Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TDVI 7.74%
2 TDIV 7.63%
3 DOGG 6.65%
4 NXTE 6.35%
5 BUL 5.33%
6 DJD 5.32%
7 DIVO 5.22%
8 HDLB 5.12%
9 FDL 5.04%
10 SPDG 4.89%
11 SDEI 4.59%
12 DVAL 4.57%
13 GBDV 4.53%
14 HDIV 4.41%
15 NACP 4.31%
16 FPX 4.30%
17 XPND 4.16%
18 ESGS 4.15%
19 SKYY 4.13%
20 EQIN 4.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 93.14M (10.04%) 1.30M
Increased by +1.39%
Mar 31, 25
2 BlackRock Inc 79.85M (8.61%) 957.35K
Increased by +1.20%
Mar 31, 25
3 State Street Corporation 54.49M (5.88%) -467.84K
Decreased by -0.86%
Mar 31, 24
4 State Street Corp 54.39M (5.86%) -1.07M
Decreased by -1.97%
Mar 31, 25
5 Geode Capital Management, LLC 21.54M (2.32%) 626.46K
Increased by +2.91%
Mar 31, 25
6 JPMorgan Chase & Co 20.73M (2.23%) 7.57M
Increased by +36.52%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 16.50M (1.78%) 2.49M
Increased by +15.07%
Mar 31, 25
8 Bank of America Corp 16.05M (1.73%) -103.68K
Decreased by -0.65%
Mar 31, 25
9 Capital World Investors 15.53M (1.67%) 3.54M
Increased by +22.82%
Mar 31, 25
10 Northern Trust Corp 10.78M (1.16%) -66.47K
Decreased by -0.62%
Mar 31, 25
11 UBS Asset Mgmt Americas Inc 8.64M (0.93%) 524.63K
Increased by +6.07%
Mar 31, 25
12 Bank of New York Mellon Corp 7.63M (0.82%) -162.86K
Decreased by -2.13%
Mar 31, 25
13 Legal & General Group PLC 6.89M (0.74%) 86.17K
Increased by +1.25%
Mar 31, 25
14 Charles Schwab Investment Management Inc 6.63M (0.71%) -35.39K
Decreased by -0.53%
Mar 31, 25
15 Amundi 6.34M (0.68%) -592.91K
Decreased by -9.35%
Mar 31, 25
16 NORGES BANK 5.62M (0.61%) 212.78K
Increased by +3.78%
Dec 31, 24
17 Ameriprise Financial Inc 5.52M (0.59%) 52.32K
Increased by +0.95%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 5.11M (0.55%) 24.79K
Increased by +0.49%
Mar 31, 25
19 California Public Employees Retrmnt Sys 5.11M (0.55%) -144.74K
Decreased by -2.83%
Sep 30, 24
20 Royal Bank of Canada 4.97M (0.54%) -309.82K
Decreased by -6.23%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 29.79M (3.21%) 31.46K
Increased by +0.11%
May 31, 25
2 Vanguard US Total Market Shares ETF 29.18M (3.15%) 84.45K
Increased by +0.29%
Sep 30, 24
3 Performer (AFRIS) 29.07M (3.14%) 29.07M
Increased by +100.00%
Feb 29, 24
4 Vanguard Institutional 500 Index Trust 26.30M (2.84%) 183.26K
Increased by +0.70%
May 31, 25
5 Fidelity 500 Index 11.67M (1.26%) 50.53K
Increased by +0.43%
May 31, 25
6 SPDR® S&P 500 ETF 11.50M (1.24%) -169.10K
Decreased by -1.47%
Mar 31, 25
7 SPDR® S&P 500® ETF 11.21M (1.21%) -39.38K
Decreased by -0.35%
Jun 30, 25
8 SPDR® S&P 500® ETF Trust 11.20M (1.21%) -58.64K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 11.04M (1.19%) -85.79K
Decreased by -0.78%
Mar 31, 24
10 iShares Core S&P 500 ETF 11.02M (1.19%) 17.57K
Increased by +0.16%
Jun 30, 25
11 Fidelity® 500 Index 10.62M (1.14%) 67.56K
Increased by +0.64%
Nov 30, 23
12 JPMorgan Large Cap Growth I 8.84M (0.95%) 0.00
Increased by 0.00%
May 31, 25
13 Vanguard Value Index Inv 8.15M (0.88%) 11.39K
Increased by +0.14%
May 31, 25
14 The Technology Select Sector SPDR® ETF 7.39M (0.80%) 16.44K
Increased by +0.22%
Jun 30, 25
15 Technology Select Sector SPDR® ETF 6.31M (0.68%) 131.40K
Increased by +2.08%
Mar 31, 24
16 Vanguard Information Technology ETF 5.81M (0.63%) 16.86K
Increased by +0.29%
May 31, 25
17 Vanguard Institutional Index I 5.68M (0.61%) 39.00
Increased by +0.00%
May 31, 25
18 SPDR® Dow Jones Industrial Avrg ETF Tr 5.33M (0.58%) 6.14K
Increased by +0.12%
Jun 30, 25
19 American Funds Income Fund of Amer A 5.28M (0.57%) 393.56K
Increased by +7.45%
Mar 31, 25
20 Vanguard Total Intl Bd Idx Institutional 5.00M (0.54%) 5.00M
Increased by +100.00%
Sep 30, 24