Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.58%
2 RNLC 3.97%
3 KBWP 3.79%
4 SAMM 3.65%
5 SMIG 3.16%
6 STNC 3.10%
7 BCUS 2.85%
8 RJMG 2.62%
9 FTDS 2.31%
10 FOVL 2.29%
11 BGDV 2.20%
12 TUSA 2.17%
13 SHRY 2.17%
14 QDIV 1.93%
15 EQRR 1.87%
16 DVGR 1.87%
17 FFLV 1.77%
18 LYLD 1.74%
19 CZA 1.71%
20 KIE 1.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.78M (13.52%) -70.04K
Decreased by -0.19%
Dec 31, 25
2 BlackRock Inc 31.74M (11.66%) -233.24K
Decreased by -0.73%
Mar 31, 26
3 Vanguard Capital Management, LLC 18.00M (6.61%) 18.00M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 16.47M (6.05%) -217.28K
Decreased by -1.32%
Mar 31, 24
5 State Street Corp 16.06M (5.90%) 262.00
Increased by +0.00%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 15.92M (5.85%) 15.92M
Increased by +100.00%
Mar 31, 26
7 FMR Inc 11.12M (4.08%) -739.76K
Decreased by -6.66%
Mar 31, 26
8 Geode Capital Management, LLC 8.21M (3.02%) 257.27K
Increased by +3.14%
Mar 31, 26
9 JPMorgan Chase & Co 5.20M (1.91%) 1.78M
Increased by +34.29%
Sep 30, 25
10 Amvescap Plc. 5.07M (1.86%) 35.41K
Increased by +0.70%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 4.70M (1.73%) 72.45K
Increased by +1.54%
Mar 31, 26
12 NORGES BANK 4.44M (1.63%) 448.29K
Increased by +10.10%
Dec 31, 25
13 Nordea Investment Mgmt Bank Demark A/s 4.43M (1.63%) 38.23K
Increased by +0.86%
Mar 31, 26
14 UBS Asset Mgmt Americas Inc 4.39M (1.61%) 127.08K
Increased by +2.89%
Mar 31, 26
15 Franklin Resources Inc 3.98M (1.46%) 418.13K
Increased by +10.52%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 3.93M (1.45%) -40.88K
Decreased by -1.04%
Mar 31, 26
17 Northern Trust Corp 3.90M (1.43%) -262.00
Decreased by -0.01%
Mar 31, 26
18 Bank of America Corp 3.83M (1.41%) 79.83K
Increased by +2.08%
Mar 31, 26
19 Royal Bank of Canada 3.60M (1.32%) -71.94K
Decreased by -2.00%
Sep 30, 23
20 First Trust Advisors L.P. 3.46M (1.27%) 189.92K
Increased by +5.49%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.30M (3.42%) -40.19K
Decreased by -0.43%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.78M (3.23%) 30.69K
Increased by +0.35%
Apr 30, 26
3 Vanguard 500 Index Investor 7.23M (2.66%) 130.38K
Increased by +1.80%
Apr 30, 26
4 Vanguard Mid Cap Index Institutional 5.98M (2.20%) 16.19K
Increased by +0.27%
Apr 30, 26
5 JPM US Equity Income-MA 5.08M (1.87%) 5.07M
Increased by +99.89%
Sep 30, 23
6 iShares Core S&P 500 ETF 3.67M (1.35%) 11.25K
Increased by +0.31%
May 29, 26
7 SPDR® S&P 500 ETF 3.58M (1.31%) -83.56K
Decreased by -2.34%
Mar 31, 25
8 Fidelity 500 Index 3.57M (1.31%) 12.29K
Increased by +0.34%
Apr 30, 26
9 Fidelity® 500 Index 3.54M (1.30%) 28.21K
Increased by +0.80%
Oct 31, 23
10 SPDR® S&P 500 ETF Trust 3.54M (1.30%) -7.61K
Decreased by -0.21%
Apr 30, 24
11 SPDR® S&P 500® ETF Trust 3.48M (1.28%) -18.25K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 3.44M (1.26%) 42.25K
Increased by +1.23%
Aug 31, 25
13 State Street® SPDR® S&P 500® ETF 3.37M (1.24%) 3.56K
Increased by +0.11%
May 31, 26
14 Sycamore Mid Cap Value Comp 3.12M (1.14%) 3.01M
Increased by +96.75%
Mar 31, 25
15 iShares U.S. Equity Fac Rotation Act ETF 3.07M (1.13%) -1.42K
Decreased by -0.05%
May 29, 26
16 First Trust Rising Dividend Achiev ETF 2.93M (1.08%) 0.00
Increased by 0.00%
May 31, 26
17 JPM US Equity Income-Composite 2.69M (0.99%) -485.78K
Decreased by -18.06%
Sep 30, 24
18 Vanguard Value Index Inv 2.56M (0.94%) 7.43K
Increased by +0.29%
Apr 30, 26
19 JPMorgan Equity Income I 2.27M (0.84%) -58.05K
Decreased by -2.55%
Nov 30, 24
20 Diamond Hill Large Cap Equity 2.03M (0.75%) 37.76K
Increased by +1.86%
Dec 31, 24