Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.80%
2 STNC 3.60%
3 PBJ 2.87%
4 RSPS 2.62%
5 RHS 2.62%
6 DIVL 2.57%
7 FTXG 2.29%
8 UPGD 2.13%
9 RYJ 2.11%
10 ANEW 2.06%
11 IWTR 1.55%
12 CZA 1.46%
13 KLDW 1.38%
14 QDIV 1.37%
15 VSDA 1.32%
16 SZNE 1.25%
17 XLP 1.16%
18 QOWZ 1.11%
19 TMFX 1.06%
20 SDY 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.43M (11.78%) 213.71K
Increased by +0.68%
Sep 30, 24
2 BlackRock Inc 19.39M (7.27%) 325.48K
Increased by +1.68%
Jun 30, 24
3 State Farm Mutual Automobile Ins Co 16.72M (6.27%) 0.00
Increased by 0.00%
Sep 30, 24
4 State Street Corp 15.32M (5.74%) 1.11M
Increased by +7.28%
Sep 30, 24
5 State Street Corporation 15.31M (5.74%) 165.21K
Increased by +1.08%
Mar 31, 24
6 Fundsmith LLP 10.05M (3.77%) -2.18M
Decreased by -21.71%
Jun 30, 24
7 Bank of America Corp 7.30M (2.74%) 2.40M
Increased by +32.83%
Sep 30, 23
8 Geode Capital Management, LLC 5.89M (2.21%) 54.02K
Increased by +0.92%
Sep 30, 24
9 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 5.62M (2.11%) 2.23M
Increased by +39.71%
Sep 30, 24
10 Franklin Resources Inc 3.88M (1.45%) -1.01M
Decreased by -25.92%
Sep 30, 24
11 Massachusetts Financial Services Company 3.81M (1.43%) -79.22K
Decreased by -2.08%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 3.34M (1.25%) -2.91M
Decreased by -87.02%
Sep 30, 24
13 ING Investment Management LLC 3.20M (1.20%) -662.85K
Decreased by -20.68%
Sep 30, 24
14 Northern Trust Corp 3.16M (1.19%) -68.64K
Decreased by -2.17%
Sep 30, 24
15 T. Rowe Price Investment Management,Inc. 3.02M (1.13%) 129.75K
Increased by +4.29%
Sep 30, 24
16 UBS Asset Mgmt Americas Inc 3.00M (1.13%) 177.57K
Increased by +5.91%
Sep 30, 24
17 Champlain Investment Partners, LLC 2.87M (1.07%) -756.51K
Decreased by -26.38%
Sep 30, 24
18 ProShare Advisors LLC 2.42M (0.91%) 23.95K
Increased by +0.99%
Sep 30, 24
19 NORGES BANK 2.33M (0.87%) -22.30K
Decreased by -0.96%
Jun 30, 24
20 Amvescap Plc. 2.25M (0.84%) -177.53K
Decreased by -7.91%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fundsmith Equity I Acc 10.05M (3.77%) -1.29M
Decreased by -12.81%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.96M (2.98%) -30.28K
Decreased by -0.38%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 6.68M (2.50%) 76.77K
Increased by +1.15%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 5.35M (2.00%) 9.70K
Increased by +0.18%
Oct 31, 24
5 Franklin Rising Dividends A 3.31M (1.24%) 0.00
Increased by 0.00%
Oct 31, 24
6 Franklin Rising Dividends Fund A 3.31M (1.24%) 0.00
Increased by 0.00%
Oct 31, 24
7 SPDR® S&P 500® ETF Trust 3.12M (1.17%) 18.35K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 3.09M (1.16%) -5.08K
Decreased by -0.16%
Oct 31, 24
9 SPDR® S&P 500 ETF Trust 2.95M (1.10%) 18.48K
Increased by +0.63%
Feb 29, 24
10 Fidelity® 500 Index 2.91M (1.09%) 23.16K
Increased by +0.80%
Oct 31, 23
11 iShares Core S&P 500 ETF 2.85M (1.07%) 0.00
Increased by 0.00%
Nov 30, 24
12 SPDR® S&P Dividend ETF 2.73M (1.02%) 0.00
Increased by 0.00%
Nov 30, 24
13 Champlain Mid Cap Fund, LLC 2.66M (1.00%) -54.81K
Decreased by -2.06%
Nov 30, 24
14 The Consumer Staples Sel SectSPDR® ETF 2.41M (0.90%) 5.34K
Increased by +0.22%
Nov 30, 24
15 ProShares S&P 500 Dividend Aristocrats 2.40M (0.90%) -2.03K
Decreased by -0.08%
Nov 29, 24
16 American Funds American Mutual A 2.19M (0.82%) -4.56K
Decreased by -0.21%
Sep 30, 23
17 Capital Group American Mutual Comp 2.19M (0.82%) -4.56K
Decreased by -0.21%
Sep 30, 23
18 MFS Large Cap Growth Equity 2.14M (0.80%) -58.55K
Decreased by -2.73%
Sep 30, 24
19 Vanguard Value Index Inv 2.14M (0.80%) 5.40K
Increased by +0.25%
Oct 31, 24
20 MFS Massachusetts Inv Gr Stk A 2.12M (0.79%) -27.36K
Decreased by -1.29%
Oct 31, 24