Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DJD 10.18%
2 HDLV 9.95%
3 HDLB 9.25%
4 FDL 7.49%
5 SPDG 7.12%
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 VOX 4.31%
14 DIVZ 4.27%
15 SIXH 4.13%
16 UTRN 3.97%
17 SCHD 3.89%
18 FCOM 3.89%
19 TBG 3.86%
20 SIXA 3.82%

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 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 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™ 61.60M (1.47%) 133.60K
Increased by +0.22%
Nov 30, 24
4 SPDR® S&P 500® ETF Trust 51.99M (1.24%) 307.27K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 51.66M (1.23%) -84.88K
Decreased by -0.16%
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 47.58M (1.13%) 0.00
Increased by 0.00%
Nov 30, 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 20.40M (0.49%) -10.40K
Decreased by -0.05%
Nov 30, 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 18.19M (0.43%) 17.61K
Increased by +0.10%
Nov 29, 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 Blackrock Russ 1000 Eq Idx Composite 13.09M (0.31%) 271.26K
Increased by +2.07%
Sep 30, 24
19 Russell 1000 Index Fund 12.93M (0.31%) -283.87K
Decreased by -2.20%
Nov 30, 24
20 Parnassus Core Equity Investor 11.10M (0.26%) -274.26K
Decreased by -2.47%
Oct 31, 24