Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 7.56%
2 DIP 4.47%
3 UTRN 4.07%
4 FINE 3.29%
5 VSDA 3.25%
6 SNPD 3.24%
7 SDEI 3.13%
8 WBIY 2.88%
9 FOVL 2.59%
10 JHDV 1.90%
11 PEY 1.90%
12 HCOW 1.86%
13 COWS 1.85%
14 DIVG 1.72%
15 WBIG 1.70%
16 DVYA 1.66%
17 TTFS 1.65%
18 LQAI 1.62%
19 RDIV 1.61%
20 KCE 1.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.81M (12.51%) 6.75K
Increased by +0.02%
Jun 30, 25
2 Power Corporation of Canada 31.56M (10.44%) 0.00
Increased by 0.00%
Jun 30, 25
3 BlackRock Inc 28.14M (9.31%) -2.18M
Decreased by -7.76%
Jun 30, 25
4 State Street Corp 22.19M (7.34%) -865.30K
Decreased by -3.90%
Jun 30, 25
5 State Street Corporation 21.76M (7.20%) 247.03K
Increased by +1.14%
Mar 31, 24
6 Amvescap Plc. 10.05M (3.33%) -1.93M
Decreased by -19.21%
Jun 30, 25
7 Royal Bank of Canada 10.03M (3.32%) 9.18M
Increased by +91.55%
Jun 30, 25
8 Dimensional Fund Advisors, Inc. 9.51M (3.15%) 2.29M
Increased by +24.07%
Jun 30, 25
9 ProShare Advisors LLC 8.68M (2.87%) 97.71K
Increased by +1.13%
Jun 30, 25
10 Geode Capital Management, LLC 7.80M (2.58%) 10.94K
Increased by +0.14%
Jun 30, 25
11 Citadel Advisors Llc 7.18M (2.37%) 6.76M
Increased by +94.16%
Jun 30, 25
12 Clarkston Capital Partners, LLC 6.96M (2.30%) -126.19K
Decreased by -1.81%
Sep 30, 23
13 Goldman Sachs Group Inc 5.32M (1.76%) -1.64M
Decreased by -30.75%
Jun 30, 25
14 Marshall Wace Asset Management Ltd 4.59M (1.52%) 4.31M
Increased by +93.78%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 4.54M (1.50%) -506.03K
Decreased by -11.14%
Jun 30, 25
16 JPMorgan Chase & Co 4.04M (1.34%) 2.93M
Increased by +72.46%
Sep 30, 24
17 Bank of New York Mellon Corp 3.89M (1.29%) 43.74K
Increased by +1.12%
Sep 30, 24
18 UBS Group AG 3.77M (1.25%) 448.86K
Increased by +11.90%
Jun 30, 25
19 Capital Research Global Investors 3.55M (1.18%) -20.48M
Decreased by -576.62%
Jun 30, 24
20 Amundi 3.35M (1.11%) -426.73K
Decreased by -12.73%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group American Mutual Comp 17.01M (5.63%) -24.84K
Decreased by -0.15%
Mar 31, 24
2 Vanguard US Total Market Shares ETF 9.92M (3.28%) 8.30K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 9.86M (3.26%) -210.06K
Decreased by -2.13%
Jul 31, 25
4 Vanguard 500 Index Investor 7.68M (2.54%) -1.12M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Small Cap Index 7.66M (2.53%) -49.09K
Decreased by -0.64%
Jul 31, 25
6 ProShares S&P 500 Dividend Aristocrats 6.82M (2.26%) 0.00
Increased by 0.00%
Aug 29, 25
7 iShares Select Dividend ETF 6.49M (2.15%) 0.00
Increased by 0.00%
Aug 31, 25
8 Invesco S&P 500® Equal Weight ETF 6.28M (2.08%) 9.22K
Increased by +0.15%
Aug 29, 25
9 Vanguard Small Cap Value Index Inv 4.93M (1.63%) 15.00K
Increased by +0.30%
Jul 31, 25
10 Clarkston Capital SMID Composite 4.53M (1.50%) -22.84K
Decreased by -0.50%
Sep 30, 23
11 First Trust SMID Cp Rising Div Achv ETF 4.30M (1.42%) 9.20K
Increased by +0.21%
Feb 27, 25
12 Fidelity 500 Index 3.93M (1.30%) 1.72K
Increased by +0.04%
Jul 31, 25
13 SPDR® S&P 500 ETF 3.85M (1.27%) -56.42K
Decreased by -1.47%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 3.75M (1.24%) -19.66K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 3.74M (1.24%) 46.05K
Increased by +1.23%
Aug 31, 25
16 iShares Core S&P 500 ETF 3.72M (1.23%) 0.00
Increased by 0.00%
Aug 31, 25
17 SPDR® Portfolio S&P 500® High Div ETF 3.64M (1.20%) 8.99K
Increased by +0.25%
Aug 29, 25
18 American Funds American Mutual A 3.50M (1.16%) -13.51M
Decreased by -385.92%
Jun 30, 24
19 American Funds Capital Income Bldr A 3.50M (1.16%) -299.50K
Decreased by -8.56%
Mar 31, 24
20 Vanguard Mid Cap Index Institutional 3.34M (1.11%) 14.25K
Increased by +0.43%
Nov 30, 24