Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PP 10.36%
2 NDJI 5.08%
3 XLY 4.91%
4 DJIA 4.86%
5 DYLG 4.84%
6 DIA 4.84%
7 DJD 4.44%
8 NBCC 4.41%
9 UDOW 4.38%
10 FDIS 4.22%
11 DDM 4.19%
12 DIVO 4.14%
13 RXI 3.97%
14 UTRN 3.96%
15 UCC 3.90%
16 IYC 3.86%
17 QINC 3.83%
18 EDOW 3.67%
19 VCR 3.64%
20 STNC 3.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 70.17M (9.84%) 526.47K
Increased by +0.75%
Dec 31, 24
2 BlackRock Inc 52.36M (7.34%) 2.14M
Increased by +4.09%
Dec 31, 24
3 State Street Corp 35.49M (4.98%) 918.19K
Increased by +2.59%
Dec 31, 24
4 State Street Corporation 34.60M (4.85%) -172.89K
Decreased by -0.50%
Mar 31, 24
5 JPMorgan Chase & Co 32.76M (4.59%) -19.97M
Decreased by -60.95%
Dec 31, 24
6 Geode Capital Management, LLC 16.07M (2.25%) 157.46K
Increased by +0.98%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 15.49M (2.17%) 132.86K
Increased by +0.86%
Dec 31, 24
8 Wellington Management Company LLP 14.02M (1.96%) -1.07M
Decreased by -7.61%
Dec 31, 24
9 Bank of America Corp 13.05M (1.83%) -147.66K
Decreased by -1.13%
Dec 31, 24
10 Capital Research Global Investors 10.65M (1.49%) 531.07K
Increased by +4.99%
Dec 31, 24
11 NORGES BANK 9.40M (1.32%) 256.92K
Increased by +2.73%
Dec 31, 24
12 Goldman Sachs Group Inc 9.02M (1.26%) 4.62M
Increased by +51.20%
Dec 31, 23
13 Northern Trust Corp 8.87M (1.24%) 895.90K
Increased by +10.10%
Dec 31, 24
14 Wells Fargo & Co 8.29M (1.16%) -103.39K
Decreased by -1.25%
Dec 31, 24
15 T. Rowe Price Associates, Inc. 8.00M (1.12%) -110.13K
Decreased by -1.38%
Dec 31, 24
16 Royal Bank of Canada 7.33M (1.03%) 183.08K
Increased by +2.50%
Dec 31, 24
17 UBS Group AG 6.38M (0.89%) 640.79K
Increased by +10.05%
Dec 31, 24
18 Legal & General Group PLC 5.90M (0.83%) -251.34K
Decreased by -4.26%
Sep 30, 24
19 Bank of New York Mellon Corp 5.80M (0.81%) 52.20K
Increased by +0.90%
Dec 31, 24
20 Charles Schwab Investment Management Inc 5.69M (0.80%) 129.84K
Increased by +2.28%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.61M (3.17%) 76.09K
Increased by +0.34%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 19.87M (2.79%) 135.16K
Increased by +0.68%
Feb 28, 25
3 Fidelity 500 Index 8.94M (1.25%) 39.43K
Increased by +0.44%
Jan 31, 25
4 SPDR® S&P 500® ETF Trust 8.86M (1.24%) -65.68K
Decreased by -0.74%
Feb 28, 25
5 SPDR® S&P 500 ETF Trust 8.58M (1.20%) 19.39K
Increased by +0.23%
Apr 30, 24
6 Fidelity® 500 Index 8.49M (1.19%) 54.04K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 8.42M (1.18%) -423.00
Decreased by -0.01%
Feb 28, 25
8 Vanguard Growth Index Investor 7.33M (1.03%) 5.68K
Increased by +0.08%
Feb 28, 25
9 Vanguard Dividend Growth Inv 6.54M (0.92%) -240.86K
Decreased by -3.68%
Dec 31, 24
10 SPDR® Dow Jones Industrial Avrg ETF Tr 5.50M (0.77%) 92.16K
Increased by +1.68%
Feb 28, 25
11 Vanguard Institutional Index I 4.44M (0.62%) -52.63K
Decreased by -1.18%
Feb 28, 25
12 Vanguard Dividend Appreciation ETF 3.95M (0.55%) 19.26K
Increased by +0.49%
Feb 28, 25
13 JPMorgan Large Cap Growth I 3.92M (0.55%) 753.33K
Increased by +19.20%
Jan 31, 25
14 The Consumer Discret Sel SectSPDR® ETF 3.73M (0.52%) -7.20K
Decreased by -0.19%
Feb 28, 25
15 American Funds Capital Income Bldr A 3.49M (0.49%) 244.01K
Increased by +6.99%
Dec 31, 24
16 State St S&P 500® Indx SL Cl III 3.47M (0.49%) 2.60K
Increased by +0.08%
Feb 28, 25
17 Vanguard Wellington™ Inv 3.37M (0.47%) -760.18K
Decreased by -22.58%
Dec 31, 24
18 Consumer Discret Sel Sect SPDR® ETF 3.00M (0.42%) -15.25K
Decreased by -0.51%
Apr 30, 24
19 Vanguard High Dividend Yield ETF 2.97M (0.42%) -26.82K
Decreased by -0.90%
Feb 28, 25
20 Blackrock Eq Idx Fund CF 2.69M (0.38%) -26.69K
Decreased by -0.99%
Dec 31, 24