Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.06%
2 DIVY 4.05%
3 ZAP 3.92%
4 WBIF 3.87%
5 BAMD 3.47%
6 RYU 3.39%
7 TPMN 3.31%
8 RSPU 3.25%
9 INFR 3.02%
10 BKGI 2.96%
11 QINC 2.92%
12 SDP 2.81%
13 FXU 2.51%
14 SNPD 2.51%
15 SPHD 2.49%
16 MDLV 2.48%
17 PUI 2.31%
18 OCEN 2.21%
19 RDIV 1.95%
20 SDOG 1.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.96M (12.27%) 351.78K
Increased by +0.78%
Mar 31, 25
2 BlackRock Inc 39.41M (10.75%) 643.42K
Increased by +1.63%
Mar 31, 25
3 State Street Corp 26.88M (7.33%) 271.56K
Increased by +1.01%
Mar 31, 25
4 State Street Corporation 26.81M (7.31%) -813.81K
Decreased by -3.04%
Mar 31, 24
5 Wellington Management Company LLP 17.21M (4.69%) 739.45K
Increased by +4.30%
Mar 31, 25
6 FMR Inc 10.82M (2.95%) 3.47M
Increased by +32.03%
Mar 31, 25
7 Geode Capital Management, LLC 9.06M (2.47%) -495.76K
Decreased by -5.47%
Mar 31, 25
8 Magellan Asset Management Limited 6.88M (1.88%) 401.87K
Increased by +5.84%
Mar 31, 25
9 Wells Fargo & Co 6.55M (1.79%) -1.35M
Decreased by -20.66%
Dec 31, 23
10 Amundi 6.48M (1.77%) -3.98K
Decreased by -0.06%
Mar 31, 25
11 Amvescap Plc. 6.04M (1.65%) 32.30K
Increased by +0.54%
Mar 31, 25
12 Charles Schwab Investment Management Inc 5.89M (1.61%) -4.05M
Decreased by -68.75%
Mar 31, 25
13 Nuveen Asset Management, LLC 5.73M (1.56%) -152.50K
Decreased by -2.66%
Dec 31, 24
14 UBS Asset Mgmt Americas Inc 5.70M (1.56%) 185.15K
Increased by +3.25%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 5.42M (1.48%) 255.68K
Increased by +4.72%
Mar 31, 25
16 Zimmer Partners LP 5.35M (1.46%) 2.81M
Increased by +52.57%
Jun 30, 24
17 Legal & General Group PLC 5.27M (1.44%) 162.53K
Increased by +3.08%
Mar 31, 25
18 Nordea Investment Mgmt Bank Demark A/s 4.77M (1.30%) -1.07M
Decreased by -22.48%
Jun 30, 24
19 Nuveen, LLC 4.61M (1.26%) 4.61M
Increased by +100.00%
Mar 31, 25
20 Deutsche Bank AG 4.16M (1.14%) -496.05K
Decreased by -11.92%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.76M (3.21%) 158.91K
Increased by +1.35%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 11.35M (3.10%) 263.69K
Increased by +2.32%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 10.36M (2.83%) 165.29K
Increased by +1.60%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 7.98M (2.18%) 76.96K
Increased by +0.96%
Apr 30, 25
5 Vanguard Equity-Income Inv 6.21M (1.70%) 278.36K
Increased by +4.48%
Mar 31, 25
6 The Utilities Select Sector SPDR® ETF 5.50M (1.50%) 22.86K
Increased by +0.42%
May 31, 25
7 iShares Select Dividend ETF 5.06M (1.38%) 0.00
Increased by 0.00%
May 31, 25
8 Fidelity 500 Index 4.61M (1.26%) 5.69K
Increased by +0.12%
Apr 30, 25
9 SPDR® S&P 500 ETF 4.56M (1.24%) -66.19K
Decreased by -1.45%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 4.44M (1.21%) -23.33K
Decreased by -0.53%
Mar 31, 25
11 Utilities Select Sector SPDR® ETF 4.41M (1.20%) -12.99K
Decreased by -0.29%
Mar 31, 24
12 SPDR® S&P 500® ETF 4.39M (1.20%) -19.57K
Decreased by -0.45%
May 31, 25
13 SPDR® S&P Dividend ETF 4.36M (1.19%) -1.49K
Decreased by -0.03%
May 31, 25
14 iShares Core S&P 500 ETF 4.25M (1.16%) 0.00
Increased by 0.00%
May 31, 25
15 SPDR® S&P 500 ETF Trust 4.22M (1.15%) -32.71K
Decreased by -0.78%
Mar 31, 24
16 Fidelity® 500 Index 4.07M (1.11%) 25.88K
Increased by +0.64%
Nov 30, 23
17 ThomasPartners Dividend Growth Non K-1 4.05M (1.11%) 4.05M
Increased by +99.99%
Jun 30, 24
18 Vanguard Windsor Investor Shares 3.42M (0.93%) 228.81K
Increased by +6.69%
Mar 31, 25
19 Vanguard Value Index Inv 3.22M (0.88%) 10.37K
Increased by +0.32%
Apr 30, 25
20 Vanguard Wellesley® Income Inv 2.95M (0.80%) -68.43K
Decreased by -2.32%
Mar 31, 25