Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWCO 4.86%
2 RSPC 4.47%
3 UTRN 3.97%
4 SDEI 3.89%
5 DIVC 3.33%
6 BVNSC 3.27%
7 DIVY 3.18%
8 XLC 2.81%
9 LTL 2.22%
10 SDOG 1.90%
11 RDVY 1.85%
12 PWC 1.82%
13 QDIV 1.68%
14 SPDV 1.61%
15 MPAY 1.59%
16 BMVP 1.54%
17 UDI 1.50%
18 RNDV 1.32%
19 KNGZ 1.32%
20 FLOW 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.94M (11.90%) 76.10K
Increased by +0.33%
Sep 30, 24
2 BlackRock Inc 18.77M (9.74%) 453.29K
Increased by +2.41%
Sep 30, 24
3 State Street Corp 14.12M (7.32%) 759.98K
Increased by +5.38%
Sep 30, 24
4 State Street Corporation 12.78M (6.63%) 842.36K
Increased by +6.59%
Mar 31, 24
5 Wellington Management Company LLP 10.75M (5.58%) -1.72M
Decreased by -16.00%
Sep 30, 24
6 Bank of New York Mellon Corp 6.56M (3.40%) 3.25M
Increased by +49.56%
Sep 30, 24
7 Fidelity International Ltd 5.62M (2.91%) -70.64K
Decreased by -1.26%
Sep 30, 24
8 Geode Capital Management, LLC 5.10M (2.64%) 72.45K
Increased by +1.42%
Sep 30, 24
9 Charles Schwab Investment Management Inc 4.55M (2.36%) -49.72K
Decreased by -1.09%
Sep 30, 24
10 Boston Partners Global Investors, Inc 4.26M (2.21%) 402.33K
Increased by +9.45%
Sep 30, 24
11 Massachusetts Financial Services Company 3.98M (2.06%) -485.98K
Decreased by -12.21%
Sep 30, 24
12 Amvescap Plc. 3.29M (1.71%) 526.30K
Increased by +16.00%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 3.18M (1.65%) -2.57M
Decreased by -80.74%
Sep 30, 24
14 Beutel, Goodman & Company Ltd. 3.18M (1.65%) -26.25K
Decreased by -0.83%
Sep 30, 24
15 First Trust Advisors L.P. 3.14M (1.63%) 157.46K
Increased by +5.02%
Sep 30, 24
16 Citadel Advisors Llc 2.93M (1.52%) -766.89K
Decreased by -26.16%
Sep 30, 23
17 Capital Research Global Investors 2.93M (1.52%) 597.00
Increased by +0.02%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 2.65M (1.38%) 360.92K
Increased by +13.60%
Sep 30, 24
19 Baird Financial Group, Inc. 2.61M (1.35%) 57.56K
Increased by +2.20%
Sep 30, 24
20 Cooke & Bieler LP 2.36M (1.22%) -41.58K
Decreased by -1.76%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 The Comm Svcs Sel Sect SPDR® ETF 6.54M (3.39%) -11.05K
Decreased by -0.17%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 6.15M (3.19%) -17.36K
Decreased by -0.28%
Nov 30, 24
3 Vanguard Institutional 500 Index Trust 5.26M (2.73%) 76.22K
Increased by +1.45%
Nov 30, 24
4 Communication Services Sel Sect SPDR®ETF 5.05M (2.62%) -3.47K
Decreased by -0.07%
Apr 30, 24
5 Vanguard Mid Cap Index Institutional 4.17M (2.16%) 21.68K
Increased by +0.52%
Nov 30, 24
6 Fidelity Global Dividend I-Acc-EUR 3.97M (2.06%) 6.29K
Increased by +0.16%
Nov 30, 24
7 First Trust Rising Dividend Achiev ETF 2.85M (1.48%) 8.64K
Increased by +0.30%
Dec 30, 24
8 Vanguard Equity-Income Inv 2.58M (1.34%) 434.45K
Increased by +16.83%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 2.45M (1.27%) 28.41K
Increased by +1.16%
Dec 31, 24
10 Fidelity 500 Index 2.42M (1.25%) 16.39K
Increased by +0.68%
Nov 30, 24
11 SPDR® S&P 500 ETF Trust 2.34M (1.21%) 5.31K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 2.30M (1.19%) 14.65K
Increased by +0.64%
Nov 30, 23
13 Pacer US Cash Cows 100 ETF 2.30M (1.19%) 5.00K
Increased by +0.22%
Apr 30, 24
14 iShares Core S&P 500 ETF 2.29M (1.19%) 1.61K
Increased by +0.07%
Dec 31, 24
15 Hartford Dividend and Growth Y 2.27M (1.18%) 28.34K
Increased by +1.25%
Nov 30, 24
16 iShares Select Dividend ETF 1.85M (0.96%) 4.71K
Increased by +0.25%
Dec 31, 24
17 ThomasPartners Dividend Growth Non K-1 1.79M (0.93%) 1.79M
Increased by +99.99%
Jun 30, 24
18 JHancock Disciplined Value I 1.69M (0.87%) -23.49K
Decreased by -1.39%
Nov 30, 24
19 Vanguard Value Index Inv 1.67M (0.87%) 11.35K
Increased by +0.68%
Nov 30, 24
20 Invesco S&P 500® Equal Weight ETF 1.63M (0.85%) 1.80K
Increased by +0.11%
Dec 31, 24