Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLV 9.90%
2 HDLB 8.79%
3 GBLO 5.26%
4 WBIY 4.98%
5 HDV 4.79%
6 ADPV 4.73%
7 DIVY 4.71%
8 WBIG 4.71%
9 WBIF 4.57%
10 DIVZ 4.39%
11 EWCO 4.38%
12 RSPC 4.30%
13 SPVU 4.25%
14 SIXA 4.13%
15 XLC 4.10%
16 UTRN 4.05%
17 VOX 4.04%
18 SIXH 4.04%
19 FCOM 3.98%
20 XTL 3.98%

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 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 (0.74%) -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 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 SPDR® S&P 500® ETF Trust 88.55M (1.24%) 523.40K
Increased by +0.59%
Nov 30, 24
4 Fidelity 500 Index 88.00M (1.23%) -144.57K
Decreased by -0.16%
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 81.04M (1.13%) 0.00
Increased by 0.00%
Nov 30, 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 37.35M (0.52%) 36.16K
Increased by +0.10%
Nov 29, 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 34.74M (0.49%) -17.70K
Decreased by -0.05%
Nov 30, 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 24.06M (0.34%) 653.05K
Increased by +2.71%
Oct 31, 24
20 Thornburg Investment Income Builder Sep 24.06M (0.34%) 653.05K
Increased by +2.71%
Oct 31, 24