Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVO 4.88%
2 IAI 4.68%
3 QUSA 4.39%
4 HDV 4.36%
5 BKC 3.97%
6 DIVZ 3.91%
7 UTRN 3.90%
8 DIVL 3.70%
9 CZAR 3.38%
10 XUDV 3.30%
11 DDIV 3.13%
12 CCOR 3.09%
13 DVOL 2.94%
14 DIVS 2.92%
15 INFL 2.91%
16 KOIN 2.75%
17 UDI 2.66%
18 FMKT 2.64%
19 TOLL 2.59%
20 ESN 2.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.18M (9.80%) 532.55K
Increased by +1.51%
Jun 30, 25
2 BlackRock Inc 30.03M (8.37%) -2.57M
Decreased by -8.56%
Jun 30, 25
3 State Street Corp 16.42M (4.58%) -19.97K
Decreased by -0.12%
Jun 30, 25
4 State Street Corporation 15.71M (4.38%) -194.75K
Decreased by -1.24%
Mar 31, 24
5 JPMorgan Chase & Co 12.29M (3.42%) -287.72K
Decreased by -2.34%
Jun 30, 25
6 Morgan Stanley - Brokerage Accounts 9.44M (2.63%) -1.12M
Decreased by -11.91%
Jun 30, 25
7 Geode Capital Management, LLC 9.18M (2.56%) 319.90K
Increased by +3.49%
Jun 30, 25
8 Capital World Investors 8.62M (2.40%) -1.11M
Decreased by -12.88%
Jun 30, 25
9 T. Rowe Price Associates, Inc. 5.76M (1.60%) 307.43K
Increased by +5.34%
Jun 30, 25
10 NORGES BANK 5.70M (1.59%) 933.00K
Increased by +16.36%
Jun 30, 25
11 Parnassus Investments, LLC 5.64M (1.57%) -32.88K
Decreased by -0.58%
Sep 30, 23
12 Bank of New York Mellon Corp 5.36M (1.49%) -819.27K
Decreased by -15.29%
Jun 30, 25
13 Parnassus Investments LLC 5.08M (1.42%) -363.08K
Decreased by -7.14%
Jun 30, 24
14 Ameriprise Financial Inc 4.68M (1.30%) 92.92K
Increased by +1.98%
Jun 30, 25
15 Capital Research & Mgmt Co - Division 3 4.46M (1.24%) 30.22K
Increased by +0.68%
Jun 30, 25
16 FMR Inc 4.05M (1.13%) 3.05M
Increased by +75.35%
Jun 30, 25
17 Arrowstreet Capital Limited Partnership 3.83M (1.07%) 238.52K
Increased by +6.22%
Jun 30, 25
18 Northern Trust Corp 3.79M (1.06%) -19.07K
Decreased by -0.50%
Jun 30, 25
19 Neuberger Berman Group LLC 3.79M (1.06%) 148.99K
Increased by +3.93%
Sep 30, 23
20 Capital Research Global Investors 3.64M (1.01%) -2.95M
Decreased by -81.07%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 11.41M (3.18%) 11.41M
Increased by +100.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 11.33M (3.16%) -261.28K
Decreased by -2.31%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 10.25M (2.86%) 72.35K
Increased by +0.71%
May 31, 25
4 Vanguard 500 Index Investor 8.92M (2.49%) -1.31M
Decreased by -14.65%
Jul 31, 25
5 American Funds Income Fund of Amer A 4.70M (1.31%) 0.00
Increased by 0.00%
Jun 30, 25
6 Fidelity 500 Index 4.57M (1.27%) 1.96K
Increased by +0.04%
Jul 31, 25
7 SPDR® S&P 500 ETF 4.48M (1.25%) -65.72K
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 4.36M (1.22%) -22.90K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 4.35M (1.21%) 53.64K
Increased by +1.23%
Aug 31, 25
10 iShares Core S&P 500 ETF 4.34M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
11 JPM US Equity Income-MA 4.34M (1.21%) 4.33M
Increased by +99.91%
Sep 30, 23
12 SPDR® S&P 500 ETF Trust 4.26M (1.19%) 9.63K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 4.19M (1.17%) 26.68K
Increased by +0.64%
Nov 30, 23
14 Parnassus Core Equity Investor 3.80M (1.06%) 0.00
Increased by 0.00%
Jun 30, 24
15 American Funds Capital Income Bldr A 3.29M (0.92%) -472.36K
Decreased by -14.36%
Jun 30, 24
16 Vanguard Value Index Inv 3.19M (0.89%) -3.78K
Decreased by -0.12%
Jul 31, 25
17 The Financial Select Sector SPDR® ETF 2.57M (0.72%) -8.13K
Decreased by -0.32%
Aug 31, 25
18 JPM US Equity Income-Composite 2.51M (0.70%) -409.30K
Decreased by -16.32%
Mar 31, 24
19 Financial Select Sector SPDR® ETF 2.43M (0.68%) -6.94K
Decreased by -0.29%
Apr 30, 24
20 iShares Core Dividend Growth ETF 2.36M (0.66%) 0.00
Increased by 0.00%
May 31, 25