Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVY 4.17%
2 UTRN 4.06%
3 BAMD 3.69%
4 RSPU 3.50%
5 ZAP 3.43%
6 RYU 3.39%
7 BKGI 3.23%
8 TPMN 3.05%
9 INFR 3.02%
10 QINC 2.92%
11 SNPD 2.85%
12 SDP 2.81%
13 MDLV 2.73%
14 PUI 2.54%
15 SDOG 2.26%
16 PEY 2.23%
17 OCEN 2.21%
18 SPHD 2.15%
19 WBIG 2.10%
20 XLU 1.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.65M (12.33%) 691.16K
Increased by +1.51%
Jun 30, 25
2 BlackRock Inc 39.09M (10.56%) -316.61K
Decreased by -0.81%
Jun 30, 25
3 State Street Corp 27.34M (7.38%) 465.82K
Increased by +1.70%
Jun 30, 25
4 State Street Corporation 26.81M (7.24%) -813.81K
Decreased by -3.04%
Mar 31, 24
5 FMR Inc 10.94M (2.95%) 121.40K
Increased by +1.11%
Jun 30, 25
6 Geode Capital Management, LLC 9.27M (2.50%) 211.96K
Increased by +2.29%
Jun 30, 25
7 Magellan Investment Partners 6.95M (1.88%) 75.78K
Increased by +1.09%
Jun 30, 25
8 Magellan Asset Management Limited 6.88M (1.86%) 401.87K
Increased by +5.84%
Mar 31, 25
9 UBS Asset Mgmt Americas Inc 6.58M (1.78%) 873.32K
Increased by +13.28%
Jun 30, 25
10 Wells Fargo & Co 6.55M (1.77%) -1.35M
Decreased by -20.66%
Dec 31, 23
11 Amundi 6.48M (1.75%) -3.98K
Decreased by -0.06%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 6.24M (1.69%) 826.22K
Increased by +13.23%
Jun 30, 25
13 Charles Schwab Investment Management Inc 5.87M (1.59%) -14.45K
Decreased by -0.25%
Jun 30, 25
14 Nuveen Asset Management, LLC 5.73M (1.55%) -152.50K
Decreased by -2.66%
Dec 31, 24
15 Victory Capital Management Inc. 5.40M (1.46%) 4.95M
Increased by +91.73%
Jun 30, 25
16 Amvescap Plc. 5.37M (1.45%) -669.40K
Decreased by -12.47%
Jun 30, 25
17 Legal & General Group PLC 5.03M (1.36%) -248.50K
Decreased by -4.95%
Jun 30, 25
18 Nordea Investment Mgmt Bank Demark A/s 4.77M (1.29%) -1.07M
Decreased by -22.48%
Jun 30, 24
19 Nuveen, LLC 4.68M (1.27%) 77.58K
Increased by +1.66%
Jun 30, 25
20 Zimmer Partners LP 4.37M (1.18%) 4.29M
Increased by +98.04%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.55M (3.12%) -257.45K
Decreased by -2.23%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 11.35M (3.07%) 263.69K
Increased by +2.32%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 10.43M (2.82%) 73.47K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 9.10M (2.46%) -1.33M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 8.20M (2.21%) 88.29K
Increased by +1.08%
Jul 31, 25
6 Vanguard Equity-Income Inv 6.21M (1.68%) 278.36K
Increased by +4.48%
Mar 31, 25
7 The Utilities Select Sector SPDR® ETF 5.95M (1.61%) -4.80K
Decreased by -0.08%
Aug 31, 25
8 iShares Select Dividend ETF 5.02M (1.36%) 0.00
Increased by 0.00%
Aug 31, 25
9 Fidelity 500 Index 4.66M (1.26%) 1.99K
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500 ETF 4.56M (1.23%) -66.19K
Decreased by -1.45%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 4.44M (1.20%) -23.33K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 4.43M (1.20%) 54.65K
Increased by +1.23%
Aug 31, 25
13 iShares Core S&P 500 ETF 4.42M (1.19%) 0.00
Increased by 0.00%
Aug 31, 25
14 Utilities Select Sector SPDR® ETF 4.41M (1.19%) -12.99K
Decreased by -0.29%
Mar 31, 24
15 SPDR® S&P 500 ETF Trust 4.22M (1.14%) -32.71K
Decreased by -0.78%
Mar 31, 24
16 Fidelity® 500 Index 4.07M (1.10%) 25.88K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P Dividend ETF 3.78M (1.02%) 0.00
Increased by 0.00%
Aug 31, 25
18 Vanguard Value Index Inv 3.26M (0.88%) -4.45K
Decreased by -0.14%
Jul 31, 25
19 Vanguard Wellesley® Income Inv 2.95M (0.80%) -68.43K
Decreased by -2.32%
Mar 31, 25
20 Vanguard Windsor Investor Shares 2.94M (0.80%) -476.36K
Decreased by -16.18%
Jun 30, 25