Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARD 12.47%
2 CARU 12.47%
3 FTXR 9.24%
4 RDIV 5.36%
5 XUDV 5.20%
6 WBIG 4.60%
7 WBIL 4.33%
8 BAMD 4.25%
9 UTRN 4.14%
10 TADS 3.53%
11 DIVC 3.33%
12 STNC 2.99%
13 MADE 2.98%
14 RPV 2.73%
15 ESN 2.37%
16 DVY 2.32%
17 ESGL_old 2.21%
18 VLUE 2.19%
19 DVYL 2.17%
20 SDOG 2.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 457.66M (11.82%) 55.58M
Increased by +12.14%
Mar 31, 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. 150.35M (3.88%) -2.30M
Decreased by -1.53%
Mar 31, 25
6 Charles Schwab Investment Management Inc 140.05M (3.62%) 10.95M
Increased by +7.82%
Mar 31, 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. 46.34M (1.20%) -173.12K
Decreased by -0.37%
Mar 31, 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 NORGES BANK 39.12M (1.01%) 518.51K
Increased by +1.33%
Dec 31, 24
14 Northern Trust Corp 37.38M (0.97%) 68.71K
Increased by +0.18%
Mar 31, 25
15 Legal & General Group PLC 33.20M (0.86%) 5.15M
Increased by +15.52%
Mar 31, 25
16 UBS Asset Mgmt Americas Inc 28.75M (0.74%) -892.96K
Decreased by -3.11%
Mar 31, 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 Goldman Sachs Group Inc 23.21M (0.60%) 6.52M
Increased by +28.09%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 124.90M (3.23%) 74.41K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 123.53M (3.19%) -572.47K
Decreased by -0.46%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 110.71M (2.86%) 772.56K
Increased by +0.70%
May 31, 25
4 Schwab US Dividend Equity ETF™ 110.56M (2.86%) 27.59K
Increased by +0.02%
Jun 28, 25
5 Vanguard Mid Cap Index Institutional 85.45M (2.21%) 805.89K
Increased by +0.94%
May 31, 25
6 Fidelity 500 Index 49.11M (1.27%) 211.66K
Increased by +0.43%
May 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 Trust 47.14M (1.22%) -247.10K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 47.13M (1.22%) -165.53K
Decreased by -0.35%
Jun 30, 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 46.31M (1.20%) 73.76K
Increased by +0.16%
Jun 30, 25
12 Fidelity® 500 Index 45.81M (1.18%) 291.52K
Increased by +0.64%
Nov 30, 23
13 Performer (AFRIS) 42.72M (1.10%) 42.72M
Increased by +100.00%
Feb 29, 24
14 iShares Select Dividend ETF 42.00M (1.08%) 0.00
Increased by 0.00%
Jun 30, 25
15 Pacer US Cash Cows 100 ETF 39.71M (1.03%) -37.09K
Decreased by -0.09%
Jun 30, 25
16 Vanguard Value Index Inv 34.20M (0.88%) 15.34K
Increased by +0.04%
May 31, 25
17 Vanguard Mid-Cap Value ETF 25.26M (0.65%) 188.64K
Increased by +0.75%
May 31, 25
18 Vanguard Institutional Index I 23.89M (0.62%) -12.73K
Decreased by -0.05%
May 31, 25
19 The Consumer Discret Sel SectSPDR® ETF 22.78M (0.59%) -88.10K
Decreased by -0.39%
Jun 30, 25
20 Consumer Discret Sel Sect SPDR® ETF 21.01M (0.54%) -107.01K
Decreased by -0.51%
Apr 30, 24