Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLB 8.79%
2 WBIY 5.00%
3 RSPC 4.63%
4 WBIF 4.57%
5 XLC 4.43%
6 EWCO 4.42%
7 DIVZ 4.39%
8 UTRN 4.04%
9 SIXA 3.95%
10 SIXH 3.88%
11 DIVY 3.69%
12 XTL 3.68%
13 VOX 3.62%
14 PID 3.60%
15 SDEI 3.59%
16 FCOM 3.54%
17 LTL 3.45%
18 STNC 3.20%
19 IXP 2.98%
20 KNCT 2.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 622.41M (8.70%) 2.16M
Increased by +0.35%
Dec 31, 23
2 BlackRock Inc 533.55M (7.46%) -1.37M
Decreased by -0.26%
Dec 31, 23
3 State Street Corporation 305.83M (4.27%) 9.44M
Increased by +3.09%
Dec 31, 23
4 Newport Trust Co. 199.27M (2.79%) -725.23K
Decreased by -0.36%
Dec 31, 23
5 Geode Capital Management, LLC 145.18M (2.03%) 3.04M
Increased by +2.10%
Dec 31, 23
6 Goldman Sachs Group Inc 105.57M (1.48%) 55.36M
Increased by +52.44%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 84.49M (1.18%) -8.55M
Decreased by -10.11%
Dec 31, 23
8 Northern Trust Corp 71.86M (1.00%) -3.30M
Decreased by -4.59%
Dec 31, 23
9 Bank of New York Mellon Corp 71.47M (1.00%) 11.20M
Increased by +15.67%
Dec 31, 23
10 NORGES BANK 66.64M (0.93%) -140.21K
Decreased by -0.21%
Dec 31, 23
11 FMR Inc 60.53M (0.85%) 3.02M
Increased by +4.99%
Dec 31, 23
12 Legal & General Group PLC 59.55M (0.83%) 8.97M
Increased by +15.06%
Dec 31, 23
13 Arrowstreet Capital Limited Partnership 54.98M (0.77%) 24.72M
Increased by +44.97%
Dec 31, 23
14 Bank of America Corp 54.08M (0.76%) -4.11M
Decreased by -7.60%
Dec 31, 23
15 Ameriprise Financial Inc 52.32M (0.73%) -293.39K
Decreased by -0.56%
Dec 31, 23
16 Charles Schwab Investment Management Inc 50.59M (0.71%) 798.02K
Increased by +1.58%
Dec 31, 23
17 Dimensional Fund Advisors, Inc. 47.38M (0.66%) 1.14M
Increased by +2.40%
Dec 31, 23
18 Royal Bank of Canada 39.34M (0.55%) -1.63M
Decreased by -4.13%
Dec 31, 23
19 California Public Employees Retrmnt Sys 34.28M (0.48%) -278.57K
Decreased by -0.81%
Dec 31, 23
20 UBS Asset Mgmt Americas Inc 31.75M (0.44%) -133.00K
Decreased by -0.42%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 224.85M (3.14%) 380.68K
Increased by +0.17%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 180.21M (2.52%) 1.69M
Increased by +0.94%
Mar 31, 24
3 Fidelity 500 Index 86.41M (1.21%) 659.20K
Increased by +0.76%
Mar 31, 24
4 SPDR® S&P 500 ETF Trust 84.54M (1.18%) 191.03K
Increased by +0.23%
Apr 30, 24
5 Fidelity® 500 Index 82.78M (1.16%) 659.43K
Increased by +0.80%
Oct 31, 23
6 iShares Core S&P 500 ETF 73.63M (1.03%) 63.93K
Increased by +0.09%
Apr 30, 24
7 Performer (AFRIS) 69.21M (0.97%) 69.21M
Increased by +100.00%
Feb 29, 24
8 Vanguard Value Index Inv 59.40M (0.83%) -311.62K
Decreased by -0.52%
Mar 31, 24
9 Vanguard Institutional Index I 47.03M (0.66%) -73.18K
Decreased by -0.16%
Mar 31, 24
10 Communication Services Sel Sect SPDR®ETF 45.85M (0.64%) -31.51K
Decreased by -0.07%
Apr 30, 24
11 State St S&P 500® Indx SL Cl III 34.49M (0.48%) -233.50K
Decreased by -0.68%
Apr 30, 24
12 Columbia Dividend Income Inst 29.62M (0.41%) 0.00
Increased by 0.00%
Mar 31, 24
13 Columbia Dividend Value 29.62M (0.41%) 4.42M
Increased by +14.92%
Mar 31, 24
14 Vanguard High Dividend Yield ETF 28.83M (0.40%) -3.11M
Decreased by -10.80%
Mar 31, 24
15 Pacer US Cash Cows 100 ETF 26.31M (0.37%) 57.42K
Increased by +0.22%
Apr 30, 24
16 Blackrock Eq Idx Fund CF 25.53M (0.36%) -31.42K
Decreased by -0.12%
Mar 31, 24
17 Russell 1000 Index Fund 21.69M (0.30%) 104.76K
Increased by +0.48%
Apr 30, 24
18 Blackrock Russ 1000 Eq Idx Composite 21.69M (0.30%) -164.12K
Decreased by -0.76%
Mar 31, 24
19 iShares MSCI USA Value Factor ETF 20.05M (0.28%) 422.30K
Increased by +2.11%
Apr 30, 24
20 iShares Select Dividend ETF 19.60M (0.27%) -6.46K
Decreased by -0.03%
Apr 30, 24