Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHRY 4.57%
2 UTRN 4.02%
3 DIVY 3.29%
4 SDEI 3.21%
5 RNLC 3.03%
6 TPMN 2.60%
7 WBIE 2.37%
8 FOVL 2.18%
9 IAK 2.03%
10 WBIG 1.99%
11 RDVY 1.94%
12 KIE 1.85%
13 QDIV 1.57%
14 RYF 1.37%
15 DVYL 1.36%
16 RSPF 1.22%
17 PXLV 1.22%
18 CZA 1.19%
19 CDL 1.11%
20 CDC 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.51M (12.10%) -243.88K
Decreased by -0.89%
Sep 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 11.13M (4.89%) 414.16K
Increased by +3.72%
Sep 30, 24
5 State Street Corporation 9.66M (4.25%) -64.97K
Decreased by -0.67%
Mar 31, 24
6 State Street Corp 9.54M (4.20%) -17.31K
Decreased by -0.18%
Sep 30, 24
7 Geode Capital Management, LLC 5.41M (2.38%) -15.28K
Decreased by -0.28%
Sep 30, 24
8 Capital Research Global Investors 4.96M (2.18%) -1.65M
Decreased by -33.20%
Sep 30, 24
9 Wellington Management Company LLP 4.37M (1.92%) -63.15K
Decreased by -1.44%
Sep 30, 24
10 Dimensional Fund Advisors, Inc. 3.93M (1.73%) 29.40K
Increased by +0.75%
Sep 30, 24
11 Northern Trust Corp 3.34M (1.47%) -153.55K
Decreased by -4.60%
Sep 30, 24
12 Amvescap Plc. 3.29M (1.45%) 681.71K
Increased by +20.74%
Sep 30, 24
13 NORGES BANK 3.25M (1.43%) 23.12K
Increased by +0.71%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 2.90M (1.28%) -2.83M
Decreased by -97.55%
Sep 30, 24
15 First Trust Advisors L.P. 2.78M (1.22%) 144.26K
Increased by +5.18%
Dec 31, 23
16 JPMorgan Chase & Co 2.42M (1.07%) 108.18K
Increased by +4.46%
Sep 30, 24
17 Legal & General Group PLC 2.08M (0.91%) -2.81K
Decreased by -0.14%
Sep 30, 24
18 Bank of New York Mellon Corp 1.88M (0.83%) -23.20K
Decreased by -1.23%
Sep 30, 24
19 Goldman Sachs Group Inc 1.73M (0.76%) 243.25K
Increased by +14.04%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 1.67M (0.73%) -11.98K
Decreased by -0.72%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.31M (3.21%) -24.36K
Decreased by -0.33%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 5.65M (2.48%) 65.47K
Increased by +1.16%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 4.91M (2.16%) 8.96K
Increased by +0.18%
Oct 31, 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%
Oct 31, 24
7 SPDR® S&P 500® ETF Trust 2.63M (1.16%) 15.50K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 2.61M (1.15%) -4.29K
Decreased by -0.16%
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 2.41M (1.06%) 0.00
Increased by 0.00%
Nov 30, 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%) 0.00
Increased by 0.00%
Nov 30, 24
14 Vanguard Value Index Inv 1.97M (0.86%) 4.97K
Increased by +0.25%
Oct 31, 24
15 American Funds Capital Income Bldr A 1.83M (0.80%) 0.00
Increased by 0.00%
Sep 30, 24
16 Invesco S&P 500® Equal Weight ETF 1.69M (0.74%) 2.37K
Increased by +0.14%
Nov 29, 24
17 American Funds Income Fund of Amer A 1.65M (0.73%) 0.00
Increased by 0.00%
Jun 30, 24
18 Vanguard Mid-Cap Value ETF 1.59M (0.70%) 7.60K
Increased by +0.48%
Oct 31, 24
19 The Financial Select Sector SPDR® ETF 1.59M (0.70%) 7.01K
Increased by +0.44%
Nov 30, 24
20 Financial Select Sector SPDR® ETF 1.49M (0.65%) 1.12K
Increased by +0.08%
Apr 30, 24