Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 STNC 3.60%
2 RSPS 2.91%
3 RHS 2.85%
4 FTXG 2.82%
5 UPGD 2.21%
6 RYJ 2.13%
7 ANEW 2.05%
8 IWTR 1.60%
9 CZA 1.53%
10 SZNE 1.42%
11 VSDA 1.35%
12 TMFX 1.20%
13 SDY 0.95%
14 TPHD 0.88%
15 TPHE 0.86%
16 IYK 0.85%
17 FXG 0.83%
18 SSPX 0.82%
19 XLP 0.81%
20 VDC 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.13M (11.30%) -100.02K
Decreased by -0.33%
Sep 30, 23
2 BlackRock Inc 18.58M (6.97%) -34.54K
Decreased by -0.19%
Sep 30, 23
3 State Farm Mutual Automobile Ins Co 16.72M (6.27%) 0.00
Increased by 0.00%
Sep 30, 23
4 Fundsmith LLP 15.31M (5.74%) -154.44K
Decreased by -1.01%
Sep 30, 23
5 State Street Corporation 14.15M (5.31%) 435.56K
Increased by +3.08%
Sep 30, 23
6 Bank of America Corp 7.30M (2.74%) 2.40M
Increased by +32.83%
Sep 30, 23
7 Geode Capital Management, LLC 5.68M (2.13%) 131.19K
Increased by +2.31%
Sep 30, 23
8 Franklin Resources Inc 4.89M (1.84%) -2.59K
Decreased by -0.05%
Sep 30, 23
9 FUNDSMITH INVESTMENT SERVICES LTD. 4.08M (1.53%) 1.62K
Increased by +0.04%
Sep 30, 23
10 Massachusetts Financial Services Company 3.78M (1.42%) -12.88K
Decreased by -0.34%
Sep 30, 23
11 Northern Trust Corp 3.44M (1.29%) 93.03K
Increased by +2.71%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 3.22M (1.21%) 169.86K
Increased by +5.27%
Sep 30, 23
13 Goldman Sachs Group Inc 2.46M (0.92%) -103.64K
Decreased by -4.21%
Sep 30, 23
14 Vaughan Nelson Scarbrgh & Mccullough LP 2.22M (0.83%) 46.06K
Increased by +2.07%
Sep 30, 23
15 Capital Research Global Investors 2.21M (0.83%) 1.17K
Increased by +0.05%
Sep 30, 23
16 Bank of New York Mellon Corp 2.12M (0.80%) -51.42K
Decreased by -2.42%
Sep 30, 23
17 Champlain Investment Partners, LLC 2.07M (0.77%) -8.82K
Decreased by -0.43%
Sep 30, 23
18 ProShare Advisors LLC 2.06M (0.77%) 33.36K
Increased by +1.62%
Sep 30, 23
19 Legal & General Group PLC 1.88M (0.70%) -48.67K
Decreased by -2.60%
Sep 30, 23
20 Amvescap Plc. 1.83M (0.69%) 244.21K
Increased by +13.36%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.88M (2.95%) -18.80K
Decreased by -0.24%
Feb 29, 24
2 Vanguard Institutional 500 Index Trust 6.27M (2.35%) 61.57K
Increased by +0.98%
Feb 29, 24
3 Vanguard Mid Cap Index Institutional 5.62M (2.11%) -14.54K
Decreased by -0.26%
Feb 29, 24
4 Franklin Rising Dividends A 4.25M (1.60%) 0.00
Increased by 0.00%
Feb 29, 24
5 Fundsmith Equity I Acc 3.92M (1.47%) 0.00
Increased by 0.00%
Sep 30, 23
6 Champlain Mid Cap Fund, LLC 3.16M (1.18%) 155.85K
Increased by +4.94%
Feb 29, 24
7 SPDR® S&P Dividend ETF 3.03M (1.14%) 342.00
Increased by +0.01%
Feb 29, 24
8 MFS Large Cap Growth Equity 3.01M (1.13%) 849.56K
Increased by +28.23%
Dec 31, 23
9 Fidelity 500 Index 2.98M (1.12%) 30.54K
Increased by +1.02%
Jan 31, 24
10 SPDR® S&P 500 ETF Trust 2.95M (1.11%) 18.48K
Increased by +0.63%
Feb 29, 24
11 Fidelity® 500 Index 2.91M (1.09%) 23.16K
Increased by +0.80%
Oct 31, 23
12 iShares Core S&P 500 ETF 2.61M (0.98%) 7.95K
Increased by +0.30%
Feb 29, 24
13 ProShares S&P 500 Dividend Aristocrats 2.58M (0.97%) -5.31K
Decreased by -0.21%
Feb 29, 24
14 MFS Massachusetts Inv Gr Stk A 2.25M (0.84%) -747.24K
Decreased by -33.19%
Feb 29, 24
15 American Funds American Mutual A 2.19M (0.82%) -4.56K
Decreased by -0.21%
Sep 30, 23
16 Capital Group American Mutual Comp 2.19M (0.82%) -4.56K
Decreased by -0.21%
Sep 30, 23
17 Vanguard Value Index Inv 2.10M (0.79%) 7.15K
Increased by +0.34%
Feb 29, 24
18 Consumer Staples Select Sector SPDR® ETF 1.70M (0.64%) -8.48K
Decreased by -0.50%
Feb 29, 24
19 Vanguard Institutional Index I 1.66M (0.62%) -5.23K
Decreased by -0.32%
Feb 29, 24
20 Champlain Mid Cap Adv 1.51M (0.57%) 485.00K
Increased by +32.01%
Dec 31, 23