Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TDVI 6.67%
2 TDIV 6.66%
3 NXTE 5.59%
4 BUL 5.33%
5 SPDG 5.14%
6 HDLB 5.12%
7 FDL 5.04%
8 DIVO 4.87%
9 DJD 4.65%
10 DOGG 4.61%
11 SDEI 4.59%
12 GBDV 4.53%
13 HDIV 4.41%
14 UTRN 4.02%
15 DVAL 3.90%
16 NXTI 3.87%
17 DIVL 3.80%
18 NACP 3.79%
19 GPTY 3.70%
20 DIVY 3.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 93.14M (10.02%) 1.30M
Increased by +1.39%
Mar 31, 25
2 BlackRock Inc 79.85M (8.59%) 957.35K
Increased by +1.20%
Mar 31, 25
3 State Street Corporation 54.49M (5.86%) -467.84K
Decreased by -0.86%
Mar 31, 24
4 State Street Corp 54.39M (5.85%) -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 (1.77%) 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 (0.60%) 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 29.88M (3.21%) 95.75K
Increased by +0.32%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 29.18M (3.14%) 84.45K
Increased by +0.29%
Sep 30, 24
3 Performer (AFRIS) 29.07M (3.13%) 29.07M
Increased by +100.00%
Feb 29, 24
4 Vanguard 500 Index Investor 26.38M (2.84%) 78.15K
Increased by +0.30%
Jun 30, 25
5 Vanguard Institutional 500 Index Trust 26.30M (2.83%) 183.26K
Increased by +0.70%
May 31, 25
6 Fidelity 500 Index 11.78M (1.27%) 110.49K
Increased by +0.94%
Jun 30, 25
7 SPDR® S&P 500 ETF 11.50M (1.24%) -169.10K
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P 500® ETF 11.27M (1.21%) -46.96K
Decreased by -0.42%
Jul 31, 25
9 SPDR® S&P 500® ETF Trust 11.20M (1.20%) -58.64K
Decreased by -0.52%
Mar 31, 25
10 iShares Core S&P 500 ETF 11.05M (1.19%) -1.10K
Decreased by -0.01%
Jul 30, 25
11 SPDR® S&P 500 ETF Trust 11.04M (1.19%) -85.79K
Decreased by -0.78%
Mar 31, 24
12 Fidelity® 500 Index 10.62M (1.14%) 67.56K
Increased by +0.64%
Nov 30, 23
13 JPMorgan Large Cap Growth I 8.84M (0.95%) 0.00
Increased by 0.00%
Jun 30, 25
14 Vanguard Value Index Inv 8.25M (0.89%) 98.29K
Increased by +1.19%
Jun 30, 25
15 The Technology Select Sector SPDR® ETF 7.48M (0.80%) -22.31K
Decreased by -0.30%
Jul 31, 25
16 Technology Select Sector SPDR® ETF 6.31M (0.68%) 131.40K
Increased by +2.08%
Mar 31, 24
17 Vanguard Information Technology ETF 5.83M (0.63%) 27.24K
Increased by +0.47%
Jun 30, 25
18 Vanguard Institutional Index I 5.68M (0.61%) 4.69K
Increased by +0.08%
Jun 30, 25
19 SPDR® Dow Jones Industrial Avrg ETF Tr 5.26M (0.57%) -12.29K
Decreased by -0.23%
Jul 31, 25
20 Vanguard Total Intl Bd Idx Institutional 5.00M (0.54%) 5.00M
Increased by +100.00%
Sep 30, 24