Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 7.56%
2 DIP 4.47%
3 UTRN 4.07%
4 VSDA 3.86%
5 FMTM 3.31%
6 DIVY 3.30%
7 FINE 3.29%
8 SDEI 3.13%
9 SPHD 2.79%
10 FOVL 2.59%
11 SNPD 2.24%
12 DIVG 2.20%
13 PEY 2.19%
14 JHDV 1.90%
15 HCOW 1.86%
16 TMDV 1.86%
17 KCE 1.85%
18 COWS 1.85%
19 WBIY 1.77%
20 BOBP 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.11M (12.28%) -140.54K
Decreased by -0.38%
Dec 31, 25
2 Power Corporation of Canada 31.56M (10.44%) 0.00
Increased by 0.00%
Mar 31, 26
3 BlackRock Inc 28.77M (9.52%) -944.07K
Decreased by -3.28%
Mar 31, 26
4 State Street Corporation 21.76M (7.20%) 247.03K
Increased by +1.14%
Mar 31, 24
5 Vanguard Capital Management, LLC 20.09M (6.65%) 20.09M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 19.61M (6.49%) -1.13M
Decreased by -5.77%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 13.84M (4.58%) 13.84M
Increased by +100.00%
Mar 31, 26
8 Amvescap Plc. 13.56M (4.49%) 3.44M
Increased by +25.37%
Mar 31, 26
9 Citadel Advisors Llc 11.32M (3.75%) 5.04M
Increased by +44.53%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 10.86M (3.59%) -22.54K
Decreased by -0.21%
Mar 31, 26
11 Royal Bank of Canada 8.25M (2.73%) -11.80M
Decreased by -143.04%
Sep 30, 25
12 Geode Capital Management, LLC 7.81M (2.58%) -259.65K
Decreased by -3.32%
Mar 31, 26
13 The Goldman Sachs Group Inc 7.44M (2.46%) 1.80M
Increased by +24.14%
Mar 31, 26
14 Clarkston Capital Partners, LLC 6.96M (2.30%) -126.19K
Decreased by -1.81%
Sep 30, 23
15 ProShare Advisors LLC 6.56M (2.17%) -526.84K
Decreased by -8.04%
Mar 31, 26
16 Goldman Sachs Group Inc 5.32M (1.76%) -1.64M
Decreased by -30.75%
Jun 30, 25
17 Azora Capital LP 5.10M (1.69%) -696.63K
Decreased by -13.66%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 4.92M (1.63%) 600.34K
Increased by +12.21%
Mar 31, 26
19 Artemis Investment Management LLP 4.88M (1.61%) 4.82M
Increased by +98.85%
Mar 31, 26
20 Marshall Wace Asset Management Ltd 4.59M (1.52%) 4.31M
Increased by +93.78%
Mar 31, 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 Total Stock Mkt Idx Inv 9.95M (3.29%) 23.04K
Increased by +0.23%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 9.92M (3.28%) 8.30K
Increased by +0.08%
Sep 30, 24
4 Vanguard 500 Index Investor 7.97M (2.64%) 142.76K
Increased by +1.79%
Apr 30, 26
5 Vanguard Small Cap Index 7.20M (2.38%) -17.26K
Decreased by -0.24%
Apr 30, 26
6 Invesco S&P 500® Equal Weight ETF 6.73M (2.23%) 12.87K
Increased by +0.19%
May 29, 26
7 iShares Select Dividend ETF 6.30M (2.08%) 8.01K
Increased by +0.13%
May 29, 26
8 ProShares S&P 500 Dividend Aristocrats 5.96M (1.97%) -20.06K
Decreased by -0.34%
May 29, 26
9 Vanguard Small Cap Value Index Inv 4.62M (1.53%) 32.94K
Increased by +0.71%
Apr 30, 26
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 iShares Core S&P 500 ETF 4.05M (1.34%) 12.35K
Increased by +0.31%
May 29, 26
13 Fidelity 500 Index 3.94M (1.30%) 13.57K
Increased by +0.34%
Apr 30, 26
14 SPDR® S&P 500 ETF 3.85M (1.27%) -56.42K
Decreased by -1.47%
Mar 31, 25
15 State Street® SPDR® S&P 500® ETF 3.77M (1.25%) 3.94K
Increased by +0.10%
May 31, 26
16 SPDR® S&P 500® ETF Trust 3.75M (1.24%) -19.66K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 3.74M (1.24%) 46.05K
Increased by +1.23%
Aug 31, 25
18 SPDR® Portfolio S&P 500® High Div ETF 3.64M (1.20%) 8.99K
Increased by +0.25%
Aug 29, 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