Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLV 7.36%
2 FORH 6.52%
3 WBIY 5.59%
4 SIXA 5.46%
5 SIXH 5.42%
6 SHRY 5.35%
7 WBIF 5.04%
8 DHS 5.03%
9 FDL 5.01%
10 XLP 4.96%
11 LBAY 4.69%
12 IYK 4.48%
13 VSDA 4.00%
14 UTRN 3.92%
15 HDV 3.85%
16 SCHD 3.71%
17 PSL 3.56%
18 ZIG 3.45%
19 ORFN 3.40%
20 PEY 3.37%

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 69.57M (4.11%) 1.76M
Increased by +2.53%
Jun 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 39.80M (2.35%) 205.63K
Increased by +0.52%
Jun 30, 24
8 Morgan Stanley - Brokerage Accounts 37.49M (2.22%) -56.19M
Decreased by -149.89%
Jun 30, 24
9 Goldman Sachs Group Inc 17.36M (1.03%) 10.19M
Increased by +58.73%
Jun 30, 24
10 Arrowstreet Capital Limited Partnership 15.93M (0.94%) 3.35M
Increased by +21.03%
Jun 30, 24
11 Northern Trust Corp 14.99M (0.89%) -628.72K
Decreased by -4.19%
Sep 30, 24
12 Bank of New York Mellon Corp 14.10M (0.83%) -561.76K
Decreased by -3.98%
Jun 30, 24
13 Legal & General Group PLC 12.36M (0.73%) 191.24K
Increased by +1.55%
Jun 30, 24
14 Bank of America Corp 12.35M (0.73%) -735.98K
Decreased by -5.96%
Jun 30, 24
15 Capital Research Global Investors 12.04M (0.71%) -2.87K
Decreased by -0.02%
Sep 30, 24
16 Capital Research & Mgmt Co - Division 3 11.89M (0.70%) -2.31M
Decreased by -19.41%
Sep 30, 23
17 FMR Inc 11.66M (0.69%) -7.89M
Decreased by -67.64%
Jun 30, 24
18 Harris Associates L.P. 11.44M (0.68%) 502.73K
Increased by +4.39%
Jun 30, 24
19 Pacer Advisors, INC. 10.91M (0.64%) 1.65M
Increased by +15.11%
Jun 30, 24
20 Amvescap Plc. 10.75M (0.64%) -928.96K
Decreased by -8.64%
Jun 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™ 42.41M (2.51%) 37.76K
Increased by +0.09%
Oct 31, 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 20.97M (1.24%) -186.12K
Decreased by -0.89%
Sep 30, 24
7 SPDR® S&P 500 ETF Trust 20.91M (1.24%) 47.12K
Increased by +0.23%
Apr 30, 24
8 SPDR® S&P 500® ETF Trust 20.80M (1.23%) 108.55K
Increased by +0.52%
Oct 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 19.00M (1.12%) 29.23K
Increased by +0.15%
Oct 31, 24
11 American Funds American Balanced A 18.04M (1.07%) -4.53M
Decreased by -25.10%
Sep 30, 24
12 The Consumer Staples Sel SectSPDR® ETF 14.85M (0.88%) -35.55K
Decreased by -0.24%
Oct 31, 24
13 Vanguard Value Index Inv 14.47M (0.86%) 44.38K
Increased by +0.31%
Oct 31, 24
14 iShares Select Dividend ETF 11.88M (0.70%) -3.99K
Decreased by -0.03%
Oct 31, 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 8.92M (0.53%) -5.09K
Decreased by -0.06%
Oct 31, 24