Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHRY 5.36%
2 UTRN 3.98%
3 DIVY 3.29%
4 SDEI 3.21%
5 RNLC 3.03%
6 TPMN 2.60%
7 WBIE 2.37%
8 FOVL 2.34%
9 IAK 2.16%
10 KIE 2.06%
11 WBIG 1.99%
12 RDVY 1.94%
13 SPDV 1.94%
14 QDIV 1.57%
15 RSPF 1.47%
16 RYF 1.37%
17 DVYL 1.36%
18 SPYD 1.31%
19 CZA 1.24%
20 PXLV 1.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.51M (12.23%) -243.88K
Decreased by -0.89%
Sep 30, 24
2 BlackRock Inc 19.89M (8.84%) 131.32K
Increased by +0.66%
Sep 30, 24
3 Nippon Life Insurance Co. 18.14M (8.06%) 0.00
Increased by 0.00%
Dec 31, 24
4 Bank of America Corp 11.13M (4.95%) 414.16K
Increased by +3.72%
Sep 30, 24
5 State Street Corporation 9.66M (4.29%) -64.97K
Decreased by -0.67%
Mar 31, 24
6 State Street Corp 9.54M (4.24%) -17.31K
Decreased by -0.18%
Sep 30, 24
7 Geode Capital Management, LLC 5.41M (2.41%) -15.28K
Decreased by -0.28%
Sep 30, 24
8 Capital Research Global Investors 4.96M (2.20%) -1.65M
Decreased by -33.20%
Sep 30, 24
9 JPMorgan Chase & Co 4.89M (2.17%) 226.90K
Increased by +4.64%
Sep 30, 24
10 Wellington Management Company LLP 4.37M (1.94%) -63.15K
Decreased by -1.44%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 3.93M (1.75%) 29.40K
Increased by +0.75%
Sep 30, 24
12 Northern Trust Corp 3.34M (1.48%) -153.55K
Decreased by -4.60%
Sep 30, 24
13 Amvescap Plc. 3.29M (1.46%) 681.71K
Increased by +20.74%
Sep 30, 24
14 NORGES BANK 3.25M (1.45%) 23.12K
Increased by +0.71%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 2.90M (1.29%) -2.83M
Decreased by -97.55%
Sep 30, 24
16 First Trust Advisors L.P. 2.78M (1.24%) 144.26K
Increased by +5.18%
Dec 31, 23
17 Legal & General Group PLC 2.08M (0.92%) -2.81K
Decreased by -0.14%
Sep 30, 24
18 Goldman Sachs Group Inc 1.73M (0.77%) 243.25K
Increased by +14.04%
Sep 30, 24
19 UBS Asset Mgmt Americas Inc 1.67M (0.74%) -11.98K
Decreased by -0.72%
Sep 30, 24
20 Bank of New York Mellon Corp 1.53M (0.68%) -351.90K
Decreased by -23.03%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.20M (3.20%) -82.76K
Decreased by -1.15%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 5.70M (2.53%) -31.75K
Decreased by -0.56%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 4.92M (2.19%) -21.47K
Decreased by -0.44%
Dec 31, 24
4 American Funds American Mutual A 3.05M (1.35%) 0.00
Increased by 0.00%
Dec 31, 24
5 Capital Group American Mutual Comp 3.05M (1.35%) 0.00
Increased by 0.00%
Dec 31, 24
6 Hartford Dividend and Growth Y 2.79M (1.24%) -30.77K
Decreased by -1.10%
Dec 31, 24
7 Fidelity 500 Index 2.61M (1.16%) -20.55K
Decreased by -0.79%
Dec 31, 24
8 Fidelity® 500 Index 2.59M (1.15%) 16.49K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500 ETF Trust 2.58M (1.15%) -5.59K
Decreased by -0.22%
Apr 30, 24
10 SPDR® S&P 500® ETF Trust 2.58M (1.15%) -11.53K
Decreased by -0.45%
Jan 31, 25
11 iShares Core S&P 500 ETF 2.47M (1.10%) 3.57K
Increased by +0.14%
Jan 31, 25
12 First Trust Rising Dividend Achiev ETF 2.37M (1.05%) 3.25K
Increased by +0.14%
Jan 31, 24
13 iShares Select Dividend ETF 2.13M (0.95%) -2.15K
Decreased by -0.10%
Jan 31, 25
14 Vanguard Value Index Inv 1.95M (0.87%) -27.71K
Decreased by -1.42%
Dec 31, 24
15 Invesco S&P 500® Equal Weight ETF 1.89M (0.84%) 6.16K
Increased by +0.33%
Jan 31, 25
16 American Funds Capital Income Bldr A 1.83M (0.81%) 0.00
Increased by 0.00%
Dec 31, 24
17 American Funds Income Fund of Amer A 1.65M (0.73%) 0.00
Increased by 0.00%
Jun 30, 24
18 The Financial Select Sector SPDR® ETF 1.56M (0.70%) -8.63K
Decreased by -0.55%
Jan 31, 25
19 Vanguard Mid-Cap Value ETF 1.53M (0.68%) -63.34K
Decreased by -4.13%
Dec 31, 24
20 Financial Select Sector SPDR® ETF 1.49M (0.66%) 1.12K
Increased by +0.08%
Apr 30, 24