Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLV 9.90%
2 HDLB 8.79%
3 GBLO 5.26%
4 ADPV 4.86%
5 WBIY 4.84%
6 DIVY 4.76%
7 WBIG 4.71%
8 HDV 4.61%
9 WBIF 4.57%
10 RSPC 4.45%
11 DIVZ 4.39%
12 EWCO 4.38%
13 XLC 4.32%
14 XTL 4.29%
15 VOX 4.11%
16 FCOM 4.11%
17 SIXA 4.07%
18 UTRN 4.05%
19 SIXH 4.04%
20 SPVU 4.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 636.64M (8.89%) 6.97M
Increased by +1.10%
Sep 30, 24
2 BlackRock Inc 527.05M (7.36%) -6.00M
Decreased by -1.14%
Jun 30, 24
3 State Street Corp 322.14M (4.50%) 11.01M
Increased by +3.42%
Jun 30, 24
4 State Street Corporation 311.13M (4.34%) 5.30M
Increased by +1.70%
Mar 31, 24
5 Newport Trust Co. 194.30M (2.71%) -3.67M
Decreased by -1.89%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 176.93M (2.47%) 340.97K
Increased by +0.19%
Jun 30, 24
7 Geode Capital Management, LLC 157.49M (2.20%) 4.91M
Increased by +3.12%
Jun 30, 24
8 Bank of New York Mellon Corp 81.08M (1.13%) 5.59M
Increased by +6.90%
Jun 30, 24
9 Arrowstreet Capital Limited Partnership 75.50M (1.05%) 14.72M
Increased by +19.50%
Jun 30, 24
10 NORGES BANK 71.84M (1.00%) 5.20M
Increased by +7.24%
Jun 30, 24
11 GQG Partners LLC 70.50M (0.98%) 70.50M
Increased by +100.00%
Sep 30, 24
12 Northern Trust Corp 67.20M (0.94%) -1.08M
Decreased by -1.60%
Sep 30, 24
13 Bank of America Corp 62.13M (0.87%) -822.15K
Decreased by -1.32%
Jun 30, 24
14 FMR Inc 60.99M (0.85%) 1.15M
Increased by +1.89%
Sep 30, 24
15 Legal & General Group PLC 60.11M (0.84%) 1.57M
Increased by +2.61%
Jun 30, 24
16 Capital World Investors 54.58M (0.76%) 12.87M
Increased by +23.58%
Sep 30, 24
17 Charles Schwab Investment Management Inc 52.64M (0.74%) -35.23K
Decreased by -0.07%
Sep 30, 24
18 Goldman Sachs Group Inc 52.36M (0.73%) 1.70M
Increased by +3.25%
Jun 30, 24
19 Ameriprise Financial Inc 51.56M (0.72%) 1.01M
Increased by +1.95%
Jun 30, 24
20 Dimensional Fund Advisors, Inc. 49.04M (0.68%) 2.62M
Increased by +5.35%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 226.45M (3.16%) -805.97K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 190.03M (2.65%) 2.22M
Increased by +1.17%
Oct 31, 24
3 Fidelity 500 Index 88.14M (1.23%) -190.98K
Decreased by -0.22%
Sep 30, 24
4 SPDR® S&P 500® ETF Trust 87.32M (1.22%) 364.01K
Increased by +0.42%
Oct 31, 24
5 SPDR® S&P 500 ETF Trust 84.54M (1.18%) 191.03K
Increased by +0.23%
Apr 30, 24
6 Fidelity® 500 Index 82.78M (1.16%) 659.43K
Increased by +0.80%
Oct 31, 23
7 iShares Core S&P 500 ETF 79.83M (1.11%) 122.87K
Increased by +0.15%
Oct 31, 24
8 Performer (AFRIS) 69.21M (0.97%) 69.21M
Increased by +100.00%
Feb 29, 24
9 Vanguard Value Index Inv 60.83M (0.85%) 188.97K
Increased by +0.31%
Oct 31, 24
10 Communication Services Sel Sect SPDR®ETF 45.85M (0.64%) -31.51K
Decreased by -0.07%
Apr 30, 24
11 Vanguard Institutional Index I 45.57M (0.64%) -19.09K
Decreased by -0.04%
Oct 31, 24
12 The Comm Svcs Sel Sect SPDR® ETF 36.54M (0.51%) 27.12K
Increased by +0.07%
Oct 31, 24
13 American Funds Income Fund of Amer A 34.96M (0.49%) 6.50M
Increased by +18.59%
Sep 30, 24
14 State St S&P 500® Indx SL Cl III 34.76M (0.49%) 100.90K
Increased by +0.29%
Oct 31, 24
15 Vanguard High Dividend Yield ETF 29.56M (0.41%) 99.55K
Increased by +0.34%
Oct 31, 24
16 Columbia Dividend Value 29.35M (0.41%) -268.44K
Decreased by -0.91%
Sep 30, 24
17 Columbia Dividend Income Inst 29.30M (0.41%) -46.49K
Decreased by -0.16%
Oct 31, 24
18 Blackrock Eq Idx Fund CF 27.15M (0.38%) 1.81M
Increased by +6.67%
Sep 30, 24
19 Thornburg Investment Income Builder A 23.41M (0.33%) 0.00
Increased by 0.00%
Sep 30, 24
20 Thornburg Investment Income Builder Sep 23.41M (0.33%) 0.00
Increased by 0.00%
Sep 30, 24