Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 7.56%
2 DIP 4.47%
3 VSDA 4.41%
4 UTRN 4.07%
5 FINE 3.29%
6 SNPD 3.25%
7 SDEI 3.13%
8 WBIY 2.88%
9 DIVG 2.47%
10 PEY 2.44%
11 RNDV 2.02%
12 KNGZ 2.02%
13 JHDV 1.90%
14 TMDV 1.86%
15 HCOW 1.86%
16 COWS 1.85%
17 KNG 1.77%
18 NOBL 1.75%
19 WBIG 1.70%
20 KCE 1.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.80M (12.20%) 83.71K
Increased by +0.22%
Mar 31, 25
2 Power Corporation of Canada 31.56M (10.19%) 0.00
Increased by 0.00%
Mar 31, 25
3 BlackRock Inc 30.32M (9.79%) 360.10K
Increased by +1.19%
Mar 31, 25
4 State Street Corp 23.05M (7.44%) 1.12M
Increased by +4.85%
Mar 31, 25
5 State Street Corporation 21.76M (7.02%) 247.03K
Increased by +1.14%
Mar 31, 24
6 Amvescap Plc. 11.99M (3.87%) 263.62K
Increased by +2.20%
Mar 31, 25
7 ProShare Advisors LLC 8.58M (2.77%) -824.17K
Decreased by -9.61%
Mar 31, 25
8 Geode Capital Management, LLC 7.78M (2.51%) 480.90K
Increased by +6.18%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 7.22M (2.33%) 1.22M
Increased by +16.90%
Mar 31, 25
10 Goldman Sachs Group Inc 6.96M (2.25%) -265.91K
Decreased by -3.82%
Mar 31, 25
11 Clarkston Capital Partners, LLC 6.96M (2.25%) -126.19K
Decreased by -1.81%
Sep 30, 23
12 First Trust Advisors L.P. 6.44M (2.08%) 1.60M
Increased by +24.85%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 5.05M (1.63%) -80.67K
Decreased by -1.60%
Mar 31, 25
14 Marshall Wace Asset Management Ltd 4.59M (1.48%) 4.31M
Increased by +93.78%
Mar 31, 25
15 JPMorgan Chase & Co 4.04M (1.31%) 2.93M
Increased by +72.46%
Sep 30, 24
16 Bank of New York Mellon Corp 3.89M (1.26%) 43.74K
Increased by +1.12%
Sep 30, 24
17 Royal Bank of Canada 3.83M (1.24%) 295.05K
Increased by +7.70%
Jun 30, 24
18 Amundi 3.78M (1.22%) 26.58K
Increased by +0.70%
Mar 31, 25
19 Capital Research Global Investors 3.55M (1.15%) -20.48M
Decreased by -576.62%
Jun 30, 24
20 Northern Trust Corp 3.39M (1.10%) 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 (5.49%) -24.84K
Decreased by -0.15%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 10.18M (3.29%) 245.66K
Increased by +2.41%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 9.92M (3.20%) 8.30K
Increased by +0.08%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 8.76M (2.83%) 140.21K
Increased by +1.60%
Apr 30, 25
5 ProShares S&P 500 Dividend Aristocrats 8.75M (2.82%) 19.16K
Increased by +0.22%
May 30, 25
6 Vanguard Small Cap Index 7.91M (2.56%) 44.20K
Increased by +0.56%
Apr 30, 25
7 Invesco S&P 500® Equal Weight ETF 7.19M (2.32%) 24.21K
Increased by +0.34%
May 30, 25
8 iShares Select Dividend ETF 6.53M (2.11%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Small Cap Value Index Inv 5.12M (1.65%) 15.95K
Increased by +0.31%
Apr 30, 25
10 SPDR® Portfolio S&P 500® High Div ETF 4.53M (1.46%) 0.00
Increased by 0.00%
May 30, 25
11 Clarkston Capital SMID Composite 4.53M (1.46%) -22.84K
Decreased by -0.50%
Sep 30, 23
12 First Trust SMID Cp Rising Div Achv ETF 4.30M (1.39%) 9.20K
Increased by +0.21%
Feb 27, 25
13 Fidelity 500 Index 3.89M (1.26%) 4.80K
Increased by +0.12%
Apr 30, 25
14 SPDR® S&P 500 ETF 3.85M (1.24%) -56.42K
Decreased by -1.47%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 3.75M (1.21%) -19.66K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 3.70M (1.20%) -16.56K
Decreased by -0.45%
May 31, 25
17 SPDR® S&P Dividend ETF 3.60M (1.16%) -1.23K
Decreased by -0.03%
May 31, 25
18 iShares Core S&P 500 ETF 3.59M (1.16%) 0.00
Increased by 0.00%
May 31, 25
19 American Funds American Mutual A 3.50M (1.13%) -13.51M
Decreased by -385.92%
Jun 30, 24
20 American Funds Capital Income Bldr A 3.50M (1.13%) -299.50K
Decreased by -8.56%
Mar 31, 24