Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 7.56%
2 DIP 4.47%
3 UTRN 4.07%
4 SNPD 3.36%
5 FINE 3.29%
6 SDEI 3.13%
7 VSDA 2.95%
8 WBIY 2.88%
9 FOVL 2.59%
10 DIVG 2.53%
11 PEY 2.50%
12 JHDV 1.90%
13 HCOW 1.86%
14 COWS 1.85%
15 WBIG 1.70%
16 KCE 1.66%
17 DVYA 1.66%
18 TTFS 1.65%
19 LQAI 1.62%
20 TMDV 1.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.81M (12.50%) 6.75K
Increased by +0.02%
Jun 30, 25
2 Power Corporation of Canada 31.56M (10.43%) 0.00
Increased by 0.00%
Mar 31, 25
3 BlackRock Inc 30.32M (10.03%) 360.10K
Increased by +1.19%
Mar 31, 25
4 State Street Corp 23.05M (7.62%) 1.12M
Increased by +4.85%
Mar 31, 25
5 State Street Corporation 21.76M (7.19%) 247.03K
Increased by +1.14%
Mar 31, 24
6 Amvescap Plc. 11.99M (3.96%) 263.62K
Increased by +2.20%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 9.51M (3.14%) 2.29M
Increased by +24.07%
Jun 30, 25
8 ProShare Advisors LLC 8.68M (2.87%) 97.71K
Increased by +1.13%
Jun 30, 25
9 Geode Capital Management, LLC 7.78M (2.57%) 480.90K
Increased by +6.18%
Mar 31, 25
10 Clarkston Capital Partners, LLC 6.96M (2.30%) -126.19K
Decreased by -1.81%
Sep 30, 23
11 First Trust Advisors L.P. 6.44M (2.13%) 1.60M
Increased by +24.85%
Dec 31, 24
12 Goldman Sachs Group Inc 5.32M (1.76%) -1.64M
Decreased by -30.75%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 5.05M (1.67%) -80.67K
Decreased by -1.60%
Mar 31, 25
14 Marshall Wace Asset Management Ltd 4.59M (1.52%) 4.31M
Increased by +93.78%
Mar 31, 25
15 JPMorgan Chase & Co 4.04M (1.34%) 2.93M
Increased by +72.46%
Sep 30, 24
16 Bank of New York Mellon Corp 3.89M (1.29%) 43.74K
Increased by +1.12%
Sep 30, 24
17 Royal Bank of Canada 3.83M (1.27%) 295.05K
Increased by +7.70%
Jun 30, 24
18 Amundi 3.78M (1.25%) 26.58K
Increased by +0.70%
Mar 31, 25
19 Capital Research Global Investors 3.55M (1.17%) -20.48M
Decreased by -576.62%
Jun 30, 24
20 Northern Trust Corp 3.39M (1.12%) 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 (5.62%) -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 Institutional 500 Index Trust 8.81M (2.91%) 55.62K
Increased by +0.63%
May 31, 25
5 ProShares S&P 500 Dividend Aristocrats 8.51M (2.81%) 0.00
Increased by 0.00%
Jul 31, 25
6 Vanguard 500 Index Investor 7.68M (2.54%) -1.12M
Decreased by -14.65%
Jul 31, 25
7 Vanguard Small Cap Index 7.66M (2.53%) -49.09K
Decreased by -0.64%
Jul 31, 25
8 iShares Select Dividend ETF 6.48M (2.14%) 15.34K
Increased by +0.24%
Jul 31, 25
9 Invesco S&P 500® Equal Weight ETF 6.27M (2.07%) 1.74K
Increased by +0.03%
Jul 31, 25
10 SPDR® Portfolio S&P 500® High Div ETF 5.00M (1.65%) 0.00
Increased by 0.00%
Jul 31, 25
11 Vanguard Small Cap Value Index Inv 4.93M (1.63%) 15.00K
Increased by +0.30%
Jul 31, 25
12 Clarkston Capital SMID Composite 4.53M (1.50%) -22.84K
Decreased by -0.50%
Sep 30, 23
13 First Trust SMID Cp Rising Div Achv ETF 4.30M (1.42%) 9.20K
Increased by +0.21%
Feb 27, 25
14 Fidelity 500 Index 3.93M (1.30%) 19.14K
Increased by +0.49%
Jun 30, 25
15 SPDR® S&P 500 ETF 3.85M (1.27%) -56.42K
Decreased by -1.47%
Mar 31, 25
16 SPDR® S&P 500® ETF 3.79M (1.25%) 16.20K
Increased by +0.43%
Jul 31, 25
17 SPDR® S&P 500® ETF Trust 3.75M (1.24%) -19.66K
Decreased by -0.52%
Mar 31, 25
18 iShares Core S&P 500 ETF 3.69M (1.22%) 16.74K
Increased by +0.45%
Jul 31, 25
19 American Funds American Mutual A 3.50M (1.16%) -13.51M
Decreased by -385.92%
Jun 30, 24
20 American Funds Capital Income Bldr A 3.50M (1.16%) -299.50K
Decreased by -8.56%
Mar 31, 24