Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLV 7.36%
2 ROPE 5.57%
3 WBIY 5.36%
4 VICE 5.27%
5 SIXA 5.26%
6 XUDV 5.25%
7 DURA 5.22%
8 SIXH 5.04%
9 WBIF 5.04%
10 IYK 5.03%
11 XLP 5.00%
12 FDL 4.86%
13 DHS 4.40%
14 GEND 4.37%
15 TOKE 4.36%
16 SCHD 4.24%
17 LBAY 4.18%
18 UTRN 4.18%
19 SHRY 3.88%
20 VSDA 3.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 159.72M (9.53%) 1.60M
Increased by +1.00%
Jun 30, 25
2 BlackRock Inc 125.08M (7.46%) -8.32M
Decreased by -6.65%
Mar 31, 25
3 State Street Corp 71.48M (4.26%) -860.85K
Decreased by -1.20%
Mar 31, 25
4 State Street Corporation 67.81M (4.04%) -954.64K
Decreased by -1.41%
Mar 31, 24
5 Charles Schwab Investment Management Inc 62.16M (3.71%) -1.13M
Decreased by -1.81%
Jun 30, 25
6 Geode Capital Management, LLC 43.96M (2.62%) 2.02M
Increased by +4.60%
Mar 31, 25
7 Capital World Investors 35.41M (2.11%) -29.79M
Decreased by -84.15%
Jun 30, 25
8 GQG Partners LLC 28.84M (1.72%) 10.14M
Increased by +35.17%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 25.06M (1.49%) 4.18M
Increased by +16.69%
Mar 31, 25
10 Arrowstreet Capital Limited Partnership 19.34M (1.15%) -130.10K
Decreased by -0.67%
Jun 30, 25
11 Ameriprise Financial Inc 16.40M (0.98%) 6.30M
Increased by +38.44%
Jun 30, 25
12 Northern Trust Corp 16.27M (0.97%) -162.75K
Decreased by -1.00%
Mar 31, 25
13 Bank of New York Mellon Corp 13.23M (0.79%) -244.91K
Decreased by -1.85%
Mar 31, 25
14 Amvescap Plc. 12.24M (0.73%) 441.08K
Increased by +3.60%
Mar 31, 25
15 Bank of America Corp 12.10M (0.72%) 885.12K
Increased by +7.31%
Mar 31, 25
16 Capital Research Global Investors 12.08M (0.72%) 8.73K
Increased by +0.07%
Jun 30, 25
17 JPMorgan Chase & Co 11.96M (0.71%) 3.42M
Increased by +28.55%
Mar 31, 25
18 Capital Research & Mgmt Co - Division 3 11.89M (0.71%) -2.31M
Decreased by -19.41%
Sep 30, 23
19 UBS Group AG 11.82M (0.71%) 2.57M
Increased by +21.70%
Mar 31, 25
20 FMR Inc 11.66M (0.70%) -7.89M
Decreased by -67.64%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 54.03M (3.22%) -416.98K
Decreased by -0.77%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 52.93M (3.16%) -1.22M
Decreased by -2.30%
Jul 31, 25
3 Schwab US Dividend Equity ETF™ 45.87M (2.74%) 9.70K
Increased by +0.02%
Aug 30, 25
4 Vanguard 500 Index Investor 41.69M (2.49%) -6.11M
Decreased by -14.65%
Jul 31, 25
5 Fidelity 500 Index 21.35M (1.27%) 9.15K
Increased by +0.04%
Jul 31, 25
6 SPDR® S&P 500 ETF 21.07M (1.26%) -308.76K
Decreased by -1.47%
Mar 31, 25
7 SPDR® S&P 500 ETF Trust 20.91M (1.25%) 47.12K
Increased by +0.23%
Apr 30, 24
8 Fidelity® 500 Index 20.68M (1.23%) 131.60K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500® ETF Trust 20.51M (1.22%) -107.57K
Decreased by -0.52%
Mar 31, 25
10 iShares Core S&P 500 ETF 20.27M (1.21%) -5.96K
Decreased by -0.03%
Aug 29, 25
11 SPDR® S&P 500® ETF 20.08M (1.20%) -80.11K
Decreased by -0.40%
Aug 29, 25
12 American Funds Washington Mutual A 17.54M (1.05%) -11.17M
Decreased by -63.66%
Jun 30, 25
13 Capital Group Wash Mutual Invtrs Comp 17.54M (1.05%) -11.17M
Decreased by -63.66%
Jun 30, 25
14 Vanguard Value Index Inv 14.93M (0.89%) -16.40K
Decreased by -0.11%
Jul 31, 25
15 American Funds American Balanced A 13.40M (0.80%) -4.37M
Decreased by -32.62%
Mar 31, 25
16 The Consumer Staples Sel SectSPDR® ETF 11.99M (0.72%) 12.29K
Increased by +0.10%
Aug 29, 25
17 Consumer Staples Select Sector SPDR® ETF 11.10M (0.66%) 157.36K
Increased by +1.42%
Apr 30, 24
18 American Funds Capital Income Bldr A 10.83M (0.65%) -3.70M
Decreased by -34.19%
Sep 30, 23
19 Vanguard Institutional Index I 10.18M (0.61%) -113.38K
Decreased by -1.11%
Jul 31, 25
20 American Funds Fundamental Invs A 10.02M (0.60%) -376.02K
Decreased by -3.75%
Mar 31, 25