02%
Apr 30, 25
5 Vanguard Institutional 500 Index Trust 7.20M (2.82%) 1.68K
Increased by +0.02%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 5.59M (2.19%) -16.71K
Decreased by -0.30%
Mar 31, 25
7 iShares Select Dividend ETF 5.46M (2.14%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Equity-Income Inv 3.91M (1.53%) 378.49K
Increased by +9.69%
Dec 31, 23
9 Fidelity 500 Index 3.25M (1.27%) -1.96K
Decreased by -0.06%
Mar 31, 25
10 SPDR® S&P 500 ETF 3.23M (1.27%) -47.89K
Decreased by -1.48%
Mar 31, 25
11 SPDR® S&P 500® ETF 3.15M (1.24%) 2.58K
Increased by +0.08%
Apr 30, 25
12 SPDR® S&P 500® ETF Trust 3.15M (1.23%) -16.42K
Decreased by -0.52%
Mar 31, 25
13 iShares Core S&P 500 ETF 3.07M (1.20%) -3.21K
Decreased by -0.10%
Apr 30, 25
14 SPDR® S&P 500 ETF Trust 3.01M (1.18%) 6.84K
Increased by +0.23%
Apr 30, 24
15 Fidelity® 500 Index 2.98M (1.17%) 18.99K
Increased by +0.64%
Nov 30, 23
16 Federated Hermes Strategic Val Dividend 2.91M (1.14%) 0.00
Increased by 0.00%
Dec 31, 24
17 Federated Hermes Strategic Value Div IS 2.91M (1.14%) 0.00
Increased by 0.00%
Mar 31, 25
18 American Funds Fundamental Invs A 2.83M (1.11%) 169.24K
Increased by +5.98%
Mar 31, 25
19 Capital Group Fundamental Invtrs Comp 2.83M (1.11%) 169.24K
Increased by +5.98%
Mar 31, 25
20 American Funds Washington Mutual A 2.59M (1.01%) -5.18K
Decreased by -0.20%
Mar 31, 25