Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATV 7.66%
2 UTRN 3.95%
3 STNC 3.60%
4 NEWZ 3.38%
5 PBJ 3.02%
6 DIVL 2.98%
7 RHS 2.57%
8 RSPS 2.57%
9 ANEW 2.20%
10 UPGD 2.16%
11 RYJ 2.16%
12 FTXG 1.75%
13 IWTR 1.55%
14 VSDA 1.49%
15 CZA 1.46%
16 QDIV 1.45%
17 KLDW 1.38%
18 QOWZ 1.30%
19 XLP 1.25%
20 SZNE 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.74M (12.01%) 303.97K
Increased by +0.96%
Dec 31, 24
2 BlackRock Inc 20.20M (7.64%) 641.79K
Increased by +3.18%
Dec 31, 24
3 State Farm Mutual Automobile Ins Co 16.72M (6.32%) 0.00
Increased by 0.00%
Dec 31, 24
4 State Street Corp 15.33M (5.80%) 12.48K
Increased by +0.08%
Dec 31, 24
5 State Street Corporation 15.31M (5.79%) 165.21K
Increased by +1.08%
Mar 31, 24
6 Fundsmith LLP 10.05M (3.80%) -2.18M
Decreased by -21.71%
Jun 30, 24
7 Bank of America Corp 7.30M (2.76%) 2.40M
Increased by +32.83%
Sep 30, 23
8 Geode Capital Management, LLC 6.02M (2.28%) 137.68K
Increased by +2.29%
Dec 31, 24
9 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 5.37M (2.03%) -248.34K
Decreased by -4.62%
Dec 31, 24
10 Franklin Resources Inc 3.73M (1.41%) -146.15K
Decreased by -3.91%
Dec 31, 24
11 Northern Trust Corp 3.69M (1.40%) 531.06K
Increased by +14.38%
Dec 31, 24
12 Massachusetts Financial Services Company 3.63M (1.37%) -180.13K
Decreased by -4.96%
Dec 31, 24
13 ING Investment Management LLC 3.53M (1.34%) 326.04K
Increased by +9.23%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 3.49M (1.32%) 153.30K
Increased by +4.39%
Dec 31, 24
15 T. Rowe Price Investment Management,Inc. 3.22M (1.22%) 190.86K
Increased by +5.94%
Dec 31, 24
16 UBS Asset Mgmt Americas Inc 3.05M (1.15%) 43.35K
Increased by +1.42%
Dec 31, 24
17 NORGES BANK 2.93M (1.11%) 596.84K
Increased by +20.39%
Dec 31, 24
18 Balyasny Asset Management LLC 2.84M (1.08%) 891.11K
Increased by +31.34%
Dec 31, 24
19 Champlain Investment Partners, LLC 2.66M (1.01%) -205.60K
Decreased by -7.72%
Dec 31, 24
20 Amvescap Plc. 2.64M (1.00%) 396.21K
Increased by +15.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.94M (3.00%) 29.22K
Increased by +0.37%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 6.99M (2.65%) 42.54K
Increased by +0.61%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 5.45M (2.06%) 23.00K
Increased by +0.42%
Feb 28, 25
4 Franklin Rising Dividends A 3.21M (1.22%) -100.00K
Decreased by -3.11%
Dec 31, 24
5 Fidelity 500 Index 3.14M (1.19%) 13.87K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 3.11M (1.18%) -23.09K
Decreased by -0.74%
Feb 28, 25
7 iShares Core S&P 500 ETF 2.96M (1.12%) -149.00
Decreased by -0.01%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 2.95M (1.12%) 18.48K
Increased by +0.63%
Feb 29, 24
9 Fidelity® 500 Index 2.91M (1.10%) 23.16K
Increased by +0.80%
Oct 31, 23
10 Franklin Rising Dividends Fund A 2.75M (1.04%) 0.00
Increased by 0.00%
Feb 28, 25
11 SPDR® S&P Dividend ETF 2.59M (0.98%) -2.61K
Decreased by -0.10%
Feb 28, 25
12 The Consumer Staples Sel SectSPDR® ETF 2.46M (0.93%) -1.82K
Decreased by -0.07%
Feb 28, 25
13 Champlain Mid Cap Fund, LLC 2.39M (0.90%) -168.86K
Decreased by -7.07%
Feb 28, 25
14 ProShares S&P 500 Dividend Aristocrats 2.26M (0.86%) 0.00
Increased by 0.00%
Feb 28, 25
15 American Funds American Mutual A 2.19M (0.83%) -4.56K
Decreased by -0.21%
Sep 30, 23
16 Capital Group American Mutual Comp 2.19M (0.83%) -4.56K
Decreased by -0.21%
Sep 30, 23
17 Vanguard Value Index Inv 2.18M (0.82%) 9.40K
Increased by +0.43%
Feb 28, 25
18 MFS Large Cap Growth Equity 2.08M (0.79%) -69.06K
Decreased by -3.33%
Dec 31, 24
19 MFS Massachusetts Inv Gr Stk A 2.03M (0.77%) -15.27K
Decreased by -0.75%
Feb 28, 25
20 Fundsmith Equity I Acc 1.93M (0.73%) -4.23M
Decreased by -219.03%
Sep 30, 24