Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDIV 5.20%
2 WBIY 4.82%
3 UTRN 3.96%
4 FEMA 2.39%
5 FIXT 2.39%
6 JHMC 2.29%
7 VLLU 2.24%
8 DEF 2.05%
9 KNGZ 2.00%
10 RNDV 1.97%
11 SDOG 1.97%
12 STNC 1.94%
13 VCLN 1.81%
14 RSPD 1.81%
15 RCD 1.79%
16 ISHP 1.71%
17 FTXD 1.68%
18 VSDA 1.67%
19 SPDV 1.62%
20 UPGD 1.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.88M (12.79%) -294.67K
Decreased by -1.18%
Mar 31, 25
2 Vanguard Group Inc 22.98M (11.81%) -6.87K
Decreased by -0.03%
Mar 31, 25
3 State Street Corporation 13.79M (7.09%) 3.27M
Increased by +23.70%
Mar 31, 24
4 State Street Corp 13.14M (6.75%) -953.06K
Decreased by -7.26%
Mar 31, 25
5 JPMorgan Chase & Co 7.52M (3.87%) 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 (2.62%) -994.00
Decreased by -0.02%
Mar 31, 25
8 Amvescap Plc. 3.69M (1.90%) 629.18K
Increased by +17.04%
Dec 31, 24
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 (1.68%) 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 Northern Trust Corp 2.94M (1.51%) 701.29K
Increased by +23.83%
Dec 31, 24
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 (1.33%) 170.72K
Increased by +6.62%
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 (1.07%) -416.36K
Decreased by -20.07%
Dec 31, 24
20 D. E. Shaw & Co LP 1.98M (1.02%) -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 (3.16%) 4.44K
Increased by +0.07%
Sep 30, 24
3 Schwab US Dividend Equity ETF™ 5.54M (2.85%) 954.00
Increased by +0.02%
Apr 30, 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 (2.01%) 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%
Apr 30, 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 2.51M (1.29%) 272.80K
Increased by +10.85%
Apr 30, 25
11 Fidelity 500 Index 2.44M (1.25%) -6.37K
Decreased by -0.26%
Mar 31, 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 2.36M (1.21%) -14.02K
Decreased by -0.60%
Apr 30, 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 2.30M (1.18%) -2.42K
Decreased by -0.10%
Apr 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 2.00M (1.03%) 2.46K
Increased by +0.12%
Apr 30, 25
19 Invesco S&P 500® Equal Weight ETF 1.93M (0.99%) -6.34K
Decreased by -0.33%
Apr 30, 25
20 JPMorgan Equity Income I 1.90M (0.98%) -1.60M
Decreased by -84.39%
Apr 30, 24