Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 5.80%
2 UTRN 3.99%
3 VSL 3.96%
4 FTXG 3.30%
5 DIP 3.03%
6 BAMD 2.94%
7 DIVP 2.82%
8 WBIG 2.63%
9 MDPL 2.54%
10 RHS 2.51%
11 RSPS 2.51%
12 PBJ 2.34%
13 WBIY 1.98%
14 UPGD 1.92%
15 CALF 1.90%
16 RYJ 1.90%
17 SPHD 1.88%
18 FLV 1.81%
19 RDIV 1.78%
20 SDOG 1.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 60.40M (12.73%) 1.60M
Increased by +2.66%
Mar 31, 25
2 BlackRock Inc 50.41M (10.63%) 1.61M
Increased by +3.18%
Mar 31, 25
3 State Street Corp 25.61M (5.40%) 995.13K
Increased by +3.89%
Mar 31, 25
4 State Street Corporation 23.10M (4.87%) -522.73K
Decreased by -2.26%
Mar 31, 24
5 Pacer Advisors, INC. 12.71M (2.68%) 2.05M
Increased by +16.15%
Dec 31, 24
6 Geode Capital Management, LLC 12.68M (2.67%) 930.78K
Increased by +7.34%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 12.09M (2.55%) -1.15M
Decreased by -9.51%
Mar 31, 25
8 Amvescap Plc. 11.86M (2.50%) 698.63K
Increased by +5.89%
Mar 31, 25
9 Federated Hermes Inc 11.01M (2.32%) 1.87M
Increased by +16.99%
Jun 30, 24
10 Nordea Investment Mgmt Bank Demark A/s 10.78M (2.27%) -1.50M
Decreased by -13.94%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 9.97M (2.10%) 1.30M
Increased by +13.08%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 8.16M (1.72%) 2.70M
Increased by +33.11%
Mar 31, 25
13 Macquarie Group Ltd 7.81M (1.65%) -240.51K
Decreased by -3.08%
Mar 31, 25
14 American Century Companies Inc 6.94M (1.46%) -2.66M
Decreased by -38.26%
Mar 31, 25
15 Two Sigma Advisers, LLC 6.76M (1.42%) -1.37M
Decreased by -20.32%
Mar 31, 25
16 LSV Asset Management 6.62M (1.40%) -554.82K
Decreased by -8.38%
Mar 31, 25
17 Hotchkis & Wiley Capital Management LLC 6.13M (1.29%) -188.30K
Decreased by -3.07%
Mar 31, 25
18 NORGES BANK 6.09M (1.28%) -91.16K
Decreased by -1.50%
Dec 31, 24
19 Ameriprise Financial Inc 5.99M (1.26%) 4.19M
Increased by +70.03%
Mar 31, 25
20 Citadel Advisors Llc 5.82M (1.23%) 3.67M
Increased by +63.07%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 15.34M (3.23%) 231.60K
Increased by +1.51%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 15.16M (3.20%) 10.78K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 13.48M (2.84%) 215.36K
Increased by +1.60%
Apr 30, 25
4 Pacer US Cash Cows 100 ETF 12.58M (2.65%) 18.58K
Increased by +0.15%
Feb 28, 25
5 Vanguard Small Cap Index 11.98M (2.53%) 68.25K
Increased by +0.57%
Apr 30, 25
6 iShares Select Dividend ETF 10.06M (2.12%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Value Index Inv 7.75M (1.63%) 24.30K
Increased by +0.31%
Apr 30, 25
8 Federated Hermes Strategic Val Dividend 6.91M (1.46%) 909.40K
Increased by +13.17%
Jun 30, 24
9 Federated Hermes Strategic Value Div IS 6.91M (1.46%) 909.40K
Increased by +13.17%
Jun 30, 24
10 Fidelity 500 Index 6.00M (1.26%) 7.40K
Increased by +0.12%
Apr 30, 25
11 SPDR® S&P 500 ETF 5.94M (1.25%) -87.14K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 5.78M (1.22%) -30.35K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 5.71M (1.20%) -25.48K
Decreased by -0.45%
May 31, 25
14 SPDR® S&P 500 ETF Trust 5.58M (1.18%) 35.09K
Increased by +0.63%
Feb 29, 24
15 Fidelity® 500 Index 5.57M (1.17%) 35.42K
Increased by +0.64%
Nov 30, 23
16 iShares Core S&P 500 ETF 5.52M (1.16%) 0.00
Increased by 0.00%
May 31, 25
17 Invesco S&P 500® Equal Weight ETF 5.32M (1.12%) 17.95K
Increased by +0.34%
May 30, 25
18 Vanguard Mid Cap Index Institutional 5.15M (1.09%) 21.03K
Increased by +0.41%
Feb 28, 25
19 The Consumer Staples Sel SectSPDR® ETF 4.75M (1.00%) 68.79K
Increased by +1.45%
May 31, 25
20 American Funds Income Fund of Amer A 4.53M (0.95%) 0.00
Increased by 0.00%
Sep 30, 24