Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.03%
2 DIVC 3.33%
3 BELT 2.99%
4 BLCR 2.41%
5 MVFD 2.41%
6 DDIV 2.38%
7 COWS 2.30%
8 HCOW 2.28%
9 JSMD 2.18%
10 PEZ 2.11%
11 RCD 1.99%
12 QDIV 1.94%
13 RSPD 1.84%
14 RNDV 1.77%
15 SPDV 1.75%
16 SDEI 1.74%
17 GDVD 1.62%
18 DVLU 1.59%
19 BOBP 1.58%
20 KDVD 1.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.31M (17.97%) 681.95K
Increased by +2.69%
Mar 31, 26
2 Vanguard Group Inc 16.98M (12.06%) 453.04K
Increased by +2.67%
Dec 31, 25
3 Vanguard Capital Management, LLC 8.91M (6.32%) 8.91M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 7.06M (5.01%) -149.54K
Decreased by -2.12%
Mar 31, 24
5 Vanguard Portfolio Management, LLC 7.03M (4.99%) 7.03M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 5.75M (4.08%) -397.56K
Decreased by -6.91%
Mar 31, 26
7 Geode Capital Management, LLC 4.02M (2.85%) 358.38K
Increased by +8.92%
Mar 31, 26
8 Viking Global Investors LP 3.74M (2.66%) 3.74M
Increased by +100.00%
Mar 31, 26
9 Bank of America Corp 3.57M (2.54%) -92.64K
Decreased by -2.60%
Mar 31, 26
10 AQR Capital Management LLC 3.36M (2.39%) -995.91K
Decreased by -29.63%
Mar 31, 26
11 The Goldman Sachs Group Inc 3.27M (2.32%) 1.77M
Increased by +54.01%
Mar 31, 26
12 Capital Research Global Investors 3.23M (2.29%) 162.35K
Increased by +5.03%
Dec 31, 25
13 Kovitz Investment Group Partners, LLC 3.20M (2.27%) 2.43M
Increased by +75.83%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 3.02M (2.15%) 1.02M
Increased by +33.74%
Mar 31, 26
15 Pacer Advisors, INC. 2.79M (1.98%) 2.78M
Increased by +99.65%
Dec 31, 24
16 Marshall Wace Asset Management Ltd 2.63M (1.87%) 346.64K
Increased by +13.16%
Jun 30, 25
17 Amvescap Plc. 2.62M (1.86%) 119.99K
Increased by +4.57%
Mar 31, 26
18 FMR Inc 2.34M (1.66%) 45.60K
Increased by +1.95%
Mar 31, 26
19 Dimensional Fund Advisors, Inc. 2.32M (1.65%) -38.84K
Decreased by -1.68%
Mar 31, 26
20 Goldman Sachs Group Inc 2.25M (1.60%) 370.29K
Increased by +16.42%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.48M (3.18%) 9.56K
Increased by +0.21%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 4.19M (2.97%) 3.34K
Increased by +0.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 3.73M (2.65%) 23.19K
Increased by +0.62%
May 31, 25
4 Vanguard 500 Index Investor 3.46M (2.45%) 62.53K
Increased by +1.81%
Apr 30, 26
5 Vanguard Small Cap Index 3.24M (2.30%) -6.52K
Decreased by -0.20%
Apr 30, 26
6 BlackRock Large Cap Core (SMA) 3.13M (2.22%) 0.00
Increased by 0.00%
May 31, 26
7 Pacer US Cash Cows 100 ETF 2.78M (1.97%) 4.11K
Increased by +0.15%
Feb 28, 25
8 BlackRock Equity Dividend Instl 2.45M (1.74%) -23.32K
Decreased by -0.95%
Apr 30, 26
9 American Funds Income Fund of Amer A 2.09M (1.48%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 2.08M (1.48%) 15.40K
Increased by +0.74%
Apr 30, 26
11 Touchstone Mid Cap Y 1.93M (1.37%) 39.75K
Increased by +2.06%
Sep 30, 24
12 Capital Group Dividend Value ETF 1.92M (1.36%) 71.17K
Increased by +3.71%
Aug 31, 25
13 Invesco S&P 500® Equal Weight ETF 1.78M (1.27%) 3.44K
Increased by +0.19%
May 29, 26
14 SPDR® Portfolio S&P 500 High Div ETF 1.76M (1.25%) 0.00
Increased by 0.00%
Apr 30, 24
15 iShares Core S&P 500 ETF 1.76M (1.25%) 5.38K
Increased by +0.31%
May 29, 26
16 iShares Large Cap Core Active ETF 1.74M (1.23%) 0.00
Increased by 0.00%
May 29, 26
17 Fidelity 500 Index 1.71M (1.21%) 5.87K
Increased by +0.34%
Apr 30, 26
18 SPDR® S&P 500 ETF 1.63M (1.16%) -23.87K
Decreased by -1.46%
Mar 31, 25
19 State Street® SPDR® S&P 500® ETF 1.60M (1.14%) 1.69K
Increased by +0.11%
May 31, 26
20 SPDR® S&P 500® ETF Trust 1.59M (1.13%) -8.32K
Decreased by -0.52%
Mar 31, 25