Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 10.09%
2 XLU 7.90%
3 VPU 7.22%
4 FUTY 7.21%
5 SDP 6.91%
6 IDU 6.81%
7 JXI 5.44%
8 UTSL 5.28%
9 UPW 5.12%
10 HDLV 4.86%
11 JHMU 4.69%
12 UTRN 4.04%
13 WBIF 3.90%
14 WBIG 3.84%
15 GII 3.28%
16 IGF 3.25%
17 RYU 3.17%
18 FLLV 3.11%
19 INCE 3.11%
20 RSPU 3.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 102.09M (9.34%) 1.33M
Increased by +1.30%
Sep 30, 24
2 BlackRock Inc 77.69M (7.11%) -15.00K
Decreased by -0.02%
Jun 30, 24
3 State Street Corporation 63.61M (5.82%) 803.95K
Increased by +1.26%
Dec 31, 23
4 State Street Corp 57.38M (5.25%) -370.12K
Decreased by -0.65%
Jun 30, 24
5 JPMorgan Chase & Co 39.92M (3.65%) 9.75M
Increased by +24.43%
Jun 30, 24
6 FMR Inc 29.38M (2.69%) -1.02M
Decreased by -3.47%
Sep 30, 24
7 Capital Research & Mgmt Co - Division 3 28.53M (2.61%) -293.04K
Decreased by -1.03%
Sep 30, 24
8 Massachusetts Financial Services Company 25.17M (2.30%) -696.15K
Decreased by -2.77%
Sep 30, 24
9 Geode Capital Management, LLC 23.45M (2.15%) 1.26M
Increased by +5.39%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 22.30M (2.04%) 86.63K
Increased by +0.39%
Jun 30, 24
11 T. Rowe Price Associates, Inc. 19.33M (1.77%) -4.55M
Decreased by -23.55%
Jun 30, 24
12 GQG Partners LLC 16.56M (1.52%) 2.88M
Increased by +17.38%
Sep 30, 24
13 Franklin Resources Inc 16.31M (1.49%) -619.08K
Decreased by -3.80%
Jun 30, 24
14 Mizuho Securities USA Inc 14.65M (1.34%) 14.56M
Increased by +99.42%
Sep 30, 24
15 Goldman Sachs Group Inc 10.68M (0.98%) 5.61M
Increased by +52.51%
Dec 31, 23
16 NORGES BANK 10.61M (0.97%) 1.61M
Increased by +15.20%
Jun 30, 24
17 Legal & General Group PLC 10.57M (0.97%) -31.00K
Decreased by -0.29%
Jun 30, 24
18 Northern Trust Corp 10.34M (0.95%) -375.06K
Decreased by -3.63%
Sep 30, 24
19 Ameriprise Financial Inc 9.49M (0.87%) -53.28K
Decreased by -0.56%
Jun 30, 24
20 Capital Research Global Investors 9.47M (0.87%) -2.44M
Decreased by -25.72%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 34.63M (3.17%) -121.48K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 28.98M (2.65%) 340.86K
Increased by +1.18%
Oct 31, 24
3 The Utilities Select Sector SPDR® ETF 16.36M (1.50%) 21.69K
Increased by +0.13%
Oct 31, 24
4 American Funds Washington Mutual A 14.63M (1.34%) -802.57K
Decreased by -5.49%
Sep 30, 24
5 Capital Group Wash Mutual Invtrs Comp 14.63M (1.34%) -802.57K
Decreased by -5.49%
Sep 30, 24
6 Utilities Select Sector SPDR® ETF 13.78M (1.26%) -40.57K
Decreased by -0.29%
Mar 31, 24
7 MFS Large Cap Value Equity 13.67M (1.25%) -302.19K
Decreased by -2.21%
Sep 30, 24
8 MFS Value A 13.67M (1.25%) -97.85K
Decreased by -0.72%
Sep 30, 24
9 Fidelity 500 Index 13.44M (1.23%) -29.27K
Decreased by -0.22%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 13.33M (1.22%) 69.55K
Increased by +0.52%
Oct 31, 24
11 SPDR® S&P 500 ETF Trust 13.16M (1.20%) -102.23K
Decreased by -0.78%
Mar 31, 24
12 Fidelity® 500 Index 12.71M (1.16%) 80.87K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 12.17M (1.11%) 18.73K
Increased by +0.15%
Oct 31, 24
14 Vanguard Value Index Inv 9.29M (0.85%) 27.02K
Increased by +0.29%
Oct 31, 24
15 Franklin Income A1 8.00M (0.73%) 0.00
Increased by 0.00%
Sep 30, 24
16 Vanguard Institutional Index I 6.95M (0.64%) -3.96K
Decreased by -0.06%
Oct 31, 24
17 Vanguard Utilities ETF 6.65M (0.61%) 26.39K
Increased by +0.40%
Oct 31, 24
18 JPMorgan Equity Premium Income ETF 6.32M (0.58%) 2.30K
Increased by +0.04%
Oct 31, 24
19 American Funds Capital Income Bldr A 5.75M (0.53%) -949.17K
Decreased by -16.52%
Sep 30, 23
20 T. Rowe Price Equity Income 5.74M (0.53%) -600.00K
Decreased by -10.45%
Mar 31, 24