Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.09%
2 CARD 3.70%
3 CARU 3.67%
4 MDPL 3.29%
5 CCOR 2.76%
6 EQRR 2.51%
7 SDOG 2.19%
8 UPGD 2.12%
9 RYJ 2.12%
10 POWA 2.08%
11 OAKM 2.07%
12 DIVP 2.07%
13 TUSA 2.01%
14 FDIV 2.01%
15 RCD 2.00%
16 RSPD 2.00%
17 VSDA 1.96%
18 DIVZ 1.94%
19 STNC 1.85%
20 SPGP 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.31M (12.50%) 260.79K
Increased by +1.51%
Jun 30, 25
2 BlackRock Inc 11.86M (8.56%) 867.96K
Increased by +7.32%
Mar 31, 25
3 State Street Corp 7.72M (5.58%) -750.54K
Decreased by -9.72%
Mar 31, 25
4 State Street Corporation 7.58M (5.47%) -390.96K
Decreased by -5.16%
Mar 31, 24
5 Geode Capital Management, LLC 3.47M (2.51%) 107.29K
Increased by +3.09%
Mar 31, 25
6 Charles Schwab Investment Management Inc 3.08M (2.22%) 70.67K
Increased by +2.29%
Jun 30, 25
7 Goldman Sachs Group Inc 3.07M (2.22%) -279.73K
Decreased by -9.10%
Jun 30, 25
8 Harris Associates L.P. 2.91M (2.10%) 88.79K
Increased by +3.05%
Jun 30, 25
9 UBS Group AG 2.87M (2.07%) 2.14M
Increased by +74.55%
Mar 31, 25
10 Wells Fargo & Co 2.78M (2.01%) 92.62K
Increased by +3.33%
Mar 31, 25
11 JPMorgan Chase & Co 2.75M (1.99%) 499.17K
Increased by +18.13%
Mar 31, 25
12 Barclays PLC 2.60M (1.88%) 2.33M
Increased by +89.52%
Mar 31, 25
13 Stifel Financial Corp 2.50M (1.81%) 445.26K
Increased by +17.79%
Dec 31, 24
14 Amvescap Plc. 2.45M (1.77%) -814.99K
Decreased by -33.30%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 2.25M (1.63%) 352.59K
Increased by +15.66%
Mar 31, 25
16 Ameriprise Financial Inc 2.14M (1.54%) 104.34K
Increased by +4.88%
Dec 31, 24
17 Bank of America Corp 1.94M (1.40%) 348.68K
Increased by +17.96%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 1.83M (1.32%) 56.97K
Increased by +3.10%
Jun 30, 25
19 UBS Asset Mgmt Americas Inc 1.76M (1.27%) 331.88K
Increased by +18.86%
Jun 30, 25
20 NORGES BANK 1.74M (1.26%) -25.03K
Decreased by -1.43%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.42M (3.19%) 3.31K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.37M (3.15%) -102.75K
Decreased by -2.35%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 3.96M (2.86%) 29.05K
Increased by +0.73%
May 31, 25
4 Vanguard 500 Index Investor 3.44M (2.48%) -503.17K
Decreased by -14.64%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 3.10M (2.24%) 33.30K
Increased by +1.08%
Jul 31, 25
6 Oakmark Investor 1.77M (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
7 Fidelity 500 Index 1.76M (1.27%) 4.55K
Increased by +0.26%
Jun 30, 25
8 SPDR® S&P 500 ETF 1.73M (1.25%) -25.42K
Decreased by -1.47%
Mar 31, 25
9 iShares Select Dividend ETF 1.70M (1.23%) 3.70K
Increased by +0.22%
Jul 31, 25
10 SPDR® S&P 500® ETF 1.70M (1.23%) 7.30K
Increased by +0.43%
Jul 31, 25
11 SPDR® S&P 500 ETF Trust 1.69M (1.22%) -13.11K
Decreased by -0.77%
Mar 31, 24
12 SPDR® S&P 500® ETF Trust 1.68M (1.22%) -8.86K
Decreased by -0.53%
Mar 31, 25
13 iShares Core S&P 500 ETF 1.66M (1.20%) 7.54K
Increased by +0.46%
Jul 31, 25
14 Fidelity® 500 Index 1.64M (1.18%) 10.41K
Increased by +0.64%
Nov 30, 23
15 Columbia Dividend Value 1.38M (1.00%) -9.64K
Decreased by -0.70%
Dec 31, 24
16 Columbia Dividend Income Inst 1.38M (1.00%) -3.21K
Decreased by -0.23%
Feb 28, 25
17 SPDR® S&P Dividend ETF 1.36M (0.98%) -206.50K
Decreased by -15.15%
Jul 31, 25
18 ProShares S&P 500 Dividend Aristocrats 1.35M (0.97%) 0.00
Increased by 0.00%
Jul 31, 25
19 Invesco S&P 500 ETF 1.29M (0.93%) 1.29M
Increased by +100.00%
Jul 31, 25
20 Vanguard Value Index Inv 1.23M (0.89%) -1.53K
Decreased by -0.12%
Jul 31, 25