Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WOOD 6.21%
2 CUT 4.82%
3 IVEG 4.59%
4 FTRI 4.38%
5 UTRN 4.22%
6 WBIY 4.12%
7 RTM 3.85%
8 RSPM 3.85%
9 XLB 3.52%
10 DIVC 3.33%
11 TPMN 3.02%
12 IYM 3.01%
13 DDIV 2.96%
14 CGVV 2.83%
15 UYM 2.51%
16 RDIV 2.36%
17 RYJ 2.13%
18 SPDV 2.08%
19 SDOG 2.02%
20 PYZ 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 63.88M (12.15%) 1.26M
Increased by +1.97%
Jun 30, 25
2 T. Rowe Price Associates, Inc. 53.77M (10.23%) 1.98M
Increased by +3.67%
Jun 30, 25
3 Capital Research Global Investors 50.56M (9.62%) 9.90M
Increased by +19.57%
Jun 30, 25
4 BlackRock Inc 43.14M (8.21%) 8.82M
Increased by +20.44%
Mar 31, 25
5 Capital Research & Mgmt Co - Division 3 32.37M (6.16%) 10.47M
Increased by +32.34%
Jun 30, 25
6 State Street Corp 28.48M (5.42%) 7.06M
Increased by +24.77%
Mar 31, 25
7 FMR Inc 26.12M (4.97%) -439.21K
Decreased by -1.68%
Mar 31, 25
8 State Street Corporation 22.35M (4.25%) -868.02K
Decreased by -3.88%
Mar 31, 24
9 Bank of New York Mellon Corp 17.15M (3.26%) 2.78M
Increased by +16.23%
Mar 31, 25
10 Geode Capital Management, LLC 13.05M (2.48%) 4.65M
Increased by +35.66%
Mar 31, 25
11 Greenhaven Associates Inc 10.17M (1.93%) 329.99K
Increased by +3.25%
Mar 31, 24
12 JPMorgan Chase & Co 9.02M (1.72%) 1.53M
Increased by +16.95%
Mar 31, 25
13 UBS Group AG 8.57M (1.63%) 7.44M
Increased by +86.82%
Dec 31, 24
14 Amvescap Plc. 8.04M (1.53%) 85.73K
Increased by +1.07%
Mar 31, 25
15 Franklin Resources Inc 7.46M (1.42%) 555.59K
Increased by +7.45%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 6.31M (1.20%) -4.15M
Decreased by -65.66%
Mar 31, 25
17 Capital World Investors 6.10M (1.16%) 3.57M
Increased by +58.54%
Jun 30, 25
18 NORGES BANK 6.02M (1.14%) 3.99M
Increased by +66.27%
Jun 30, 25
19 Goldman Sachs Group Inc 5.78M (1.10%) 923.28K
Increased by +15.96%
Jun 30, 25
20 Diamond Hill Capital Management Inc 5.32M (1.01%) 365.98K
Increased by +6.87%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 40.82M (7.77%) 6.03M
Increased by +14.78%
Jun 30, 25
2 Capital Group American Mutual Comp 40.82M (7.77%) 6.03M
Increased by +14.78%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 16.60M (3.16%) -392.98K
Decreased by -2.37%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 15.00M (2.85%) 104.73K
Increased by +0.70%
May 31, 25
5 American Funds Washington Mutual A 13.24M (2.52%) 2.67M
Increased by +20.18%
Jun 30, 25
6 Capital Group Wash Mutual Invtrs Comp 13.24M (2.52%) 2.67M
Increased by +20.18%
Jun 30, 25
7 Vanguard 500 Index Investor 13.07M (2.49%) -1.91M
Decreased by -14.65%
Jul 31, 25
8 Vanguard Mid Cap Index Institutional 11.78M (2.24%) 126.87K
Increased by +1.08%
Jul 31, 25
9 Vanguard US Total Market Shares ETF 10.98M (2.09%) 8.39K
Increased by +0.08%
Sep 30, 24
10 T. Rowe Price U.S. Value Equity Tr-D 9.01M (1.71%) 304.69K
Increased by +3.38%
Jun 30, 25
11 T. Rowe Price U.S. Value Equity Tr-Z 8.71M (1.66%) 1.01M
Increased by +11.60%
Mar 31, 25
12 American Funds Income Fund of Amer A 8.31M (1.58%) 3.77M
Increased by +45.42%
Jun 30, 25
13 Capital Group Dividend Value ETF 8.13M (1.55%) 530.25K
Increased by +6.52%
Jul 31, 25
14 T. Rowe Price US Value Equity Composite 7.65M (1.46%) 88.28K
Increased by +1.15%
Jun 30, 25
15 T. Rowe Price Value 7.65M (1.46%) -23.37K
Decreased by -0.31%
Jun 30, 25
16 Fidelity 500 Index 6.69M (1.27%) 37.26K
Increased by +0.56%
Jun 30, 25
17 SPDR® S&P 500 ETF 6.53M (1.24%) -94.55K
Decreased by -1.45%
Mar 31, 25
18 SPDR® S&P 500® ETF 6.47M (1.23%) 27.59K
Increased by +0.43%
Jul 31, 25
19 SPDR® S&P 500® ETF Trust 6.36M (1.21%) -33.48K
Decreased by -0.53%
Mar 31, 25
20 iShares Core S&P 500 ETF 6.31M (1.20%) 28.70K
Increased by +0.46%
Jul 31, 25