Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXO 3.81%
2 IAT 3.65%
3 KBWB 2.94%
4 KRE 2.51%
5 AIEQ 2.28%
6 RDIV 2.21%
7 KRU 2.19%
8 SDOG 2.18%
9 LYLD 2.17%
10 BSMC 1.97%
11 RDVY 1.87%
12 ICAP 1.77%
13 SPDV 1.76%
14 SEIV 1.70%
15 DPST 1.64%
16 DIVG 1.44%
17 SPVM 1.40%
18 RSPF 1.38%
19 WBIY 1.34%
20 RYF 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 51.34M (11.95%) -312.91K
Decreased by -0.61%
Mar 31, 25
2 BlackRock Inc 45.25M (10.53%) -3.86M
Decreased by -8.52%
Mar 31, 25
3 Capital World Investors 36.61M (8.52%) 710.15K
Increased by +1.94%
Mar 31, 25
4 State Street Corporation 24.71M (5.75%) -3.66M
Decreased by -14.81%
Mar 31, 24
5 State Street Corp 24.28M (5.65%) -2.48M
Decreased by -10.20%
Mar 31, 25
6 Amvescap Plc. 23.39M (5.44%) -807.50K
Decreased by -3.45%
Mar 31, 25
7 Geode Capital Management, LLC 11.25M (2.62%) 319.02K
Increased by +2.84%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 11.20M (2.61%) 576.46K
Increased by +5.14%
Mar 31, 25
9 Amundi 11.09M (2.58%) -2.90M
Decreased by -26.15%
Mar 31, 25
10 Fuller & Thaler Asset Management Inc 10.38M (2.42%) 697.49K
Increased by +6.72%
Mar 31, 25
11 Hotchkis & Wiley Capital Management LLC 8.66M (2.02%) -103.54K
Decreased by -1.20%
Mar 31, 25
12 AQR Capital Management LLC 7.37M (1.71%) 1.18M
Increased by +16.02%
Mar 31, 25
13 First Trust Advisors L.P. 7.34M (1.71%) -607.75K
Decreased by -8.28%
Dec 31, 23
14 Charles Schwab Investment Management Inc 6.94M (1.61%) -74.61K
Decreased by -1.08%
Mar 31, 25
15 Royal Bank of Canada 6.80M (1.58%) 554.62K
Increased by +8.15%
Mar 31, 25
16 Millennium Management LLC 6.58M (1.53%) 1.60M
Increased by +24.26%
Jun 30, 24
17 Bank of America Corp 6.09M (1.42%) 1.39M
Increased by +22.81%
Sep 30, 24
18 Capital Research & Mgmt Co - Division 3 5.89M (1.37%) 4.63M
Increased by +78.69%
Mar 31, 25
19 UBS Group AG 5.81M (1.35%) 4.41M
Increased by +75.85%
Dec 31, 24
20 LSV Asset Management 5.73M (1.33%) -166.70K
Decreased by -2.91%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 22.69M (5.28%) 4.27M
Increased by +18.81%
Mar 31, 25
2 Capital Group Wash Mutual Invtrs Comp 22.69M (5.28%) 4.27M
Increased by +18.81%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 13.49M (3.14%) -160.35K
Decreased by -1.19%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 13.33M (3.10%) 248.13K
Increased by +1.86%
Apr 30, 25
5 Vanguard Institutional 500 Index Trust 12.35M (2.87%) 197.01K
Increased by +1.60%
Apr 30, 25
6 American Funds Income Fund of Amer A 12.13M (2.82%) 0.00
Increased by 0.00%
Mar 31, 25
7 Fuller & Thaler Behavrl Small-Cap Value 10.56M (2.46%) 852.12K
Increased by +8.07%
Nov 30, 23
8 Vanguard Mid Cap Index Institutional 9.03M (2.10%) 86.35K
Increased by +0.96%
Apr 30, 25
9 FullerThaler Behavioral Small-Cap Value 8.90M (2.07%) 496.77K
Increased by +5.58%
Mar 31, 25
10 Undiscovered Managers Behavioral Val L 8.86M (2.06%) 373.77K
Increased by +4.22%
Apr 30, 25
11 American Funds Capital Income Bldr A 6.71M (1.56%) -4.64M
Decreased by -69.12%
Jun 30, 24
12 iShares Select Dividend ETF 5.54M (1.29%) 0.00
Increased by 0.00%
May 31, 25
13 First Trust Rising Dividend Achiev ETF 5.53M (1.29%) 7.60K
Increased by +0.14%
Jan 31, 24
14 Fidelity® 500 Index 5.50M (1.28%) 35.01K
Increased by +0.64%
Nov 30, 23
15 Fidelity 500 Index 5.49M (1.28%) 6.77K
Increased by +0.12%
Apr 30, 25
16 SPDR® S&P 500 ETF Trust 5.49M (1.28%) -11.91K
Decreased by -0.22%
Apr 30, 24
17 SPDR® S&P 500 ETF 5.44M (1.27%) -127.72K
Decreased by -2.35%
Mar 31, 25
18 SPDR® S&P 500® ETF Trust 5.29M (1.23%) -27.76K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500® ETF 5.23M (1.22%) -23.39K
Decreased by -0.45%
May 31, 25
20 iShares Core S&P 500 ETF 5.06M (1.18%) 0.00
Increased by 0.00%
May 31, 25