Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 7.56%
2 DIP 4.47%
3 UTRN 4.07%
4 SNPD 3.38%
5 FINE 3.29%
6 SDEI 3.13%
7 VSDA 2.98%
8 WBIY 2.88%
9 FOVL 2.53%
10 PEY 2.53%
11 DIVG 2.52%
12 JHDV 1.90%
13 HCOW 1.86%
14 COWS 1.85%
15 NOBL 1.81%
16 WBIG 1.70%
17 DVYA 1.66%
18 TTFS 1.65%
19 TMDV 1.63%
20 LQAI 1.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.80M (12.39%) 83.71K
Increased by +0.22%
Mar 31, 25
2 Power Corporation of Canada 31.56M (10.34%) 0.00
Increased by 0.00%
Mar 31, 25
3 BlackRock Inc 30.32M (9.94%) 360.10K
Increased by +1.19%
Mar 31, 25
4 State Street Corp 23.05M (7.56%) 1.12M
Increased by +4.85%
Mar 31, 25
5 State Street Corporation 21.76M (7.13%) 247.03K
Increased by +1.14%
Mar 31, 24
6 Amvescap Plc. 11.99M (3.93%) 263.62K
Increased by +2.20%
Mar 31, 25
7 ProShare Advisors LLC 8.58M (2.81%) -824.17K
Decreased by -9.61%
Mar 31, 25
8 Geode Capital Management, LLC 7.78M (2.55%) 480.90K
Increased by +6.18%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 7.22M (2.37%) 1.22M
Increased by +16.90%
Mar 31, 25
10 Goldman Sachs Group Inc 6.96M (2.28%) -265.91K
Decreased by -3.82%
Mar 31, 25
11 Clarkston Capital Partners, LLC 6.96M (2.28%) -126.19K
Decreased by -1.81%
Sep 30, 23
12 First Trust Advisors L.P. 6.44M (2.11%) 1.60M
Increased by +24.85%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 5.05M (1.65%) -80.67K
Decreased by -1.60%
Mar 31, 25
14 Marshall Wace Asset Management Ltd 4.59M (1.51%) 4.31M
Increased by +93.78%
Mar 31, 25
15 JPMorgan Chase & Co 4.04M (1.33%) 2.93M
Increased by +72.46%
Sep 30, 24
16 Bank of New York Mellon Corp 3.89M (1.28%) 43.74K
Increased by +1.12%
Sep 30, 24
17 Royal Bank of Canada 3.83M (1.26%) 295.05K
Increased by +7.70%
Jun 30, 24
18 Amundi 3.78M (1.24%) 26.58K
Increased by +0.70%
Mar 31, 25
19 Capital Research Global Investors 3.55M (1.16%) -20.48M
Decreased by -576.62%
Jun 30, 24
20 Northern Trust Corp 3.39M (1.11%) 305.74K
Increased by +9.01%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group American Mutual Comp 17.01M (5.58%) -24.84K
Decreased by -0.15%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 10.19M (3.34%) 6.62K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 9.92M (3.25%) 8.30K
Increased by +0.08%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 8.81M (2.89%) 55.62K
Increased by +0.63%
May 31, 25
5 ProShares S&P 500 Dividend Aristocrats 8.61M (2.82%) -3.83K
Decreased by -0.04%
Jun 30, 25
6 Vanguard Small Cap Index 7.95M (2.61%) 36.73K
Increased by +0.46%
May 31, 25
7 iShares Select Dividend ETF 6.54M (2.14%) 0.00
Increased by 0.00%
Jun 30, 25
8 Invesco S&P 500® Equal Weight ETF 6.34M (2.08%) 74.10K
Increased by +1.17%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 5.11M (1.68%) -4.02K
Decreased by -0.08%
May 31, 25
10 Clarkston Capital SMID Composite 4.53M (1.49%) -22.84K
Decreased by -0.50%
Sep 30, 23
11 SPDR® Portfolio S&P 500® High Div ETF 4.53M (1.48%) 0.00
Increased by 0.00%
Jun 30, 25
12 First Trust SMID Cp Rising Div Achv ETF 4.30M (1.41%) 9.20K
Increased by +0.21%
Feb 27, 25
13 Fidelity 500 Index 3.91M (1.28%) 15.53K
Increased by +0.40%
May 31, 25
14 SPDR® S&P 500 ETF 3.85M (1.26%) -56.42K
Decreased by -1.47%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 3.75M (1.23%) -19.66K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 3.73M (1.22%) -13.07K
Decreased by -0.35%
Jun 30, 25
17 iShares Core S&P 500 ETF 3.66M (1.20%) 5.82K
Increased by +0.16%
Jun 30, 25
18 SPDR® S&P Dividend ETF 3.57M (1.17%) 0.00
Increased by 0.00%
Jun 30, 25
19 American Funds American Mutual A 3.50M (1.15%) -13.51M
Decreased by -385.92%
Jun 30, 24
20 American Funds Capital Income Bldr A 3.50M (1.15%) -299.50K
Decreased by -8.56%
Mar 31, 24