Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DFNL 5.01%
2 IAT 4.52%
3 NIFE 4.39%
4 UTRN 3.91%
5 KBWB 3.90%
6 FTXO 3.38%
7 KRU 2.50%
8 FOVL 2.49%
9 RDIV 2.39%
10 SPDV 1.82%
11 ENTR 1.60%
12 RSPF 1.38%
13 RYF 1.37%
14 DIVG 1.31%
15 SPYD 1.25%
16 SCHD 1.14%
17 DVY 1.11%
18 KBE 1.09%
19 SPVM 1.07%
20 SDVY 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 82.55M (12.43%) -128.20K
Decreased by -0.16%
Mar 31, 25
2 BlackRock Inc 60.49M (9.11%) -911.82K
Decreased by -1.51%
Mar 31, 25
3 State Street Corp 32.65M (4.92%) 181.72K
Increased by +0.56%
Mar 31, 25
4 State Street Corporation 32.09M (4.83%) -214.40K
Decreased by -0.67%
Mar 31, 24
5 JPMorgan Chase & Co 30.44M (4.58%) -285.40K
Decreased by -0.94%
Mar 31, 25
6 Capital World Investors 28.23M (4.25%) -5.47M
Decreased by -19.39%
Mar 31, 25
7 Charles Schwab Investment Management Inc 22.91M (3.45%) 1.32M
Increased by +5.77%
Mar 31, 25
8 T. Rowe Price Associates, Inc. 22.69M (3.42%) -1.45M
Decreased by -6.41%
Mar 31, 25
9 Amvescap Plc. 17.74M (2.67%) 862.37K
Increased by +4.86%
Mar 31, 25
10 Geode Capital Management, LLC 17.39M (2.62%) 429.80K
Increased by +2.47%
Mar 31, 25
11 Bank of America Corp 12.65M (1.90%) 1.27M
Increased by +10.08%
Mar 31, 25
12 Boston Partners Global Investors, Inc 12.25M (1.84%) -1.88M
Decreased by -15.36%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 10.23M (1.54%) -593.29K
Decreased by -5.80%
Mar 31, 25
14 First Trust Advisors L.P. 9.53M (1.43%) 1.03M
Increased by +10.78%
Dec 31, 24
15 Nuveen Asset Management, LLC 9.29M (1.40%) -11.46K
Decreased by -0.12%
Dec 31, 24
16 NORGES BANK 8.79M (1.32%) -80.83K
Decreased by -0.92%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 8.61M (1.30%) -454.10K
Decreased by -5.27%
Mar 31, 25
18 Nuveen, LLC 8.54M (1.29%) 8.54M
Increased by +100.00%
Mar 31, 25
19 Allspring Global Investments Holdings, LLC 7.51M (1.13%) -34.86K
Decreased by -0.46%
Mar 31, 25
20 Goldman Sachs Group Inc 7.11M (1.07%) 3.07M
Increased by +43.24%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 21.38M (3.22%) 11.44K
Increased by +0.05%
May 31, 25
2 Vanguard US Total Market Shares ETF 21.35M (3.21%) -244.63K
Decreased by -1.15%
Sep 30, 24
3 American Funds Income Fund of Amer A 20.64M (3.11%) 607.09K
Increased by +2.94%
Jun 30, 25
4 Vanguard Institutional 500 Index Trust 19.05M (2.87%) 132.57K
Increased by +0.70%
May 31, 25
5 Schwab US Dividend Equity ETF™ 18.90M (2.84%) 4.71K
Increased by +0.02%
Jun 28, 25
6 Vanguard Mid Cap Index Institutional 14.61M (2.20%) 138.23K
Increased by +0.95%
May 31, 25
7 Fidelity 500 Index 8.45M (1.27%) 35.50K
Increased by +0.42%
May 31, 25
8 SPDR® S&P 500 ETF 8.35M (1.26%) -122.14K
Decreased by -1.46%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 8.23M (1.24%) -63.83K
Decreased by -0.78%
Mar 31, 24
10 SPDR® S&P 500® ETF Trust 8.12M (1.22%) -42.55K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 8.08M (1.22%) -28.30K
Decreased by -0.35%
Jun 30, 25
12 Fidelity® 500 Index 7.93M (1.19%) 50.49K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 7.92M (1.19%) 12.61K
Increased by +0.16%
Jun 30, 25
14 American Funds Washington Mutual A 7.71M (1.16%) 2.00M
Increased by +25.90%
Jun 30, 24
15 Capital Group Wash Mutual Invtrs Comp 7.71M (1.16%) 2.00M
Increased by +25.90%
Jun 30, 24
16 Allspring Mid Value SMA 6.65M (1.00%) 6.65M
Increased by +99.99%
Jun 30, 25
17 Allspring Special Mid Cap Value Inst 6.65M (1.00%) 441.00K
Increased by +6.63%
Jun 30, 25
18 Allspring Special US Mid Cap Value Eq 6.65M (1.00%) 441.00K
Increased by +6.63%
Jun 30, 25
19 First Trust Rising Dividend Achiev ETF 6.34M (0.95%) 11.29K
Increased by +0.18%
Feb 27, 25
20 T. Rowe Price Equity Income 6.27M (0.94%) -220.00K
Decreased by -3.51%
Mar 31, 24