Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DFNL 5.05%
2 IAT 4.60%
3 NIFE 4.39%
4 KBWB 4.03%
5 UTRN 3.91%
6 FTXO 3.45%
7 FOVL 2.50%
8 KRU 2.50%
9 RDIV 2.39%
10 CGMM 1.89%
11 SPDV 1.85%
12 ENTR 1.60%
13 RSPF 1.44%
14 DIVG 1.37%
15 RYF 1.37%
16 SPYD 1.26%
17 DVY 1.15%
18 SCHD 1.14%
19 KBE 1.09%
20 SPVM 1.08%

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 60.49M (9.20%) -911.82K
Decreased by -1.51%
Mar 31, 25
3 State Street Corp 32.65M (4.96%) 181.72K
Increased by +0.56%
Mar 31, 25
4 State Street Corporation 32.09M (4.88%) -214.40K
Decreased by -0.67%
Mar 31, 24
5 JPMorgan Chase & Co 30.44M (4.63%) -285.40K
Decreased by -0.94%
Mar 31, 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 T. Rowe Price Associates, Inc. 19.69M (2.99%) -3.01M
Decreased by -15.27%
Jun 30, 25
9 Amvescap Plc. 17.74M (2.70%) 862.37K
Increased by +4.86%
Mar 31, 25
10 Geode Capital Management, LLC 17.39M (2.64%) 429.80K
Increased by +2.47%
Mar 31, 25
11 Bank of America Corp 12.65M (1.92%) 1.27M
Increased by +10.08%
Mar 31, 25
12 Boston Partners Global Investors, Inc 12.25M (1.86%) -1.88M
Decreased by -15.36%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 10.23M (1.55%) -593.29K
Decreased by -5.80%
Mar 31, 25
14 First Trust Advisors L.P. 9.53M (1.45%) 1.03M
Increased by +10.78%
Dec 31, 24
15 Nuveen Asset Management, LLC 9.29M (1.41%) -11.46K
Decreased by -0.12%
Dec 31, 24
16 NORGES BANK 8.69M (1.32%) -104.11K
Decreased by -1.20%
Jun 30, 25
17 Nuveen, LLC 8.54M (1.30%) 8.54M
Increased by +100.00%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 8.49M (1.29%) -124.64K
Decreased by -1.47%
Jun 30, 25
19 Allspring Global Investments Holdings, LLC 7.51M (1.14%) -34.86K
Decreased by -0.46%
Mar 31, 25
20 Franklin Resources Inc 7.24M (1.10%) 1.24M
Increased by +17.13%
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%) -3.27K
Decreased by -0.02%
Jul 31, 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%) 7.62K
Increased by +0.09%
Jun 30, 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 8.14M (1.24%) 34.89K
Increased by +0.43%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 8.12M (1.24%) -42.55K
Decreased by -0.52%
Mar 31, 25
13 iShares Core S&P 500 ETF 7.98M (1.21%) 36.25K
Increased by +0.45%
Jul 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