Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARU 12.57%
2 CARD 12.57%
3 FTXR 9.15%
4 RDIV 5.36%
5 XUDV 4.78%
6 WBIG 4.60%
7 WBIL 4.33%
8 UTRN 4.14%
9 TADS 3.53%
10 BAMD 3.47%
11 DIVC 3.33%
12 STNC 3.10%
13 MADE 3.07%
14 RPV 2.72%
15 ESN 2.69%
16 DVY 2.35%
17 ESGL_old 2.21%
18 VLUE 2.20%
19 DVYL 2.17%
20 COWZ 2.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 462.25M (11.94%) 4.59M
Increased by +0.99%
Jun 30, 25
2 BlackRock Inc 318.09M (8.21%) 25.85M
Increased by +8.13%
Mar 31, 25
3 State Street Corp 178.67M (4.61%) 669.96K
Increased by +0.37%
Mar 31, 25
4 State Street Corporation 172.43M (4.45%) -1.50M
Decreased by -0.87%
Mar 31, 24
5 Newport Trust Co. 148.45M (3.83%) -1.90M
Decreased by -1.28%
Jun 30, 25
6 Charles Schwab Investment Management Inc 145.17M (3.75%) 5.12M
Increased by +3.53%
Jun 30, 25
7 Geode Capital Management, LLC 88.04M (2.27%) 3.96M
Increased by +4.49%
Mar 31, 25
8 Fisher Asset Management, LLC 67.35M (1.74%) 4.83M
Increased by +7.16%
Jun 30, 24
9 Pacer Advisors, INC. 49.08M (1.27%) 48.38M
Increased by +98.57%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 45.85M (1.18%) -480.92K
Decreased by -1.05%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 44.28M (1.14%) 1.28M
Increased by +2.89%
Mar 31, 25
12 Amvescap Plc. 39.20M (1.01%) -355.78K
Decreased by -0.91%
Mar 31, 25
13 Northern Trust Corp 37.38M (0.97%) 68.71K
Increased by +0.18%
Mar 31, 25
14 NORGES BANK 37.36M (0.96%) -1.76M
Decreased by -4.72%
Jun 30, 25
15 Legal & General Group PLC 34.30M (0.89%) 1.10M
Increased by +3.22%
Jun 30, 25
16 UBS Asset Mgmt Americas Inc 31.41M (0.81%) 2.67M
Increased by +8.48%
Jun 30, 25
17 UBS Group AG 27.69M (0.72%) -245.54K
Decreased by -0.89%
Mar 31, 25
18 Barclays PLC 25.59M (0.66%) 1.25M
Increased by +4.90%
Dec 31, 23
19 GQG Partners LLC 23.93M (0.62%) 23.93M
Increased by +100.00%
Dec 31, 23
20 Jacobs Levy Equity Management, Inc. 22.51M (0.58%) 10.54M
Increased by +46.80%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 123.85M (3.20%) -1.05M
Decreased by -0.85%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 123.53M (3.19%) -572.47K
Decreased by -0.46%
Sep 30, 24
3 Schwab US Dividend Equity ETF™ 111.02M (2.87%) -19.15K
Decreased by -0.02%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 110.71M (2.86%) 772.56K
Increased by +0.70%
May 31, 25
5 Vanguard 500 Index Investor 109.32M (2.82%) -1.39M
Decreased by -1.27%
Jun 30, 25
6 Vanguard Mid Cap Index Institutional 85.09M (2.20%) -357.78K
Decreased by -0.42%
Jun 30, 25
7 Fidelity 500 Index 49.49M (1.28%) 378.86K
Increased by +0.77%
Jun 30, 25
8 SPDR® S&P 500 ETF 48.42M (1.25%) -873.52K
Decreased by -1.80%
Mar 31, 25
9 SPDR® S&P 500® ETF 47.89M (1.24%) 204.25K
Increased by +0.43%
Jul 31, 25
10 SPDR® S&P 500® ETF Trust 47.14M (1.22%) -247.10K
Decreased by -0.52%
Mar 31, 25
11 iShares Core S&P 500 ETF 46.65M (1.20%) 212.06K
Increased by +0.45%
Jul 31, 25
12 SPDR® S&P 500 ETF Trust 46.52M (1.20%) 104.27K
Increased by +0.22%
Apr 30, 24
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 41.66M (1.08%) 86.55K
Increased by +0.21%
Jul 31, 25
16 Pacer US Cash Cows 100 ETF 37.85M (0.98%) -201.55K
Decreased by -0.53%
Jul 31, 25
17 Vanguard Value Index Inv 34.67M (0.90%) 464.34K
Increased by +1.34%
Jun 30, 25
18 Vanguard Mid-Cap Value ETF 24.59M (0.63%) -667.29K
Decreased by -2.71%
Jun 30, 25
19 Vanguard Institutional Index I 23.88M (0.62%) -7.20K
Decreased by -0.03%
Jun 30, 25
20 The Consumer Discret Sel SectSPDR® ETF 22.14M (0.57%) 33.04K
Increased by +0.15%
Jul 31, 25