Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 COMT 1000.00%
3 CUT 4.66%
4 ADPV 4.54%
5 TPMN 4.01%
6 UTRN 4.00%
7 RSPM 3.55%
8 RTM 3.55%
9 PID 3.31%
10 MDPL 2.98%
11 XLB 2.73%
12 BEEX 2.16%
13 FDV 2.11%
14 HEJD 2.07%
15 SPHD 2.05%
16 RDIV 2.00%
17 UYM 1.95%
18 SNPD 1.89%
19 UPGD 1.84%
20 RYJ 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 104.16M (4.54%) 3.39M
Increased by +3.25%
Mar 31, 25
2 State Street Corporation 94.03M (4.10%) -583.33K
Decreased by -0.62%
Mar 31, 24
3 State Street Corp 91.72M (4.00%) -177.64K
Decreased by -0.19%
Mar 31, 25
4 M&G PLC 69.38M (3.02%) 10.01M
Increased by +14.43%
Mar 31, 25
5 Vanguard Group Inc 68.11M (2.97%) 9.12M
Increased by +13.39%
Mar 31, 25
6 Charles Schwab Investment Management Inc 49.83M (2.17%) 3.78M
Increased by +7.58%
Mar 31, 25
7 Geode Capital Management, LLC 37.90M (1.65%) 1.04M
Increased by +2.75%
Mar 31, 25
8 UBS Group AG 33.47M (1.46%) 20.13M
Increased by +60.13%
Mar 31, 25
9 Amvescap Plc. 33.31M (1.45%) 2.89M
Increased by +8.67%
Mar 31, 25
10 Wellington Management Company LLP 30.71M (1.34%) 2.74M
Increased by +8.91%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 19.19M (0.84%) 490.83K
Increased by +2.56%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 19.01M (0.83%) 3.60M
Increased by +18.94%
Mar 31, 25
13 Federated Hermes Inc 18.75M (0.82%) 916.74K
Increased by +4.89%
Mar 31, 25
14 Two Sigma Advisers, LLC 18.30M (0.80%) 16.06M
Increased by +87.75%
Mar 31, 25
15 ProShare Advisors LLC 17.09M (0.74%) -613.77K
Decreased by -3.59%
Jun 30, 25
16 Two Sigma Investments LLC 15.34M (0.67%) 14.38M
Increased by +93.75%
Mar 31, 25
17 T. Rowe Price Associates, Inc. 12.64M (0.55%) 151.03K
Increased by +1.19%
Mar 31, 25
18 Northern Trust Corp 12.38M (0.54%) 49.66K
Increased by +0.40%
Mar 31, 25
19 Bank of New York Mellon Corp 10.61M (0.46%) 2.75M
Increased by +25.89%
Mar 31, 25
20 Marshall Wace Asset Management Ltd 9.89M (0.43%) 1.19M
Increased by +12.06%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Schwab US Dividend Equity ETF™ 65.13M (2.84%) -11.23K
Decreased by -0.02%
Jul 31, 25
2 Vanguard 500 Index Investor 65.05M (2.83%) 36.90K
Increased by +0.06%
Jun 30, 25
3 Vanguard Institutional 500 Index Trust 65.01M (2.83%) 516.80K
Increased by +0.79%
May 31, 25
4 FullerThaler Behavioral Small-Cap Value 30.32M (1.32%) 1.05M
Increased by +3.46%
Jun 30, 25
5 Undiscovered Managers Behavioral Val L 29.11M (1.27%) 1.01M
Increased by +3.47%
Jun 30, 25
6 Fidelity 500 Index 29.03M (1.27%) 207.11K
Increased by +0.71%
Jun 30, 25
7 SPDR® S&P 500® ETF 28.03M (1.22%) 119.79K
Increased by +0.43%
Jul 31, 25
8 iShares Core S&P 500 ETF 27.37M (1.19%) 124.48K
Increased by +0.45%
Jul 31, 25
9 M&G (Lux) Glb Dividend CI USD Acc 26.67M (1.16%) 539.16K
Increased by +2.02%
Jun 30, 25
10 Hartford Dividend and Growth Y 25.58M (1.11%) 0.00
Increased by 0.00%
Jun 30, 25
11 SPDR® S&P Dividend ETF 23.27M (1.01%) 7.06M
Increased by +30.35%
Jul 31, 25
12 Vanguard Small Cap Index 19.95M (0.87%) 0.00
Increased by 0.00%
May 31, 25
13 SPDR® S&P 500 ETF 18.03M (0.79%) -263.96K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 17.55M (0.77%) -91.69K
Decreased by -0.52%
Mar 31, 25
15 The Materials Select Sector SPDR® ETF 17.39M (0.76%) 100.91K
Increased by +0.58%
Jul 31, 25
16 SPDR® S&P 500 ETF Trust 17.09M (0.74%) 38.61K
Increased by +0.23%
Apr 30, 24
17 M&G Global Dividend GBP I Acc 17.05M (0.74%) 713.35K
Increased by +4.18%
Jun 30, 25
18 Fidelity® 500 Index 17.04M (0.74%) 135.73K
Increased by +0.80%
Oct 31, 23
19 ProShares S&P 500 Dividend Aristocrats 16.43M (0.72%) 0.00
Increased by 0.00%
Jul 31, 25
20 Invesco S&P 500® Equal Weight ETF 15.42M (0.67%) 4.29K
Increased by +0.03%
Jul 31, 25