Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWCO 4.86%
2 RSPC 4.12%
3 SDEI 3.89%
4 UTRN 3.87%
5 DIVY 3.81%
6 DIVC 3.33%
7 BVNSC 3.27%
8 XLC 3.09%
9 LTL 2.27%
10 SDOG 1.91%
11 SPDV 1.83%
12 PWC 1.82%
13 RDVY 1.82%
14 BMVP 1.75%
15 QDIV 1.72%
16 UDI 1.69%
17 MPAY 1.59%
18 KNGZ 1.48%
19 RNDV 1.48%
20 DEMZ 1.45%

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 18.32M (9.50%) 93.45K
Increased by +0.51%
Jun 30, 24
3 State Street Corp 13.36M (6.93%) 577.09K
Increased by +4.32%
Jun 30, 24
4 State Street Corporation 12.78M (6.63%) 842.36K
Increased by +6.59%
Mar 31, 24
5 Wellington Management Company LLP 12.48M (6.47%) 576.45K
Increased by +4.62%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 5.76M (2.98%) 1.08M
Increased by +18.69%
Jun 30, 24
7 Fidelity International Ltd 5.69M (2.95%) -326.00K
Decreased by -5.73%
Jun 30, 24
8 Geode Capital Management, LLC 5.03M (2.61%) 88.33K
Increased by +1.76%
Jun 30, 24
9 Charles Schwab Investment Management Inc 4.55M (2.36%) -49.72K
Decreased by -1.09%
Sep 30, 24
10 Massachusetts Financial Services Company 3.98M (2.06%) -485.98K
Decreased by -12.21%
Sep 30, 24
11 Boston Partners Global Investors, Inc 3.86M (2.00%) -17.73K
Decreased by -0.46%
Jun 30, 24
12 Bank of New York Mellon Corp 3.31M (1.72%) 892.49K
Increased by +26.98%
Jun 30, 24
13 Beutel, Goodman & Company Ltd. 3.18M (1.65%) -26.25K
Decreased by -0.83%
Sep 30, 24
14 First Trust Advisors L.P. 2.98M (1.54%) 187.20K
Increased by +6.29%
Jun 30, 24
15 Citadel Advisors Llc 2.93M (1.52%) -766.89K
Decreased by -26.16%
Sep 30, 23
16 Capital Research Global Investors 2.93M (1.52%) 597.00
Increased by +0.02%
Sep 30, 24
17 Amvescap Plc. 2.76M (1.43%) 540.05K
Increased by +19.54%
Jun 30, 24
18 Dimensional Fund Advisors, Inc. 2.65M (1.38%) 360.92K
Increased by +13.60%
Sep 30, 24
19 Lazard Asset Management LLC 2.58M (1.34%) -43.96K
Decreased by -1.70%
Mar 31, 24
20 Baird Financial Group, Inc. 2.55M (1.32%) 106.23K
Increased by +4.16%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.17M (3.20%) -20.78K
Decreased by -0.34%
Oct 31, 24
2 The Comm Svcs Sel Sect SPDR® ETF 6.09M (3.16%) 4.53K
Increased by +0.07%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 5.18M (2.69%) 59.83K
Increased by +1.15%
Oct 31, 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 4.15M (2.15%) 8.02K
Increased by +0.19%
Oct 31, 24
6 Fidelity Global Dividend I-Acc-EUR 4.00M (2.08%) 59.23K
Increased by +1.48%
Sep 30, 24
7 Vanguard Equity-Income Inv 2.58M (1.34%) 434.45K
Increased by +16.83%
Sep 30, 24
8 Fidelity 500 Index 2.41M (1.25%) -7.51K
Decreased by -0.31%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 2.38M (1.24%) 12.42K
Increased by +0.52%
Oct 31, 24
10 First Trust Rising Dividend Achiev ETF 2.36M (1.22%) 1.14K
Increased by +0.05%
Oct 31, 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 Hartford Dividend and Growth Y 2.24M (1.16%) 0.00
Increased by 0.00%
Sep 30, 24
15 iShares Core S&P 500 ETF 2.18M (1.13%) 3.36K
Increased by +0.15%
Oct 31, 24
16 iShares Select Dividend ETF 1.81M (0.94%) -609.00
Decreased by -0.03%
Oct 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 1.71M (0.89%) 0.00
Increased by 0.00%
Sep 30, 24
19 Vanguard Value Index Inv 1.66M (0.86%) 4.21K
Increased by +0.25%
Oct 31, 24
20 Principal Equity Income A 1.38M (0.71%) -14.37K
Decreased by -1.04%
Sep 30, 24