Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVZ 4.79%
2 FORH 3.94%
3 VICE 3.14%
4 ACT_old 3.00%
5 DSTX 2.02%
6 ALFI 1.49%
7 JUNE_old 0.85%
8 FVD 0.51%
9 PTIN 0.41%
10 QWLD 0.04%
11 DFIV 0.02%
12 DFAX 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 22.33M (1.12%) -631.76K
Decreased by -2.83%
Sep 30, 23
2 BlackRock Inc 18.77M (0.94%) 2.09M
Increased by +11.13%
Sep 30, 23
3 Capital Research Global Investors 11.06M (0.56%) 1.21M
Increased by +10.98%
Sep 30, 23
4 Morgan Stanley - Brokerage Accounts 8.13M (0.41%) -668.95K
Decreased by -8.23%
Sep 30, 23
5 Orbis Allan Gray Ltd 6.72M (0.34%) -1.20M
Decreased by -17.91%
Sep 30, 23
6 Bank of America Corp 5.10M (0.26%) -225.76K
Decreased by -4.43%
Sep 30, 23
7 Capital World Investors 3.83M (0.19%) 889.49K
Increased by +23.25%
Sep 30, 23
8 Federated Hermes Inc 3.33M (0.17%) -272.50K
Decreased by -8.17%
Sep 30, 23
9 Newport Trust Co. 3.32M (0.17%) -14.53K
Decreased by -0.44%
Sep 30, 23
10 JPMorgan Chase & Co 2.87M (0.14%) -745.09K
Decreased by -26.00%
Sep 30, 23
11 Wells Fargo & Co 2.70M (0.14%) 78.26K
Increased by +2.90%
Sep 30, 23
12 Raymond James & Associates 2.66M (0.13%) 150.64K
Increased by +5.66%
Sep 30, 23
13 Two Sigma Advisers, LLC 2.32M (0.12%) -335.90K
Decreased by -14.51%
Sep 30, 23
14 Goldman Sachs Group Inc 2.31M (0.12%) 489.01K
Increased by +21.16%
Sep 30, 23
15 Amvescap Plc. 2.27M (0.11%) -66.25K
Decreased by -2.92%
Sep 30, 23
16 Grantham, Mayo, Van Otterloo & Co., LLC 2.12M (0.11%) 593.03K
Increased by +28.04%
Sep 30, 23
17 Two Sigma Investments LLC 1.94M (0.10%) -799.95K
Decreased by -41.18%
Sep 30, 23
18 Royal Bank of Canada 1.83M (0.09%) 59.58K
Increased by +3.26%
Sep 30, 23
19 Natixis Advisors, LLC. 1.82M (0.09%) 511.93K
Increased by +28.08%
Sep 30, 23
20 Northern Trust Corp 1.68M (0.08%) 215.47K
Increased by +12.86%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 11.72M (0.59%) 1.17M
Increased by +9.98%
Sep 30, 23
2 Capital Group American Mutual Comp 11.72M (0.59%) 1.17M
Increased by +9.98%
Sep 30, 23
3 American Funds Washington Mutual A 9.59M (0.48%) -26.01K
Decreased by -0.27%
Sep 30, 23
4 Capital Group Wash Mutual Invtrs Comp 9.59M (0.48%) -26.01K
Decreased by -0.27%
Sep 30, 23
5 BlackRock Equity Dividend Instl 8.09M (0.41%) -136.18K
Decreased by -1.68%
Nov 30, 23
6 American Funds Capital Income Bldr A 5.34M (0.27%) 0.00
Increased by 0.00%
Sep 30, 23
7 American Funds American Balanced A 2.85M (0.14%) 0.00
Increased by 0.00%
Sep 30, 23
8 Orbis Global Equity Investor 2.29M (0.12%) -605.39K
Decreased by -26.45%
Sep 30, 23
9 Invesco OFI Large Cap Core 2.02M (0.10%) 36.88K
Increased by +1.83%
Sep 30, 23
10 BlackRock Large Cap Focus Value Instl 1.36M (0.07%) -16.28K
Decreased by -1.20%
Nov 30, 23
11 ICICI Pru Value Discovery Gr 1.30M (0.07%) 369.76K
Increased by +28.34%
Dec 31, 23
12 BlackRock Equity Dividend F 1.29M (0.07%) 50.67K
Increased by +3.92%
Dec 31, 23
13 Pacer Global Cash Cows Dividend ETF 1.13M (0.06%) 4.12K
Increased by +0.37%
Dec 29, 23
14 American Funds IS® Asset Allocation 1 882.00K (0.04%) -527.48K
Decreased by -59.81%
Sep 30, 23
15 BlackRock Enhanced Equity Div 753.01K (0.04%) 60.06K
Increased by +7.98%
Sep 30, 23
16 Orbis SICAV Intl Eq Inv 728.51K (0.04%) 102.00K
Increased by +14.00%
Jun 30, 23
17 Schafer Cullen Int'l High Dividend ADR 702.00K (0.04%) 28.11K
Increased by +4.00%
Sep 30, 23
18 Pacer Dev Mkts Intl Csh Cows 100 ETF 697.41K (0.04%) 0.00
Increased by 0.00%
Dec 29, 23
19 Orbis SICAV Global Equity Inv 599.93K (0.03%) -31.21K
Decreased by -5.20%
Jun 30, 23
20 American Funds® IS Washington Mut Inv 2 590.37K (0.03%) -14.04K
Decreased by -2.38%
Sep 30, 23