Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWCO 4.86%
2 SDEI 3.89%
3 UTRN 3.87%
4 DIVY 3.81%
5 RSPC 3.63%
6 DIVC 3.33%
7 BVNSC 3.27%
8 XLC 2.67%
9 LTL 1.90%
10 PWC 1.82%
11 SDOG 1.77%
12 SPDV 1.69%
13 RDVY 1.69%
14 BMVP 1.62%
15 QDIV 1.60%
16 MPAY 1.59%
17 UDI 1.55%
18 RNDV 1.37%
19 KNGZ 1.37%
20 DEMZ 1.29%

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 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 6.24M (3.23%) 6.04K
Increased by +0.10%
Nov 29, 24
2 Vanguard Total Stock Mkt Idx Inv 6.17M (3.20%) -20.78K
Decreased by -0.34%
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 3.96M (2.06%) -38.23K
Decreased by -0.96%
Oct 31, 24
7 Vanguard Equity-Income Inv 2.58M (1.34%) 434.45K
Increased by +16.83%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 2.42M (1.25%) 14.26K
Increased by +0.59%
Nov 30, 24
9 First Trust Rising Dividend Achiev ETF 2.40M (1.25%) 1.14K
Increased by +0.05%
Nov 28, 24
10 Fidelity 500 Index 2.40M (1.25%) -3.93K
Decreased by -0.16%
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%
Oct 31, 24
15 iShares Core S&P 500 ETF 2.21M (1.15%) 0.00
Increased by 0.00%
Nov 30, 24
16 iShares Select Dividend ETF 1.82M (0.94%) 0.00
Increased by 0.00%
Nov 30, 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%
Oct 31, 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