Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDIV 5.13%
2 WBIY 4.69%
3 UTRN 3.96%
4 FEMA 2.39%
5 FIXT 2.39%
6 JHMC 2.29%
7 PEY 2.25%
8 VLLU 2.22%
9 DEF 2.05%
10 SDOG 1.96%
11 STNC 1.94%
12 UPGD 1.94%
13 RYJ 1.87%
14 RNDV 1.87%
15 KNGZ 1.87%
16 HCOW 1.87%
17 POWA 1.86%
18 RCD 1.84%
19 RSPD 1.84%
20 VCLN 1.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.88M (12.77%) -294.67K
Decreased by -1.18%
Mar 31, 25
2 Vanguard Group Inc 22.98M (11.79%) -6.87K
Decreased by -0.03%
Mar 31, 25
3 State Street Corporation 13.79M (7.08%) 3.27M
Increased by +23.70%
Mar 31, 24
4 State Street Corp 13.14M (6.74%) -953.06K
Decreased by -7.26%
Mar 31, 25
5 JPMorgan Chase & Co 7.52M (3.86%) 1.02M
Increased by +13.57%
Mar 31, 25
6 Charles Schwab Investment Management Inc 6.97M (3.58%) 408.61K
Increased by +5.86%
Mar 31, 25
7 Geode Capital Management, LLC 5.09M (2.61%) -994.00
Decreased by -0.02%
Mar 31, 25
8 Amvescap Plc. 3.93M (2.01%) 234.67K
Increased by +5.98%
Mar 31, 25
9 Bank of New York Mellon Corp 3.46M (1.78%) -362.34K
Decreased by -10.47%
Mar 31, 25
10 Raymond James & Associates 3.44M (1.77%) 62.45K
Increased by +1.82%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 3.28M (1.69%) -463.41K
Decreased by -14.11%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 3.26M (1.67%) 105.71K
Increased by +3.24%
Mar 31, 25
13 T. Rowe Price Associates, Inc. 2.96M (1.52%) -2.75M
Decreased by -92.98%
Dec 31, 23
14 Amundi 2.78M (1.43%) -344.05K
Decreased by -12.38%
Mar 31, 25
15 UBS Asset Mgmt Americas Inc 2.59M (1.33%) -11.42K
Decreased by -0.44%
Mar 31, 25
16 Goldman Sachs Group Inc 2.58M (1.32%) 170.72K
Increased by +6.62%
Mar 31, 25
17 Northern Trust Corp 2.57M (1.32%) -367.93K
Decreased by -14.29%
Mar 31, 25
18 AQR Capital Management LLC 2.51M (1.29%) 671.41K
Increased by +26.74%
Mar 31, 25
19 NORGES BANK 2.07M (1.06%) -416.36K
Decreased by -20.07%
Dec 31, 24
20 D. E. Shaw & Co LP 1.98M (1.01%) -770.52K
Decreased by -38.97%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.17M (3.17%) 102.63K
Increased by +1.66%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 6.15M (3.15%) 4.44K
Increased by +0.07%
Sep 30, 24
3 Schwab US Dividend Equity ETF™ 5.58M (2.86%) 3.85K
Increased by +0.07%
May 31, 25
4 Vanguard Institutional 500 Index Trust 5.49M (2.82%) 88.44K
Increased by +1.61%
Apr 30, 25
5 Vanguard Mid Cap Index Institutional 4.18M (2.15%) 39.85K
Increased by +0.95%
Apr 30, 25
6 JPM US Equity Income-MA 3.91M (2.00%) 3.90M
Increased by +99.90%
Sep 30, 23
7 JPM US Equity Income-Composite 3.50M (1.80%) -251.88K
Decreased by -7.20%
Mar 31, 24
8 iShares Select Dividend ETF 3.47M (1.78%) 0.00
Increased by 0.00%
May 31, 25
9 Pacer US Cash Cows 100 ETF 2.70M (1.39%) 0.00
Increased by 0.00%
May 30, 24
10 SPDR® S&P Dividend ETF 2.50M (1.28%) -853.00
Decreased by -0.03%
May 31, 25
11 Fidelity 500 Index 2.44M (1.25%) 3.02K
Increased by +0.12%
Apr 30, 25
12 SPDR® S&P 500 ETF 2.43M (1.25%) -36.11K
Decreased by -1.49%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 2.37M (1.21%) -12.31K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 2.34M (1.20%) -10.37K
Decreased by -0.44%
May 31, 25
15 SPDR® S&P 500 ETF Trust 2.32M (1.19%) 15.96K
Increased by +0.69%
May 30, 24
16 Fidelity® 500 Index 2.26M (1.16%) 14.40K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 2.25M (1.16%) 0.00
Increased by 0.00%
May 31, 25
18 iShares MSCI USA Quality Factor ETF 2.13M (1.09%) 0.00
Increased by 0.00%
May 31, 25
19 Invesco S&P 500® Equal Weight ETF 1.90M (0.97%) 6.39K
Increased by +0.34%
May 30, 25
20 JPMorgan Equity Income I 1.90M (0.97%) -1.60M
Decreased by -84.39%
Apr 30, 24