Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DJD 11.53%
2 HDLV 9.95%
3 SPDG 9.34%
4 HDLB 9.25%
5 FDL 8.40%
6 HDV 6.33%
7 DIVZ 6.16%
8 WBIY 5.98%
9 XUDV 5.11%
10 GBLO 4.94%
11 FCOM 4.86%
12 XLC 4.78%
13 RSPC 4.73%
14 EWCO 4.64%
15 TBG 4.63%
16 IXP 4.54%
17 GBDV 4.52%
18 DIP 4.46%
19 XTL 4.37%
20 JHCS 4.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 363.82M (8.65%) 5.70M
Increased by +1.57%
Dec 31, 24
2 BlackRock Inc 348.39M (8.29%) 6.48M
Increased by +1.86%
Dec 31, 24
3 State Street Corp 189.96M (4.52%) 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 (2.59%) 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 (0.93%) 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 Total Stock Mkt Idx Inv 119.50M (2.84%) 418.25K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 116.74M (2.78%) 786.26K
Increased by +0.67%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 66.68M (1.59%) 55.51K
Increased by +0.08%
Feb 28, 25
4 Fidelity 500 Index 52.49M (1.25%) 231.60K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 52.05M (1.24%) -348.40K
Decreased by -0.67%
Feb 28, 25
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 49.45M (1.18%) -2.48K
Decreased by -0.01%
Feb 28, 25
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 32.72M (0.78%) 214.49K
Increased by +0.66%
Feb 28, 25
11 Vanguard Institutional Index I 26.10M (0.62%) -308.90K
Decreased by -1.18%
Feb 28, 25
12 The Comm Svcs Sel Sect SPDR® ETF 23.82M (0.57%) -10.93K
Decreased by -0.05%
Feb 28, 25
13 State St S&P 500® Indx SL Cl III 20.36M (0.48%) 15.20K
Increased by +0.07%
Feb 28, 25
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 17.40M (0.41%) -155.61K
Decreased by -0.89%
Feb 28, 25
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 SPDR® S&P Dividend ETF 14.10M (0.34%) -14.21K
Decreased by -0.10%
Feb 28, 25
19 Russell 1000 Index Fund 13.16M (0.31%) 216.29K
Increased by +1.64%
Feb 28, 25
20 Blackrock Russ 1000 Eq Idx Composite 13.03M (0.31%) -51.34K
Decreased by -0.39%
Dec 31, 24