Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWCO 4.86%
2 UTRN 4.08%
3 RSPC 4.00%
4 SDEI 3.89%
5 DIVC 3.33%
6 BVNSC 3.27%
7 DIVY 3.13%
8 XLC 2.46%
9 LTL 1.96%
10 SDOG 1.83%
11 PWC 1.82%
12 SPDV 1.76%
13 RDVY 1.74%
14 QDIV 1.64%
15 RNDV 1.62%
16 KNGZ 1.62%
17 MPAY 1.59%
18 BMVP 1.54%
19 UDI 1.43%
20 FLOW 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.94M (11.87%) 76.10K
Increased by +0.33%
Sep 30, 24
2 BlackRock Inc 18.77M (9.72%) 453.29K
Increased by +2.41%
Sep 30, 24
3 State Street Corp 14.12M (7.31%) 759.98K
Increased by +5.38%
Sep 30, 24
4 State Street Corporation 12.78M (6.61%) 842.36K
Increased by +6.59%
Mar 31, 24
5 Wellington Management Company LLP 10.75M (5.57%) -1.72M
Decreased by -16.00%
Sep 30, 24
6 Bank of New York Mellon Corp 6.56M (3.39%) 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 (2.35%) -49.72K
Decreased by -1.09%
Sep 30, 24
10 Boston Partners Global Investors, Inc 4.26M (2.20%) 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 (1.70%) 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 (1.64%) -26.25K
Decreased by -0.83%
Sep 30, 24
15 First Trust Advisors L.P. 3.14M (1.62%) 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 (1.37%) 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 6.71M (3.47%) 47.40K
Increased by +0.71%
Jan 30, 25
2 Vanguard Total Stock Mkt Idx Inv 6.10M (3.16%) -50.36K
Decreased by -0.83%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 5.28M (2.73%) 22.48K
Increased by +0.43%
Dec 31, 24
4 Communication Services Sel Sect SPDR®ETF 5.05M (2.61%) -3.47K
Decreased by -0.07%
Apr 30, 24
5 Vanguard Mid Cap Index Institutional 4.19M (2.17%) 21.51K
Increased by +0.51%
Dec 31, 24
6 Fidelity Global Dividend I-Acc-EUR 3.99M (2.06%) 16.57K
Increased by +0.42%
Dec 31, 24
7 First Trust Rising Dividend Achiev ETF 2.91M (1.51%) 7.98K
Increased by +0.27%
Jan 30, 25
8 Vanguard Equity-Income Inv 2.53M (1.31%) -48.56K
Decreased by -1.92%
Dec 31, 24
9 Fidelity 500 Index 2.42M (1.25%) 4.22K
Increased by +0.17%
Dec 31, 24
10 SPDR® S&P 500® ETF Trust 2.40M (1.24%) -115.00
Decreased by -0.00%
Jan 30, 25
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 2.28M (1.18%) -3.91K
Decreased by -0.17%
Jan 29, 25
15 Hartford Dividend and Growth Y 2.25M (1.16%) -24.77K
Decreased by -1.10%
Dec 31, 24
16 iShares Select Dividend ETF 1.81M (0.94%) -2.44K
Decreased by -0.13%
Jan 29, 25
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 1.66M (0.86%) -7.99K
Decreased by -0.48%
Dec 31, 24
20 Invesco S&P 500® Equal Weight ETF 1.64M (0.85%) -840.00
Decreased by -0.05%
Jan 30, 25