Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VBB 6.45%
2 FDFF 5.65%
3 DIVL 4.18%
4 UTRN 3.99%
5 SCHD 3.80%
6 CZAR 3.77%
7 GEND 3.67%
8 BKCG 3.43%
9 FMTM 3.34%
10 IBLN 3.31%
11 NITE 3.22%
12 DIVS 3.04%
13 FLV 2.98%
14 SAMT 2.80%
15 ESNG 2.78%
16 IYF 2.76%
17 CVRD 2.62%
18 ULTY 2.50%
19 GDVD 2.50%
20 LBO 2.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.99M (9.72%) 227.19K
Increased by +1.62%
Jun 30, 25
2 BlackRock Inc 10.11M (7.03%) -241.11K
Decreased by -2.38%
Jun 30, 25
3 State Street Corp 6.27M (4.36%) -88.70K
Decreased by -1.41%
Jun 30, 25
4 State Street Corporation 5.93M (4.12%) 72.95K
Increased by +1.23%
Mar 31, 24
5 Temasek Holdings Ltd. 5.09M (3.54%) 0.00
Increased by 0.00%
Jun 30, 25
6 Bank of America Corp 4.83M (3.36%) 387.44K
Increased by +8.02%
Jun 30, 25
7 Capital Research Global Investors 3.86M (2.68%) 424.00K
Increased by +10.99%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 3.64M (2.53%) -359.30K
Decreased by -9.87%
Jun 30, 25
9 Capital World Investors 3.55M (2.46%) -500.34K
Decreased by -14.10%
Jun 30, 25
10 GAMMA Investing LLC 3.50M (2.43%) 3.50M
Increased by +99.90%
Mar 31, 25
11 Geode Capital Management, LLC 3.14M (2.18%) 34.05K
Increased by +1.08%
Jun 30, 25
12 NORGES BANK 2.52M (1.75%) 221.26K
Increased by +8.78%
Jun 30, 25
13 Wells Fargo & Co 2.49M (1.73%) -77.89K
Decreased by -3.13%
Jun 30, 25
14 FMR Inc 2.06M (1.43%) -58.01K
Decreased by -2.82%
Jun 30, 25
15 Franklin Resources Inc 2.01M (1.39%) 842.90K
Increased by +42.03%
Jun 30, 25
16 Fisher Asset Management, LLC 1.97M (1.37%) -17.59K
Decreased by -0.89%
Jun 30, 25
17 Ameriprise Financial Inc 1.94M (1.35%) -30.90K
Decreased by -1.59%
Jun 30, 25
18 Capital Research & Mgmt Co - Division 3 1.83M (1.27%) 15.11K
Increased by +0.83%
Jun 30, 25
19 Wellington Management Company LLP 1.72M (1.19%) -29.46K
Decreased by -1.72%
Dec 31, 23
20 Laurel Wealth Advisors, LLC 1.71M (1.19%) 1.70M
Increased by +99.91%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.46M (3.10%) -9.88K
Decreased by -0.22%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.38M (3.04%) -101.50K
Decreased by -2.32%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 4.14M (2.88%) 28.54K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 3.60M (2.50%) -528.32K
Decreased by -14.66%
Jul 31, 25
5 American Funds Washington Mutual A 2.86M (1.98%) 0.00
Increased by 0.00%
Jun 30, 25
6 Capital Group Wash Mutual Invtrs Comp 2.86M (1.98%) 0.00
Increased by 0.00%
Jun 30, 25
7 Schwab US Dividend Equity ETF™ 2.74M (1.90%) 2.25K
Increased by +0.08%
Feb 28, 25
8 Fidelity 500 Index 1.85M (1.28%) 793.00
Increased by +0.04%
Jul 31, 25
9 SPDR® S&P 500 ETF 1.81M (1.26%) -26.66K
Decreased by -1.47%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 1.76M (1.22%) -9.29K
Decreased by -0.53%
Mar 31, 25
11 SPDR® S&P 500® ETF 1.76M (1.22%) 21.76K
Increased by +1.24%
Aug 31, 25
12 iShares Core S&P 500 ETF 1.75M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
13 SPDR® S&P 500 ETF Trust 1.65M (1.15%) 3.73K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 1.64M (1.14%) 10.41K
Increased by +0.64%
Nov 30, 23
15 JPM US Equity Income-MA 1.26M (0.88%) 1.26M
Increased by +99.90%
Sep 30, 23
16 Vanguard Value Index Inv 1.24M (0.86%) -1.57K
Decreased by -0.13%
Jul 31, 25
17 American Funds Growth Fund of Amer A 1.22M (0.85%) 138.44K
Increased by +11.33%
Jun 30, 25
18 Capital Group Growth Fnd of Amer Comp 1.22M (0.85%) 138.44K
Increased by +11.33%
Jun 30, 25
19 Vanguard Wellington™ Inv 1.16M (0.81%) 0.00
Increased by 0.00%
Dec 31, 23
20 The Financial Select Sector SPDR® ETF 1.04M (0.72%) -3.26K
Decreased by -0.31%
Aug 31, 25