Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 9.76%
2 HDLV 9.58%
3 RDIV 6.78%
4 FDL 6.41%
5 FCTE 6.17%
6 NBCC 6.01%
7 ORFN 5.97%
8 DHS 5.84%
9 DIVZ 5.78%
10 XLP 5.72%
11 VICE 5.50%
12 EQTY 5.06%
13 FSTA 4.82%
14 VDC 4.63%
15 ICAP 4.61%
16 KXI 4.57%
17 SIXA 4.17%
18 HDV 4.10%
19 UTRN 3.99%
20 SIXH 3.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 139.43M (8.99%) 1.17M
Increased by +0.84%
Dec 31, 24
2 Capital World Investors 122.58M (7.90%) 4.22M
Increased by +3.44%
Dec 31, 24
3 BlackRock Inc 104.91M (6.76%) 3.23M
Increased by +3.08%
Dec 31, 24
4 Capital Research & Mgmt Co - Division 3 92.67M (5.97%) -4.84M
Decreased by -5.22%
Dec 31, 24
5 State Street Corporation 57.95M (3.74%) -205.62K
Decreased by -0.35%
Mar 31, 24
6 State Street Corp 54.76M (3.53%) 47.71K
Increased by +0.09%
Dec 31, 24
7 Capital Research Global Investors 50.85M (3.28%) -5.49M
Decreased by -10.81%
Dec 31, 24
8 GQG Partners LLC 48.75M (3.14%) 6.09M
Increased by +12.50%
Dec 31, 24
9 Geode Capital Management, LLC 35.29M (2.28%) 3.19M
Increased by +9.03%
Dec 31, 24
10 JPMorgan Chase & Co 24.72M (1.59%) -29.11M
Decreased by -117.72%
Dec 31, 24
11 FMR Inc 22.05M (1.42%) -1.12M
Decreased by -5.08%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 21.36M (1.38%) -35.07K
Decreased by -0.16%
Dec 31, 24
13 Wellington Management Company LLP 17.28M (1.11%) 516.62K
Increased by +2.99%
Dec 31, 24
14 Amvescap Plc. 17.22M (1.11%) -2.04M
Decreased by -11.87%
Dec 31, 24
15 Bank of New York Mellon Corp 16.07M (1.04%) 2.79M
Increased by +17.34%
Dec 31, 24
16 T. Rowe Price Associates, Inc. 15.35M (0.99%) -657.89K
Decreased by -4.29%
Dec 31, 24
17 Bank of America Corp 14.96M (0.96%) -294.22K
Decreased by -1.97%
Dec 31, 24
18 Franklin Resources Inc 14.25M (0.92%) 1.25M
Increased by +8.76%
Dec 31, 24
19 Northern Trust Corp 13.63M (0.88%) 1.35M
Increased by +9.89%
Dec 31, 24
20 Charles Schwab Investment Management Inc 13.42M (0.87%) 190.20K
Increased by +1.42%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 49.03M (3.16%) 171.41K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 43.12M (2.78%) 293.13K
Increased by +0.68%
Feb 28, 25
3 American Funds Fundamental Invs A 37.30M (2.40%) 984.79K
Increased by +2.64%
Dec 31, 24
4 Capital Group Fundamental Invtrs Comp 37.30M (2.40%) 984.79K
Increased by +2.64%
Dec 31, 24
5 American Funds American Balanced A 35.86M (2.31%) -1.03M
Decreased by -2.88%
Dec 31, 24
6 American Funds Washington Mutual A 35.25M (2.27%) 421.79K
Increased by +1.20%
Dec 31, 24
7 Capital Group Wash Mutual Invtrs Comp 35.25M (2.27%) 421.79K
Increased by +1.20%
Dec 31, 24
8 American Funds Income Fund of Amer A 27.54M (1.78%) -385.96K
Decreased by -1.40%
Dec 31, 24
9 American Funds Capital Income Bldr A 22.98M (1.48%) -1.01M
Decreased by -4.39%
Dec 31, 24
10 Goldman Sachs GQG Ptnrs Intl Opps Instl 21.23M (1.37%) 662.21K
Increased by +3.12%
Dec 31, 24
11 American Funds Invmt Co of Amer A 20.86M (1.34%) -1.24M
Decreased by -5.94%
Dec 31, 24
12 Capital Group Investment Co of Amer Comp 20.86M (1.34%) -1.24M
Decreased by -5.94%
Dec 31, 24
13 Fidelity 500 Index 19.39M (1.25%) 85.54K
Increased by +0.44%
Jan 31, 25
14 American Funds Capital World Gr&Inc A 19.36M (1.25%) 768.56K
Increased by +3.97%
Dec 31, 24
15 Capital Group World Growth & Inc Cmp 19.36M (1.25%) 768.56K
Increased by +3.97%
Dec 31, 24
16 SPDR® S&P 500® ETF Trust 19.22M (1.24%) -142.58K
Decreased by -0.74%
Feb 28, 25
17 SPDR® S&P 500 ETF Trust 18.72M (1.21%) -145.68K
Decreased by -0.78%
Mar 31, 24
18 iShares Core S&P 500 ETF 18.26M (1.18%) -918.00
Decreased by -0.01%
Feb 28, 25
19 Fidelity® 500 Index 18.09M (1.17%) 115.11K
Increased by +0.64%
Nov 30, 23
20 MS INVF Global Brands A USD 14.44M (0.93%) -101.70K
Decreased by -0.70%
Dec 31, 23