Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARD 11.59%
2 CARU 11.59%
3 FTXR 9.11%
4 RDIV 5.36%
5 XUDV 5.21%
6 WBIY 4.86%
7 WBIG 4.60%
8 WBIL 4.33%
9 UTRN 4.14%
10 FDL 3.74%
11 TADS 3.53%
12 DIVC 3.33%
13 MADE 3.09%
14 RPV 2.64%
15 ESN 2.59%
16 DVY 2.29%
17 SDOG 2.22%
18 ESGL_old 2.21%
19 DVYL 2.17%
20 SPDV 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 402.08M (10.39%) 57.18M
Increased by +14.22%
Dec 31, 24
2 BlackRock Inc 292.24M (7.55%) 7.12M
Increased by +2.44%
Dec 31, 24
3 State Street Corp 178.00M (4.60%) 6.14M
Increased by +3.45%
Dec 31, 24
4 State Street Corporation 172.43M (4.46%) -1.50M
Decreased by -0.87%
Mar 31, 24
5 Newport Trust Co. 152.65M (3.95%) -3.49M
Decreased by -2.29%
Dec 31, 24
6 Charles Schwab Investment Management Inc 129.11M (3.34%) 6.50M
Increased by +5.03%
Dec 31, 24
7 Geode Capital Management, LLC 84.08M (2.17%) 2.09M
Increased by +2.48%
Dec 31, 24
8 Fisher Asset Management, LLC 67.35M (1.74%) 4.83M
Increased by +7.16%
Jun 30, 24
9 Dimensional Fund Advisors, Inc. 46.51M (1.20%) 4.93M
Increased by +10.59%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 43.00M (1.11%) -6.27M
Decreased by -14.58%
Dec 31, 24
11 Arrowstreet Capital Limited Partnership 41.22M (1.07%) -11.61M
Decreased by -28.17%
Jun 30, 24
12 Amvescap Plc. 39.56M (1.02%) 5.88M
Increased by +14.87%
Dec 31, 24
13 NORGES BANK 39.12M (1.01%) 518.51K
Increased by +1.33%
Dec 31, 24
14 Northern Trust Corp 37.31M (0.96%) 3.70M
Increased by +9.92%
Dec 31, 24
15 UBS Asset Mgmt Americas Inc 29.64M (0.77%) 5.30M
Increased by +17.86%
Dec 31, 24
16 Legal & General Group PLC 28.04M (0.72%) 2.15M
Increased by +7.67%
Dec 31, 24
17 UBS Group AG 27.93M (0.72%) 15.49M
Increased by +55.47%
Dec 31, 24
18 Renaissance Technologies Corp 27.25M (0.70%) 6.53M
Increased by +23.97%
Sep 30, 23
19 Barclays PLC 25.59M (0.66%) 1.25M
Increased by +4.90%
Dec 31, 23
20 GQG Partners LLC 23.93M (0.62%) 23.93M
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 123.53M (3.19%) -572.47K
Decreased by -0.46%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 122.96M (3.18%) -95.37K
Decreased by -0.08%
Mar 31, 25
3 Schwab US Dividend Equity ETF™ 110.63M (2.86%) 19.21K
Increased by +0.02%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 108.18M (2.80%) -75.64K
Decreased by -0.07%
Mar 31, 25
5 Vanguard Mid Cap Index Institutional 83.84M (2.17%) 41.69M
Increased by +49.73%
Mar 31, 25
6 Fidelity 500 Index 48.84M (1.26%) -51.55K
Decreased by -0.11%
Mar 31, 25
7 SPDR® S&P 500 ETF 48.42M (1.25%) -873.52K
Decreased by -1.80%
Mar 31, 25
8 SPDR® S&P 500® ETF 47.21M (1.22%) 38.90K
Increased by +0.08%
Apr 30, 25
9 SPDR® S&P 500® ETF Trust 47.14M (1.22%) -247.10K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 46.52M (1.20%) 104.27K
Increased by +0.22%
Apr 30, 24
11 iShares Core S&P 500 ETF 46.11M (1.19%) -48.15K
Decreased by -0.10%
Apr 30, 25
12 Pacer US Cash Cows 100 ETF 45.90M (1.19%) -56.68K
Decreased by -0.12%
Apr 30, 25
13 Fidelity® 500 Index 45.81M (1.18%) 291.52K
Increased by +0.64%
Nov 30, 23
14 Performer (AFRIS) 42.72M (1.10%) 42.72M
Increased by +100.00%
Feb 29, 24
15 iShares Select Dividend ETF 41.96M (1.08%) 0.00
Increased by 0.00%
Apr 30, 25
16 Vanguard Value Index Inv 34.14M (0.88%) 478.66K
Increased by +1.40%
Mar 31, 25
17 Vanguard Mid-Cap Value ETF 24.99M (0.65%) 11.86M
Increased by +47.46%
Mar 31, 25
18 Vanguard Institutional Index I 23.96M (0.62%) -250.36K
Decreased by -1.04%
Mar 31, 25
19 The Consumer Discret Sel SectSPDR® ETF 21.51M (0.56%) 21.97K
Increased by +0.10%
Apr 30, 25
20 Consumer Discret Sel Sect SPDR® ETF 21.01M (0.54%) -107.01K
Decreased by -0.51%
Apr 30, 24