Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XLU 7.62%
2 FUTY 6.99%
3 SDP 6.91%
4 VPU 6.79%
5 IDU 6.75%
6 TPMN 5.71%
7 UPW 5.35%
8 JXI 5.35%
9 UTSL 5.03%
10 HDLV 4.86%
11 JHMU 4.69%
12 UTRN 4.04%
13 WBIF 3.90%
14 WBIG 3.84%
15 GII 3.18%
16 IGF 3.17%
17 RYU 3.17%
18 PUI 3.02%
19 INCE 2.97%
20 FLLV 2.97%

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 58.93M (5.39%) 1.55M
Increased by +2.62%
Sep 30, 24
5 JPMorgan Chase & Co 54.72M (5.01%) 14.81M
Increased by +27.05%
Sep 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 24.52M (2.24%) 1.08M
Increased by +4.39%
Sep 30, 24
10 T. Rowe Price Associates, Inc. 18.02M (1.65%) -1.31M
Decreased by -7.27%
Sep 30, 24
11 GQG Partners LLC 16.56M (1.52%) 2.88M
Increased by +17.38%
Sep 30, 24
12 Mizuho Securities USA Inc 14.72M (1.35%) 14.63M
Increased by +99.43%
Sep 30, 24
13 Franklin Resources Inc 14.15M (1.30%) -2.16M
Decreased by -15.27%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 11.27M (1.03%) -11.03M
Decreased by -97.89%
Sep 30, 24
15 NORGES BANK 10.61M (0.97%) 1.61M
Increased by +15.20%
Jun 30, 24
16 Northern Trust Corp 10.34M (0.95%) -375.06K
Decreased by -3.63%
Sep 30, 24
17 Legal & General Group PLC 9.88M (0.90%) -690.04K
Decreased by -6.98%
Sep 30, 24
18 Ameriprise Financial Inc 9.50M (0.87%) 2.62K
Increased by +0.03%
Sep 30, 24
19 Capital Research Global Investors 9.47M (0.87%) -2.44M
Decreased by -25.72%
Sep 30, 23
20 Bank of America Corp 8.50M (0.78%) 26.59K
Increased by +0.31%
Sep 30, 24

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 15.81M (1.45%) 50.46K
Increased by +0.32%
Nov 30, 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 SPDR® S&P 500® ETF Trust 13.49M (1.23%) 79.86K
Increased by +0.59%
Nov 30, 24
9 Fidelity 500 Index 13.42M (1.23%) -22.05K
Decreased by -0.16%
Oct 31, 24
10 SPDR® S&P 500 ETF Trust 13.16M (1.20%) -102.23K
Decreased by -0.78%
Mar 31, 24
11 Fidelity® 500 Index 12.71M (1.16%) 80.87K
Increased by +0.64%
Nov 30, 23
12 MFS Value A 12.57M (1.15%) -1.09M
Decreased by -8.71%
Oct 31, 24
13 iShares Core S&P 500 ETF 12.36M (1.13%) 0.00
Increased by 0.00%
Nov 30, 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 6.39M (0.59%) 7.39K
Increased by +0.12%
Nov 29, 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