Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VBB 6.45%
2 FDFF 4.59%
3 UTRN 3.99%
4 DIVL 3.81%
5 SCHD 3.80%
6 IBLN 3.31%
7 LGRO 3.14%
8 CZAR 2.83%
9 SAMT 2.80%
10 ESNG 2.78%
11 NITE 2.71%
12 BLOK 2.70%
13 DIVS 2.65%
14 FLV 2.59%
15 HECO 2.53%
16 ULTY 2.50%
17 DECO 2.50%
18 GDVD 2.50%
19 IYF 2.47%
20 IYG 2.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.76M (9.57%) 387.47K
Increased by +2.82%
Mar 31, 25
2 BlackRock Inc 10.36M (7.20%) 308.16K
Increased by +2.98%
Mar 31, 25
3 State Street Corp 6.36M (4.43%) 59.62K
Increased by +0.94%
Mar 31, 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%
Mar 31, 25
6 Bank of America Corp 4.44M (3.09%) -549.44K
Decreased by -12.36%
Mar 31, 25
7 Capital World Investors 4.05M (2.82%) -49.66K
Decreased by -1.23%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 4.00M (2.78%) -783.15K
Decreased by -19.58%
Mar 31, 25
9 Charles Schwab Investment Management Inc 3.74M (2.60%) 3.74M
Increased by +100.00%
Dec 31, 24
10 GAMMA Investing LLC 3.50M (2.43%) 3.50M
Increased by +99.90%
Mar 31, 25
11 Capital Research Global Investors 3.43M (2.39%) 176.90K
Increased by +5.15%
Mar 31, 25
12 Geode Capital Management, LLC 3.11M (2.16%) 102.61K
Increased by +3.30%
Mar 31, 25
13 Wells Fargo & Co 2.55M (1.77%) 2.55M
Increased by +100.00%
Dec 31, 24
14 NORGES BANK 2.30M (1.60%) -128.20K
Decreased by -5.58%
Dec 31, 24
15 FMR Inc 2.11M (1.47%) -276.37K
Decreased by -13.07%
Mar 31, 25
16 Fisher Asset Management, LLC 1.98M (1.38%) -76.75K
Decreased by -3.87%
Mar 31, 25
17 Ameriprise Financial Inc 1.97M (1.37%) -130.46K
Decreased by -6.62%
Mar 31, 25
18 Capital Research & Mgmt Co - Division 3 1.82M (1.26%) 317.03K
Increased by +17.46%
Mar 31, 25
19 Wellington Management Company LLP 1.72M (1.19%) -29.46K
Decreased by -1.72%
Dec 31, 23
20 Northern Trust Corp 1.59M (1.11%) 1.59M
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.48M (3.12%) 66.43K
Increased by +1.48%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 4.46M (3.10%) -9.88K
Decreased by -0.22%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 4.11M (2.86%) 65.14K
Increased by +1.58%
Apr 30, 25
4 American Funds Washington Mutual A 2.86M (1.99%) 407.52K
Increased by +14.27%
Mar 31, 25
5 Capital Group Wash Mutual Invtrs Comp 2.86M (1.99%) 407.52K
Increased by +14.27%
Mar 31, 25
6 Schwab US Dividend Equity ETF™ 2.74M (1.91%) 2.25K
Increased by +0.08%
Feb 28, 25
7 Fidelity 500 Index 1.83M (1.27%) 3.15K
Increased by +0.17%
Mar 31, 25
8 SPDR® S&P 500 ETF 1.81M (1.26%) -26.66K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 1.76M (1.23%) -9.29K
Decreased by -0.53%
Mar 31, 25
10 SPDR® S&P 500® ETF 1.75M (1.22%) -10.58K
Decreased by -0.60%
Apr 30, 25
11 iShares Core S&P 500 ETF 1.72M (1.20%) -1.81K
Decreased by -0.10%
Apr 30, 25
12 SPDR® S&P 500 ETF Trust 1.65M (1.15%) 3.73K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 1.64M (1.14%) 10.41K
Increased by +0.64%
Nov 30, 23
14 JPM US Equity Income-MA 1.26M (0.88%) 1.26M
Increased by +99.90%
Sep 30, 23
15 Vanguard Value Index Inv 1.23M (0.85%) 312.00
Increased by +0.03%
Apr 30, 25
16 Vanguard Wellington™ Inv 1.16M (0.81%) 0.00
Increased by 0.00%
Dec 31, 23
17 American Funds Growth Fund of Amer A 1.08M (0.75%) -1.81K
Decreased by -0.17%
Mar 31, 25
18 Capital Group Growth Fnd of Amer Comp 1.08M (0.75%) -1.81K
Decreased by -0.17%
Mar 31, 25
19 The Financial Select Sector SPDR® ETF 1.05M (0.73%) -7.80K
Decreased by -0.75%
Apr 30, 25
20 American Funds Invmt Co of Amer A 963.62K (0.67%) -81.25K
Decreased by -8.43%
Sep 30, 24