Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.03%
2 DIVC 3.33%
3 BLCR 2.70%
4 HCOW 2.53%
5 DDIV 2.49%
6 COWS 2.48%
7 MVFD 2.41%
8 PEZ 2.29%
9 JSMD 2.18%
10 RCD 1.99%
11 RSPD 1.99%
12 QDIV 1.94%
13 SPDV 1.91%
14 BLCV 1.88%
15 RNDV 1.77%
16 SDEI 1.74%
17 GDVD 1.62%
18 DVLU 1.59%
19 BOBP 1.58%
20 DFNV 1.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.62M (17.49%) 214.39K
Increased by +0.87%
Dec 31, 25
2 Vanguard Group Inc 16.98M (12.06%) 453.04K
Increased by +2.67%
Dec 31, 25
3 State Street Corporation 7.06M (5.01%) -149.54K
Decreased by -2.12%
Mar 31, 24
4 State Street Corp 6.15M (4.37%) 36.53K
Increased by +0.59%
Dec 31, 25
5 AQR Capital Management LLC 4.36M (3.09%) 1.40M
Increased by +32.12%
Dec 31, 25
6 Bank of America Corp 3.66M (2.60%) 29.00K
Increased by +0.79%
Dec 31, 25
7 Geode Capital Management, LLC 3.66M (2.60%) 122.59K
Increased by +3.35%
Dec 31, 25
8 Capital Research Global Investors 3.23M (2.29%) 162.35K
Increased by +5.03%
Dec 31, 25
9 Kovitz Investment Group Partners, LLC 3.20M (2.27%) 2.43M
Increased by +75.83%
Dec 31, 24
10 Pacer Advisors, INC. 2.79M (1.98%) 2.78M
Increased by +99.65%
Dec 31, 24
11 Marshall Wace Asset Management Ltd 2.63M (1.87%) 346.64K
Increased by +13.16%
Jun 30, 25
12 Amvescap Plc. 2.62M (1.86%) 119.99K
Increased by +4.57%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 2.32M (1.65%) -38.84K
Decreased by -1.68%
Mar 31, 26
14 FMR Inc 2.30M (1.63%) 33.84K
Increased by +1.47%
Dec 31, 25
15 Goldman Sachs Group Inc 2.25M (1.60%) 370.29K
Increased by +16.42%
Jun 30, 25
16 London Company of Virginia 2.06M (1.46%) 43.72K
Increased by +2.12%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 2.00M (1.42%) -439.31K
Decreased by -21.92%
Dec 31, 25
18 Fuller & Thaler Asset Management Inc 1.95M (1.39%) -3.96K
Decreased by -0.20%
Dec 31, 25
19 Cooke & Bieler LP 1.90M (1.35%) -82.32K
Decreased by -4.33%
Dec 31, 25
20 NORGES BANK 1.80M (1.28%) 125.97K
Increased by +6.99%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.47M (3.18%) 37.47K
Increased by +0.84%
Mar 31, 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 3.39M (2.41%) -33.96K
Decreased by -1.00%
Mar 31, 26
5 Vanguard Small Cap Index 3.25M (2.31%) 60.74K
Increased by +1.87%
Mar 31, 26
6 BlackRock Large Cap Core (SMA) 3.13M (2.22%) 0.00
Increased by 0.00%
Apr 30, 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 2.47M (1.76%) -11.34K
Decreased by -0.46%
Mar 31, 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 2.07M (1.47%) 20.21K
Increased by +0.98%
Mar 31, 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 1.79M (1.27%) -546.00
Decreased by -0.03%
Apr 30, 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 1.72M (1.22%) 5.07K
Increased by +0.29%
Apr 30, 26
16 Fidelity 500 Index 1.70M (1.21%) 5.93K
Increased by +0.35%
Mar 31, 26
17 iShares Large Cap Core Active ETF 1.67M (1.18%) 0.00
Increased by 0.00%
Apr 30, 26
18 SPDR® S&P 500 ETF 1.63M (1.16%) -23.87K
Decreased by -1.46%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 1.59M (1.13%) -8.32K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 1.59M (1.13%) 19.48K
Increased by +1.23%
Aug 31, 25