Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLV 9.90%
2 HDLB 8.79%
3 WBIY 6.40%
4 ADPV 5.58%
5 SIXA 5.52%
6 SIXH 5.34%
7 GBLO 5.26%
8 FCOM 5.19%
9 XLC 4.94%
10 RSPC 4.91%
11 IXP 4.86%
12 VOX 4.63%
13 WBIF 4.57%
14 XTL 4.51%
15 DIVZ 4.49%
16 KNCT 4.41%
17 EWCO 4.38%
18 XUDV 4.23%
19 UTRN 4.05%
20 HDV 3.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 642.86M (8.97%) 6.22M
Increased by +0.97%
Dec 31, 24
2 BlackRock Inc 546.91M (7.63%) -7.07M
Decreased by -1.29%
Dec 31, 24
3 State Street Corp 322.92M (4.51%) 6.83M
Increased by +2.12%
Dec 31, 24
4 State Street Corporation 311.13M (4.34%) 5.30M
Increased by +1.70%
Mar 31, 24
5 Newport Trust Co. 192.22M (2.68%) -2.08M
Decreased by -1.08%
Dec 31, 24
6 Geode Capital Management, LLC 163.76M (2.29%) 2.64M
Increased by +1.61%
Dec 31, 24
7 GQG Partners LLC 96.78M (1.35%) 26.28M
Increased by +27.16%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 96.74M (1.35%) 11.36M
Increased by +11.74%
Dec 31, 24
9 Bank of New York Mellon Corp 85.59M (1.19%) 5.65M
Increased by +6.60%
Dec 31, 24
10 NORGES BANK 81.62M (1.14%) 9.77M
Increased by +11.97%
Dec 31, 24
11 Northern Trust Corp 78.15M (1.09%) 10.95M
Increased by +14.01%
Dec 31, 24
12 FMR Inc 60.99M (0.85%) 1.15M
Increased by +1.89%
Sep 30, 24
13 Arrowstreet Capital Limited Partnership 58.48M (0.82%) -24.36M
Decreased by -41.65%
Dec 31, 24
14 Capital World Investors 57.43M (0.80%) 2.84M
Increased by +4.95%
Dec 31, 24
15 UBS Asset Mgmt Americas Inc 53.43M (0.75%) 12.88M
Increased by +24.11%
Dec 31, 24
16 Charles Schwab Investment Management Inc 53.06M (0.74%) 414.98K
Increased by +0.78%
Dec 31, 24
17 Bank of America Corp 52.46M (0.73%) -6.58M
Decreased by -12.55%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 52.03M (0.73%) 2.99M
Increased by +5.75%
Dec 31, 24
19 Ameriprise Financial Inc 51.83M (0.72%) -649.71K
Decreased by -1.25%
Dec 31, 24
20 Goldman Sachs Group Inc 48.75M (0.68%) -7.25M
Decreased by -14.88%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 226.28M (3.16%) 801.73K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 198.99M (2.78%) 1.34M
Increased by +0.67%
Feb 28, 25
3 Fidelity 500 Index 89.47M (1.25%) 394.77K
Increased by +0.44%
Jan 31, 25
4 SPDR® S&P 500® ETF Trust 88.72M (1.24%) -596.51K
Decreased by -0.67%
Feb 28, 25
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 84.28M (1.18%) -4.24K
Decreased by -0.01%
Feb 28, 25
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 61.94M (0.86%) 381.21K
Increased by +0.62%
Feb 28, 25
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 44.49M (0.62%) -527.97K
Decreased by -1.19%
Feb 28, 25
12 The Comm Svcs Sel Sect SPDR® ETF 42.60M (0.59%) -19.54K
Decreased by -0.05%
Feb 28, 25
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 34.70M (0.48%) 25.90K
Increased by +0.07%
Feb 28, 25
15 Vanguard High Dividend Yield ETF 29.64M (0.41%) -266.77K
Decreased by -0.90%
Feb 28, 25
16 Columbia Dividend Value 29.15M (0.41%) -203.01K
Decreased by -0.70%
Dec 31, 24
17 Columbia Dividend Income Inst 29.08M (0.41%) -67.50K
Decreased by -0.23%
Feb 28, 25
18 Blackrock Eq Idx Fund CF 26.88M (0.38%) -277.54K
Decreased by -1.03%
Dec 31, 24
19 Thornburg Investment Income Builder A 24.06M (0.34%) 0.00
Increased by 0.00%
Jan 31, 25
20 Thornburg Investment Income Builder Sep 24.06M (0.34%) 0.00
Increased by 0.00%
Jan 31, 25