Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 10.73%
2 HDLV 9.58%
3 FDL 6.92%
4 DHS 6.28%
5 XLP 6.21%
6 DIVZ 6.17%
7 FCTE 6.17%
8 NBCC 6.02%
9 ORFN 5.97%
10 VICE 5.66%
11 FSTA 5.22%
12 EQTY 5.17%
13 RDIV 4.89%
14 VDC 4.85%
15 WBIL 4.69%
16 KXI 4.55%
17 UGE 4.51%
18 HDV 4.42%
19 UTRN 3.99%
20 BDIV 3.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 139.43M (8.98%) 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 (3.73%) -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 (3.27%) -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 (2.27%) 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 (0.86%) 190.20K
Increased by +1.42%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 49.24M (3.17%) 51.42K
Increased by +0.10%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 49.13M (3.16%) 99.61K
Increased by +0.20%
Mar 31, 25
3 American Funds Washington Mutual A 43.26M (2.79%) 8.00M
Increased by +18.50%
Mar 31, 25
4 Capital Group Wash Mutual Invtrs Comp 43.26M (2.79%) 8.00M
Increased by +18.50%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 43.21M (2.78%) 91.93K
Increased by +0.21%
Mar 31, 25
6 American Funds Fundamental Invs A 35.47M (2.28%) -1.83M
Decreased by -5.15%
Mar 31, 25
7 Capital Group Fundamental Invtrs Comp 35.47M (2.28%) -1.83M
Decreased by -5.15%
Mar 31, 25
8 American Funds American Balanced A 35.28M (2.27%) -580.89K
Decreased by -1.65%
Mar 31, 25
9 American Funds Income Fund of Amer A 25.76M (1.66%) -1.78M
Decreased by -6.93%
Mar 31, 25
10 Goldman Sachs GQG Ptnrs Intl Opps Instl 21.23M (1.37%) 662.21K
Increased by +3.12%
Dec 31, 24
11 American Funds Capital Income Bldr A 20.60M (1.33%) -2.38M
Decreased by -11.54%
Mar 31, 25
12 Fidelity 500 Index 19.51M (1.26%) 33.96K
Increased by +0.17%
Mar 31, 25
13 SPDR® S&P 500 ETF 19.34M (1.25%) -283.34K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF 18.86M (1.21%) 15.54K
Increased by +0.08%
Apr 30, 25
15 SPDR® S&P 500® ETF Trust 18.83M (1.21%) -98.71K
Decreased by -0.52%
Mar 31, 25
16 American Funds Invmt Co of Amer A 18.79M (1.21%) -2.07M
Decreased by -11.01%
Mar 31, 25
17 Capital Group Investment Co of Amer Comp 18.79M (1.21%) -2.07M
Decreased by -11.01%
Mar 31, 25
18 SPDR® S&P 500 ETF Trust 18.72M (1.21%) -145.68K
Decreased by -0.78%
Mar 31, 24
19 iShares Core S&P 500 ETF 18.42M (1.19%) -19.24K
Decreased by -0.10%
Apr 30, 25
20 American Funds Capital World Gr&Inc A 18.21M (1.17%) -1.15M
Decreased by -6.29%
Mar 31, 25