Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 5.42%
2 ADPV 4.77%
3 FSZ 4.50%
4 NIFE 4.38%
5 FTXO 3.96%
6 UTRN 3.92%
7 KBWB 3.64%
8 BAMD 3.49%
9 FOVL 2.66%
10 EQRR 2.32%
11 PEY 2.30%
12 KRU 2.29%
13 SDOG 2.26%
14 RDIV 2.06%
15 SPDV 1.96%
16 RDVY 1.92%
17 KRE 1.85%
18 DBSC 1.82%
19 JDVL 1.79%
20 WBIY 1.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 176.30M (8.74%) 2.34M
Increased by +1.33%
Jun 30, 25
2 BlackRock Inc 143.13M (7.09%) 12.52M
Increased by +8.75%
Jun 30, 25
3 State Street Corp 74.36M (3.68%) -1.51M
Decreased by -2.02%
Jun 30, 25
4 State Street Corporation 72.99M (3.62%) -9.01M
Decreased by -12.35%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 64.85M (3.21%) -6.59M
Decreased by -10.15%
Jun 30, 25
6 Boston Partners Global Investors, Inc 60.94M (3.02%) 2.78M
Increased by +4.56%
Jun 30, 25
7 Amvescap Plc. 58.20M (2.88%) 1.02M
Increased by +1.74%
Jun 30, 25
8 Geode Capital Management, LLC 39.45M (1.95%) 640.85K
Increased by +1.62%
Jun 30, 25
9 FMR Inc 36.56M (1.81%) 3.35M
Increased by +9.16%
Jun 30, 25
10 Victory Capital Management Inc. 29.59M (1.47%) 5.76M
Increased by +19.47%
Jun 30, 25
11 Charles Schwab Investment Management Inc 28.38M (1.41%) 397.14K
Increased by +1.40%
Jun 30, 25
12 NORGES BANK 22.34M (1.11%) 3.73M
Increased by +16.70%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 20.68M (1.02%) -770.94K
Decreased by -3.73%
Jun 30, 25
14 Federated Hermes Inc 20.34M (1.01%) 232.53K
Increased by +1.14%
Jun 30, 25
15 Citadel Advisors Llc 20.21M (1.00%) -9.92M
Decreased by -49.09%
Jun 30, 25
16 First Trust Advisors L.P. 19.83M (0.98%) -1.69M
Decreased by -8.51%
Dec 31, 23
17 Bank of America Corp 17.19M (0.85%) 41.21K
Increased by +0.24%
Jun 30, 25
18 Dimensional Fund Advisors, Inc. 17.04M (0.84%) 1.35M
Increased by +7.95%
Jun 30, 25
19 UBS Asset Mgmt Americas Inc 15.84M (0.78%) 1.61M
Increased by +10.19%
Jun 30, 25
20 Amundi 15.00M (0.74%) -7.02M
Decreased by -46.78%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 45.89M (2.27%) 29.04K
Increased by +0.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 45.73M (2.27%) -1.10M
Decreased by -2.40%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 41.35M (2.05%) 291.47K
Increased by +0.70%
May 31, 25
4 Schwab US Dividend Equity ETF™ 38.18M (1.89%) 31.77K
Increased by +0.08%
Feb 28, 25
5 Vanguard 500 Index Investor 36.07M (1.79%) -5.28M
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 32.49M (1.61%) 349.28K
Increased by +1.07%
Jul 31, 25
7 Fidelity 500 Index 18.47M (0.92%) 7.91K
Increased by +0.04%
Jul 31, 25
8 SPDR® S&P 500 ETF 18.08M (0.90%) -264.74K
Decreased by -1.46%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 17.60M (0.87%) -92.23K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 17.57M (0.87%) 216.57K
Increased by +1.23%
Aug 31, 25
11 iShares Core S&P 500 ETF 17.53M (0.87%) 0.00
Increased by 0.00%
Aug 31, 25
12 SPDR® S&P 500 ETF Trust 16.97M (0.84%) 38.70K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 16.87M (0.84%) 107.30K
Increased by +0.64%
Nov 30, 23
14 Victory Sycamore Established Value R 16.41M (0.81%) 363.00K
Increased by +2.21%
Jun 30, 25
15 Sycamore Mid Cap Value Comp 16.04M (0.79%) 15.58M
Increased by +97.10%
Mar 31, 25
16 iShares Select Dividend ETF 15.63M (0.77%) 0.00
Increased by 0.00%
Aug 31, 25
17 JHancock Disciplined Value Mid Cap I 15.26M (0.76%) 0.00
Increased by 0.00%
Jul 31, 25
18 JHancock Disciplined Value I 14.83M (0.74%) -247.65K
Decreased by -1.67%
Jul 31, 25
19 First Trust Rising Dividend Achiev ETF 14.43M (0.72%) 19.84K
Increased by +0.14%
Jan 31, 24
20 JPM US Mid Cap Value-Composite 13.62M (0.67%) -149.45K
Decreased by -1.10%
Jun 30, 24