Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DJD 10.51%
2 HDLV 9.95%
3 HDLB 9.25%
4 FDL 7.63%
5 SPDG 7.54%
6 HDV 6.33%
7 GBLO 4.94%
8 WBIY 4.77%
9 EWCO 4.64%
10 GBDV 4.52%
11 DIP 4.46%
12 JHCS 4.37%
13 DIVZ 4.29%
14 VOX 4.28%
15 UTRN 4.20%
16 FCOM 4.13%
17 TIME 4.02%
18 SIXA 4.00%
19 TBG 3.99%
20 RSPC 3.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 358.13M (8.52%) 4.09M
Increased by +1.14%
Sep 30, 24
2 BlackRock Inc 348.87M (8.30%) 7.41M
Increased by +2.12%
Jun 30, 24
3 State Street Corp 185.35M (4.41%) 721.15K
Increased by +0.39%
Jun 30, 24
4 State Street Corporation 184.63M (4.39%) 1.44M
Increased by +0.78%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 151.32M (3.60%) -5.43M
Decreased by -3.59%
Jun 30, 24
6 Charles Schwab Investment Management Inc 101.27M (2.41%) 5.94M
Increased by +5.86%
Sep 30, 24
7 Geode Capital Management, LLC 93.74M (2.23%) 2.85M
Increased by +3.04%
Jun 30, 24
8 NORGES BANK 55.46M (1.32%) 5.54M
Increased by +9.98%
Jun 30, 24
9 Northern Trust Corp 40.09M (0.95%) -1.78M
Decreased by -4.45%
Sep 30, 24
10 Legal & General Group PLC 38.36M (0.91%) 1.11M
Increased by +2.89%
Jun 30, 24
11 Goldman Sachs Group Inc 37.11M (0.88%) 22.23M
Increased by +59.89%
Dec 31, 23
12 Dimensional Fund Advisors, Inc. 35.86M (0.85%) 298.58K
Increased by +0.83%
Sep 30, 24
13 Bank of America Corp 35.39M (0.84%) -7.67M
Decreased by -21.67%
Jun 30, 24
14 UBS Asset Mgmt Americas Inc 34.32M (0.82%) -39.94K
Decreased by -0.12%
Sep 30, 24
15 JPMorgan Chase & Co 32.91M (0.78%) -1.00M
Decreased by -3.05%
Jun 30, 24
16 FMR Inc 29.07M (0.69%) 565.84K
Increased by +1.95%
Sep 30, 24
17 Bank of New York Mellon Corp 28.13M (0.67%) -454.50K
Decreased by -1.62%
Jun 30, 24
18 Amvescap Plc. 26.65M (0.63%) 230.24K
Increased by +0.86%
Jun 30, 24
19 Amundi 25.45M (0.61%) 6.00M
Increased by +23.56%
Jun 30, 24
20 Royal Bank of Canada 24.89M (0.59%) -1.15M
Decreased by -4.62%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 119.58M (2.84%) -426.33K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 111.57M (2.65%) 1.31M
Increased by +1.18%
Oct 31, 24
3 Schwab US Dividend Equity ETF™ 59.87M (1.42%) 53.28K
Increased by +0.09%
Oct 31, 24
4 Fidelity 500 Index 51.75M (1.23%) -109.43K
Decreased by -0.21%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 51.27M (1.22%) 216.05K
Increased by +0.42%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 49.71M (1.18%) 112.32K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 48.99M (1.17%) 311.75K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 46.86M (1.11%) 72.12K
Increased by +0.15%
Oct 31, 24
9 Performer (AFRIS) 36.65M (0.87%) 36.65M
Increased by +100.00%
Feb 29, 24
10 Vanguard Value Index Inv 32.14M (0.76%) 100.02K
Increased by +0.31%
Oct 31, 24
11 Vanguard Institutional Index I 26.75M (0.64%) -11.16K
Decreased by -0.04%
Oct 31, 24
12 State St S&P 500® Indx SL Cl III 20.41M (0.49%) 59.20K
Increased by +0.29%
Oct 31, 24
13 Communication Services Sel Sect SPDR®ETF 19.37M (0.46%) -13.31K
Decreased by -0.07%
Apr 30, 24
14 The Comm Svcs Sel Sect SPDR® ETF 17.77M (0.42%) 13.21K
Increased by +0.07%
Oct 31, 24
15 Vanguard High Dividend Yield ETF 17.35M (0.41%) 57.97K
Increased by +0.33%
Oct 31, 24
16 iShares Core High Dividend ETF 16.81M (0.40%) 17.84K
Increased by +0.11%
Jun 28, 24
17 Blackrock Eq Idx Fund CF 15.93M (0.38%) 1.02M
Increased by +6.43%
Sep 30, 24
18 Russell 1000 Index Fund 13.21M (0.31%) 143.83K
Increased by +1.09%
Oct 31, 24
19 Blackrock Russ 1000 Eq Idx Composite 13.09M (0.31%) 271.26K
Increased by +2.07%
Sep 30, 24
20 Parnassus Core Equity Investor 11.10M (0.26%) -274.26K
Decreased by -2.47%
Oct 31, 24