Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TDVI 8.54%
2 TDIV 8.52%
3 SPDG 5.82%
4 BUL 5.59%
5 NXTE 5.51%
6 DJD 5.29%
7 HDLB 5.12%
8 FDL 5.04%
9 MBCC 4.79%
10 SDEI 4.59%
11 GBDV 4.53%
12 DVAL 4.50%
13 NACP 4.41%
14 HDIV 4.41%
15 DIVO 4.38%
16 DOGG 4.17%
17 SKYY 4.12%
18 UTRN 4.02%
19 XPND 3.99%
20 FPX 3.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 95.05M (10.23%) 1.91M
Increased by +2.01%
Jun 30, 25
2 BlackRock Inc 77.80M (8.37%) -2.05M
Decreased by -2.63%
Jun 30, 25
3 State Street Corp 54.54M (5.87%) 147.72K
Increased by +0.27%
Jun 30, 25
4 State Street Corporation 54.49M (5.86%) -467.84K
Decreased by -0.86%
Mar 31, 24
5 JPMorgan Chase & Co 22.37M (2.41%) 1.64M
Increased by +7.35%
Jun 30, 25
6 Geode Capital Management, LLC 21.94M (2.36%) 400.13K
Increased by +1.82%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 16.12M (1.73%) -373.48K
Decreased by -2.32%
Jun 30, 25
8 Bank of America Corp 15.41M (1.66%) -639.63K
Decreased by -4.15%
Jun 30, 25
9 Capital World Investors 14.97M (1.61%) -560.99K
Decreased by -3.75%
Jun 30, 25
10 Northern Trust Corp 10.47M (1.13%) -306.33K
Decreased by -2.92%
Jun 30, 25
11 UBS Asset Mgmt Americas Inc 8.83M (0.95%) 195.24K
Increased by +2.21%
Jun 30, 25
12 Bank of New York Mellon Corp 7.13M (0.77%) -502.79K
Decreased by -7.05%
Jun 30, 25
13 Legal & General Group PLC 7.13M (0.77%) 234.32K
Increased by +3.29%
Jun 30, 25
14 NORGES BANK 6.82M (0.73%) 1.20M
Increased by +17.58%
Jun 30, 25
15 Charles Schwab Investment Management Inc 6.70M (0.72%) 65.41K
Increased by +0.98%
Jun 30, 25
16 Amundi 6.34M (0.68%) -592.91K
Decreased by -9.35%
Mar 31, 25
17 Ameriprise Financial Inc 5.56M (0.60%) 46.92K
Increased by +0.84%
Jun 30, 25
18 California Public Employees Retrmnt Sys 5.11M (0.55%) -144.74K
Decreased by -2.83%
Sep 30, 24
19 Dimensional Fund Advisors, Inc. 5.03M (0.54%) -79.08K
Decreased by -1.57%
Jun 30, 25
20 FMR Inc 5.01M (0.54%) 244.67K
Increased by +4.89%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 29.20M (3.14%) -677.32K
Decreased by -2.32%
Jul 31, 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 23.01M (2.48%) -3.37M
Decreased by -14.65%
Jul 31, 25
5 Fidelity 500 Index 11.78M (1.27%) 5.06K
Increased by +0.04%
Jul 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 11.22M (1.21%) 138.14K
Increased by +1.23%
Aug 31, 25
8 SPDR® S&P 500® ETF Trust 11.20M (1.20%) -58.64K
Decreased by -0.52%
Mar 31, 25
9 iShares Core S&P 500 ETF 11.18M (1.20%) 0.00
Increased by 0.00%
Aug 31, 25
10 SPDR® S&P 500 ETF Trust 11.04M (1.19%) -85.79K
Decreased by -0.78%
Mar 31, 24
11 Fidelity® 500 Index 10.62M (1.14%) 67.56K
Increased by +0.64%
Nov 30, 23
12 Vanguard Value Index Inv 8.24M (0.89%) -9.62K
Decreased by -0.12%
Jul 31, 25
13 The Technology Select Sector SPDR® ETF 7.52M (0.81%) 3.52K
Increased by +0.05%
Aug 31, 25
14 JPMorgan Large Cap Growth I 6.57M (0.71%) -2.28M
Decreased by -34.65%
Jul 31, 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 5.89M (0.63%) 60.04K
Increased by +1.02%
Jul 31, 25
17 Vanguard Institutional Index I 5.62M (0.60%) -62.73K
Decreased by -1.12%
Jul 31, 25
18 SPDR® Dow Jones Industrial Avrg ETF Tr 5.33M (0.57%) -9.22K
Decreased by -0.17%
Aug 31, 25
19 Vanguard Total Intl Bd Idx Institutional 5.00M (0.54%) 5.00M
Increased by +100.00%
Sep 30, 24
20 Vanguard Dividend Appreciation ETF 4.99M (0.54%) 9.70K
Increased by +0.19%
Jul 31, 25