Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNGS 5.42%
2 FCTE 5.14%
3 VSDA 4.32%
4 TINT 4.32%
5 UTRN 4.08%
6 LBAY 3.99%
7 RDIV 3.93%
8 DIVP 3.73%
9 PJFV 3.49%
10 GBDV 3.49%
11 EDOW 3.34%
12 DJD 3.30%
13 OCFS 3.23%
14 FMK 3.17%
15 FDL 2.86%
16 SPHD 2.83%
17 ESN 2.71%
18 SDY 2.69%
19 DVAL 2.67%
20 RW 2.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.88M (9.19%) 357.46K
Increased by +0.73%
Jun 30, 25
2 BlackRock Inc 41.22M (7.75%) -566.35K
Decreased by -1.37%
Mar 31, 25
3 State Street Corporation 33.96M (6.38%) -1.87M
Decreased by -5.49%
Mar 31, 24
4 State Street Corp 27.56M (5.18%) -118.25K
Decreased by -0.43%
Mar 31, 25
5 JPMorgan Chase & Co 27.47M (5.16%) 14.51M
Increased by +52.82%
Mar 31, 25
6 FMR Inc 12.19M (2.29%) 3.42M
Increased by +28.05%
Mar 31, 25
7 Geode Capital Management, LLC 11.84M (2.23%) 269.06K
Increased by +2.27%
Mar 31, 25
8 Capital World Investors 11.39M (2.14%) -1.25M
Decreased by -10.94%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 10.24M (1.92%) 394.93K
Increased by +3.86%
Mar 31, 25
10 NORGES BANK 8.30M (1.56%) 3.37M
Increased by +40.57%
Jun 30, 25
11 State Farm Mutual Automobile Ins Co 8.00M (1.50%) 0.00
Increased by 0.00%
Jun 30, 25
12 Northern Trust Corp 6.77M (1.27%) 13.00K
Increased by +0.19%
Mar 31, 25
13 Newport Trust Co. 6.16M (1.16%) -642.98K
Decreased by -10.45%
Jun 30, 25
14 Flossbach von Storch AG 5.68M (1.07%) -589.71K
Decreased by -10.38%
Dec 31, 23
15 Bank of New York Mellon Corp 5.60M (1.05%) -91.42K
Decreased by -1.63%
Mar 31, 25
16 Bank of America Corp 5.28M (0.99%) 1.01M
Increased by +19.08%
Mar 31, 25
17 Pacer Advisors, INC. 4.95M (0.93%) 1.17M
Increased by +23.61%
Jun 30, 24
18 ING Investment Management LLC 4.90M (0.92%) 2.86M
Increased by +58.47%
Mar 31, 25
19 UBS Asset Mgmt Americas Inc 4.63M (0.87%) 433.87K
Increased by +9.37%
Jun 30, 25
20 Amvescap Plc. 4.50M (0.85%) 30.26K
Increased by +0.67%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 17.40M (3.27%) -107.81K
Decreased by -0.62%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 16.91M (3.18%) -397.45K
Decreased by -2.35%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 15.44M (2.90%) 106.47K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 13.32M (2.50%) -1.95M
Decreased by -14.65%
Jul 31, 25
5 JPMorgan Large Cap Growth I 10.97M (2.06%) 0.00
Increased by 0.00%
Jun 30, 25
6 Schwab US Dividend Equity ETF™ 8.72M (1.64%) -5.09K
Decreased by -0.06%
Jan 31, 24
7 Fidelity 500 Index 6.82M (1.28%) -30.37K
Decreased by -0.45%
Jun 30, 25
8 American Funds Washington Mutual A 6.81M (1.28%) -1.01M
Decreased by -14.84%
Jun 30, 25
9 Capital Group Wash Mutual Invtrs Comp 6.81M (1.28%) -1.01M
Decreased by -14.84%
Jun 30, 25
10 SPDR® S&P 500 ETF 6.75M (1.27%) -123.66K
Decreased by -1.83%
Mar 31, 25
11 SPDR® S&P 500® ETF 6.58M (1.24%) 28.12K
Increased by +0.43%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 6.57M (1.24%) -34.45K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 6.51M (1.22%) -14.10K
Decreased by -0.22%
Apr 30, 24
14 Fidelity® 500 Index 6.43M (1.21%) 40.94K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 6.43M (1.21%) 29.26K
Increased by +0.46%
Jul 31, 25
16 SPDR® S&P Dividend ETF 5.48M (1.03%) -5.29K
Decreased by -0.10%
May 31, 24
17 SPDR® Dow Jones Industrial Avrg ETF Tr 5.26M (0.99%) -15.36K
Decreased by -0.29%
Jul 31, 25
18 Vanguard Value Index Inv 4.77M (0.90%) -5.08K
Decreased by -0.11%
Jul 31, 25
19 Pacer US Cash Cows 100 ETF 4.58M (0.86%) 1.61K
Increased by +0.04%
Jun 28, 24
20 JPM US Equity Income-Composite 3.26M (0.61%) 2.12M
Increased by +65.07%
Jun 30, 25