Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDIV 5.05%
2 UTRN 3.96%
3 FEMA 2.39%
4 FIXT 2.39%
5 JHMC 2.29%
6 PEY 2.21%
7 KNGZ 2.17%
8 RNDV 2.17%
9 DEF 2.05%
10 STNC 1.94%
11 SDOG 1.91%
12 RYJ 1.88%
13 UPGD 1.88%
14 WBIG 1.87%
15 SPDV 1.85%
16 POWA 1.79%
17 HCOW 1.76%
18 VCLN 1.75%
19 COWS 1.73%
20 WBIY 1.72%

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 (2.02%) 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 D. E. Shaw & Co LP 2.93M (1.51%) 956.55K
Increased by +32.60%
Mar 31, 25
15 Amundi 2.78M (1.43%) -344.05K
Decreased by -12.38%
Mar 31, 25
16 UBS Asset Mgmt Americas Inc 2.59M (1.33%) -11.42K
Decreased by -0.44%
Mar 31, 25
17 Goldman Sachs Group Inc 2.58M (1.32%) 170.72K
Increased by +6.62%
Mar 31, 25
18 Northern Trust Corp 2.57M (1.32%) -367.93K
Decreased by -14.29%
Mar 31, 25
19 AQR Capital Management LLC 2.51M (1.29%) 671.41K
Increased by +26.74%
Mar 31, 25
20 NORGES BANK 2.07M (1.06%) -416.36K
Decreased by -20.07%
Dec 31, 24

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 6.12M (3.14%) -51.85K
Decreased by -0.85%
Jun 30, 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™ 5.48M (2.81%) -936.00
Decreased by -0.02%
Jul 31, 25
5 Vanguard 500 Index Investor 5.47M (2.81%) -61.45K
Decreased by -1.12%
Jun 30, 25
6 Vanguard Mid Cap Index Institutional 4.20M (2.16%) -19.65K
Decreased by -0.47%
Jun 30, 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 3.46M (1.77%) 0.00
Increased by 0.00%
Jul 30, 25
10 SPDR® S&P Dividend ETF 2.48M (1.27%) 0.00
Increased by 0.00%
Jul 31, 25
11 Fidelity 500 Index 2.44M (1.25%) -13.73K
Decreased by -0.56%
Jun 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 (1.22%) -12.31K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 2.34M (1.20%) -9.72K
Decreased by -0.41%
Jul 31, 25
15 SPDR® S&P 500 ETF Trust 2.32M (1.19%) 15.96K
Increased by +0.69%
May 30, 24
16 iShares Core S&P 500 ETF 2.29M (1.18%) -228.00
Decreased by -0.01%
Jul 30, 25
17 Fidelity® 500 Index 2.26M (1.16%) 14.40K
Increased by +0.64%
Nov 30, 23
18 iShares MSCI USA Quality Factor ETF 2.13M (1.09%) 1.85K
Increased by +0.09%
Jul 30, 25
19 Invesco S&P 500® Equal Weight ETF 1.94M (1.00%) 539.00
Increased by +0.03%
Jul 31, 25
20 JPMorgan Equity Income I 1.90M (0.97%) -1.60M
Decreased by -84.39%
Apr 30, 24