Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DDIV 4.40%
2 UTRN 4.03%
3 DIVC 3.33%
4 BLCR 3.10%
5 MVFD 2.41%
6 RSPD 2.21%
7 RCD 2.21%
8 JSMD 2.18%
9 SPDV 1.92%
10 QDIV 1.86%
11 SDEI 1.74%
12 KNGZ 1.69%
13 RNDV 1.68%
14 BLCV 1.67%
15 GDVD 1.62%
16 DVLU 1.60%
17 QDVO 1.55%
18 DFNV 1.47%
19 SMOT 1.47%
20 WBIG 1.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.70M (14.13%) 3.14M
Increased by +15.92%
Jun 30, 25
2 Vanguard Group Inc 16.57M (11.89%) 110.43K
Increased by +0.67%
Jun 30, 25
3 State Street Corporation 7.06M (5.07%) -149.54K
Decreased by -2.12%
Mar 31, 24
4 State Street Corp 6.51M (4.67%) 131.68K
Increased by +2.02%
Jun 30, 25
5 Capital Research Global Investors 5.03M (3.61%) -9.59M
Decreased by -190.72%
Jun 30, 25
6 Citadel Advisors Llc 3.78M (2.71%) 932.25K
Increased by +24.67%
Jun 30, 25
7 Geode Capital Management, LLC 3.48M (2.49%) -73.52K
Decreased by -2.11%
Jun 30, 25
8 Kovitz Investment Group Partners, LLC 3.20M (2.30%) 2.43M
Increased by +75.83%
Dec 31, 24
9 Bank of America Corp 2.98M (2.14%) 1.68M
Increased by +56.28%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 2.84M (2.04%) -988.78K
Decreased by -34.82%
Jun 30, 25
11 Pacer Advisors, INC. 2.79M (2.00%) 2.78M
Increased by +99.65%
Dec 31, 24
12 Amvescap Plc. 2.64M (1.89%) -468.68K
Decreased by -17.77%
Jun 30, 25
13 Marshall Wace Asset Management Ltd 2.63M (1.89%) 346.64K
Increased by +13.16%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 2.40M (1.72%) 108.88K
Increased by +4.54%
Jun 30, 25
15 Fuller & Thaler Asset Management Inc 2.30M (1.65%) 2.30M
Increased by +99.99%
Jun 30, 25
16 FMR Inc 2.26M (1.62%) 994.03K
Increased by +43.92%
Jun 30, 25
17 AQR Capital Management LLC 2.26M (1.62%) 1.11M
Increased by +48.90%
Jun 30, 25
18 Goldman Sachs Group Inc 2.25M (1.62%) 370.29K
Increased by +16.42%
Jun 30, 25
19 Cooke & Bieler LP 2.14M (1.53%) -29.98K
Decreased by -1.40%
Jun 30, 25
20 London Company of Virginia 2.06M (1.48%) 43.72K
Increased by +2.12%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.19M (3.00%) 3.34K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.17M (2.99%) -89.02K
Decreased by -2.13%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 3.73M (2.67%) 23.19K
Increased by +0.62%
May 31, 25
4 Vanguard 500 Index Investor 3.26M (2.34%) -477.53K
Decreased by -14.64%
Jul 31, 25
5 Vanguard Small Cap Index 3.23M (2.32%) -20.05K
Decreased by -0.62%
Jul 31, 25
6 BlackRock Large Cap Core (SMA) 2.88M (2.07%) 0.00
Increased by 0.00%
Aug 31, 25
7 Pacer US Cash Cows 100 ETF 2.78M (1.99%) 4.11K
Increased by +0.15%
Feb 28, 25
8 BlackRock Equity Dividend Instl 2.67M (1.91%) -35.95K
Decreased by -1.35%
Jul 31, 25
9 American Funds Income Fund of Amer A 2.09M (1.50%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 2.08M (1.49%) 3.72K
Increased by +0.18%
Jul 31, 25
11 Invesco S&P 500® Equal Weight ETF 2.05M (1.47%) 3.02K
Increased by +0.15%
Aug 29, 25
12 Touchstone Mid Cap Y 1.93M (1.38%) 39.75K
Increased by +2.06%
Sep 30, 24
13 Capital Group Dividend Value ETF 1.92M (1.38%) 71.17K
Increased by +3.71%
Aug 31, 25
14 SPDR® Portfolio S&P 500 High Div ETF 1.76M (1.26%) 0.00
Increased by 0.00%
Apr 30, 24
15 Fidelity 500 Index 1.67M (1.20%) 719.00
Increased by +0.04%
Jul 31, 25
16 SPDR® S&P 500 ETF 1.63M (1.17%) -23.87K
Decreased by -1.46%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 1.59M (1.14%) -8.32K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 1.59M (1.14%) 19.48K
Increased by +1.23%
Aug 31, 25
19 iShares Core S&P 500 ETF 1.59M (1.14%) 0.00
Increased by 0.00%
Aug 31, 25
20 Fidelity® 500 Index 1.51M (1.08%) 12.03K
Increased by +0.80%
Oct 31, 23