Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIG 4.55%
2 WBIF 4.21%
3 UTRN 4.06%
4 WBIE 3.38%
5 VSDA 3.08%
6 HIPR 2.46%
7 PEY 2.29%
8 JHDV 2.04%
9 FXO 1.65%
10 KCE 1.63%
11 QDIV 1.59%
12 KNGZ 1.57%
13 RNDV 1.57%
14 SDY 1.46%
15 RYF 1.45%
16 RSPF 1.41%
17 RDIV 1.38%
18 KVLE 1.35%
19 HEJD 1.21%
20 SPYD 1.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.93M (11.95%) 103.34K
Increased by +0.40%
Sep 30, 24
2 BlackRock Inc 19.65M (9.06%) 148.70K
Increased by +0.76%
Jun 30, 24
3 State Street Corp 14.83M (6.83%) 326.42K
Increased by +2.20%
Jun 30, 24
4 State Street Corporation 14.51M (6.68%) -667.17K
Decreased by -4.60%
Mar 31, 24
5 Charles Schwab Investment Management Inc 6.84M (3.15%) 231.29K
Increased by +3.38%
Sep 30, 24
6 Fayez Sarofim & Company 5.78M (2.66%) -550.13K
Decreased by -9.52%
Jun 30, 24
7 Geode Capital Management, LLC 5.49M (2.53%) 98.15K
Increased by +1.79%
Jun 30, 24
8 Morgan Stanley - Brokerage Accounts 5.29M (2.44%) -400.03K
Decreased by -7.56%
Jun 30, 24
9 Victory Capital Management Inc. 3.15M (1.45%) -283.47K
Decreased by -8.99%
Sep 30, 24
10 American Century Companies Inc 2.88M (1.33%) 362.78K
Increased by +12.62%
Sep 30, 24
11 JPMorgan Chase & Co 2.73M (1.26%) -3.51M
Decreased by -128.35%
Sep 30, 23
12 Provident Trust Company 2.40M (1.10%) 7.91K
Increased by +0.33%
Sep 30, 24
13 Legal & General Group PLC 2.12M (0.98%) 20.57K
Increased by +0.97%
Jun 30, 24
14 Northern Trust Corp 2.08M (0.96%) -83.49K
Decreased by -4.01%
Sep 30, 24
15 Amvescap Plc. 1.96M (0.90%) 126.11K
Increased by +6.45%
Jun 30, 24
16 Fisher Asset Management, LLC 1.86M (0.86%) 48.00K
Increased by +2.58%
Sep 30, 24
17 Amundi 1.81M (0.83%) -77.50K
Decreased by -4.29%
Mar 31, 24
18 Bank of New York Mellon Corp 1.78M (0.82%) -13.66K
Decreased by -0.77%
Jun 30, 24
19 Dimensional Fund Advisors, Inc. 1.73M (0.80%) 116.13K
Increased by +6.72%
Sep 30, 24
20 Wells Fargo & Co 1.63M (0.75%) -313.00
Decreased by -0.02%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.03M (3.24%) -22.65K
Decreased by -0.32%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 5.90M (2.72%) 67.74K
Increased by +1.15%
Oct 31, 24
3 Schwab US Dividend Equity ETF™ 5.51M (2.54%) 4.88K
Increased by +0.09%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 4.72M (2.18%) 8.48K
Increased by +0.18%
Oct 31, 24
5 Fidelity 500 Index 2.74M (1.26%) -14.61K
Decreased by -0.53%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 2.71M (1.25%) 14.15K
Increased by +0.52%
Oct 31, 24
7 SPDR® S&P 500 ETF Trust 2.70M (1.24%) -21.01K
Decreased by -0.78%
Mar 31, 24
8 Fidelity® 500 Index 2.61M (1.20%) 16.63K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P Dividend ETF 2.61M (1.20%) -245.36K
Decreased by -9.40%
Oct 31, 24
10 iShares Core S&P 500 ETF 2.48M (1.14%) 3.83K
Increased by +0.15%
Oct 31, 24
11 iShares Select Dividend ETF 2.02M (0.93%) -680.00
Decreased by -0.03%
Oct 31, 24
12 Victory Sycamore Established Value R 1.91M (0.88%) -140.00K
Decreased by -7.35%
Sep 30, 24
13 Vanguard Value Index Inv 1.89M (0.87%) 4.75K
Increased by +0.25%
Oct 31, 24
14 ProShares S&P 500 Dividend Aristocrats 1.55M (0.71%) -655.00
Decreased by -0.04%
Oct 31, 24
15 Vanguard Mid-Cap Value ETF 1.53M (0.71%) 6.83K
Increased by +0.45%
Oct 31, 24
16 The Financial Select Sector SPDR® ETF 1.53M (0.70%) -7.60K
Decreased by -0.50%
Oct 31, 24
17 Financial Select Sector SPDR® ETF 1.48M (0.68%) -1.86K
Decreased by -0.13%
Mar 31, 24
18 Vanguard Institutional Index I 1.41M (0.65%) 305.00
Increased by +0.02%
Oct 31, 24
19 Invesco S&P 500® Equal Weight ETF 1.24M (0.57%) 5.61K
Increased by +0.45%
Oct 31, 24
20 State St S&P 500® Indx SL Cl III 1.08M (0.50%) 3.10K
Increased by +0.29%
Oct 31, 24