Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 TPMN 5.42%
3 DVP 5.27%
4 NDIV 4.94%
5 WBIY 4.82%
6 SDEI 4.75%
7 WBIF 4.47%
8 RDIV 4.35%
9 JHMA 4.32%
10 TBG 4.11%
11 PEY 4.01%
12 UTRN 3.91%
13 RSPM 3.80%
14 RTM 3.80%
15 SBM 3.74%
16 SMN 3.74%
17 DIVY 3.32%
18 SHRY 2.82%
19 FXZ 2.59%
20 IYM 2.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.19M (12.22%) -642.09K
Decreased by -2.06%
Mar 31, 25
2 BlackRock Inc 27.32M (10.70%) 2.80M
Increased by +10.24%
Mar 31, 25
3 Dodge & Cox 16.90M (6.62%) -69.80K
Decreased by -0.41%
Mar 31, 25
4 State Street Corp 12.40M (4.86%) 157.15K
Increased by +1.27%
Mar 31, 25
5 State Street Corporation 11.81M (4.63%) -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 (4.39%) 0.00
Increased by 0.00%
Mar 31, 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 (3.24%) 5.38K
Increased by +0.07%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 7.42M (2.91%) 5.11K
Increased by +0.07%
May 31, 25
5 Vanguard Institutional 500 Index Trust 7.38M (2.89%) 54.76K
Increased by +0.74%
May 31, 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 5.44M (2.13%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Equity-Income Inv 3.91M (1.53%) 378.49K
Increased by +9.69%
Dec 31, 23
9 Fidelity 500 Index 3.26M (1.28%) 4.02K
Increased by +0.12%
Apr 30, 25
10 SPDR® S&P 500 ETF 3.23M (1.27%) -47.89K
Decreased by -1.48%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 3.15M (1.23%) -16.42K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 3.11M (1.22%) -13.83K
Decreased by -0.44%
May 31, 25
13 SPDR® S&P 500 ETF Trust 3.01M (1.18%) 6.84K
Increased by +0.23%
Apr 30, 24
14 iShares Core S&P 500 ETF 3.00M (1.18%) 0.00
Increased by 0.00%
May 31, 25
15 Fidelity® 500 Index 2.98M (1.17%) 18.99K
Increased by +0.64%
Nov 30, 23
16 Federated Hermes Strategic Val Dividend 2.91M (1.14%) 0.00
Increased by 0.00%
Mar 31, 25
17 Federated Hermes Strategic Value Div IS 2.91M (1.14%) 0.00
Increased by 0.00%
Mar 31, 25
18 American Funds Fundamental Invs A 2.83M (1.11%) 169.24K
Increased by +5.98%
Mar 31, 25
19 Capital Group Fundamental Invtrs Comp 2.83M (1.11%) 169.24K
Increased by +5.98%
Mar 31, 25
20 American Funds Washington Mutual A 2.59M (1.01%) -5.18K
Decreased by -0.20%
Mar 31, 25