Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLV 7.36%
2 FDL 5.24%
3 SHRY 5.21%
4 WBIF 5.04%
5 XUDV 4.98%
6 WBIY 4.96%
7 VICE 4.90%
8 IYK 4.43%
9 XLP 4.38%
10 SCHD 4.27%
11 DHS 4.25%
12 UTRN 4.18%
13 SIXA 4.15%
14 DIVP 4.05%
15 SIXH 3.91%
16 ZIG 3.77%
17 LBAY 3.75%
18 VSDA 3.70%
19 PEY 3.67%
20 SPHD 3.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 156.82M (9.29%) 208.13K
Increased by +0.13%
Dec 31, 24
2 BlackRock Inc 133.40M (7.91%) -4.83M
Decreased by -3.62%
Dec 31, 24
3 State Street Corp 72.34M (4.29%) -1.14M
Decreased by -1.58%
Dec 31, 24
4 State Street Corporation 67.81M (4.02%) -954.64K
Decreased by -1.41%
Mar 31, 24
5 Capital World Investors 62.54M (3.71%) -1.86M
Decreased by -2.98%
Dec 31, 24
6 Charles Schwab Investment Management Inc 59.81M (3.54%) 2.30M
Increased by +3.84%
Dec 31, 24
7 Geode Capital Management, LLC 41.94M (2.49%) 1.13M
Increased by +2.71%
Dec 31, 24
8 Arrowstreet Capital Limited Partnership 22.27M (1.32%) 76.00K
Increased by +0.34%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 20.87M (1.24%) 971.05K
Increased by +4.65%
Dec 31, 24
10 Northern Trust Corp 16.43M (0.97%) 1.44M
Increased by +8.79%
Dec 31, 24
11 Bank of New York Mellon Corp 13.48M (0.80%) -392.43K
Decreased by -2.91%
Dec 31, 24
12 Capital Research Global Investors 12.05M (0.71%) 12.42K
Increased by +0.10%
Dec 31, 24
13 Capital Research & Mgmt Co - Division 3 11.89M (0.70%) -2.31M
Decreased by -19.41%
Sep 30, 23
14 Amvescap Plc. 11.80M (0.70%) 983.33K
Increased by +8.33%
Dec 31, 24
15 FMR Inc 11.66M (0.69%) -7.89M
Decreased by -67.64%
Jun 30, 24
16 Goldman Sachs Group Inc 11.62M (0.69%) 2.03M
Increased by +17.48%
Dec 31, 24
17 Harris Associates L.P. 11.44M (0.68%) 502.73K
Increased by +4.39%
Jun 30, 24
18 Bank of America Corp 11.22M (0.66%) -803.26K
Decreased by -7.16%
Dec 31, 24
19 Pacer Advisors, INC. 10.26M (0.61%) 262.48K
Increased by +2.56%
Dec 31, 24
20 Ameriprise Financial Inc 9.97M (0.59%) 127.00
Increased by +0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 54.03M (3.20%) -416.98K
Decreased by -0.77%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 53.42M (3.17%) -37.27K
Decreased by -0.07%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 47.10M (2.79%) 97.98K
Increased by +0.21%
Mar 31, 25
4 Schwab US Dividend Equity ETF™ 46.82M (2.77%) 36.96K
Increased by +0.08%
Mar 29, 25
5 American Funds Washington Mutual A 28.71M (1.70%) 7.81M
Increased by +27.21%
Mar 31, 25
6 Fidelity 500 Index 21.23M (1.26%) 94.52K
Increased by +0.45%
Feb 28, 25
7 SPDR® S&P 500 ETF 21.07M (1.25%) -308.76K
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 20.91M (1.24%) 47.12K
Increased by +0.23%
Apr 30, 24
9 Capital Group Wash Mutual Invtrs Comp 20.90M (1.24%) -104.83K
Decreased by -0.50%
Dec 31, 24
10 Fidelity® 500 Index 20.68M (1.23%) 131.60K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 20.68M (1.23%) 59.88K
Increased by +0.29%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 20.51M (1.22%) -107.57K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 20.28M (1.20%) -340.63K
Decreased by -1.68%
Mar 31, 25
14 Vanguard Value Index Inv 14.83M (0.88%) 201.46K
Increased by +1.36%
Mar 31, 25
15 American Funds American Balanced A 13.40M (0.79%) -4.37M
Decreased by -32.62%
Mar 31, 25
16 The Consumer Staples Sel SectSPDR® ETF 12.66M (0.75%) 40.20K
Increased by +0.32%
Mar 31, 25
17 Consumer Staples Select Sector SPDR® ETF 11.10M (0.66%) 157.36K
Increased by +1.42%
Apr 30, 24
18 American Funds Capital Income Bldr A 10.83M (0.64%) -3.70M
Decreased by -34.19%
Sep 30, 23
19 Vanguard Institutional Index I 10.43M (0.62%) -75.35K
Decreased by -0.72%
Mar 31, 25
20 Capital Group Fundamental Invtrs Comp 10.40M (0.62%) -1.43M
Decreased by -13.74%
Dec 31, 24