Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.03%
2 DIVC 3.33%
3 BLCR 3.03%
4 SPDV 2.51%
5 MVFD 2.43%
6 RNDV 2.18%
7 KNGZ 2.18%
8 JSMD 2.15%
9 RCD 2.04%
10 RSPD 2.03%
11 QDIV 1.78%
12 SDEI 1.74%
13 SPYD 1.72%
14 GDVD 1.62%
15 SMOT 1.47%
16 WBIG 1.42%
17 PFUT 1.30%
18 CVAR 1.19%
19 EQUL 1.16%
20 BLCV 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.56M (12.55%) 52.68K
Increased by +0.32%
Mar 31, 25
2 Vanguard Group Inc 16.46M (12.47%) 105.62K
Increased by +0.64%
Mar 31, 25
3 Capital Research Global Investors 14.62M (11.07%) 94.27K
Increased by +0.64%
Mar 31, 25
4 State Street Corporation 7.06M (5.35%) -149.54K
Decreased by -2.12%
Mar 31, 24
5 State Street Corp 6.38M (4.83%) 137.25K
Increased by +2.15%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 3.83M (2.90%) -69.63K
Decreased by -1.82%
Mar 31, 25
7 Geode Capital Management, LLC 3.55M (2.69%) 179.55K
Increased by +5.06%
Mar 31, 25
8 Kovitz Investment Group Partners, LLC 3.20M (2.42%) 2.43M
Increased by +75.83%
Dec 31, 24
9 Amvescap Plc. 3.11M (2.35%) -53.18K
Decreased by -1.71%
Mar 31, 25
10 Citadel Advisors Llc 2.85M (2.16%) 2.41M
Increased by +84.69%
Mar 31, 25
11 Pacer Advisors, INC. 2.79M (2.11%) 2.78M
Increased by +99.65%
Dec 31, 24
12 Marshall Wace Asset Management Ltd 2.29M (1.73%) -355.16K
Decreased by -15.52%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 2.29M (1.73%) 227.48K
Increased by +9.94%
Mar 31, 25
14 Cooke & Bieler LP 2.17M (1.64%) -24.93K
Decreased by -1.15%
Mar 31, 25
15 London Company of Virginia 2.06M (1.56%) 43.72K
Increased by +2.12%
Sep 30, 24
16 Goldman Sachs Group Inc 1.88M (1.43%) -723.12K
Decreased by -38.38%
Mar 31, 25
17 Barclays PLC 1.73M (1.31%) 188.53K
Increased by +10.90%
Jun 30, 24
18 NORGES BANK 1.72M (1.31%) 84.01K
Increased by +4.87%
Dec 31, 24
19 Samlyn Capital, LLC 1.61M (1.22%) -223.92K
Decreased by -13.91%
Sep 30, 24
20 Bank of New York Mellon Corp 1.48M (1.12%) -3.00K
Decreased by -0.20%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 7.45M (5.64%) -31.13K
Decreased by -0.42%
Mar 31, 25
2 Capital Group American Mutual Comp 7.45M (5.64%) -31.13K
Decreased by -0.42%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 4.25M (3.22%) 2.58K
Increased by +0.06%
May 31, 25
4 Vanguard US Total Market Shares ETF 4.19M (3.17%) 3.34K
Increased by +0.08%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 3.73M (2.82%) 23.19K
Increased by +0.62%
May 31, 25
6 Vanguard Small Cap Index 3.34M (2.53%) 15.80K
Increased by +0.47%
May 31, 25
7 Pacer US Cash Cows 100 ETF 2.78M (2.11%) 4.11K
Increased by +0.15%
Feb 28, 25
8 Invesco S&P 500® Equal Weight ETF 2.23M (1.69%) 7.48K
Increased by +0.34%
May 30, 25
9 BlackRock Equity Dividend Instl 2.20M (1.67%) -1.02M
Decreased by -46.60%
May 31, 25
10 Vanguard Small Cap Value Index Inv 2.15M (1.63%) -1.84K
Decreased by -0.09%
May 31, 25
11 American Funds Income Fund of Amer A 2.09M (1.58%) 0.00
Increased by 0.00%
Mar 31, 25
12 Capital Group Dividend Value ETF 2.00M (1.52%) 95.94K
Increased by +4.80%
May 31, 25
13 Touchstone Mid Cap Y 1.93M (1.46%) 39.75K
Increased by +2.06%
Sep 30, 24
14 American Funds IS® Growth-Income 1 1.79M (1.35%) 0.00
Increased by 0.00%
Mar 31, 25
15 Capital Group Core Equity Composite 1.79M (1.35%) 0.00
Increased by 0.00%
Mar 31, 25
16 SPDR® Portfolio S&P 500 High Div ETF 1.76M (1.33%) 0.00
Increased by 0.00%
Apr 30, 24
17 Fidelity 500 Index 1.65M (1.25%) 2.03K
Increased by +0.12%
Apr 30, 25
18 SPDR® S&P 500 ETF 1.63M (1.24%) -23.87K
Decreased by -1.46%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 1.59M (1.21%) -8.32K
Decreased by -0.52%
Mar 31, 25
20 SPDR® Portfolio S&P 500® High Div ETF 1.59M (1.20%) 0.00
Increased by 0.00%
May 30, 25