Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWCO 4.86%
2 RSPC 4.36%
3 UTRN 4.08%
4 SDEI 3.89%
5 XLC 3.45%
6 DIVC 3.33%
7 BVNSC 3.27%
8 DIVY 3.13%
9 LTL 2.81%
10 SDOG 1.98%
11 RDVY 1.87%
12 PWC 1.82%
13 SPDV 1.82%
14 RNDV 1.65%
15 KNGZ 1.65%
16 MPAY 1.59%
17 HCOW 1.59%
18 QDIV 1.59%
19 COWS 1.57%
20 BMVP 1.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.04M (11.93%) 99.42K
Increased by +0.43%
Dec 31, 24
2 BlackRock Inc 19.42M (10.05%) 648.50K
Increased by +3.34%
Dec 31, 24
3 State Street Corp 14.52M (7.52%) 404.81K
Increased by +2.79%
Dec 31, 24
4 State Street Corporation 12.78M (6.62%) 842.36K
Increased by +6.59%
Mar 31, 24
5 Wellington Management Company LLP 10.75M (5.56%) -2.49K
Decreased by -0.02%
Dec 31, 24
6 Bank of New York Mellon Corp 6.71M (3.48%) 156.44K
Increased by +2.33%
Dec 31, 24
7 Massachusetts Financial Services Company 5.97M (3.09%) 1.99M
Increased by +33.36%
Dec 31, 24
8 Fidelity International Ltd 5.55M (2.87%) -70.92K
Decreased by -1.28%
Dec 31, 24
9 Geode Capital Management, LLC 5.15M (2.67%) 51.15K
Increased by +0.99%
Dec 31, 24
10 Boston Partners Global Investors, Inc 4.12M (2.13%) -140.28K
Decreased by -3.41%
Dec 31, 24
11 First Trust Advisors L.P. 3.88M (2.01%) 747.58K
Increased by +19.25%
Dec 31, 24
12 Beutel, Goodman & Company Ltd. 3.40M (1.76%) 224.87K
Increased by +6.61%
Dec 31, 24
13 Charles Schwab Investment Management Inc 3.21M (1.66%) -1.34M
Decreased by -41.70%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 2.94M (1.52%) -240.93K
Decreased by -8.19%
Dec 31, 24
15 Citadel Advisors Llc 2.93M (1.52%) -766.89K
Decreased by -26.16%
Sep 30, 23
16 Capital Research Global Investors 2.91M (1.51%) -20.53K
Decreased by -0.71%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 2.90M (1.50%) 248.15K
Increased by +8.55%
Dec 31, 24
18 Amvescap Plc. 2.81M (1.45%) -483.52K
Decreased by -17.23%
Dec 31, 24
19 Baird Financial Group, Inc. 2.70M (1.40%) 86.23K
Increased by +3.20%
Dec 31, 24
20 Northern Trust Corp 2.45M (1.27%) 379.57K
Increased by +15.49%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 The Comm Svcs Sel Sect SPDR® ETF 6.89M (3.57%) -3.16K
Decreased by -0.05%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 6.15M (3.18%) 27.81K
Increased by +0.45%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 5.41M (2.80%) 39.20K
Increased by +0.72%
Feb 28, 25
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 4.21M (2.18%) 14.10K
Increased by +0.33%
Feb 28, 25
6 Fidelity Global Dividend I-Acc-EUR 3.97M (2.06%) -13.01K
Decreased by -0.33%
Jan 31, 25
7 First Trust Rising Dividend Achiev ETF 3.06M (1.58%) 5.46K
Increased by +0.18%
Feb 27, 25
8 Vanguard Equity-Income Inv 2.53M (1.31%) -48.56K
Decreased by -1.92%
Dec 31, 24
9 Fidelity 500 Index 2.43M (1.26%) 10.73K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 2.41M (1.25%) -17.94K
Decreased by -0.74%
Feb 28, 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 2.29M (1.19%) -115.00
Decreased by -0.01%
Feb 28, 25
15 Hartford Dividend and Growth Y 2.25M (1.16%) 0.00
Increased by 0.00%
Feb 28, 25
16 iShares Select Dividend ETF 1.82M (0.94%) 14.28K
Increased by +0.79%
Feb 28, 25
17 ThomasPartners Dividend Growth Non K-1 1.79M (0.93%) 1.79M
Increased by +99.99%
Jun 30, 24
18 Vanguard Value Index Inv 1.68M (0.87%) 7.26K
Increased by +0.43%
Feb 28, 25
19 Invesco S&P 500® Equal Weight ETF 1.66M (0.86%) 1.88K
Increased by +0.11%
Feb 28, 25
20 JHancock Disciplined Value I 1.64M (0.85%) 0.00
Increased by 0.00%
Jan 31, 25