Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXO 4.12%
2 IAT 3.95%
3 DIVY 3.33%
4 FMKT 3.24%
5 KBWB 3.18%
6 KRE 2.71%
7 RDIV 2.44%
8 LYLD 2.37%
9 AIEQ 2.28%
10 KRU 2.19%
11 SDOG 2.18%
12 SPDV 1.95%
13 BSMC 1.91%
14 ICAP 1.90%
15 RDVY 1.87%
16 DPST 1.83%
17 SEIV 1.81%
18 DIVG 1.63%
19 RSPF 1.54%
20 SPVM 1.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 51.55M (12.07%) 209.47K
Increased by +0.41%
Jun 30, 25
2 BlackRock Inc 45.25M (10.59%) -3.86M
Decreased by -8.52%
Mar 31, 25
3 Capital World Investors 36.68M (8.59%) 65.27K
Increased by +0.18%
Jun 30, 25
4 State Street Corporation 24.71M (5.79%) -3.66M
Decreased by -14.81%
Mar 31, 24
5 State Street Corp 24.28M (5.68%) -2.48M
Decreased by -10.20%
Mar 31, 25
6 Amvescap Plc. 23.39M (5.48%) -807.50K
Decreased by -3.45%
Mar 31, 25
7 Geode Capital Management, LLC 11.25M (2.63%) 319.02K
Increased by +2.84%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 11.20M (2.62%) 576.46K
Increased by +5.14%
Mar 31, 25
9 Amundi 11.09M (2.60%) -2.90M
Decreased by -26.15%
Mar 31, 25
10 Fuller & Thaler Asset Management Inc 10.79M (2.53%) 411.53K
Increased by +3.81%
Jun 30, 25
11 Hotchkis & Wiley Capital Management LLC 8.66M (2.03%) -103.54K
Decreased by -1.20%
Mar 31, 25
12 AQR Capital Management LLC 7.37M (1.72%) 1.18M
Increased by +16.02%
Mar 31, 25
13 First Trust Advisors L.P. 7.34M (1.72%) -607.75K
Decreased by -8.28%
Dec 31, 23
14 Charles Schwab Investment Management Inc 6.93M (1.62%) -10.54K
Decreased by -0.15%
Jun 30, 25
15 Royal Bank of Canada 6.80M (1.59%) 554.62K
Increased by +8.15%
Mar 31, 25
16 Millennium Management LLC 6.58M (1.54%) 1.60M
Increased by +24.26%
Jun 30, 24
17 LSV Asset Management 6.56M (1.54%) 833.40K
Increased by +12.70%
Jun 30, 25
18 Nordea Investment Mgmt Bank Demark A/s 6.40M (1.50%) 1.10M
Increased by +17.17%
Jun 30, 25
19 Bank of America Corp 6.09M (1.43%) 1.39M
Increased by +22.81%
Sep 30, 24
20 Capital Research & Mgmt Co - Division 3 5.91M (1.38%) 20.03K
Increased by +0.34%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 22.69M (5.31%) 0.00
Increased by 0.00%
Jun 30, 25
2 Capital Group Wash Mutual Invtrs Comp 22.69M (5.31%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 13.49M (3.16%) -160.35K
Decreased by -1.19%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 12.91M (3.02%) -276.62K
Decreased by -2.14%
Jul 31, 25
5 Vanguard Institutional 500 Index Trust 12.44M (2.91%) 90.15K
Increased by +0.72%
May 31, 25
6 American Funds Income Fund of Amer A 12.13M (2.84%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard 500 Index Investor 10.74M (2.51%) -1.57M
Decreased by -14.65%
Jul 31, 25
8 Fuller & Thaler Behavrl Small-Cap Value 10.56M (2.47%) 852.12K
Increased by +8.07%
Nov 30, 23
9 Vanguard Mid Cap Index Institutional 9.19M (2.15%) 98.98K
Increased by +1.08%
Jul 31, 25
10 FullerThaler Behavioral Small-Cap Value 9.13M (2.14%) -82.42K
Decreased by -0.90%
Jun 30, 25
11 Undiscovered Managers Behavioral Val L 8.78M (2.06%) -78.00K
Decreased by -0.89%
Jun 30, 25
12 American Funds Capital Income Bldr A 6.71M (1.57%) -4.64M
Decreased by -69.12%
Jun 30, 24
13 Invesco Equity and Income Composite 6.10M (1.43%) 3.11M
Increased by +51.03%
Jun 30, 25
14 First Trust Rising Dividend Achiev ETF 5.53M (1.29%) 7.60K
Increased by +0.14%
Jan 31, 24
15 Fidelity® 500 Index 5.50M (1.29%) 35.01K
Increased by +0.64%
Nov 30, 23
16 iShares Select Dividend ETF 5.50M (1.29%) -3.75K
Decreased by -0.07%
Jul 31, 25
17 Fidelity 500 Index 5.49M (1.29%) -20.35K
Decreased by -0.37%
Jun 30, 25
18 SPDR® S&P 500 ETF Trust 5.49M (1.29%) -11.91K
Decreased by -0.22%
Apr 30, 24
19 SPDR® S&P 500 ETF 5.44M (1.27%) -127.72K
Decreased by -2.35%
Mar 31, 25
20 SPDR® S&P 500® ETF Trust 5.29M (1.24%) -27.76K
Decreased by -0.52%
Mar 31, 25