Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNGS 5.42%
2 FCTE 4.97%
3 TINT 4.46%
4 VSDA 4.32%
5 UTRN 4.08%
6 RDIV 3.93%
7 LBAY 3.86%
8 DIVP 3.73%
9 GBDV 3.49%
10 PJFV 3.48%
11 EDOW 3.39%
12 DJD 3.29%
13 OCFS 3.17%
14 FMK 3.17%
15 FDL 2.86%
16 SPHD 2.83%
17 SDY 2.69%
18 DVAL 2.67%
19 ESN 2.64%
20 FLOW 2.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.52M (9.03%) -405.65K
Decreased by -0.84%
Mar 31, 25
2 BlackRock Inc 41.22M (7.67%) -566.35K
Decreased by -1.37%
Mar 31, 25
3 State Street Corporation 33.96M (6.32%) -1.87M
Decreased by -5.49%
Mar 31, 24
4 State Street Corp 27.56M (5.13%) -118.25K
Decreased by -0.43%
Mar 31, 25
5 JPMorgan Chase & Co 27.47M (5.11%) 14.51M
Increased by +52.82%
Mar 31, 25
6 Capital World Investors 12.64M (2.35%) 6.48M
Increased by +51.29%
Mar 31, 25
7 FMR Inc 12.19M (2.27%) 3.42M
Increased by +28.05%
Mar 31, 25
8 Geode Capital Management, LLC 11.84M (2.20%) 269.06K
Increased by +2.27%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 10.24M (1.90%) 394.93K
Increased by +3.86%
Mar 31, 25
10 State Farm Mutual Automobile Ins Co 8.00M (1.49%) -180.41K
Decreased by -2.26%
Mar 31, 25
11 Newport Trust Co. 6.80M (1.27%) -306.74K
Decreased by -4.51%
Mar 31, 25
12 Northern Trust Corp 6.77M (1.26%) 13.00K
Increased by +0.19%
Mar 31, 25
13 Flossbach von Storch AG 5.68M (1.06%) -589.71K
Decreased by -10.38%
Dec 31, 23
14 Bank of New York Mellon Corp 5.60M (1.04%) -91.42K
Decreased by -1.63%
Mar 31, 25
15 Bank of America Corp 5.28M (0.98%) 1.01M
Increased by +19.08%
Mar 31, 25
16 Pacer Advisors, INC. 4.95M (0.92%) 1.17M
Increased by +23.61%
Jun 30, 24
17 NORGES BANK 4.93M (0.92%) 524.32K
Increased by +10.63%
Dec 31, 24
18 Amvescap Plc. 4.50M (0.84%) 30.26K
Increased by +0.67%
Mar 31, 25
19 UBS Asset Mgmt Americas Inc 4.20M (0.78%) 414.16K
Increased by +9.86%
Mar 31, 25
20 Millennium Management LLC 3.98M (0.74%) 145.68K
Increased by +3.66%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.42M (3.24%) 272.46K
Increased by +1.56%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 17.40M (3.24%) -107.81K
Decreased by -0.62%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 15.33M (2.85%) 245.38K
Increased by +1.60%
Apr 30, 25
4 JPMorgan Large Cap Growth I 10.97M (2.04%) 1.41M
Increased by +12.86%
Apr 30, 25
5 Schwab US Dividend Equity ETF™ 8.72M (1.62%) -5.09K
Decreased by -0.06%
Jan 31, 24
6 American Funds Washington Mutual A 7.82M (1.46%) 4.11M
Increased by +52.60%
Mar 31, 25
7 Capital Group Wash Mutual Invtrs Comp 7.82M (1.46%) 4.11M
Increased by +52.60%
Mar 31, 25
8 Fidelity 500 Index 6.82M (1.27%) 8.42K
Increased by +0.12%
Apr 30, 25
9 SPDR® S&P 500 ETF 6.75M (1.26%) -123.66K
Decreased by -1.83%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 6.57M (1.22%) -34.45K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 6.51M (1.21%) -14.10K
Decreased by -0.22%
Apr 30, 24
12 SPDR® S&P 500® ETF 6.50M (1.21%) -29.03K
Decreased by -0.45%
May 31, 25
13 Fidelity® 500 Index 6.43M (1.20%) 40.94K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 6.29M (1.17%) 0.00
Increased by 0.00%
May 31, 25
15 SPDR® Dow Jones Industrial Avrg ETF Tr 5.56M (1.03%) -15.36K
Decreased by -0.28%
May 31, 25
16 SPDR® S&P Dividend ETF 5.48M (1.02%) -5.29K
Decreased by -0.10%
May 31, 24
17 Vanguard Value Index Inv 4.76M (0.89%) -1.74K
Decreased by -0.04%
Apr 30, 25
18 Pacer US Cash Cows 100 ETF 4.58M (0.85%) 1.61K
Increased by +0.04%
Jun 28, 24
19 Vanguard Institutional Index I 3.33M (0.62%) -8.60K
Decreased by -0.26%
Apr 30, 25
20 State St S&P 500® Indx SL Cl III 2.88M (0.54%) 49.60K
Increased by +1.72%
May 31, 25