Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DJD 11.89%
2 HDLV 9.95%
3 SPDG 9.71%
4 HDLB 9.25%
5 FDL 8.73%
6 HDV 6.33%
7 DIVZ 6.21%
8 PRVS 5.17%
9 XUDV 5.04%
10 FCOM 5.03%
11 GBLO 4.94%
12 RSPC 4.85%
13 TBG 4.82%
14 VOX 4.81%
15 XTL 4.67%
16 WBIY 4.67%
17 XLC 4.65%
18 EWCO 4.64%
19 GBDV 4.52%
20 IXP 4.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 363.82M (8.64%) 5.70M
Increased by +1.57%
Dec 31, 24
2 BlackRock Inc 348.39M (8.28%) 6.48M
Increased by +1.86%
Dec 31, 24
3 State Street Corp 189.96M (4.51%) 5.44M
Increased by +2.86%
Dec 31, 24
4 State Street Corporation 184.63M (4.39%) 1.44M
Increased by +0.78%
Mar 31, 24
5 Charles Schwab Investment Management Inc 108.69M (2.58%) 7.42M
Increased by +6.83%
Dec 31, 24
6 Geode Capital Management, LLC 96.82M (2.30%) 998.85K
Increased by +1.03%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 67.60M (1.61%) -10.04M
Decreased by -14.85%
Dec 31, 24
8 NORGES BANK 57.54M (1.37%) 2.07M
Increased by +3.61%
Dec 31, 24
9 Northern Trust Corp 45.04M (1.07%) 4.95M
Increased by +10.99%
Dec 31, 24
10 UBS Asset Mgmt Americas Inc 38.89M (0.92%) 4.57M
Increased by +11.75%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 36.85M (0.88%) 990.77K
Increased by +2.69%
Dec 31, 24
12 JPMorgan Chase & Co 31.57M (0.75%) -33.54M
Decreased by -106.24%
Dec 31, 24
13 Bank of America Corp 29.34M (0.70%) -4.40M
Decreased by -15.00%
Dec 31, 24
14 FMR Inc 28.52M (0.68%) -556.08K
Decreased by -1.95%
Dec 31, 24
15 Royal Bank of Canada 27.42M (0.65%) 1.50M
Increased by +5.46%
Dec 31, 24
16 Legal & General Group PLC 27.31M (0.65%) -1.79M
Decreased by -6.57%
Dec 31, 24
17 Bank of New York Mellon Corp 26.80M (0.64%) -566.69K
Decreased by -2.11%
Dec 31, 24
18 Goldman Sachs Group Inc 26.13M (0.62%) 5.76M
Increased by +22.05%
Dec 31, 24
19 Amundi 25.23M (0.60%) 6.15M
Increased by +24.39%
Dec 31, 24
20 GQG Partners LLC 24.74M (0.59%) 24.74M
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 120.01M (2.85%) 101.33K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 119.50M (2.84%) 418.25K
Increased by +0.35%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 117.00M (2.78%) 251.78K
Increased by +0.22%
Mar 31, 25
4 Schwab US Dividend Equity ETF™ 65.15M (1.55%) 51.44K
Increased by +0.08%
Mar 29, 25
5 Fidelity 500 Index 52.72M (1.25%) 234.82K
Increased by +0.45%
Feb 28, 25
6 SPDR® S&P 500 ETF 52.39M (1.24%) -766.94K
Decreased by -1.46%
Mar 31, 25
7 iShares Core S&P 500 ETF 51.36M (1.22%) 148.80K
Increased by +0.29%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 51.00M (1.21%) -267.19K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 50.42M (1.20%) -846.11K
Decreased by -1.68%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 49.71M (1.18%) 112.32K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 48.99M (1.16%) 311.75K
Increased by +0.64%
Nov 30, 23
12 Performer (AFRIS) 36.65M (0.87%) 36.65M
Increased by +100.00%
Feb 29, 24
13 Vanguard Value Index Inv 33.23M (0.79%) 510.73K
Increased by +1.54%
Mar 31, 25
14 Vanguard Institutional Index I 25.91M (0.62%) -189.71K
Decreased by -0.73%
Mar 31, 25
15 State St S&P 500® Indx SL Cl III 21.71M (0.52%) 1.36M
Increased by +6.24%
Mar 31, 25
16 The Comm Svcs Sel Sect SPDR® ETF 21.42M (0.51%) -86.75K
Decreased by -0.41%
Mar 31, 25
17 Communication Services Sel Sect SPDR®ETF 19.37M (0.46%) -13.31K
Decreased by -0.07%
Apr 30, 24
18 iShares Core High Dividend ETF 16.81M (0.40%) 17.84K
Increased by +0.11%
Jun 28, 24
19 Vanguard High Dividend Yield ETF 16.04M (0.38%) -1.36M
Decreased by -8.47%
Mar 31, 25
20 Blackrock Eq Idx Fund CF 15.72M (0.37%) -47.49K
Decreased by -0.30%
Mar 31, 25