Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNGS 4.45%
2 UTRN 4.06%
3 VSDA 1.84%
4 SDOG 1.65%
5 UPGD 1.57%
6 RYJ 1.57%
7 SPDV 1.51%
8 DVND 1.46%
9 TEQI 1.33%
10 PEY 1.32%
11 RGI 1.06%
12 RSPN 1.06%
13 EVSTC_old 1.04%
14 SPYD 0.97%
15 TMSL 0.97%
16 RBLD 0.97%
17 ALTL 0.95%
18 SPHB 0.94%
19 MADE 0.89%
20 FLM 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.19M (12.46%) 495.10K
Increased by +2.58%
Dec 31, 24
2 T. Rowe Price Associates, Inc. 18.41M (11.96%) 246.80K
Increased by +1.34%
Dec 31, 24
3 BlackRock Inc 12.62M (8.19%) -947.51K
Decreased by -7.51%
Dec 31, 24
4 State Street Corp 9.60M (6.24%) 539.81K
Increased by +5.62%
Dec 31, 24
5 State Street Corporation 8.51M (5.53%) -76.46K
Decreased by -0.90%
Mar 31, 24
6 Capital Research Global Investors 5.49M (3.56%) 3.06M
Increased by +55.84%
Dec 31, 24
7 Amvescap Plc. 4.14M (2.69%) 763.22K
Increased by +18.44%
Dec 31, 24
8 Wells Fargo & Co 3.90M (2.53%) 18.78K
Increased by +0.48%
Dec 31, 24
9 Geode Capital Management, LLC 3.76M (2.44%) 175.80K
Increased by +4.68%
Dec 31, 24
10 Massachusetts Financial Services Company 3.10M (2.01%) 129.61K
Increased by +4.18%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 2.22M (1.44%) 36.48K
Increased by +1.64%
Dec 31, 24
12 Ameriprise Financial Inc 2.22M (1.44%) 679.36K
Increased by +30.66%
Dec 31, 24
13 Barrow Hanley Mewhinney & Strauss LLC 2.14M (1.39%) -68.61K
Decreased by -3.20%
Sep 30, 24
14 UBS Group AG 2.03M (1.32%) 1.37M
Increased by +67.47%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 2.02M (1.31%) 277.35K
Increased by +13.73%
Dec 31, 24
16 Clean Energy Transition LLP 1.98M (1.29%) 652.78K
Increased by +32.90%
Sep 30, 24
17 ProShare Advisors LLC 1.86M (1.21%) -221.68K
Decreased by -11.92%
Dec 31, 24
18 Fort Washington Investment Advisors Inc 1.59M (1.04%) 109.10K
Increased by +6.84%
Dec 31, 24
19 Federated Hermes Inc 1.58M (1.02%) -72.78K
Decreased by -4.62%
Mar 31, 24
20 Cooke & Bieler LP 1.46M (0.95%) -34.97K
Decreased by -2.39%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 5.38M (3.50%) 3.00M
Increased by +55.72%
Dec 31, 24
2 Capital Group American Mutual Comp 5.38M (3.50%) 3.00M
Increased by +55.72%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 4.86M (3.16%) 7.05K
Increased by +0.15%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 4.28M (2.78%) 31.91K
Increased by +0.75%
Feb 28, 25
5 T. Rowe Price Equity Income 2.71M (1.76%) 2.71K
Increased by +0.10%
Jan 31, 25
6 T. Rowe Price US Lg-Cp Equity Inc Comp 2.71M (1.76%) 42.76K
Increased by +1.58%
Dec 31, 24
7 T. Rowe Price US Mid-Cap Value Equity 2.33M (1.51%) -155.35K
Decreased by -6.68%
Dec 31, 24
8 T. Rowe Price Mid-Cap Value 2.32M (1.51%) -1.72K
Decreased by -0.07%
Jan 31, 25
9 Vanguard Small Cap Index 1.97M (1.28%) 1.60K
Increased by +0.08%
Feb 28, 25
10 ProShares S&P 500 Dividend Aristocrats 1.92M (1.25%) 0.00
Increased by 0.00%
Feb 28, 25
11 Fidelity 500 Index 1.92M (1.25%) 8.48K
Increased by +0.44%
Jan 31, 25
12 SPDR® S&P 500® ETF Trust 1.91M (1.24%) -14.20K
Decreased by -0.74%
Feb 28, 25
13 Invesco S&P 500® Equal Weight ETF 1.82M (1.18%) 2.07K
Increased by +0.11%
Feb 28, 25
14 SPDR® S&P 500 ETF Trust 1.82M (1.18%) 4.09K
Increased by +0.22%
Apr 30, 24
15 iShares Core S&P 500 ETF 1.81M (1.18%) -91.00
Decreased by -0.01%
Feb 28, 25
16 Fidelity® 500 Index 1.79M (1.16%) 11.36K
Increased by +0.64%
Nov 30, 23
17 Vanguard Mid Cap Index Institutional 1.66M (1.08%) 6.95K
Increased by +0.42%
Feb 28, 25
18 SPDR® S&P Dividend ETF 1.56M (1.01%) -1.57K
Decreased by -0.10%
Feb 28, 25
19 Federated Hermes Strategic Val Dividend 1.39M (0.90%) 0.00
Increased by 0.00%
Mar 31, 24
20 Federated Hermes Strategic Value Div IS 1.39M (0.90%) 0.00
Increased by 0.00%
Mar 31, 24

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