Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.21%
2 UTRN 3.97%
3 WBIE 3.38%
4 VSDA 3.14%
5 HIPR 2.46%
6 PEY 2.33%
7 WBIG 2.22%
8 JHDV 2.05%
9 FXO 1.66%
10 KCE 1.64%
11 QDIV 1.62%
12 RNDV 1.60%
13 KNGZ 1.60%
14 SDY 1.49%
15 RYF 1.45%
16 RSPF 1.43%
17 RDIV 1.42%
18 KVLE 1.34%
19 HEJD 1.22%
20 SPYD 1.21%

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 Corporation 14.51M (6.68%) -667.17K
Decreased by -4.60%
Mar 31, 24
4 State Street Corp 14.35M (6.61%) -482.14K
Decreased by -3.36%
Sep 30, 24
5 Charles Schwab Investment Management Inc 6.84M (3.15%) 231.29K
Increased by +3.38%
Sep 30, 24
6 Fayez Sarofim & Company 5.63M (2.59%) -150.32K
Decreased by -2.67%
Sep 30, 24
7 Geode Capital Management, LLC 5.52M (2.54%) 25.48K
Increased by +0.46%
Sep 30, 24
8 Victory Capital Management Inc. 3.15M (1.45%) -283.47K
Decreased by -8.99%
Sep 30, 24
9 American Century Companies Inc 2.88M (1.33%) 362.78K
Increased by +12.62%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 2.75M (1.27%) -2.54M
Decreased by -92.20%
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 Amvescap Plc. 2.36M (1.09%) 401.08K
Increased by +17.01%
Sep 30, 24
14 Legal & General Group PLC 2.15M (0.99%) 27.85K
Increased by +1.30%
Sep 30, 24
15 Northern Trust Corp 2.08M (0.96%) -83.49K
Decreased by -4.01%
Sep 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 Goldman Sachs Group Inc 1.78M (0.82%) 218.84K
Increased by +12.31%
Sep 30, 24
19 Bank of New York Mellon Corp 1.74M (0.80%) -45.22K
Decreased by -2.60%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 1.73M (0.80%) 116.13K
Increased by +6.72%
Sep 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™ 5.67M (2.61%) 12.30K
Increased by +0.22%
Nov 30, 24
4 Vanguard Mid Cap Index Institutional 4.72M (2.18%) 8.48K
Increased by +0.18%
Oct 31, 24
5 SPDR® S&P 500® ETF Trust 2.75M (1.27%) 16.24K
Increased by +0.59%
Nov 30, 24
6 Fidelity 500 Index 2.73M (1.26%) -4.48K
Decreased by -0.16%
Oct 31, 24
7 SPDR® S&P 500 ETF Trust 2.70M (1.24%) -21.01K
Decreased by -0.78%
Mar 31, 24
8 SPDR® S&P Dividend ETF 2.62M (1.21%) 0.00
Increased by 0.00%
Nov 30, 24
9 Fidelity® 500 Index 2.61M (1.20%) 16.63K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 2.52M (1.16%) 0.00
Increased by 0.00%
Nov 30, 24
11 iShares Select Dividend ETF 2.03M (0.93%) 0.00
Increased by 0.00%
Nov 30, 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 1.69M (0.78%) -1.43K
Decreased by -0.08%
Nov 29, 24
15 The Financial Select Sector SPDR® ETF 1.66M (0.76%) 7.28K
Increased by +0.44%
Nov 30, 24
16 Vanguard Mid-Cap Value ETF 1.53M (0.71%) 6.83K
Increased by +0.45%
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 1.32M (0.61%) 1.81K
Increased by +0.14%
Nov 29, 24
20 State St S&P 500® Indx SL Cl III 1.08M (0.50%) -600.00
Decreased by -0.06%
Nov 30, 24