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 UTRN 3.91%
9 NDIV 3.80%
10 SBM 3.74%
11 SMN 3.74%
12 WBIY 3.66%
13 PEY 3.53%
14 RTM 3.50%
15 RSPM 3.50%
16 DIVY 3.32%
17 TBG 3.08%
18 SHRY 2.82%
19 FXZ 2.46%
20 SPHD 2.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.88M (12.09%) -313.48K
Decreased by -1.02%
Jun 30, 25
2 BlackRock Inc 25.91M (10.14%) -1.41M
Decreased by -5.43%
Jun 30, 25
3 Dodge & Cox 16.97M (6.64%) 73.97K
Increased by +0.44%
Jun 30, 25
4 State Street Corp 12.92M (5.05%) 514.06K
Increased by +3.98%
Jun 30, 25
5 State Street Corporation 11.81M (4.62%) -239.53K
Decreased by -2.03%
Mar 31, 24
6 Charles Schwab Investment Management Inc 9.48M (3.71%) 237.04K
Increased by +2.50%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 8.77M (3.43%) 2.05M
Increased by +23.37%
Jun 30, 25
8 Capital World Investors 8.67M (3.39%) 5.59M
Increased by +64.50%
Jun 30, 25
9 Geode Capital Management, LLC 6.82M (2.67%) 24.16K
Increased by +0.35%
Jun 30, 25
10 Amvescap Plc. 5.84M (2.28%) -596.65K
Decreased by -10.22%
Jun 30, 25
11 NORGES BANK 4.84M (1.89%) 3.75M
Increased by +77.46%
Jun 30, 25
12 Pacer Advisors, INC. 4.83M (1.89%) 1.26M
Increased by +26.03%
Jun 30, 24
13 Federated Hermes Inc 4.74M (1.86%) 534.46K
Increased by +11.27%
Mar 31, 25
14 JPMorgan Chase & Co 4.64M (1.82%) 147.79K
Increased by +3.19%
Jun 30, 25
15 Soundwatch Capital LLC 4.63M (1.81%) 4.63M
Increased by +100.00%
Jun 30, 25
16 AllianceBernstein L.P. 4.11M (1.61%) 557.40K
Increased by +13.58%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 3.62M (1.42%) -645.99K
Decreased by -17.86%
Jun 30, 25
18 FMR Inc 3.60M (1.41%) -1.37M
Decreased by -37.99%
Dec 31, 24
19 Royal Bank of Canada 3.39M (1.33%) -905.12K
Decreased by -26.70%
Jun 30, 25
20 Wellington Management Company LLP 2.87M (1.12%) 757.61K
Increased by +26.39%
Dec 31, 24

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 US Total Market Shares ETF 8.26M (3.23%) 5.38K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 8.08M (3.16%) -172.45K
Decreased by -2.13%
Jul 31, 25
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™ 7.31M (2.86%) 1.54K
Increased by +0.02%
Aug 30, 25
6 Vanguard 500 Index Investor 6.37M (2.49%) -932.48K
Decreased by -14.65%
Jul 31, 25
7 Vanguard Mid Cap Index Institutional 5.74M (2.24%) 61.85K
Increased by +1.08%
Jul 31, 25
8 iShares Select Dividend ETF 5.40M (2.11%) 0.00
Increased by 0.00%
Aug 31, 25
9 American Funds Fundamental Invs A 3.92M (1.53%) 1.09M
Increased by +27.88%
Jun 30, 25
10 Capital Group Fundamental Invtrs Comp 3.92M (1.53%) 1.09M
Increased by +27.88%
Jun 30, 25
11 Vanguard Equity-Income Inv 3.91M (1.53%) 378.49K
Increased by +9.69%
Dec 31, 23
12 Fidelity 500 Index 3.26M (1.28%) 1.40K
Increased by +0.04%
Jul 31, 25
13 SPDR® S&P 500 ETF 3.23M (1.27%) -47.89K
Decreased by -1.48%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 3.15M (1.23%) -16.42K
Decreased by -0.52%
Mar 31, 25
15 iShares Core S&P 500 ETF 3.09M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
16 SPDR® S&P 500® ETF 3.09M (1.21%) 38.20K
Increased by +1.24%
Aug 31, 25
17 SPDR® S&P 500 ETF Trust 3.01M (1.18%) 6.84K
Increased by +0.23%
Apr 30, 24
18 Fidelity® 500 Index 2.98M (1.17%) 18.99K
Increased by +0.64%
Nov 30, 23
19 Federated Hermes Strategic Val Dividend 2.91M (1.14%) 0.00
Increased by 0.00%
Mar 31, 25
20 Federated Hermes Strategic Value Div IS 2.91M (1.14%) 0.00
Increased by 0.00%
Mar 31, 25