Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 TPMN 5.42%
3 DVP 5.27%
4 SDEI 4.75%
5 WBIF 4.47%
6 RDIV 4.35%
7 JHMA 4.32%
8 WBIY 4.03%
9 NDIV 3.98%
10 UTRN 3.91%
11 SMN 3.74%
12 SBM 3.74%
13 PEY 3.33%
14 DIVY 3.32%
15 RSPM 3.29%
16 RTM 3.29%
17 TBG 3.27%
18 SHRY 2.82%
19 SPHD 2.32%
20 FXZ 2.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.19M (12.21%) -642.09K
Decreased by -2.06%
Mar 31, 25
2 BlackRock Inc 27.32M (10.69%) 2.80M
Increased by +10.24%
Mar 31, 25
3 Dodge & Cox 16.90M (6.61%) -69.80K
Decreased by -0.41%
Mar 31, 25
4 State Street Corp 12.40M (4.85%) 157.15K
Increased by +1.27%
Mar 31, 25
5 State Street Corporation 11.81M (4.62%) -239.53K
Decreased by -2.03%
Mar 31, 24
6 Charles Schwab Investment Management Inc 9.24M (3.62%) 657.44K
Increased by +7.12%
Mar 31, 25
7 Geode Capital Management, LLC 6.80M (2.66%) -3.90K
Decreased by -0.06%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 6.72M (2.63%) 905.29K
Increased by +13.47%
Mar 31, 25
9 Amvescap Plc. 6.43M (2.52%) 606.23K
Increased by +9.42%
Mar 31, 25
10 Pacer Advisors, INC. 4.83M (1.89%) 1.26M
Increased by +26.03%
Jun 30, 24
11 Federated Hermes Inc 4.74M (1.86%) 534.46K
Increased by +11.27%
Mar 31, 25
12 JPMorgan Chase & Co 4.49M (1.76%) 510.00K
Increased by +11.36%
Mar 31, 25
13 NORGES BANK 4.38M (1.71%) 3.51M
Increased by +80.09%
Jun 30, 24
14 Royal Bank of Canada 4.30M (1.68%) 611.62K
Increased by +14.24%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 4.26M (1.67%) -306.22K
Decreased by -7.18%
Mar 31, 25
16 AllianceBernstein L.P. 4.11M (1.61%) 557.40K
Increased by +13.58%
Mar 31, 25
17 FMR Inc 3.60M (1.41%) -1.37M
Decreased by -37.99%
Dec 31, 24
18 Capital World Investors 3.08M (1.21%) 187.33K
Increased by +6.08%
Mar 31, 25
19 Wellington Management Company LLP 2.87M (1.12%) 757.61K
Increased by +26.39%
Dec 31, 24
20 UBS Group AG 2.84M (1.11%) 289.03K
Increased by +10.17%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 11.20M (4.38%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 8.35M (3.27%) 4.87K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 8.26M (3.23%) 5.38K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 7.38M (2.89%) 54.76K
Increased by +0.74%
May 31, 25
5 Schwab US Dividend Equity ETF™ 7.28M (2.85%) 1.81K
Increased by +0.02%
Jun 28, 25
6 Vanguard Mid Cap Index Institutional 5.70M (2.23%) 53.57K
Increased by +0.94%
May 31, 25
7 iShares Select Dividend ETF 5.47M (2.14%) 0.00
Increased by 0.00%
Jun 30, 25
8 American Funds Fundamental Invs A 3.92M (1.53%) 1.09M
Increased by +27.88%
Jun 30, 25
9 Capital Group Fundamental Invtrs Comp 3.92M (1.53%) 1.09M
Increased by +27.88%
Jun 30, 25
10 Vanguard Equity-Income Inv 3.91M (1.53%) 378.49K
Increased by +9.69%
Dec 31, 23
11 Fidelity 500 Index 3.27M (1.28%) 14.26K
Increased by +0.44%
May 31, 25
12 SPDR® S&P 500 ETF 3.23M (1.27%) -47.89K
Decreased by -1.48%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 3.15M (1.23%) -16.42K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 3.13M (1.23%) -10.87K
Decreased by -0.35%
Jun 30, 25
15 iShares Core S&P 500 ETF 3.05M (1.19%) 4.86K
Increased by +0.16%
Jun 30, 25
16 SPDR® S&P 500 ETF Trust 3.01M (1.18%) 6.84K
Increased by +0.23%
Apr 30, 24
17 Fidelity® 500 Index 2.98M (1.17%) 18.99K
Increased by +0.64%
Nov 30, 23
18 Federated Hermes Strategic Val Dividend 2.91M (1.14%) 0.00
Increased by 0.00%
Mar 31, 25
19 Federated Hermes Strategic Value Div IS 2.91M (1.14%) 0.00
Increased by 0.00%
Mar 31, 25
20 American Funds Washington Mutual A 2.59M (1.01%) 0.00
Increased by 0.00%
Jun 30, 25