Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HART 4.91%
2 PINK 4.65%
3 IHI 4.63%
4 ABEQ 4.37%
5 PCIG 4.19%
6 UTRN 4.07%
7 DIVL 4.06%
8 DIVP 4.01%
9 FLV 3.84%
10 LBAY 3.69%
11 CVRD 3.62%
12 INAU 3.60%
13 UDI 3.60%
14 JDOC 3.48%
15 CAMX 3.33%
16 DIVZ 3.31%
17 AGQI 3.31%
18 MNTL 3.27%
19 AGNG 3.11%
20 LNGR 3.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 124.20M (9.69%) 754.39K
Increased by +0.61%
Dec 31, 24
2 BlackRock Inc 111.26M (8.68%) -634.30K
Decreased by -0.57%
Sep 30, 24
3 JPMorgan Chase & Co 60.78M (4.74%) 3.65M
Increased by +6.01%
Sep 30, 24
4 State Street Corp 60.73M (4.74%) 520.03K
Increased by +0.86%
Sep 30, 24
5 State Street Corporation 60.07M (4.69%) -845.99K
Decreased by -1.41%
Mar 31, 24
6 Capital Research Global Investors 33.20M (2.59%) 571.70K
Increased by +1.72%
Dec 31, 24
7 Geode Capital Management, LLC 26.48M (2.07%) -374.83K
Decreased by -1.42%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 23.50M (1.83%) -33.04M
Decreased by -140.59%
Sep 30, 24
9 Bank of America Corp 23.30M (1.82%) 1.79M
Increased by +7.66%
Sep 30, 24
10 Massachusetts Financial Services Company 20.82M (1.62%) -3.61M
Decreased by -17.35%
Dec 31, 24
11 Bank of New York Mellon Corp 19.92M (1.56%) -260.92K
Decreased by -1.31%
Dec 31, 24
12 Deutsche Bank AG 18.07M (1.41%) 1.41M
Increased by +7.81%
Sep 30, 24
13 Franklin Resources Inc 16.63M (1.30%) -3.07M
Decreased by -18.44%
Sep 30, 24
14 T. Rowe Price Associates, Inc. 14.92M (1.16%) -483.21K
Decreased by -3.24%
Mar 31, 24
15 NORGES BANK 14.57M (1.14%) -1.01M
Decreased by -6.95%
Dec 31, 24
16 Amvescap Plc. 13.11M (1.02%) 2.33M
Increased by +17.81%
Sep 30, 24
17 Wells Fargo & Co 13.05M (1.02%) -701.37K
Decreased by -5.37%
Dec 31, 23
18 Sanders Capital, LLC 12.80M (1.00%) 94.05K
Increased by +0.73%
Jun 30, 24
19 Wellington Management Company LLP 12.39M (0.97%) -6.00M
Decreased by -48.45%
Dec 31, 24
20 Goldman Sachs Group Inc 12.01M (0.94%) 5.57M
Increased by +46.40%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 40.21M (3.14%) -102.01K
Decreased by -0.25%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 34.73M (2.71%) 246.66K
Increased by +0.71%
Dec 31, 24
3 Fidelity 500 Index 15.92M (1.24%) 71.11K
Increased by +0.45%
Dec 31, 24
4 SPDR® S&P 500 ETF Trust 15.73M (1.23%) 35.51K
Increased by +0.23%
Apr 30, 24
5 SPDR® S&P 500® ETF Trust 15.64M (1.22%) -153.82K
Decreased by -0.98%
Jan 31, 25
6 Fidelity® 500 Index 15.51M (1.21%) 98.71K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 15.04M (1.17%) 21.83K
Increased by +0.15%
Jan 31, 25
8 Vanguard Value Index Inv 10.92M (0.85%) -42.32K
Decreased by -0.39%
Dec 31, 24
9 Health Care Select Sector SPDR® ETF 9.69M (0.76%) -12.58K
Decreased by -0.13%
Apr 30, 24
10 The Health Care Select Sector SPDR® ETF 9.38M (0.73%) 33.40K
Increased by +0.36%
Jan 31, 25
11 Vanguard Windsor™ II Inv 9.04M (0.71%) 82.11K
Increased by +0.91%
Dec 31, 24
12 Vanguard Dividend Growth Inv 8.31M (0.65%) -2.46M
Decreased by -29.64%
Dec 31, 24
13 Vanguard Institutional Index I 8.09M (0.63%) -24.59K
Decreased by -0.30%
Dec 31, 24
14 MFS Large Cap Value (SMA) 7.59M (0.59%) 7.59M
Increased by +100.00%
Jun 30, 23
15 American Funds American Mutual A 7.47M (0.58%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group American Mutual Comp 7.47M (0.58%) 0.00
Increased by 0.00%
Dec 31, 24
17 JPM US Equity Income-MA 7.28M (0.57%) 7.27M
Increased by +99.90%
Sep 30, 23
18 Vanguard Dividend Appreciation ETF 7.08M (0.55%) 99.09K
Increased by +1.40%
Dec 31, 24
19 American Funds Invmt Co of Amer A 7.02M (0.55%) 0.00
Increased by 0.00%
Dec 31, 24
20 Capital Group Investment Co of Amer Comp 7.02M (0.55%) 0.00
Increased by 0.00%
Dec 31, 24