Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.77%
2 IAT 4.63%
3 NIFE 4.38%
4 UTRN 3.92%
5 FTXO 3.70%
6 KBWB 3.67%
7 KRE 3.09%
8 EQRR 2.32%
9 PEY 2.30%
10 KRU 2.29%
11 SDOG 2.26%
12 DPST 2.24%
13 RDIV 2.02%
14 SPDV 1.96%
15 RDVY 1.92%
16 WBIY 1.72%
17 RSPF 1.40%
18 DIVG 1.38%
19 RYF 1.36%
20 DVY 1.31%

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. 52.60M (3.64%) 2.31M
Increased by +4.39%
Dec 31, 24
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 29.42M (2.03%) 20.84M
Increased by +70.84%
Sep 30, 23
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 Northern Trust Corp 14.42M (1.00%) 2.24M
Increased by +15.54%
Dec 31, 24

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 18.24M (1.26%) 43.35K
Increased by +0.24%
Mar 31, 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 17.51M (1.21%) -105.04K
Decreased by -0.60%
Apr 30, 25
10 iShares Core S&P 500 ETF 17.22M (1.19%) -17.98K
Decreased by -0.10%
Apr 30, 25
11 SPDR® S&P 500 ETF Trust 16.97M (1.17%) 38.70K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 16.87M (1.17%) 107.30K
Increased by +0.64%
Nov 30, 23
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 16.03M (1.11%) 0.00
Increased by 0.00%
Apr 30, 25
16 JHancock Disciplined Value Mid Cap I 15.58M (1.08%) -1.99M
Decreased by -12.78%
Mar 31, 25
17 JHancock Disciplined Value I 14.76M (1.02%) 729.96K
Increased by +4.95%
Mar 31, 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