Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLV 7.36%
2 SIXA 6.43%
3 SIXH 6.28%
4 WBIY 5.34%
5 WBIF 5.04%
6 SHRY 5.03%
7 FDL 4.81%
8 XLP 4.46%
9 IYK 4.45%
10 VICE 4.26%
11 UTRN 3.92%
12 VSDA 3.78%
13 HDV 3.67%
14 DHS 3.60%
15 ORFN 3.40%
16 LBAY 3.36%
17 SCHD 3.33%
18 PSL 3.19%
19 HDLB 3.18%
20 ZIG 3.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 156.61M (9.26%) 489.14K
Increased by +0.31%
Sep 30, 24
2 BlackRock Inc 138.23M (8.17%) 12.74M
Increased by +9.21%
Sep 30, 24
3 State Street Corp 73.48M (4.34%) 3.91M
Increased by +5.32%
Sep 30, 24
4 State Street Corporation 67.81M (4.01%) -954.64K
Decreased by -1.41%
Mar 31, 24
5 Capital World Investors 64.40M (3.81%) -2.48M
Decreased by -3.85%
Sep 30, 24
6 Charles Schwab Investment Management Inc 57.51M (3.40%) 589.83K
Increased by +1.03%
Sep 30, 24
7 Geode Capital Management, LLC 40.80M (2.41%) 1.00M
Increased by +2.46%
Sep 30, 24
8 Arrowstreet Capital Limited Partnership 22.20M (1.31%) 6.26M
Increased by +28.22%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 19.90M (1.18%) -17.59M
Decreased by -88.35%
Sep 30, 24
10 Northern Trust Corp 14.99M (0.89%) -628.72K
Decreased by -4.19%
Sep 30, 24
11 Bank of New York Mellon Corp 13.87M (0.82%) -226.26K
Decreased by -1.63%
Sep 30, 24
12 Capital Research Global Investors 12.04M (0.71%) -2.87K
Decreased by -0.02%
Sep 30, 24
13 Bank of America Corp 12.02M (0.71%) -332.01K
Decreased by -2.76%
Sep 30, 24
14 Capital Research & Mgmt Co - Division 3 11.89M (0.70%) -2.31M
Decreased by -19.41%
Sep 30, 23
15 FMR Inc 11.66M (0.69%) -7.89M
Decreased by -67.64%
Jun 30, 24
16 Legal & General Group PLC 11.64M (0.69%) -712.96K
Decreased by -6.12%
Sep 30, 24
17 Harris Associates L.P. 11.44M (0.68%) 502.73K
Increased by +4.39%
Jun 30, 24
18 Amvescap Plc. 10.82M (0.64%) 65.13K
Increased by +0.60%
Sep 30, 24
19 Pacer Advisors, INC. 10.00M (0.59%) -912.52K
Decreased by -9.13%
Sep 30, 24
20 Ameriprise Financial Inc 9.97M (0.59%) -91.51K
Decreased by -0.92%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 53.05M (3.14%) -575.94K
Decreased by -1.09%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 45.90M (2.71%) 20.51K
Increased by +0.04%
Dec 31, 24
3 Schwab US Dividend Equity ETF™ 43.37M (2.56%) 46.16K
Increased by +0.11%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 21.31M (1.26%) 246.26K
Increased by +1.16%
Dec 31, 24
5 Fidelity 500 Index 21.08M (1.25%) 143.28K
Increased by +0.68%
Nov 30, 24
6 Capital Group Wash Mutual Invtrs Comp 21.01M (1.24%) 455.66K
Increased by +2.17%
Sep 30, 24
7 SPDR® S&P 500 ETF Trust 20.91M (1.24%) 47.12K
Increased by +0.23%
Apr 30, 24
8 American Funds Washington Mutual A 20.90M (1.24%) -104.83K
Decreased by -0.50%
Dec 31, 24
9 Fidelity® 500 Index 20.68M (1.22%) 131.60K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 19.90M (1.18%) 13.99K
Increased by +0.07%
Dec 31, 24
11 American Funds American Balanced A 17.78M (1.05%) -266.10K
Decreased by -1.50%
Dec 31, 24
12 Vanguard Value Index Inv 14.44M (0.85%) -153.34K
Decreased by -1.06%
Dec 31, 24
13 The Consumer Staples Sel SectSPDR® ETF 13.79M (0.82%) -6.71K
Decreased by -0.05%
Dec 31, 24
14 iShares Select Dividend ETF 12.12M (0.72%) 30.83K
Increased by +0.25%
Dec 31, 24
15 Capital Group Fundamental Invtrs Comp 11.83M (0.70%) -84.51K
Decreased by -0.71%
Sep 30, 24
16 Consumer Staples Select Sector SPDR® ETF 11.10M (0.66%) 157.36K
Increased by +1.42%
Apr 30, 24
17 American Funds Capital Income Bldr A 10.83M (0.64%) -3.70M
Decreased by -34.19%
Sep 30, 23
18 Vanguard Institutional Index I 10.70M (0.63%) -104.44K
Decreased by -0.98%
Dec 31, 24
19 American Funds Fundamental Invs A 10.40M (0.61%) -1.43M
Decreased by -13.74%
Dec 31, 24
20 Pacer US Cash Cows 100 ETF 9.24M (0.55%) 0.00
Increased by 0.00%
Dec 31, 24