Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 8.20%
2 FTXG 7.63%
3 JHMS 5.96%
4 PBJ 4.92%
5 XLP 4.73%
6 VDC 4.72%
7 FSTA 4.69%
8 KXI 4.44%
9 QQLV 4.19%
10 UTRN 4.03%
11 SIXA 3.90%
12 SCHD 3.85%
13 DHS 3.80%
14 SIXH 3.74%
15 HDV 3.36%
16 SDGA 3.21%
17 DIVZ 3.19%
18 TBG 3.17%
19 ESGS 3.10%
20 EQIN 3.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 133.37M (9.75%) 1.38M
Increased by +1.03%
Dec 31, 24
2 BlackRock Inc 112.51M (8.23%) 2.25M
Increased by +2.00%
Dec 31, 24
3 State Street Corp 57.76M (4.22%) 487.06K
Increased by +0.84%
Dec 31, 24
4 State Street Corporation 54.43M (3.98%) -4.55M
Decreased by -8.37%
Mar 31, 24
5 Geode Capital Management, LLC 31.08M (2.27%) 582.25K
Increased by +1.87%
Dec 31, 24
6 JPMorgan Chase & Co 30.81M (2.25%) -19.31M
Decreased by -62.69%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 27.20M (1.99%) -693.35K
Decreased by -2.55%
Dec 31, 24
8 Charles Schwab Investment Management Inc 25.22M (1.84%) 3.86M
Increased by +15.29%
Dec 31, 24
9 Bank of America Corp 23.64M (1.73%) -3.40M
Decreased by -14.37%
Dec 31, 24
10 NORGES BANK 17.95M (1.31%) 459.36K
Increased by +2.56%
Dec 31, 24
11 Northern Trust Corp 16.40M (1.20%) 1.31M
Increased by +7.97%
Dec 31, 24
12 Bank of New York Mellon Corp 14.01M (1.02%) 689.38K
Increased by +4.92%
Dec 31, 24
13 Franklin Resources Inc 13.75M (1.01%) 727.09K
Increased by +5.29%
Dec 31, 24
14 Capital Research Global Investors 12.05M (0.88%) 831.15K
Increased by +6.90%
Dec 31, 24
15 Wellington Management Company LLP 11.77M (0.86%) -330.21K
Decreased by -2.81%
Dec 31, 24
16 Wells Fargo & Co 11.50M (0.84%) -762.24K
Decreased by -6.63%
Dec 31, 24
17 UBS Asset Mgmt Americas Inc 11.32M (0.83%) 416.54K
Increased by +3.68%
Dec 31, 24
18 Amvescap Plc. 10.84M (0.79%) 130.91K
Increased by +1.21%
Dec 31, 24
19 FMR Inc 10.26M (0.75%) -1.56M
Decreased by -15.16%
Sep 30, 23
20 California Public Employees Retrmnt Sys 10.26M (0.75%) 594.18K
Increased by +5.79%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 43.29M (3.17%) 159.52K
Increased by +0.37%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 38.05M (2.78%) 256.15K
Increased by +0.67%
Feb 28, 25
3 Invesco QQQ Trust 28.38M (2.07%) -2.23K
Decreased by -0.01%
Feb 28, 25
4 Schwab US Dividend Equity ETF™ 17.70M (1.29%) 14.72K
Increased by +0.08%
Feb 28, 25
5 Fidelity 500 Index 17.11M (1.25%) 75.48K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 16.96M (1.24%) -125.74K
Decreased by -0.74%
Feb 28, 25
7 SPDR® S&P 500 ETF Trust 16.58M (1.21%) -128.93K
Decreased by -0.78%
Mar 31, 24
8 iShares Core S&P 500 ETF 16.12M (1.18%) -810.00
Decreased by -0.01%
Feb 28, 25
9 Fidelity® 500 Index 16.04M (1.17%) 102.08K
Increased by +0.64%
Nov 30, 23
10 Vanguard Value Index Inv 11.85M (0.87%) 78.64K
Increased by +0.66%
Feb 28, 25
11 Performer (AFRIS) 8.99M (0.66%) 8.99M
Increased by +100.00%
Feb 29, 24
12 Vanguard Institutional Index I 8.51M (0.62%) -101.44K
Decreased by -1.19%
Feb 28, 25
13 Vanguard Dividend Growth Inv 7.92M (0.58%) -1.12K
Decreased by -0.01%
Dec 31, 24
14 Vanguard Dividend Appreciation ETF 7.56M (0.55%) 36.20K
Increased by +0.48%
Feb 28, 25
15 State St S&P 500® Indx SL Cl III 6.64M (0.49%) 4.90K
Increased by +0.07%
Feb 28, 25
16 Fundsmith Equity I Acc 5.74M (0.42%) 0.00
Increased by 0.00%
Sep 30, 24
17 Vanguard High Dividend Yield ETF 5.68M (0.42%) -50.78K
Decreased by -0.89%
Feb 28, 25
18 Franklin Income A1 5.50M (0.40%) 0.00
Increased by 0.00%
Feb 28, 25
19 The Consumer Staples Sel SectSPDR® ETF 5.35M (0.39%) -3.97K
Decreased by -0.07%
Feb 28, 25
20 Blackrock Eq Idx Fund CF 5.14M (0.38%) -58.97K
Decreased by -1.15%
Dec 31, 24