Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.77%
2 IAT 4.45%
3 NIFE 4.38%
4 BAMD 3.96%
5 UTRN 3.92%
6 KBWB 3.73%
7 FTXO 3.66%
8 FOVL 2.54%
9 KRE 2.45%
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 WBIY 1.72%
18 DPST 1.60%
19 LQAI 1.54%
20 RSPF 1.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 173.96M (12.03%) 978.57K
Increased by +0.56%
Mar 31, 25
2 BlackRock Inc 130.62M (9.03%) -2.38M
Decreased by -1.82%
Mar 31, 25
3 State Street Corp 75.86M (5.25%) -6.49M
Decreased by -8.55%
Mar 31, 25
4 State Street Corporation 72.99M (5.05%) -9.01M
Decreased by -12.35%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 71.43M (4.94%) -15.33M
Decreased by -21.46%
Mar 31, 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 (3.96%) 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 (2.30%) 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 27.99M (1.94%) -36.94M
Decreased by -131.98%
Mar 31, 25
12 Victory Capital Management Inc. 23.83M (1.65%) 2.00M
Increased by +8.41%
Mar 31, 25
13 Amundi 22.01M (1.52%) 4.58M
Increased by +20.79%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 21.45M (1.48%) 2.31M
Increased by +10.77%
Mar 31, 25
15 Federated Hermes Inc 20.10M (1.39%) 498.18K
Increased by +2.48%
Mar 31, 25
16 First Trust Advisors L.P. 19.83M (1.37%) -1.69M
Decreased by -8.51%
Dec 31, 23
17 NORGES BANK 18.61M (1.29%) 869.90K
Increased by +4.67%
Dec 31, 24
18 Bank of America Corp 17.15M (1.19%) 1.18M
Increased by +6.89%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 15.69M (1.08%) -83.80K
Decreased by -0.53%
Mar 31, 25
20 UBS Asset Mgmt Americas Inc 14.23M (0.98%) 546.41K
Increased by +3.84%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 46.66M (3.23%) 757.55K
Increased by +1.62%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 45.89M (3.17%) 29.04K
Increased by +0.06%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 41.06M (2.84%) 656.09K
Increased by +1.60%
Apr 30, 25
4 Schwab US Dividend Equity ETF™ 38.18M (2.64%) 31.77K
Increased by +0.08%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 31.61M (2.19%) 302.40K
Increased by +0.96%
Apr 30, 25
6 Fidelity 500 Index 18.26M (1.26%) 22.54K
Increased by +0.12%
Apr 30, 25
7 SPDR® S&P 500 ETF 18.08M (1.25%) -264.74K
Decreased by -1.46%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 17.60M (1.22%) -92.23K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 17.40M (1.20%) -77.62K
Decreased by -0.45%
May 31, 25
10 SPDR® S&P 500 ETF Trust 16.97M (1.17%) 38.70K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 16.87M (1.17%) 107.30K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 16.84M (1.16%) 0.00
Increased by 0.00%
May 31, 25
13 Sycamore Mid Cap Value Comp 16.04M (1.11%) 15.58M
Increased by +97.10%
Mar 31, 25
14 Victory Sycamore Established Value R 16.04M (1.11%) 1.51M
Increased by +9.43%
Mar 31, 25
15 iShares Select Dividend ETF 15.98M (1.11%) 0.00
Increased by 0.00%
May 31, 25
16 JHancock Disciplined Value Mid Cap I 15.58M (1.08%) 0.00
Increased by 0.00%
Apr 30, 25
17 JHancock Disciplined Value I 15.08M (1.04%) 324.83K
Increased by +2.15%
Apr 30, 25
18 First Trust Rising Dividend Achiev ETF 14.43M (1.00%) 19.84K
Increased by +0.14%
Jan 31, 24
19 JPM US Mid Cap Value-Composite 13.62M (0.94%) -149.45K
Decreased by -1.10%
Jun 30, 24
20 JPM US Mid Cap Value-MA 13.62M (0.94%) -149.45K
Decreased by -1.10%
Jun 30, 24