Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARD 11.43%
2 CARU 11.36%
3 FTXR 8.81%
4 RDIV 5.36%
5 XUDV 5.21%
6 WBIY 4.73%
7 WBIG 4.60%
8 WBIL 4.33%
9 UTRN 4.14%
10 TADS 3.53%
11 FDL 3.53%
12 DIVC 3.33%
13 MADE 3.23%
14 RPV 2.53%
15 ESN 2.45%
16 ESGL_old 2.21%
17 DVY 2.20%
18 DVYL 2.17%
19 SDOG 2.11%
20 RSPD 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 457.66M (11.83%) 55.58M
Increased by +12.14%
Mar 31, 25
2 BlackRock Inc 318.09M (8.22%) 25.85M
Increased by +8.13%
Mar 31, 25
3 State Street Corp 178.67M (4.62%) 669.96K
Increased by +0.37%
Mar 31, 25
4 State Street Corporation 172.43M (4.46%) -1.50M
Decreased by -0.87%
Mar 31, 24
5 Newport Trust Co. 150.35M (3.89%) -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 (2.28%) 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 Dimensional Fund Advisors, Inc. 46.34M (1.20%) -173.12K
Decreased by -0.37%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 44.28M (1.14%) 1.28M
Increased by +2.89%
Mar 31, 25
11 Amvescap Plc. 39.56M (1.02%) 5.88M
Increased by +14.87%
Dec 31, 24
12 NORGES BANK 39.12M (1.01%) 518.51K
Increased by +1.33%
Dec 31, 24
13 Northern Trust Corp 37.31M (0.96%) 3.70M
Increased by +9.92%
Dec 31, 24
14 Legal & General Group PLC 33.20M (0.86%) 5.15M
Increased by +15.52%
Mar 31, 25
15 UBS Asset Mgmt Americas Inc 28.75M (0.74%) -892.96K
Decreased by -3.11%
Mar 31, 25
16 UBS Group AG 27.93M (0.72%) 15.49M
Increased by +55.47%
Dec 31, 24
17 Barclays PLC 25.59M (0.66%) 1.25M
Increased by +4.90%
Dec 31, 23
18 GQG Partners LLC 23.93M (0.62%) 23.93M
Increased by +100.00%
Dec 31, 23
19 Goldman Sachs Group Inc 23.21M (0.60%) 6.52M
Increased by +28.09%
Mar 31, 25
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 124.82M (3.23%) 1.86M
Increased by +1.49%
Apr 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™ 110.63M (2.86%) 19.21K
Increased by +0.02%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 109.94M (2.84%) 1.76M
Increased by +1.60%
Apr 30, 25
5 Vanguard Mid Cap Index Institutional 84.64M (2.19%) 800.34K
Increased by +0.95%
Apr 30, 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 Trust 47.14M (1.22%) -247.10K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 46.89M (1.21%) -281.42K
Decreased by -0.60%
Apr 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 46.11M (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 34.19M (0.88%) 44.75K
Increased by +0.13%
Apr 30, 25
17 Vanguard Mid-Cap Value ETF 25.07M (0.65%) 80.99K
Increased by +0.32%
Apr 30, 25
18 Vanguard Institutional Index I 23.90M (0.62%) -60.49K
Decreased by -0.25%
Apr 30, 25
19 The Consumer Discret Sel SectSPDR® ETF 21.43M (0.55%) -54.94K
Decreased by -0.26%
Apr 30, 25
20 Consumer Discret Sel Sect SPDR® ETF 21.01M (0.54%) -107.01K
Decreased by -0.51%
Apr 30, 24