Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLV 7.36%
2 FORH 6.40%
3 WBIY 5.63%
4 SHRY 5.39%
5 SIXA 5.32%
6 SIXH 5.22%
7 DHS 5.13%
8 WBIF 5.04%
9 FDL 5.00%
10 XLP 4.88%
11 LBAY 4.84%
12 IYK 4.54%
13 VSDA 3.98%
14 HDV 3.94%
15 UTRN 3.92%
16 SCHD 3.73%
17 ZIG 3.47%
18 PSL 3.42%
19 ORFN 3.40%
20 PEY 3.39%

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 125.50M (7.42%) -1.17M
Decreased by -0.93%
Jun 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 53.85M (3.18%) -181.01K
Decreased by -0.34%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 45.23M (2.67%) 532.41K
Increased by +1.18%
Oct 31, 24
3 Schwab US Dividend Equity ETF™ 43.63M (2.58%) 94.60K
Increased by +0.22%
Nov 30, 24
4 American Funds Washington Mutual A 21.01M (1.24%) 455.66K
Increased by +2.17%
Sep 30, 24
5 Capital Group Wash Mutual Invtrs Comp 21.01M (1.24%) 455.66K
Increased by +2.17%
Sep 30, 24
6 Fidelity 500 Index 20.94M (1.24%) -34.43K
Decreased by -0.16%
Oct 31, 24
7 SPDR® S&P 500® ETF Trust 20.92M (1.24%) -9.04K
Decreased by -0.04%
Nov 29, 24
8 SPDR® S&P 500 ETF Trust 20.91M (1.24%) 47.12K
Increased by +0.23%
Apr 30, 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 19.28M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
11 American Funds American Balanced A 18.04M (1.07%) -4.53M
Decreased by -25.10%
Sep 30, 24
12 Vanguard Value Index Inv 14.47M (0.86%) 44.38K
Increased by +0.31%
Oct 31, 24
13 The Consumer Staples Sel SectSPDR® ETF 14.41M (0.85%) 113.89K
Increased by +0.79%
Nov 29, 24
14 iShares Select Dividend ETF 11.90M (0.70%) 0.00
Increased by 0.00%
Nov 30, 24
15 American Funds Fundamental Invs A 11.83M (0.70%) -84.51K
Decreased by -0.71%
Sep 30, 24
16 Capital Group Fundamental Invtrs Comp 11.83M (0.70%) -84.51K
Decreased by -0.71%
Sep 30, 24
17 Consumer Staples Select Sector SPDR® ETF 11.10M (0.66%) 157.36K
Increased by +1.42%
Apr 30, 24
18 Vanguard Institutional Index I 10.84M (0.64%) -1.75K
Decreased by -0.02%
Oct 31, 24
19 American Funds Capital Income Bldr A 10.83M (0.64%) -3.70M
Decreased by -34.19%
Sep 30, 23
20 Pacer US Cash Cows 100 ETF 9.05M (0.53%) 11.24K
Increased by +0.12%
Nov 29, 24