Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWCO 4.81%
2 RSPC 4.78%
3 DIVY 4.10%
4 UTRN 3.98%
5 SDEI 3.83%
6 KNGZ 2.87%
7 XLC 2.72%
8 LTL 2.12%
9 RDVY 2.05%
10 SDOG 2.03%
11 SPDV 1.95%
12 UDI 1.83%
13 PWC 1.82%
14 QDIV 1.69%
15 RNDV 1.60%
16 MPAY 1.59%
17 DEMZ 1.56%
18 SPHD 1.40%
19 LVHD 1.16%
20 VOX 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.24M (12.01%) -201.14K
Decreased by -0.87%
Dec 31, 23
2 BlackRock Inc 18.14M (9.37%) 211.61K
Increased by +1.17%
Dec 31, 23
3 State Street Corporation 11.94M (6.17%) 1.60M
Increased by +13.39%
Dec 31, 23
4 Fidelity International Ltd 6.29M (3.25%) -154.80K
Decreased by -2.46%
Dec 31, 23
5 Goldman Sachs Group Inc 5.54M (2.86%) 2.66M
Increased by +47.99%
Dec 31, 23
6 Geode Capital Management, LLC 4.74M (2.45%) 104.72K
Increased by +2.21%
Dec 31, 23
7 Charles Schwab Investment Management Inc 4.71M (2.43%) -34.94K
Decreased by -0.74%
Dec 31, 23
8 Massachusetts Financial Services Company 4.66M (2.41%) -81.44K
Decreased by -1.75%
Dec 31, 23
9 Beutel, Goodman & Company Ltd. 4.20M (2.17%) 42.08K
Increased by +1.00%
Dec 31, 23
10 Wellington Management Company LLP 4.01M (2.07%) -254.94K
Decreased by -6.36%
Dec 31, 23
11 Boston Partners Global Investors, Inc 3.49M (1.80%) -236.40K
Decreased by -6.77%
Dec 31, 23
12 Bank of New York Mellon Corp 2.99M (1.55%) -319.63K
Decreased by -10.68%
Dec 31, 23
13 Capital Research Global Investors 2.97M (1.54%) 647.00
Increased by +0.02%
Dec 31, 23
14 Citadel Advisors Llc 2.93M (1.51%) -766.89K
Decreased by -26.16%
Sep 30, 23
15 Lazard Asset Management LLC 2.62M (1.35%) -409.73K
Decreased by -15.62%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 2.60M (1.34%) 391.52K
Increased by +15.05%
Dec 31, 23
17 First Trust Advisors L.P. 2.60M (1.34%) 186.56K
Increased by +7.18%
Dec 31, 23
18 Cooke & Bieler LP 2.49M (1.29%) -65.78K
Decreased by -2.64%
Dec 31, 23
19 Baird Financial Group, Inc. 2.37M (1.22%) 43.86K
Increased by +1.85%
Dec 31, 23
20 Northern Trust Corp 2.35M (1.21%) -243.44K
Decreased by -10.37%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.22M (3.21%) 20.53K
Increased by +0.33%
Mar 31, 24
2 Communication Services Sel Sect SPDR®ETF 5.05M (2.61%) -3.47K
Decreased by -0.07%
Apr 30, 24
3 Vanguard Institutional 500 Index Trust 4.99M (2.58%) 50.99K
Increased by +1.02%
Mar 31, 24
4 Fidelity Global Dividend I-Acc-EUR 4.36M (2.25%) -19.11K
Decreased by -0.44%
Mar 31, 24
5 Vanguard Mid Cap Index Institutional 4.30M (2.22%) -121.58K
Decreased by -2.83%
Mar 31, 24
6 Fidelity 500 Index 2.39M (1.24%) 18.97K
Increased by +0.79%
Mar 31, 24
7 SPDR® S&P 500 ETF Trust 2.34M (1.21%) 5.31K
Increased by +0.23%
Apr 30, 24
8 Fidelity® 500 Index 2.30M (1.19%) 14.65K
Increased by +0.64%
Nov 30, 23
9 Pacer US Cash Cows 100 ETF 2.30M (1.19%) 5.00K
Increased by +0.22%
Apr 30, 24
10 Vanguard Equity-Income Inv 2.23M (1.15%) 2.18M
Increased by +97.59%
Mar 31, 24
11 First Trust Rising Dividend Achiev ETF 2.22M (1.15%) 0.00
Increased by 0.00%
Apr 30, 24
12 iShares Core S&P 500 ETF 2.04M (1.05%) 1.77K
Increased by +0.09%
Apr 30, 24
13 iShares Select Dividend ETF 1.85M (0.95%) -608.00
Decreased by -0.03%
Apr 30, 24
14 Hartford Dividend and Growth Y 1.79M (0.93%) 543.20K
Increased by +30.28%
Mar 31, 24
15 Vanguard Value Index Inv 1.65M (0.85%) -7.23K
Decreased by -0.44%
Mar 31, 24
16 JHancock Disciplined Value I 1.55M (0.80%) 24.82K
Increased by +1.60%
Mar 31, 24
17 Vanguard Mid-Cap Value ETF 1.40M (0.72%) -65.78K
Decreased by -4.71%
Mar 31, 24
18 Fidelity Global Dividend A ACC 1.38M (0.71%) -46.00K
Decreased by -3.35%
Mar 31, 24
19 Principal Equity Income A 1.36M (0.70%) -31.50K
Decreased by -2.32%
Mar 31, 24
20 Capital Group World Growth & Inc Cmp 1.30M (0.67%) 0.00
Increased by 0.00%
Dec 31, 23