Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QUSA 5.00%
2 DIVO 4.70%
3 IAI 4.49%
4 DIVZ 4.13%
5 HDV 4.10%
6 WBIL 4.04%
7 DIVL 4.00%
8 BKC 3.97%
9 UTRN 3.90%
10 BAMG 3.66%
11 CZAR 3.48%
12 XUDV 3.44%
13 TOLL 3.31%
14 DIVS 3.10%
15 DVOL 3.07%
16 CCOR 2.96%
17 UDI 2.87%
18 ESN 2.83%
19 KOIN 2.75%
20 AIVL 2.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.64M (9.65%) 400.74K
Increased by +1.16%
Mar 31, 25
2 BlackRock Inc 32.61M (9.09%) 2.99M
Increased by +9.16%
Mar 31, 25
3 State Street Corp 16.44M (4.58%) 337.76K
Increased by +2.05%
Mar 31, 25
4 State Street Corporation 15.71M (4.38%) -194.75K
Decreased by -1.24%
Mar 31, 24
5 JPMorgan Chase & Co 12.57M (3.50%) 1.78M
Increased by +14.16%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 10.56M (2.94%) -418.51K
Decreased by -3.96%
Mar 31, 25
7 Capital World Investors 9.73M (2.71%) -1.49M
Decreased by -15.28%
Mar 31, 25
8 Geode Capital Management, LLC 8.86M (2.47%) 469.34K
Increased by +5.30%
Mar 31, 25
9 Bank of New York Mellon Corp 6.18M (1.72%) -196.17K
Decreased by -3.18%
Mar 31, 25
10 Parnassus Investments, LLC 5.64M (1.57%) -32.88K
Decreased by -0.58%
Sep 30, 23
11 T. Rowe Price Associates, Inc. 5.45M (1.52%) -2.83M
Decreased by -51.99%
Mar 31, 25
12 Parnassus Investments LLC 5.08M (1.42%) -363.08K
Decreased by -7.14%
Jun 30, 24
13 NORGES BANK 4.77M (1.33%) -45.51K
Decreased by -0.95%
Dec 31, 24
14 Ameriprise Financial Inc 4.59M (1.28%) -5.22K
Decreased by -0.11%
Mar 31, 25
15 Capital Research & Mgmt Co - Division 3 4.43M (1.24%) 1.75M
Increased by +39.37%
Mar 31, 25
16 Northern Trust Corp 3.81M (1.06%) -132.94K
Decreased by -3.49%
Mar 31, 25
17 Neuberger Berman Group LLC 3.79M (1.06%) 148.99K
Increased by +3.93%
Sep 30, 23
18 Capital Research Global Investors 3.64M (1.01%) -2.95M
Decreased by -81.07%
Mar 31, 24
19 Arrowstreet Capital Limited Partnership 3.59M (1.00%) 178.21K
Increased by +4.96%
Mar 31, 25
20 Fidelity International Ltd 3.59M (1.00%) -490.66K
Decreased by -13.66%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.56M (3.22%) 170.13K
Increased by +1.47%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 11.41M (3.18%) 11.41M
Increased by +100.00%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 10.18M (2.84%) 161.97K
Increased by +1.59%
Apr 30, 25
4 American Funds Income Fund of Amer A 4.70M (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
5 Fidelity 500 Index 4.53M (1.26%) 5.59K
Increased by +0.12%
Apr 30, 25
6 SPDR® S&P 500 ETF 4.48M (1.25%) -65.72K
Decreased by -1.47%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 4.36M (1.22%) -22.90K
Decreased by -0.52%
Mar 31, 25
8 JPM US Equity Income-MA 4.34M (1.21%) 4.33M
Increased by +99.91%
Sep 30, 23
9 SPDR® S&P 500® ETF 4.31M (1.20%) -19.20K
Decreased by -0.45%
May 31, 25
10 SPDR® S&P 500 ETF Trust 4.26M (1.19%) 9.63K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 4.19M (1.17%) 26.68K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 4.17M (1.16%) 0.00
Increased by 0.00%
May 31, 25
13 Parnassus Core Equity Investor 3.80M (1.06%) 0.00
Increased by 0.00%
Jun 30, 24
14 American Funds Capital Income Bldr A 3.29M (0.92%) -472.36K
Decreased by -14.36%
Jun 30, 24
15 Vanguard Value Index Inv 3.16M (0.88%) 3.33K
Increased by +0.11%
Apr 30, 25
16 JPM US Equity Income-Composite 2.51M (0.70%) -409.30K
Decreased by -16.32%
Mar 31, 24
17 The Financial Select Sector SPDR® ETF 2.48M (0.69%) -6.91K
Decreased by -0.28%
May 31, 25
18 Financial Select Sector SPDR® ETF 2.43M (0.68%) -6.94K
Decreased by -0.29%
Apr 30, 24
19 iShares Core Dividend Growth ETF 2.36M (0.66%) 0.00
Increased by 0.00%
May 31, 25
20 Columbia Dividend Value 2.33M (0.65%) -16.84K
Decreased by -0.72%
Mar 31, 25