Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.77%
2 NIFE 4.38%
3 IAT 4.34%
4 UTRN 3.92%
5 KBWB 3.65%
6 FTXO 3.57%
7 BAMD 3.49%
8 FOVL 2.66%
9 KRE 2.38%
10 EQRR 2.32%
11 PEY 2.30%
12 KRU 2.29%
13 SDOG 2.26%
14 XUDV 2.21%
15 RDIV 2.06%
16 SPDV 1.96%
17 RDVY 1.92%
18 WBIY 1.72%
19 LQAI 1.62%
20 DPST 1.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 176.30M (12.18%) 2.34M
Increased by +1.33%
Jun 30, 25
2 BlackRock Inc 130.62M (9.02%) -2.38M
Decreased by -1.82%
Mar 31, 25
3 State Street Corp 75.86M (5.24%) -6.49M
Decreased by -8.55%
Mar 31, 25
4 State Street Corporation 72.99M (5.04%) -9.01M
Decreased by -12.35%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 64.85M (4.48%) -6.59M
Decreased by -10.15%
Jun 30, 25
6 Boston Partners Global Investors, Inc 58.16M (4.02%) -2.63M
Decreased by -4.52%
Mar 31, 25
7 Amvescap Plc. 57.19M (3.95%) 4.59M
Increased by +8.02%
Mar 31, 25
8 Geode Capital Management, LLC 38.81M (2.68%) 1.97M
Increased by +5.07%
Mar 31, 25
9 FMR Inc 33.21M (2.29%) 731.20K
Increased by +2.20%
Mar 31, 25
10 Citadel Advisors Llc 30.13M (2.08%) 20.24M
Increased by +67.18%
Mar 31, 25
11 Charles Schwab Investment Management Inc 28.38M (1.96%) 397.14K
Increased by +1.40%
Jun 30, 25
12 Victory Capital Management Inc. 23.83M (1.65%) 2.00M
Increased by +8.41%
Mar 31, 25
13 NORGES BANK 22.34M (1.54%) 3.73M
Increased by +16.70%
Jun 30, 25
14 Amundi 22.01M (1.52%) 4.58M
Increased by +20.79%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 21.45M (1.48%) 2.31M
Increased by +10.77%
Mar 31, 25
16 Federated Hermes Inc 20.10M (1.39%) 498.18K
Increased by +2.48%
Mar 31, 25
17 First Trust Advisors L.P. 19.83M (1.37%) -1.69M
Decreased by -8.51%
Dec 31, 23
18 Bank of America Corp 17.15M (1.18%) 1.18M
Increased by +6.89%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 17.04M (1.18%) 1.35M
Increased by +7.95%
Jun 30, 25
20 UBS Asset Mgmt Americas Inc 15.84M (1.09%) 1.61M
Increased by +10.19%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 46.83M (3.24%) 136.84K
Increased by +0.29%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 45.89M (3.17%) 29.04K
Increased by +0.06%
Sep 30, 24
3 Vanguard 500 Index Investor 41.35M (2.86%) 7.87K
Increased by +0.02%
Jun 30, 25
4 Vanguard Institutional 500 Index Trust 41.35M (2.86%) 291.47K
Increased by +0.70%
May 31, 25
5 Schwab US Dividend Equity ETF™ 38.18M (2.64%) 31.77K
Increased by +0.08%
Feb 28, 25
6 Vanguard Mid Cap Index Institutional 32.15M (2.22%) 235.56K
Increased by +0.73%
Jun 30, 25
7 Fidelity 500 Index 18.46M (1.28%) 118.98K
Increased by +0.64%
Jun 30, 25
8 SPDR® S&P 500 ETF 18.08M (1.25%) -264.74K
Decreased by -1.46%
Mar 31, 25
9 SPDR® S&P 500® ETF 17.79M (1.23%) 76.18K
Increased by +0.43%
Jul 31, 25
10 SPDR® S&P 500® ETF Trust 17.60M (1.22%) -92.23K
Decreased by -0.52%
Mar 31, 25
11 iShares Core S&P 500 ETF 17.40M (1.20%) 79.12K
Increased by +0.45%
Jul 31, 25
12 SPDR® S&P 500 ETF Trust 16.97M (1.17%) 38.70K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 16.87M (1.17%) 107.30K
Increased by +0.64%
Nov 30, 23
14 Victory Sycamore Established Value R 16.41M (1.13%) 363.00K
Increased by +2.21%
Jun 30, 25
15 Sycamore Mid Cap Value Comp 16.04M (1.11%) 15.58M
Increased by +97.10%
Mar 31, 25
16 iShares Select Dividend ETF 15.79M (1.09%) -10.78K
Decreased by -0.07%
Jul 31, 25
17 JHancock Disciplined Value Mid Cap I 15.26M (1.05%) 0.00
Increased by 0.00%
Jun 30, 25
18 JHancock Disciplined Value I 15.08M (1.04%) 0.00
Increased by 0.00%
Jun 30, 25
19 First Trust Rising Dividend Achiev ETF 14.43M (1.00%) 19.84K
Increased by +0.14%
Jan 31, 24
20 JPM US Mid Cap Value-Composite 13.62M (0.94%) -149.45K
Decreased by -1.10%
Jun 30, 24