Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 DJD 8.03%
3 SMN 6.27%
4 SBM 6.27%
5 NDIV 4.79%
6 WBIY 4.41%
7 GBDV 4.11%
8 IYM 4.03%
9 UTRN 3.96%
10 RTM 3.71%
11 RSPM 3.71%
12 JHMA 3.38%
13 DIVC 3.33%
14 FMK 3.28%
15 EDOW 3.12%
16 SHRY 3.04%
17 BAMD 2.22%
18 XLB 2.20%
19 SDEI 2.13%
20 RYJ 1.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 84.77M (11.95%) 1.79M
Increased by +2.12%
Jun 30, 25
2 BlackRock Inc 51.63M (7.28%) 2.30M
Increased by +4.45%
Jun 30, 25
3 State Street Corporation 35.51M (5.01%) -176.12K
Decreased by -0.50%
Mar 31, 24
4 State Street Corp 32.34M (4.56%) 1.42M
Increased by +4.40%
Jun 30, 25
5 Pzena Investment Management, LLC 27.09M (3.82%) 2.13M
Increased by +7.88%
Jun 30, 25
6 Capital Research Global Investors 26.23M (3.70%) 13.95M
Increased by +53.17%
Jun 30, 25
7 Geode Capital Management, LLC 18.00M (2.54%) -93.25K
Decreased by -0.52%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 14.33M (2.02%) 1.59M
Increased by +11.13%
Jun 30, 25
9 Amvescap Plc. 10.56M (1.49%) 700.27K
Increased by +6.63%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 7.43M (1.05%) -791.75K
Decreased by -10.66%
Jun 30, 25
11 Bank of America Corp 7.08M (1.00%) -656.20K
Decreased by -9.27%
Jun 30, 25
12 Capital World Investors 7.07M (1.00%) 13.74K
Increased by +0.19%
Mar 31, 25
13 UBS Group AG 6.99M (0.99%) -473.87K
Decreased by -6.78%
Jun 30, 25
14 NORGES BANK 6.71M (0.95%) -614.84K
Decreased by -9.16%
Jun 30, 25
15 Northern Trust Corp 6.45M (0.91%) -131.50K
Decreased by -2.04%
Jun 30, 25
16 Pacer Advisors, INC. 6.35M (0.90%) 397.17K
Increased by +6.26%
Dec 31, 23
17 Goldman Sachs Group Inc 5.94M (0.84%) 1.89M
Increased by +31.78%
Jun 30, 25
18 Charles Schwab Investment Management Inc 5.93M (0.84%) 471.50K
Increased by +7.95%
Jun 30, 25
19 FMR Inc 5.61M (0.79%) -133.16K
Decreased by -2.37%
Sep 30, 24
20 Legal & General Group PLC 5.49M (0.77%) -160.54K
Decreased by -2.92%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 22.27M (3.14%) 14.84K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 22.22M (3.13%) -498.32K
Decreased by -2.24%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 20.02M (2.82%) 142.54K
Increased by +0.71%
May 31, 25
4 Vanguard 500 Index Investor 17.50M (2.47%) -2.56M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 15.74M (2.22%) 169.43K
Increased by +1.08%
Jul 31, 25
6 American Funds Invmt Co of Amer A 11.00M (1.55%) 3.51M
Increased by +31.89%
Jun 30, 25
7 Capital Group Investment Co of Amer Comp 11.00M (1.55%) 3.51M
Increased by +31.89%
Jun 30, 25
8 Fidelity 500 Index 8.96M (1.26%) 3.84K
Increased by +0.04%
Jul 31, 25
9 American Funds Income Fund of Amer A 8.73M (1.23%) 2.20M
Increased by +25.20%
Jun 30, 25
10 SPDR® S&P 500 ETF 8.71M (1.23%) -126.79K
Decreased by -1.46%
Mar 31, 25
11 SPDR® S&P 500® ETF 8.56M (1.21%) 105.00K
Increased by +1.23%
Aug 31, 25
12 iShares Core S&P 500 ETF 8.51M (1.20%) 0.00
Increased by 0.00%
Aug 31, 25
13 SPDR® S&P 500® ETF Trust 8.48M (1.20%) -44.71K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 8.29M (1.17%) 18.77K
Increased by +0.23%
Apr 30, 24
15 Fidelity® 500 Index 8.19M (1.16%) 52.14K
Increased by +0.64%
Nov 30, 23
16 Pacer US Cash Cows 100 ETF 6.58M (0.93%) 17.02K
Increased by +0.26%
Jan 31, 24
17 Vanguard Value Index Inv 6.25M (0.88%) -8.84K
Decreased by -0.14%
Jul 31, 25
18 American Funds Capital World Gr&Inc A 5.64M (0.80%) 5.64M
Increased by +100.00%
Jun 30, 25
19 Capital Group World Growth & Inc Cmp 5.64M (0.80%) 5.64M
Increased by +100.00%
Jun 30, 25
20 SPDR® Dow Jones Industrial Avrg ETF Tr 5.57M (0.79%) 32.84K
Increased by +0.59%
Oct 31, 24