Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.77%
2 IAT 4.54%
3 NIFE 4.38%
4 UTRN 3.92%
5 BAMD 3.35%
6 KBWB 3.21%
7 FTXO 2.91%
8 FOVL 2.66%
9 EQRR 2.32%
10 PEY 2.30%
11 KRU 2.29%
12 SDOG 2.26%
13 RDIV 2.06%
14 SPDV 1.96%
15 RDVY 1.92%
16 KRE 1.88%
17 WBIY 1.72%
18 FMKT 1.38%
19 RYF 1.36%
20 NUMV 1.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 176.30M (12.16%) 2.34M
Increased by +1.33%
Jun 30, 25
2 BlackRock Inc 143.13M (9.88%) 12.52M
Increased by +8.75%
Jun 30, 25
3 State Street Corp 74.36M (5.13%) -1.51M
Decreased by -2.02%
Jun 30, 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 (4.47%) -6.59M
Decreased by -10.15%
Jun 30, 25
6 Boston Partners Global Investors, Inc 60.94M (4.20%) 2.78M
Increased by +4.56%
Jun 30, 25
7 Amvescap Plc. 58.20M (4.02%) 1.02M
Increased by +1.74%
Jun 30, 25
8 Geode Capital Management, LLC 39.45M (2.72%) 640.85K
Increased by +1.62%
Jun 30, 25
9 FMR Inc 36.56M (2.52%) 3.35M
Increased by +9.16%
Jun 30, 25
10 Victory Capital Management Inc. 29.59M (2.04%) 5.76M
Increased by +19.47%
Jun 30, 25
11 Charles Schwab Investment Management Inc 28.38M (1.96%) 397.14K
Increased by +1.40%
Jun 30, 25
12 NORGES BANK 22.34M (1.54%) 3.73M
Increased by +16.70%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 20.68M (1.43%) -770.94K
Decreased by -3.73%
Jun 30, 25
14 Federated Hermes Inc 20.34M (1.40%) 232.53K
Increased by +1.14%
Jun 30, 25
15 Citadel Advisors Llc 20.21M (1.39%) -9.92M
Decreased by -49.09%
Jun 30, 25
16 First Trust Advisors L.P. 19.83M (1.37%) -1.69M
Decreased by -8.51%
Dec 31, 23
17 Bank of America Corp 17.19M (1.19%) 41.21K
Increased by +0.24%
Jun 30, 25
18 Dimensional Fund Advisors, Inc. 17.04M (1.18%) 1.35M
Increased by +7.95%
Jun 30, 25
19 UBS Asset Mgmt Americas Inc 15.84M (1.09%) 1.61M
Increased by +10.19%
Jun 30, 25
20 Amundi 15.00M (1.03%) -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 (3.17%) 29.04K
Increased by +0.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 45.73M (3.16%) -1.10M
Decreased by -2.40%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 41.35M (2.85%) 291.47K
Increased by +0.70%
May 31, 25
4 Schwab US Dividend Equity ETF™ 38.18M (2.63%) 31.77K
Increased by +0.08%
Feb 28, 25
5 Vanguard 500 Index Investor 36.07M (2.49%) -5.28M
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 32.49M (2.24%) 349.28K
Increased by +1.07%
Jul 31, 25
7 Fidelity 500 Index 18.47M (1.27%) 7.91K
Increased by +0.04%
Jul 31, 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 Trust 17.60M (1.21%) -92.23K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 17.57M (1.21%) 216.57K
Increased by +1.23%
Aug 31, 25
11 iShares Core S&P 500 ETF 17.53M (1.21%) 0.00
Increased by 0.00%
Aug 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 (1.16%) 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 15.63M (1.08%) 0.00
Increased by 0.00%
Aug 31, 25
17 JHancock Disciplined Value Mid Cap I 15.26M (1.05%) 0.00
Increased by 0.00%
Jul 31, 25
18 JHancock Disciplined Value I 14.83M (1.02%) -247.65K
Decreased by -1.67%
Jul 31, 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