Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLV 9.90%
2 HDLB 8.79%
3 WBIY 5.73%
4 GBLO 5.26%
5 RSPC 4.90%
6 XLC 4.78%
7 ADPV 4.71%
8 WBIG 4.71%
9 HDV 4.58%
10 WBIF 4.57%
11 XTL 4.54%
12 EWCO 4.38%
13 IXP 4.27%
14 SIXA 4.19%
15 FCOM 4.16%
16 DIVZ 4.11%
17 SIXH 4.10%
18 UTRN 4.05%
19 DIVY 3.98%
20 PID 3.94%

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 553.98M (7.73%) 26.93M
Increased by +4.86%
Sep 30, 24
3 State Street Corp 316.08M (4.41%) -6.06M
Decreased by -1.92%
Sep 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 Geode Capital Management, LLC 161.12M (2.25%) 3.63M
Increased by +2.25%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 85.38M (1.19%) -91.55M
Decreased by -107.23%
Sep 30, 24
8 Arrowstreet Capital Limited Partnership 82.84M (1.16%) 7.34M
Increased by +8.86%
Sep 30, 24
9 Bank of New York Mellon Corp 79.94M (1.12%) -1.13M
Decreased by -1.42%
Sep 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 FMR Inc 60.99M (0.85%) 1.15M
Increased by +1.89%
Sep 30, 24
14 Legal & General Group PLC 59.24M (0.83%) -865.80K
Decreased by -1.46%
Sep 30, 24
15 Bank of America Corp 59.04M (0.82%) -3.09M
Decreased by -5.23%
Sep 30, 24
16 Goldman Sachs Group Inc 56.01M (0.78%) 3.65M
Increased by +6.52%
Sep 30, 24
17 Capital World Investors 54.58M (0.76%) 12.87M
Increased by +23.58%
Sep 30, 24
18 Charles Schwab Investment Management Inc 52.64M (0.73%) -35.23K
Decreased by -0.07%
Sep 30, 24
19 Ameriprise Financial Inc 52.48M (0.73%) 916.98K
Increased by +1.75%
Sep 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 224.88M (3.14%) -501.67K
Decreased by -0.22%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 194.32M (2.71%) 1.53M
Increased by +0.79%
Dec 31, 24
3 SPDR® S&P 500® ETF Trust 90.22M (1.26%) 1.04M
Increased by +1.16%
Dec 31, 24
4 Fidelity 500 Index 88.60M (1.24%) 601.99K
Increased by +0.68%
Nov 30, 24
5 SPDR® S&P 500 ETF Trust 84.54M (1.18%) 191.03K
Increased by +0.23%
Apr 30, 24
6 iShares Core S&P 500 ETF 84.25M (1.18%) 59.22K
Increased by +0.07%
Dec 31, 24
7 Fidelity® 500 Index 82.78M (1.16%) 659.43K
Increased by +0.80%
Oct 31, 23
8 Performer (AFRIS) 69.21M (0.97%) 69.21M
Increased by +100.00%
Feb 29, 24
9 Vanguard Value Index Inv 61.13M (0.85%) -214.10K
Decreased by -0.35%
Dec 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 45.28M (0.63%) -103.69K
Decreased by -0.23%
Dec 31, 24
12 The Comm Svcs Sel Sect SPDR® ETF 40.44M (0.56%) -68.28K
Decreased by -0.17%
Dec 31, 24
13 American Funds Income Fund of Amer A 34.96M (0.49%) 0.00
Increased by 0.00%
Dec 31, 24
14 State St S&P 500® Indx SL Cl III 34.46M (0.48%) -279.56K
Decreased by -0.81%
Dec 31, 24
15 Vanguard High Dividend Yield ETF 30.01M (0.42%) 391.94K
Increased by +1.31%
Dec 31, 24
16 Columbia Dividend Value 29.15M (0.41%) -203.01K
Decreased by -0.70%
Dec 31, 24
17 Columbia Dividend Income Inst 29.15M (0.41%) -258.23K
Decreased by -0.89%
Dec 31, 24
18 Blackrock Eq Idx Fund CF 26.88M (0.38%) -277.54K
Decreased by -1.03%
Dec 31, 24
19 Thornburg Investment Income Builder Sep 24.06M (0.34%) 0.00
Increased by 0.00%
Nov 30, 24
20 Thornburg Investment Income Builder A 24.06M (0.34%) 0.00
Increased by 0.00%
Nov 30, 24