Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVZ 4.73%
2 GABF 4.50%
3 ADPV 4.34%
4 PSP 2.77%
5 DDIV 2.34%
6 KCE 1.71%
7 FXO 1.65%
8 PRAY 1.11%
9 LSAF 1.11%
10 FFTY 0.99%
11 SFYX 0.84%
12 FPX 0.79%
13 FNY 0.59%
14 DON 0.50%
15 VBK 0.37%
16 ISCG 0.31%
17 JKK 0.31%
18 CGUS 0.30%
19 FNX 0.29%
20 DHS 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 63.18M (15.33%) 40.32K
Increased by +0.06%
Dec 31, 23
2 ICONIQ Capital, LLC 50.00M (12.13%) 0.00
Increased by 0.00%
Sep 30, 23
3 Blue Pool Management Ltd. 41.16M (9.99%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Group Inc 40.20M (9.75%) 1.29M
Increased by +3.22%
Sep 30, 23
5 Capital Research & Mgmt Co - Division 3 33.18M (8.05%) 3.57M
Increased by +10.75%
Dec 31, 23
6 Bank of America Corp 29.56M (7.17%) 25.44M
Increased by +86.05%
Sep 30, 23
7 Regents Of The University Of California 16.02M (3.89%) 0.00
Increased by 0.00%
Dec 31, 23
8 BlackRock Inc 15.87M (3.85%) 822.49K
Increased by +5.18%
Sep 30, 23
9 Capital Research Global Investors 9.39M (2.28%) 799.00
Increased by +0.01%
Dec 31, 23
10 Brown University 9.07M (2.20%) -1.63M
Decreased by -17.91%
Dec 31, 23
11 Federated Hermes Inc 6.97M (1.69%) 0.00
Increased by 0.00%
Dec 31, 23
12 State Street Corporation 6.89M (1.67%) 645.14K
Increased by +9.37%
Sep 30, 23
13 Geode Capital Management, LLC 5.76M (1.40%) 528.75K
Increased by +9.18%
Sep 30, 23
14 1888 Investments, LLC 5.73M (1.39%) 0.00
Increased by 0.00%
Sep 30, 23
15 State of New Jersey Common Pension Fd E 5.30M (1.29%) 0.00
Increased by 0.00%
Dec 31, 23
16 Newlight Partners LP 4.66M (1.13%) -3.83M
Decreased by -82.08%
Dec 31, 23
17 ClearBridge Advisors, LLC 4.65M (1.13%) -24.68K
Decreased by -0.53%
Sep 30, 23
18 Beck, Mack & Oliver LLC 4.41M (1.07%) 165.23K
Increased by +3.75%
Sep 30, 23
19 Westfield Capital Management Company, LP 4.25M (1.03%) -377.88K
Decreased by -8.89%
Dec 31, 23
20 Oregon Public Employees Retirement Fund 4.00M (0.97%) 4.00M
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 22.02M (5.34%) 0.00
Increased by 0.00%
Dec 31, 23
2 Capital Group Fundamental Invtrs Comp 22.02M (5.34%) 0.00
Increased by 0.00%
Dec 31, 23
3 American Funds Growth Fund of Amer A 21.95M (5.32%) 0.00
Increased by 0.00%
Dec 31, 23
4 Capital Group Growth Fnd of Amer Comp 21.95M (5.32%) 0.00
Increased by 0.00%
Dec 31, 23
5 American Funds American Balanced A 21.39M (5.19%) 0.00
Increased by 0.00%
Dec 31, 23
6 Vanguard Total Stock Mkt Idx Inv 14.38M (3.49%) 20.01K
Increased by +0.14%
Jan 31, 24
7 Vanguard Small Cap Index 11.64M (2.82%) 32.03K
Increased by +0.28%
Jan 31, 24
8 American Funds Capital World Gr&Inc A 10.33M (2.51%) 0.00
Increased by 0.00%
Dec 31, 23
9 Capital Group World Growth & Inc Cmp 10.33M (2.51%) 0.00
Increased by 0.00%
Dec 31, 23
10 Capital Group AMCAP Composite 9.26M (2.25%) 0.00
Increased by 0.00%
Dec 31, 23
11 VA CollegeAmerica Amcap 529A 9.26M (2.25%) 0.00
Increased by 0.00%
Dec 31, 23
12 American Funds IS® Asset Allocation 1 7.09M (1.72%) 0.00
Increased by 0.00%
Dec 31, 23
13 Federated Hermes Kaufmann Growth 6.80M (1.65%) 0.00
Increased by 0.00%
Dec 31, 23
14 Vanguard Small Cap Growth Index Inv 6.49M (1.58%) 21.63K
Increased by +0.33%
Jan 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 5.99M (1.45%) -21.50K
Decreased by -0.36%
Jan 31, 24
16 American Funds IS® Growth-Income 1 4.75M (1.15%) 0.00
Increased by 0.00%
Dec 31, 23
17 Capital Group Core Equity Composite 4.75M (1.15%) 0.00
Increased by 0.00%
Dec 31, 23
18 American Funds Invmt Co of Amer A 2.94M (0.71%) 2.94M
Increased by +100.00%
Dec 31, 23
19 Capital Group Investment Co of Amer Comp 2.94M (0.71%) 2.94M
Increased by +100.00%
Dec 31, 23
20 American Funds IS® Growth 1 2.89M (0.70%) 0.00
Increased by 0.00%
Dec 31, 23