Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.58%
2 SMIG 4.46%
3 IAK 4.38%
4 KBWP 4.21%
5 RNLC 3.97%
6 SAMM 3.65%
7 STNC 3.10%
8 FFLV 3.08%
9 SHRY 2.94%
10 RJMG 2.62%
11 LYLD 2.47%
12 FTDS 2.31%
13 FOVL 2.29%
14 CZA 2.19%
15 TUSA 2.17%
16 RDVY 2.07%
17 RDVI 2.03%
18 KIE 1.99%
19 ZECP 1.96%
20 QDIV 1.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.16M (13.28%) 156.81K
Increased by +0.42%
Jun 30, 25
2 BlackRock Inc 32.16M (11.49%) 1.43M
Increased by +4.43%
Mar 31, 25
3 State Street Corporation 16.47M (5.89%) -217.28K
Decreased by -1.32%
Mar 31, 24
4 State Street Corp 16.17M (5.78%) -399.94K
Decreased by -2.47%
Mar 31, 25
5 FMR Inc 12.37M (4.42%) 1.20M
Increased by +9.68%
Mar 31, 25
6 T. Rowe Price Associates, Inc. 9.68M (3.46%) -2.23M
Decreased by -23.03%
Jun 30, 25
7 Geode Capital Management, LLC 7.41M (2.65%) 158.09K
Increased by +2.13%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 4.72M (1.69%) -463.63K
Decreased by -9.83%
Jun 30, 25
9 Amvescap Plc. 4.70M (1.68%) -1.04M
Decreased by -22.08%
Mar 31, 25
10 Victory Capital Management Inc. 4.46M (1.59%) -242.04K
Decreased by -5.43%
Mar 31, 25
11 UBS Asset Mgmt Americas Inc 4.31M (1.54%) 529.13K
Increased by +12.28%
Jun 30, 25
12 Nordea Investment Mgmt Bank Demark A/s 4.09M (1.46%) -6.77K
Decreased by -0.17%
Jun 30, 25
13 NORGES BANK 3.99M (1.43%) 185.25K
Increased by +4.64%
Jun 30, 25
14 Northern Trust Corp 3.94M (1.41%) 398.95K
Increased by +10.13%
Mar 31, 25
15 JPMorgan Chase & Co 3.81M (1.36%) -1.42M
Decreased by -37.37%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 3.65M (1.31%) -67.56K
Decreased by -1.85%
Mar 31, 25
17 Royal Bank of Canada 3.60M (1.29%) -71.94K
Decreased by -2.00%
Sep 30, 23
18 LSV Asset Management 3.49M (1.25%) -434.87K
Decreased by -12.47%
Jun 30, 25
19 Hotchkis & Wiley Capital Management LLC 3.44M (1.23%) -19.42K
Decreased by -0.56%
Dec 31, 24
20 Franklin Resources Inc 3.27M (1.17%) 1.11M
Increased by +34.01%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.30M (3.33%) -40.19K
Decreased by -0.43%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.92M (3.19%) -204.42K
Decreased by -2.29%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 8.18M (2.92%) 55.85K
Increased by +0.68%
May 31, 25
4 Vanguard 500 Index Investor 7.03M (2.51%) -1.03M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 6.34M (2.27%) 68.32K
Increased by +1.08%
Jul 31, 25
6 JPM US Equity Income-MA 5.08M (1.82%) 5.07M
Increased by +99.89%
Sep 30, 23
7 Fidelity 500 Index 3.60M (1.29%) -28.80K
Decreased by -0.80%
Jun 30, 25
8 SPDR® S&P 500 ETF 3.58M (1.28%) -83.56K
Decreased by -2.34%
Mar 31, 25
9 Fidelity® 500 Index 3.54M (1.27%) 28.21K
Increased by +0.80%
Oct 31, 23
10 SPDR® S&P 500 ETF Trust 3.54M (1.27%) -7.61K
Decreased by -0.21%
Apr 30, 24
11 SPDR® S&P 500® ETF 3.48M (1.25%) 14.86K
Increased by +0.43%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 3.48M (1.24%) -18.25K
Decreased by -0.52%
Mar 31, 25
13 iShares Core S&P 500 ETF 3.39M (1.21%) 15.46K
Increased by +0.46%
Jul 31, 25
14 Sycamore Mid Cap Value Comp 3.12M (1.11%) 3.01M
Increased by +96.75%
Mar 31, 25
15 iShares U.S. Equity Fac Rotation Act ETF 2.81M (1.00%) 0.00
Increased by 0.00%
Jul 31, 25
16 JPM US Equity Income-Composite 2.69M (0.96%) -485.78K
Decreased by -18.06%
Sep 30, 24
17 Vanguard Value Index Inv 2.52M (0.90%) -3.81K
Decreased by -0.15%
Jul 31, 25
18 First Trust Rising Dividend Achiev ETF 2.45M (0.88%) 4.51K
Increased by +0.18%
Jul 31, 25
19 Victory Sycamore Established Value R 2.38M (0.85%) -739.00K
Decreased by -31.10%
Jun 30, 25
20 JPMorgan Equity Income I 2.27M (0.81%) -58.05K
Decreased by -2.55%
Nov 30, 24