Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDIV 5.37%
2 UTRN 3.96%
3 XUDV 2.44%
4 PEY 2.39%
5 FIXT 2.39%
6 FEMA 2.39%
7 KNGZ 2.31%
8 RNDV 2.31%
9 JHMC 2.29%
10 WBIG 2.06%
11 DEF 2.05%
12 UPGD 2.04%
13 RYJ 2.04%
14 SDOG 2.01%
15 POWA 2.00%
16 SPDV 1.98%
17 STNC 1.94%
18 HCOW 1.89%
19 COWS 1.87%
20 WBIY 1.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.88M (12.76%) -294.67K
Decreased by -1.18%
Mar 31, 25
2 Vanguard Group Inc 23.40M (12.00%) 419.31K
Increased by +1.79%
Jun 30, 25
3 State Street Corporation 13.79M (7.07%) 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 7.04M (3.61%) 69.53K
Increased by +0.99%
Jun 30, 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 AQR Capital Management LLC 3.50M (1.80%) 991.14K
Increased by +28.31%
Jun 30, 25
10 Bank of New York Mellon Corp 3.46M (1.78%) -362.34K
Decreased by -10.47%
Mar 31, 25
11 Raymond James & Associates 3.44M (1.76%) 62.45K
Increased by +1.82%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 3.28M (1.68%) -463.41K
Decreased by -14.11%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 3.26M (1.67%) 1.45K
Increased by +0.04%
Jun 30, 25
14 UBS Asset Mgmt Americas Inc 3.00M (1.54%) 407.98K
Increased by +13.59%
Jun 30, 25
15 T. Rowe Price Associates, Inc. 2.96M (1.52%) -2.75M
Decreased by -92.98%
Dec 31, 23
16 Amundi 2.78M (1.42%) -344.05K
Decreased by -12.38%
Mar 31, 25
17 D. E. Shaw & Co LP 2.76M (1.42%) -174.50K
Decreased by -6.32%
Jun 30, 25
18 Northern Trust Corp 2.57M (1.32%) -367.93K
Decreased by -14.29%
Mar 31, 25
19 NORGES BANK 2.56M (1.31%) 485.20K
Increased by +18.95%
Jun 30, 25
20 Goldman Sachs Group Inc 2.48M (1.27%) -99.63K
Decreased by -4.02%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.15M (3.15%) 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™ 5.48M (2.81%) -936.00
Decreased by -0.02%
Jul 31, 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 (2.00%) 3.90M
Increased by +99.90%
Sep 30, 23
8 JPM US Equity Income-Composite 3.50M (1.79%) -251.88K
Decreased by -7.20%
Mar 31, 24
9 iShares Select Dividend ETF 3.46M (1.77%) -2.36K
Decreased by -0.07%
Jul 31, 25
10 Fidelity 500 Index 2.44M (1.25%) -13.73K
Decreased by -0.56%
Jun 30, 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 (1.21%) -12.31K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 2.36M (1.21%) 10.06K
Increased by +0.43%
Jul 31, 25
14 SPDR® S&P 500 ETF Trust 2.32M (1.19%) 15.96K
Increased by +0.69%
May 30, 24
15 iShares Core S&P 500 ETF 2.30M (1.18%) 10.49K
Increased by +0.46%
Jul 31, 25
16 Fidelity® 500 Index 2.26M (1.16%) 14.40K
Increased by +0.64%
Nov 30, 23
17 iShares MSCI USA Quality Factor ETF 2.12M (1.09%) -2.22K
Decreased by -0.10%
Jul 31, 25
18 SPDR® S&P Dividend ETF 2.07M (1.06%) -410.40K
Decreased by -19.80%
Jul 31, 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