Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DFNL 4.92%
2 IAT 4.42%
3 NIFE 4.39%
4 UTRN 3.91%
5 KBWB 3.83%
6 FTXO 3.05%
7 FOVL 2.50%
8 KRU 2.50%
9 RULE 2.47%
10 RDIV 2.39%
11 CGMM 2.23%
12 SPDV 1.80%
13 ENTR 1.60%
14 LQAI 1.51%
15 RYF 1.37%
16 DIVG 1.33%
17 SPYD 1.28%
18 RSPF 1.26%
19 SCHD 1.18%
20 DVY 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 83.85M (12.75%) 1.30M
Increased by +1.55%
Jun 30, 25
2 BlackRock Inc 60.70M (9.23%) 207.16K
Increased by +0.34%
Jun 30, 25
3 State Street Corporation 32.09M (4.88%) -214.40K
Decreased by -0.67%
Mar 31, 24
4 State Street Corp 31.62M (4.81%) -1.03M
Decreased by -3.26%
Jun 30, 25
5 JPMorgan Chase & Co 30.59M (4.65%) 150.61K
Increased by +0.49%
Jun 30, 25
6 Capital World Investors 29.03M (4.41%) 798.87K
Increased by +2.75%
Jun 30, 25
7 Charles Schwab Investment Management Inc 23.31M (3.54%) 398.52K
Increased by +1.71%
Jun 30, 25
8 Amvescap Plc. 20.68M (3.14%) 2.94M
Increased by +14.22%
Jun 30, 25
9 T. Rowe Price Associates, Inc. 19.69M (2.99%) -3.01M
Decreased by -15.27%
Jun 30, 25
10 Geode Capital Management, LLC 18.01M (2.74%) 619.96K
Increased by +3.44%
Jun 30, 25
11 Bank of America Corp 13.74M (2.09%) 1.10M
Increased by +7.98%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 9.99M (1.52%) -232.06K
Decreased by -2.32%
Jun 30, 25
13 First Trust Advisors L.P. 9.53M (1.45%) 1.03M
Increased by +10.78%
Dec 31, 24
14 Nuveen Asset Management, LLC 9.29M (1.41%) -11.46K
Decreased by -0.12%
Dec 31, 24
15 NORGES BANK 8.69M (1.32%) -104.11K
Decreased by -1.20%
Jun 30, 25
16 Dimensional Fund Advisors, Inc. 8.49M (1.29%) -124.64K
Decreased by -1.47%
Jun 30, 25
17 Nuveen, LLC 8.47M (1.29%) -69.02K
Decreased by -0.81%
Jun 30, 25
18 Allspring Global Investments Holdings, LLC 8.16M (1.24%) 654.75K
Increased by +8.02%
Jun 30, 25
19 Franklin Resources Inc 7.24M (1.10%) 1.24M
Increased by +17.13%
Jun 30, 25
20 Boston Partners Global Investors, Inc 7.04M (1.07%) -5.21M
Decreased by -74.03%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 21.35M (3.25%) -244.63K
Decreased by -1.15%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 20.97M (3.19%) -478.90K
Decreased by -2.28%
Jul 31, 25
3 American Funds Income Fund of Amer A 20.64M (3.14%) 607.09K
Increased by +2.94%
Jun 30, 25
4 Vanguard Institutional 500 Index Trust 19.05M (2.90%) 132.57K
Increased by +0.70%
May 31, 25
5 Schwab US Dividend Equity ETF™ 18.97M (2.88%) 4.00K
Increased by +0.02%
Aug 30, 25
6 Vanguard 500 Index Investor 16.53M (2.51%) -2.42M
Decreased by -14.65%
Jul 31, 25
7 Vanguard Mid Cap Index Institutional 14.89M (2.26%) 160.48K
Increased by +1.08%
Jul 31, 25
8 Fidelity 500 Index 8.46M (1.29%) 3.62K
Increased by +0.04%
Jul 31, 25
9 SPDR® S&P 500 ETF 8.35M (1.27%) -122.14K
Decreased by -1.46%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 8.23M (1.25%) -63.83K
Decreased by -0.78%
Mar 31, 24
11 SPDR® S&P 500® ETF Trust 8.12M (1.24%) -42.55K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 8.04M (1.22%) 99.18K
Increased by +1.23%
Aug 31, 25
13 iShares Core S&P 500 ETF 8.03M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
14 Fidelity® 500 Index 7.93M (1.21%) 50.49K
Increased by +0.64%
Nov 30, 23
15 American Funds Washington Mutual A 7.71M (1.17%) 2.00M
Increased by +25.90%
Jun 30, 24
16 Capital Group Wash Mutual Invtrs Comp 7.71M (1.17%) 2.00M
Increased by +25.90%
Jun 30, 24
17 Allspring Special Mid Cap Value Inst 6.80M (1.03%) 150.90K
Increased by +2.22%
Jul 31, 25
18 Allspring Mid Value SMA 6.65M (1.01%) 6.65M
Increased by +99.99%
Jun 30, 25
19 Allspring Special US Mid Cap Value Eq 6.65M (1.01%) 441.00K
Increased by +6.63%
Jun 30, 25
20 First Trust Rising Dividend Achiev ETF 6.34M (0.96%) 11.29K
Increased by +0.18%
Feb 27, 25