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 FOVL 2.45%
8 WBIE 2.37%
9 SPDV 2.02%
10 FDIV 2.01%
11 IAK 2.00%
12 WBIG 1.99%
13 RDVY 1.94%
14 KIE 1.86%
15 QDIV 1.57%
16 RSPF 1.37%
17 RYF 1.37%
18 DVYL 1.36%
19 SPYD 1.33%
20 CZA 1.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.43M (12.24%) -75.42K
Decreased by -0.27%
Dec 31, 24
2 BlackRock Inc 19.86M (8.86%) -38.32K
Decreased by -0.19%
Dec 31, 24
3 Nippon Life Insurance Co. 18.14M (8.09%) 0.00
Increased by 0.00%
Dec 31, 24
4 Bank of America Corp 9.80M (4.37%) -1.33M
Decreased by -13.55%
Dec 31, 24
5 State Street Corp 9.67M (4.31%) 128.25K
Increased by +1.33%
Dec 31, 24
6 State Street Corporation 9.66M (4.31%) -64.97K
Decreased by -0.67%
Mar 31, 24
7 Geode Capital Management, LLC 5.47M (2.44%) 52.41K
Increased by +0.96%
Dec 31, 24
8 Capital Research Global Investors 4.97M (2.22%) 9.99K
Increased by +0.20%
Dec 31, 24
9 Wellington Management Company LLP 4.19M (1.87%) -179.41K
Decreased by -4.28%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 3.91M (1.75%) -21.46K
Decreased by -0.55%
Dec 31, 24
11 Northern Trust Corp 3.66M (1.63%) 326.60K
Increased by +8.92%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 2.91M (1.30%) 8.31K
Increased by +0.29%
Dec 31, 24
13 NORGES BANK 2.80M (1.25%) -448.14K
Decreased by -15.98%
Dec 31, 24
14 First Trust Advisors L.P. 2.78M (1.24%) 144.26K
Increased by +5.18%
Dec 31, 23
15 Amvescap Plc. 2.75M (1.23%) -533.52K
Decreased by -19.37%
Dec 31, 24
16 JPMorgan Chase & Co 1.98M (0.88%) -2.91M
Decreased by -146.89%
Dec 31, 24
17 UBS Asset Mgmt Americas Inc 1.88M (0.84%) 209.88K
Increased by +11.18%
Dec 31, 24
18 Goldman Sachs Group Inc 1.73M (0.77%) 243.25K
Increased by +14.04%
Sep 30, 24
19 Legal & General Group PLC 1.63M (0.73%) -111.74K
Decreased by -6.87%
Dec 31, 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 7.23M (3.23%) 10.23K
Increased by +0.14%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 5.84M (2.60%) 41.77K
Increased by +0.72%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 4.94M (2.20%) 20.68K
Increased by +0.42%
Feb 28, 25
4 American Funds American Mutual A 3.05M (1.36%) 0.00
Increased by 0.00%
Dec 31, 24
5 Capital Group American Mutual Comp 3.05M (1.36%) 0.00
Increased by 0.00%
Dec 31, 24
6 Fidelity 500 Index 2.62M (1.17%) 11.58K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 2.60M (1.16%) -19.34K
Decreased by -0.74%
Feb 28, 25
8 Fidelity® 500 Index 2.59M (1.16%) 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 iShares Core S&P 500 ETF 2.47M (1.10%) -124.00
Decreased by -0.01%
Feb 28, 25
11 First Trust Rising Dividend Achiev ETF 2.37M (1.06%) 3.25K
Increased by +0.14%
Jan 31, 24
12 iShares Select Dividend ETF 2.14M (0.95%) 16.85K
Increased by +0.79%
Feb 28, 25
13 Vanguard Value Index Inv 1.97M (0.88%) 8.46K
Increased by +0.43%
Feb 28, 25
14 Invesco S&P 500® Equal Weight ETF 1.91M (0.85%) 2.16K
Increased by +0.11%
Feb 28, 25
15 American Funds Capital Income Bldr A 1.83M (0.81%) 0.00
Increased by 0.00%
Dec 31, 24
16 American Funds Income Fund of Amer A 1.65M (0.74%) 0.00
Increased by 0.00%
Jun 30, 24
17 The Financial Select Sector SPDR® ETF 1.58M (0.70%) 1.88K
Increased by +0.12%
Feb 28, 25
18 Hartford Dividend and Growth Y 1.54M (0.69%) -687.32K
Decreased by -44.59%
Feb 28, 25
19 Vanguard Mid-Cap Value ETF 1.54M (0.69%) 2.70K
Increased by +0.18%
Feb 28, 25
20 Financial Select Sector SPDR® ETF 1.49M (0.66%) 1.12K
Increased by +0.08%
Apr 30, 24