Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHRY 4.90%
2 TPMN 3.66%
3 SDEI 3.21%
4 RNLC 3.03%
5 FOVL 2.40%
6 WBIE 2.37%
7 IAK 2.19%
8 KIE 1.99%
9 WBIG 1.99%
10 RDVY 1.94%
11 QDIV 1.57%
12 RYF 1.37%
13 DVYL 1.36%
14 RSPF 1.33%
15 CZA 1.29%
16 PXLV 1.22%
17 CDL 1.19%
18 CDC 1.18%
19 TPHD 1.10%
20 TPHE 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.75M (12.20%) -287.70K
Decreased by -1.04%
Jun 30, 24
2 BlackRock Inc 19.76M (8.69%) 331.15K
Increased by +1.68%
Jun 30, 24
3 Nippon Life Insurance Co. 18.14M (7.98%) 0.00
Increased by 0.00%
Sep 30, 24
4 Bank of America Corp 10.72M (4.71%) -251.38K
Decreased by -2.35%
Jun 30, 24
5 State Street Corporation 9.66M (4.25%) -64.97K
Decreased by -0.67%
Mar 31, 24
6 State Street Corp 9.56M (4.20%) -98.96K
Decreased by -1.04%
Jun 30, 24
7 Capital Research Global Investors 6.60M (2.90%) 1.60K
Increased by +0.02%
Jun 30, 24
8 Morgan Stanley - Brokerage Accounts 5.74M (2.52%) 325.89K
Increased by +5.68%
Jun 30, 24
9 Geode Capital Management, LLC 5.43M (2.39%) 26.09K
Increased by +0.48%
Jun 30, 24
10 Wellington Management Company LLP 4.43M (1.95%) -48.85K
Decreased by -1.10%
Jun 30, 24
11 Dimensional Fund Advisors, Inc. 3.91M (1.72%) 39.85K
Increased by +1.02%
Jun 30, 24
12 Northern Trust Corp 3.49M (1.53%) -90.74K
Decreased by -2.60%
Jun 30, 24
13 NORGES BANK 3.25M (1.43%) 23.12K
Increased by +0.71%
Jun 30, 24
14 First Trust Advisors L.P. 2.78M (1.22%) 144.26K
Increased by +5.18%
Dec 31, 23
15 Amvescap Plc. 2.61M (1.15%) -76.43K
Decreased by -2.93%
Jun 30, 24
16 JPMorgan Chase & Co 2.32M (1.02%) 59.25K
Increased by +2.56%
Jun 30, 24
17 Legal & General Group PLC 2.08M (0.91%) -86.19K
Decreased by -4.15%
Jun 30, 24
18 Bank of New York Mellon Corp 1.90M (0.84%) 53.52K
Increased by +2.81%
Jun 30, 24
19 UBS Asset Mgmt Americas Inc 1.68M (0.74%) 483.53K
Increased by +28.79%
Jun 30, 24
20 Goldman Sachs Group Inc 1.49M (0.66%) 103.75K
Increased by +6.96%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.33M (3.22%) -79.45K
Decreased by -1.08%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 5.58M (2.45%) -61.32K
Decreased by -1.10%
Sep 30, 24
3 Vanguard Mid Cap Index Institutional 4.90M (2.16%) -110.97K
Decreased by -2.26%
Sep 30, 24
4 American Funds American Mutual A 3.05M (1.34%) -1.78K
Decreased by -0.06%
Sep 30, 24
5 Capital Group American Mutual Comp 3.05M (1.34%) -1.78K
Decreased by -0.06%
Sep 30, 24
6 Hartford Dividend and Growth Y 2.79M (1.23%) 0.00
Increased by 0.00%
Sep 30, 24
7 Fidelity 500 Index 2.62M (1.15%) -37.45K
Decreased by -1.43%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 2.60M (1.14%) 13.51K
Increased by +0.52%
Oct 31, 24
9 Fidelity® 500 Index 2.59M (1.14%) 16.49K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 2.58M (1.14%) -5.59K
Decreased by -0.22%
Apr 30, 24
11 iShares Core S&P 500 ETF 2.37M (1.04%) 3.65K
Increased by +0.15%
Oct 31, 24
12 First Trust Rising Dividend Achiev ETF 2.37M (1.04%) 3.25K
Increased by +0.14%
Jan 31, 24
13 iShares Select Dividend ETF 2.14M (0.94%) -717.00
Decreased by -0.03%
Oct 31, 24
14 Vanguard Value Index Inv 1.96M (0.86%) 17.90K
Increased by +0.91%
Sep 30, 24
15 American Funds Capital Income Bldr A 1.83M (0.80%) 0.00
Increased by 0.00%
Sep 30, 24
16 American Funds Income Fund of Amer A 1.65M (0.73%) 0.00
Increased by 0.00%
Jun 30, 24
17 Invesco S&P 500® Equal Weight ETF 1.59M (0.70%) 7.31K
Increased by +0.46%
Oct 31, 24
18 Vanguard Mid-Cap Value ETF 1.59M (0.70%) -20.11K
Decreased by -1.27%
Sep 30, 24
19 Financial Select Sector SPDR® ETF 1.49M (0.65%) 1.12K
Increased by +0.08%
Apr 30, 24
20 The Financial Select Sector SPDR® ETF 1.46M (0.64%) -10.78K
Decreased by -0.74%
Oct 31, 24