Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.03%
2 DIVC 3.33%
3 BLCR 3.31%
4 DDIV 3.27%
5 MVFD 2.52%
6 JSMD 2.20%
7 RSPD 2.08%
8 RCD 2.08%
9 SPDV 1.93%
10 QDIV 1.87%
11 SDEI 1.74%
12 GDVD 1.62%
13 SMOT 1.56%
14 RNDV 1.51%
15 KNGZ 1.51%
16 WBIG 1.42%
17 SPYD 1.32%
18 CVAR 1.28%
19 QDVO 1.22%
20 DVLU 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.57M (12.54%) 110.43K
Increased by +0.67%
Jun 30, 25
2 BlackRock Inc 16.56M (12.53%) 52.68K
Increased by +0.32%
Mar 31, 25
3 State Street Corporation 7.06M (5.34%) -149.54K
Decreased by -2.12%
Mar 31, 24
4 State Street Corp 6.38M (4.82%) 137.25K
Increased by +2.15%
Mar 31, 25
5 Capital Research Global Investors 5.03M (3.80%) -9.59M
Decreased by -190.72%
Jun 30, 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 (2.15%) 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 Dimensional Fund Advisors, Inc. 2.40M (1.81%) 108.88K
Increased by +4.54%
Jun 30, 25
13 Fuller & Thaler Asset Management Inc 2.30M (1.74%) 2.30M
Increased by +99.99%
Jun 30, 25
14 Marshall Wace Asset Management Ltd 2.29M (1.73%) -355.16K
Decreased by -15.52%
Mar 31, 25
15 Goldman Sachs Group Inc 2.25M (1.71%) 370.29K
Increased by +16.42%
Jun 30, 25
16 Cooke & Bieler LP 2.14M (1.62%) -29.98K
Decreased by -1.40%
Jun 30, 25
17 London Company of Virginia 2.06M (1.56%) 43.72K
Increased by +2.12%
Sep 30, 24
18 Barclays PLC 1.73M (1.31%) 188.53K
Increased by +10.90%
Jun 30, 24
19 NORGES BANK 1.68M (1.27%) -47.63K
Decreased by -2.84%
Jun 30, 25
20 Samlyn Capital, LLC 1.61M (1.22%) -223.92K
Decreased by -13.91%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.19M (3.17%) 3.34K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.17M (3.16%) -89.02K
Decreased by -2.13%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 3.73M (2.82%) 23.19K
Increased by +0.62%
May 31, 25
4 Vanguard 500 Index Investor 3.26M (2.47%) -477.53K
Decreased by -14.64%
Jul 31, 25
5 Vanguard Small Cap Index 3.23M (2.45%) -20.05K
Decreased by -0.62%
Jul 31, 25
6 BlackRock Large Cap Core (SMA) 2.88M (2.18%) 938.66K
Increased by +32.60%
Jul 31, 25
7 Pacer US Cash Cows 100 ETF 2.78M (2.10%) 4.11K
Increased by +0.15%
Feb 28, 25
8 BlackRock Equity Dividend Instl 2.70M (2.05%) 504.19K
Increased by +18.65%
Jun 30, 25
9 American Funds Income Fund of Amer A 2.09M (1.58%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 2.08M (1.57%) 3.72K
Increased by +0.18%
Jul 31, 25
11 Invesco S&P 500® Equal Weight ETF 2.05M (1.55%) 572.00
Increased by +0.03%
Jul 31, 25
12 Touchstone Mid Cap Y 1.93M (1.46%) 39.75K
Increased by +2.06%
Sep 30, 24
13 Capital Group Dividend Value ETF 1.85M (1.40%) -249.15K
Decreased by -13.48%
Jul 31, 25
14 SPDR® Portfolio S&P 500 High Div ETF 1.76M (1.33%) 0.00
Increased by 0.00%
Apr 30, 24
15 SPDR® Portfolio S&P 500® High Div ETF 1.75M (1.32%) 0.00
Increased by 0.00%
Jul 31, 25
16 Fidelity 500 Index 1.67M (1.26%) 14.44K
Increased by +0.87%
Jun 30, 25
17 SPDR® S&P 500 ETF 1.63M (1.24%) -23.87K
Decreased by -1.46%
Mar 31, 25
18 SPDR® S&P 500® ETF 1.61M (1.22%) 6.85K
Increased by +0.43%
Jul 31, 25
19 SPDR® S&P 500® ETF Trust 1.59M (1.20%) -8.32K
Decreased by -0.52%
Mar 31, 25
20 iShares Core S&P 500 ETF 1.57M (1.19%) 7.18K
Increased by +0.46%
Jul 31, 25