Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDIV 5.86%
2 UTRN 3.96%
3 XUDV 3.11%
4 PEY 2.51%
5 FIXT 2.39%
6 FEMA 2.39%
7 RSPD 2.29%
8 JHMC 2.29%
9 RCD 2.28%
10 POWA 2.25%
11 SPDV 2.23%
12 SDOG 2.22%
13 RNDV 2.14%
14 KNGZ 2.14%
15 RYJ 2.10%
16 UPGD 2.09%
17 SNPD 2.07%
18 WBIG 2.06%
19 DEF 2.05%
20 HCOW 2.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.02M (12.84%) 144.65K
Increased by +0.58%
Jun 30, 25
2 Vanguard Group Inc 23.40M (12.01%) 419.31K
Increased by +1.79%
Jun 30, 25
3 State Street Corporation 13.79M (7.08%) 3.27M
Increased by +23.70%
Mar 31, 24
4 State Street Corp 13.63M (7.00%) 496.21K
Increased by +3.64%
Jun 30, 25
5 Charles Schwab Investment Management Inc 7.04M (3.61%) 69.53K
Increased by +0.99%
Jun 30, 25
6 JPMorgan Chase & Co 5.41M (2.78%) -2.11M
Decreased by -39.02%
Jun 30, 25
7 Geode Capital Management, LLC 5.04M (2.59%) -47.04K
Decreased by -0.93%
Jun 30, 25
8 Amvescap Plc. 4.55M (2.33%) 621.86K
Increased by +13.67%
Jun 30, 25
9 AQR Capital Management LLC 3.50M (1.80%) 991.14K
Increased by +28.31%
Jun 30, 25
10 Raymond James & Associates 3.44M (1.77%) 62.45K
Increased by +1.82%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 3.26M (1.68%) 1.45K
Increased by +0.04%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 3.13M (1.60%) -157.59K
Decreased by -5.04%
Jun 30, 25
13 UBS Asset Mgmt Americas Inc 3.00M (1.54%) 407.98K
Increased by +13.59%
Jun 30, 25
14 T. Rowe Price Associates, Inc. 2.96M (1.52%) -2.75M
Decreased by -92.98%
Dec 31, 23
15 Amundi 2.81M (1.44%) 35.57K
Increased by +1.26%
Jun 30, 25
16 D. E. Shaw & Co LP 2.76M (1.42%) -174.50K
Decreased by -6.32%
Jun 30, 25
17 Northern Trust Corp 2.74M (1.41%) 162.89K
Increased by +5.95%
Jun 30, 25
18 NORGES BANK 2.56M (1.31%) 485.20K
Increased by +18.95%
Jun 30, 25
19 Goldman Sachs Group Inc 2.48M (1.27%) -99.63K
Decreased by -4.02%
Jun 30, 25
20 UBS Group AG 2.03M (1.04%) 521.30K
Increased by +25.64%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.15M (3.16%) 4.44K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.99M (3.07%) -138.82K
Decreased by -2.32%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 5.53M (2.84%) 35.09K
Increased by +0.63%
May 31, 25
4 Schwab US Dividend Equity ETF™ 5.47M (2.81%) 1.16K
Increased by +0.02%
Aug 30, 25
5 Vanguard 500 Index Investor 4.77M (2.45%) -698.80K
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 4.25M (2.18%) 45.79K
Increased by +1.08%
Jul 31, 25
7 JPM US Equity Income-MA 3.91M (2.01%) 3.90M
Increased by +99.90%
Sep 30, 23
8 JPM US Equity Income-Composite 3.50M (1.80%) -251.88K
Decreased by -7.20%
Mar 31, 24
9 iShares Select Dividend ETF 3.45M (1.77%) 0.00
Increased by 0.00%
Aug 31, 25
10 Fidelity 500 Index 2.44M (1.25%) 1.04K
Increased by +0.04%
Jul 31, 25
11 SPDR® S&P 500 ETF 2.43M (1.25%) -36.11K
Decreased by -1.49%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 2.37M (1.22%) -12.31K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 2.33M (1.20%) 28.59K
Increased by +1.23%
Aug 31, 25
14 iShares Core S&P 500 ETF 2.32M (1.19%) 0.00
Increased by 0.00%
Aug 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 MSCI USA Quality Factor ETF 2.13M (1.09%) 0.00
Increased by 0.00%
Aug 31, 25
18 SPDR® S&P Dividend ETF 2.06M (1.06%) 0.00
Increased by 0.00%
Aug 31, 25
19 Invesco S&P 500® Equal Weight ETF 1.95M (1.00%) 2.84K
Increased by +0.15%
Aug 29, 25
20 JPMorgan Equity Income I 1.90M (0.97%) -1.60M
Decreased by -84.39%
Apr 30, 24