Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 6.05%
2 KNGS 5.42%
3 FCTE 4.99%
4 VSDA 4.32%
5 UTRN 4.08%
6 RDIV 3.90%
7 DIVP 3.73%
8 LBAY 3.72%
9 GBDV 3.49%
10 OCFS 3.48%
11 DJD 3.25%
12 EDOW 3.22%
13 STNC 3.18%
14 FMK 3.17%
15 PJFV 2.87%
16 FDL 2.86%
17 SPHD 2.83%
18 PINK 2.75%
19 SDY 2.69%
20 ESN 2.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.93M (9.03%) -564.35K
Decreased by -1.15%
Dec 31, 24
2 BlackRock Inc 41.78M (7.71%) 1.38M
Increased by +3.31%
Dec 31, 24
3 State Street Corporation 33.96M (6.27%) -1.87M
Decreased by -5.49%
Mar 31, 24
4 State Street Corp 27.68M (5.11%) 488.26K
Increased by +1.76%
Dec 31, 24
5 JPMorgan Chase & Co 12.96M (2.39%) -12.15M
Decreased by -93.78%
Dec 31, 24
6 Geode Capital Management, LLC 11.57M (2.14%) 280.05K
Increased by +2.42%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 9.84M (1.82%) 1.04M
Increased by +10.60%
Dec 31, 24
8 FMR Inc 8.77M (1.62%) -194.04K
Decreased by -2.21%
Dec 31, 24
9 State Farm Mutual Automobile Ins Co 8.18M (1.51%) 0.00
Increased by 0.00%
Dec 31, 24
10 Newport Trust Co. 7.11M (1.31%) -237.51K
Decreased by -3.34%
Dec 31, 24
11 Northern Trust Corp 6.75M (1.25%) 755.15K
Increased by +11.18%
Dec 31, 24
12 Capital World Investors 6.15M (1.14%) 1.25M
Increased by +20.28%
Dec 31, 24
13 Bank of New York Mellon Corp 5.69M (1.05%) 479.62K
Increased by +8.43%
Dec 31, 24
14 Flossbach von Storch AG 5.68M (1.05%) -589.71K
Decreased by -10.38%
Dec 31, 23
15 Pacer Advisors, INC. 4.95M (0.91%) 1.17M
Increased by +23.61%
Jun 30, 24
16 NORGES BANK 4.93M (0.91%) 524.32K
Increased by +10.63%
Dec 31, 24
17 Amvescap Plc. 4.47M (0.82%) 1.52M
Increased by +34.03%
Dec 31, 24
18 Bank of America Corp 4.27M (0.79%) 166.22K
Increased by +3.89%
Dec 31, 24
19 Millennium Management LLC 3.98M (0.73%) 145.68K
Increased by +3.66%
Jun 30, 24
20 UBS Asset Mgmt Americas Inc 3.78M (0.70%) -31.25K
Decreased by -0.83%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.17M (3.17%) 58.40K
Increased by +0.34%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 15.10M (2.79%) 104.23K
Increased by +0.69%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 8.72M (1.61%) -5.09K
Decreased by -0.06%
Jan 31, 24
4 JPMorgan Large Cap Growth I 7.94M (1.46%) 1.46M
Increased by +18.35%
Jan 31, 25
5 Fidelity 500 Index 6.79M (1.25%) 29.96K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 6.73M (1.24%) -49.92K
Decreased by -0.74%
Feb 28, 25
7 SPDR® S&P 500 ETF Trust 6.51M (1.20%) -14.10K
Decreased by -0.22%
Apr 30, 24
8 Fidelity® 500 Index 6.43M (1.19%) 40.94K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 6.40M (1.18%) -321.00
Decreased by -0.01%
Feb 28, 25
10 SPDR® Dow Jones Industrial Avrg ETF Tr 5.50M (1.01%) 92.16K
Increased by +1.68%
Feb 28, 25
11 SPDR® S&P Dividend ETF 5.48M (1.01%) -5.29K
Decreased by -0.10%
May 31, 24
12 Vanguard Value Index Inv 4.70M (0.87%) 33.10K
Increased by +0.70%
Feb 28, 25
13 Pacer US Cash Cows 100 ETF 4.58M (0.84%) 1.61K
Increased by +0.04%
Jun 28, 24
14 American Funds Washington Mutual A 3.71M (0.68%) 1.16M
Increased by +31.37%
Dec 31, 24
15 Capital Group Wash Mutual Invtrs Comp 3.71M (0.68%) 1.16M
Increased by +31.37%
Dec 31, 24
16 Vanguard Institutional Index I 3.38M (0.62%) -41.69K
Decreased by -1.23%
Feb 28, 25
17 The Industrial Select Sector SPDR® ETF 2.76M (0.51%) -14.21K
Decreased by -0.51%
Feb 28, 25
18 Industrial Select Sector SPDR® ETF 2.64M (0.49%) 1.80K
Increased by +0.07%
Apr 30, 24
19 State St S&P 500® Indx SL Cl III 2.63M (0.49%) 2.00K
Increased by +0.08%
Feb 28, 25
20 FvS SICAV Multiple Opportunities F 2.60M (0.48%) -260.00K
Decreased by -9.98%
Jan 31, 24