Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLV 9.95%
2 DJD 9.70%
3 HDLB 9.25%
4 FDL 7.74%
5 SPDG 6.83%
6 HDV 6.33%
7 DIVZ 5.42%
8 GBLO 4.94%
9 EWCO 4.64%
10 WBIY 4.55%
11 GBDV 4.52%
12 DIP 4.46%
13 RSPC 4.38%
14 JHCS 4.37%
15 XLC 4.34%
16 IXP 4.05%
17 UTRN 4.02%
18 XTL 3.92%
19 VOX 3.90%
20 PXQ 3.79%

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 341.91M (8.13%) -6.96M
Decreased by -2.04%
Sep 30, 24
3 State Street Corporation 184.63M (4.39%) 1.44M
Increased by +0.78%
Mar 31, 24
4 State Street Corp 184.52M (4.39%) -835.16K
Decreased by -0.45%
Sep 30, 24
5 Charles Schwab Investment Management Inc 101.27M (2.41%) 5.94M
Increased by +5.86%
Sep 30, 24
6 Geode Capital Management, LLC 95.82M (2.28%) 2.08M
Increased by +2.17%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 77.63M (1.85%) -73.69M
Decreased by -94.92%
Sep 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 Goldman Sachs Group Inc 37.11M (0.88%) 22.23M
Increased by +59.89%
Dec 31, 23
11 Legal & General Group PLC 36.76M (0.87%) -1.59M
Decreased by -4.34%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 35.86M (0.85%) 298.58K
Increased by +0.83%
Sep 30, 24
13 UBS Asset Mgmt Americas Inc 34.32M (0.82%) -39.94K
Decreased by -0.12%
Sep 30, 24
14 Bank of America Corp 33.74M (0.80%) -1.65M
Decreased by -4.89%
Sep 30, 24
15 JPMorgan Chase & Co 32.27M (0.77%) -638.65K
Decreased by -1.98%
Sep 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 27.37M (0.65%) -758.15K
Decreased by -2.77%
Sep 30, 24
18 Royal Bank of Canada 25.92M (0.62%) 1.03M
Increased by +3.96%
Sep 30, 24
19 Amundi 25.45M (0.61%) 6.00M
Increased by +23.56%
Jun 30, 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 Total Stock Mkt Idx Inv 118.77M (2.83%) -341.82K
Decreased by -0.29%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 114.00M (2.71%) 820.92K
Increased by +0.72%
Dec 31, 24
3 Schwab US Dividend Equity ETF™ 64.48M (1.53%) 68.59K
Increased by +0.11%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 52.93M (1.26%) 611.57K
Increased by +1.16%
Dec 31, 24
5 Fidelity 500 Index 52.02M (1.24%) 353.43K
Increased by +0.68%
Nov 30, 24
6 SPDR® S&P 500 ETF Trust 49.71M (1.18%) 112.32K
Increased by +0.23%
Apr 30, 24
7 iShares Core S&P 500 ETF 49.43M (1.18%) 34.75K
Increased by +0.07%
Dec 31, 24
8 Fidelity® 500 Index 48.99M (1.17%) 311.75K
Increased by +0.64%
Nov 30, 23
9 Performer (AFRIS) 36.65M (0.87%) 36.65M
Increased by +100.00%
Feb 29, 24
10 Vanguard Value Index Inv 32.28M (0.77%) -141.16K
Decreased by -0.44%
Dec 31, 24
11 Vanguard Institutional Index I 26.57M (0.63%) -78.87K
Decreased by -0.30%
Dec 31, 24
12 The Comm Svcs Sel Sect SPDR® ETF 22.62M (0.54%) -38.18K
Decreased by -0.17%
Dec 31, 24
13 State St S&P 500® Indx SL Cl III 20.22M (0.48%) -177.81K
Decreased by -0.88%
Dec 31, 24
14 Communication Services Sel Sect SPDR®ETF 19.37M (0.46%) -13.31K
Decreased by -0.07%
Apr 30, 24
15 Vanguard High Dividend Yield ETF 17.62M (0.42%) 227.96K
Increased by +1.29%
Dec 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 15.77M (0.38%) -156.32K
Decreased by -0.99%
Dec 31, 24
18 Blackrock Russ 1000 Eq Idx Composite 13.09M (0.31%) 271.26K
Increased by +2.07%
Sep 30, 24
19 Russell 1000 Index Fund 12.94M (0.31%) 16.87K
Increased by +0.13%
Dec 31, 24
20 American Funds Washington Mutual A 11.50M (0.27%) 4.61M
Increased by +40.09%
Dec 31, 24