Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWB 1000.00%
2 JKE 1000.00%
3 UDI 4.31%
4 UTRN 3.98%
5 WBIF 3.76%
6 STNC 3.42%
7 DIVS 2.81%
8 CCOR 2.80%
9 GFGF 2.54%
10 FTCS 2.08%
11 SPDV 1.96%
12 LVHD 1.90%
13 QQXT 1.78%
14 QDIV 1.74%
15 SCHD 1.72%
16 SXQG 1.64%
17 DEMZ 1.60%
18 KVLE 1.59%
19 BIBL 1.40%
20 RNLC 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.54M (9.51%) 123.27K
Increased by +0.40%
Mar 31, 24
2 BlackRock Inc 28.59M (8.90%) 624.71K
Increased by +2.19%
Mar 31, 24
3 Capital Research & Mgmt Co - Division 3 20.88M (6.50%) 2.37M
Increased by +11.37%
Mar 31, 24
4 State Street Corporation 13.04M (4.06%) -42.71K
Decreased by -0.33%
Mar 31, 24
5 Bank of New York Mellon Corp 11.13M (3.46%) -72.47K
Decreased by -0.65%
Mar 31, 24
6 Wells Fargo & Co 9.64M (3.00%) 14.25K
Increased by +0.15%
Mar 31, 24
7 Charles Schwab Investment Management Inc 9.09M (2.83%) 2.31M
Increased by +25.35%
Mar 31, 24
8 Geode Capital Management, LLC 9.01M (2.80%) 325.89K
Increased by +3.62%
Mar 31, 24
9 Bank of America Corp 5.94M (1.85%) -506.74K
Decreased by -8.53%
Mar 31, 24
10 Fidelity Management and Research Company 4.44M (1.38%) 4.44M
Increased by +100.00%
Dec 31, 23
11 FMR Inc 4.32M (1.34%) -150.44K
Decreased by -3.48%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 4.30M (1.34%) 413.93K
Increased by +9.62%
Mar 31, 24
13 Northern Trust Corp 4.16M (1.29%) -172.24K
Decreased by -4.14%
Mar 31, 24
14 Legal & General Group PLC 3.14M (0.98%) -41.02K
Decreased by -1.31%
Mar 31, 24
15 Amvescap Plc. 2.77M (0.86%) 264.67K
Increased by +9.55%
Mar 31, 24
16 Fidelity International Ltd 2.64M (0.82%) 94.00K
Increased by +3.56%
Mar 31, 24
17 Capital World Investors 2.48M (0.77%) 1.51M
Increased by +60.88%
Mar 31, 24
18 Select Equity Group LP 2.35M (0.73%) 2.00K
Increased by +0.09%
Sep 30, 23
19 Royal Bank of Canada 2.26M (0.70%) -24.49K
Decreased by -1.08%
Mar 31, 24
20 London Company of Virginia 2.23M (0.69%) -88.23K
Decreased by -3.95%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.22M (3.18%) 49.45K
Increased by +0.48%
May 31, 24
2 Vanguard Institutional 500 Index Trust 8.22M (2.56%) 70.60K
Increased by +0.86%
May 31, 24
3 Schwab US Dividend Equity ETF™ 7.41M (2.31%) 0.00
Increased by 0.00%
May 31, 24
4 Invesco QQQ Trust 6.94M (2.16%) 5.80K
Increased by +0.08%
May 31, 24
5 American Funds Washington Mutual A 5.98M (1.86%) -4.15K
Decreased by -0.07%
Mar 31, 24
6 Capital Group Wash Mutual Invtrs Comp 5.98M (1.86%) -4.15K
Decreased by -0.07%
Mar 31, 24
7 American Funds American Mutual A 5.79M (1.80%) -8.46K
Decreased by -0.15%
Mar 31, 24
8 Capital Group American Mutual Comp 5.79M (1.80%) -8.46K
Decreased by -0.15%
Mar 31, 24
9 Fidelity 500 Index 3.88M (1.21%) 8.33K
Increased by +0.21%
Apr 30, 24
10 SPDR® S&P 500® ETF Trust 3.87M (1.20%) 24.70K
Increased by +0.64%
May 31, 24
11 SPDR® S&P 500 ETF Trust 3.77M (1.17%) 23.68K
Increased by +0.63%
Feb 29, 24
12 Fidelity® 500 Index 3.74M (1.16%) 23.80K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 3.33M (1.04%) -955.00
Decreased by -0.03%
May 31, 24
14 Vanguard Growth Index Investor 3.15M (0.98%) 28.77K
Increased by +0.91%
May 31, 24
15 American Funds Capital Income Bldr A 3.01M (0.94%) 0.00
Increased by 0.00%
Mar 31, 24
16 Fidelity Magellan 2.69M (0.84%) 84.60K
Increased by +3.14%
Dec 31, 23
17 Fidelity® Magellan® 2.61M (0.81%) 95.00K
Increased by +3.65%
Nov 30, 23
18 American Funds Income Fund of Amer A 2.48M (0.77%) 1.51M
Increased by +60.88%
Mar 31, 24
19 Vanguard Institutional Index I 2.09M (0.65%) -7.90K
Decreased by -0.38%
May 31, 24
20 Fidelity Global Dividend I-Acc-EUR 1.95M (0.61%) 44.81K
Increased by +2.30%
Apr 30, 24