Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.31%
2 UTRN 3.95%
3 ZAP 3.40%
4 RYU 3.39%
5 DIVZ 3.36%
6 RSPU 3.29%
7 SDP 2.60%
8 FXU 2.58%
9 RDIV 2.49%
10 PUI 2.41%
11 SDOG 2.05%
12 BMVP 2.05%
13 UPGD 1.94%
14 RYJ 1.94%
15 SPHD 1.87%
16 CGVIC 1.77%
17 HUSV 1.76%
18 XLU 1.70%
19 FDV 1.66%
20 FUTY 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 78.02M (14.27%) 11.39M
Increased by +14.60%
Jun 30, 25
2 Vanguard Group Inc 66.99M (12.25%) 837.87K
Increased by +1.25%
Jun 30, 25
3 BlackRock Inc 44.54M (8.15%) -1.49M
Decreased by -3.34%
Mar 31, 25
4 State Street Corporation 38.99M (7.13%) -2.16M
Decreased by -5.54%
Mar 31, 24
5 State Street Corp 37.62M (6.88%) 585.05K
Increased by +1.56%
Mar 31, 25
6 Blackstone Inc 28.83M (5.27%) 0.00
Increased by 0.00%
Mar 31, 25
7 Boston Partners Global Investors, Inc 18.96M (3.47%) 2.46M
Increased by +12.97%
Mar 31, 25
8 FMR Inc 13.27M (2.43%) -3.68M
Decreased by -27.69%
Mar 31, 25
9 Geode Capital Management, LLC 12.94M (2.37%) 416.93K
Increased by +3.22%
Mar 31, 25
10 Amvescap Plc. 12.41M (2.27%) -410.08K
Decreased by -3.30%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 9.45M (1.73%) 924.95K
Increased by +9.78%
Mar 31, 25
12 Allspring Global Investments Holdings, LLC 9.19M (1.68%) -130.41K
Decreased by -1.42%
Mar 31, 25
13 Neuberger Berman Group LLC 9.09M (1.66%) 137.79K
Increased by +1.52%
Mar 31, 25
14 T. Rowe Price Associates, Inc. 7.44M (1.36%) 4.86K
Increased by +0.07%
Jun 30, 25
15 Ameriprise Financial Inc 7.07M (1.29%) -1.11M
Decreased by -15.63%
Dec 31, 24
16 Millennium Management LLC 6.92M (1.26%) 5.44M
Increased by +78.65%
Mar 31, 25
17 JPMorgan Chase & Co 6.58M (1.20%) 1.45M
Increased by +22.05%
Sep 30, 24
18 ICAHN CARL C 5.89M (1.08%) -8.20M
Decreased by -139.35%
Dec 31, 23
19 Zimmer Partners LP 4.92M (0.90%) 1.23M
Increased by +25.05%
Dec 31, 24
20 Mitsubishi UFJ Trust & Banking Corp 4.84M (0.88%) -707.41K
Decreased by -14.63%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 23.66M (4.33%) 2.30M
Increased by +9.71%
Jun 30, 25
2 American Funds Washington Mutual A 21.23M (3.88%) 8.28M
Increased by +38.97%
Jun 30, 25
3 Capital Group Wash Mutual Invtrs Comp 21.23M (3.88%) 8.28M
Increased by +38.97%
Jun 30, 25
4 American Funds Fundamental Invs A 20.88M (3.82%) 0.00
Increased by 0.00%
Jun 30, 25
5 Capital Group Fundamental Invtrs Comp 20.88M (3.82%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard US Total Market Shares ETF 17.33M (3.17%) 11.75K
Increased by +0.07%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 17.26M (3.16%) -386.27K
Decreased by -2.24%
Jul 31, 25
8 Vanguard Institutional 500 Index Trust 14.58M (2.67%) 92.04K
Increased by +0.63%
May 31, 25
9 Vanguard 500 Index Investor 12.72M (2.33%) -1.86M
Decreased by -14.65%
Jul 31, 25
10 Vanguard Mid Cap Index Institutional 12.23M (2.24%) 131.65K
Increased by +1.08%
Jul 31, 25
11 The Utilities Select Sector SPDR® ETF 8.17M (1.49%) -53.44K
Decreased by -0.65%
Jul 31, 25
12 American Funds American Balanced A 7.62M (1.39%) 0.00
Increased by 0.00%
Jun 30, 25
13 Allspring Special Mid Cap Value Inst 7.38M (1.35%) 25.10K
Increased by +0.34%
Jul 31, 25
14 Allspring Mid Value SMA 7.35M (1.34%) 7.35M
Increased by +99.99%
Jun 30, 25
15 Allspring Special US Mid Cap Value Eq 7.35M (1.34%) 0.00
Increased by 0.00%
Jun 30, 25
16 Fidelity 500 Index 6.51M (1.19%) 37.77K
Increased by +0.58%
Jun 30, 25
17 iShares Select Dividend ETF 6.50M (1.19%) -4.44K
Decreased by -0.07%
Jul 31, 25
18 Utilities Select Sector SPDR® ETF 6.45M (1.18%) 181.58K
Increased by +2.82%
Apr 30, 24
19 SPDR® S&P 500 ETF 6.37M (1.16%) -93.31K
Decreased by -1.47%
Mar 31, 25
20 SPDR® S&P 500® ETF 6.27M (1.15%) 26.88K
Increased by +0.43%
Jul 31, 25