Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLV 7.36%
2 SIXH 6.64%
3 SIXA 6.56%
4 SHRY 5.30%
5 FDL 5.22%
6 XUDV 5.10%
7 WBIF 5.04%
8 WBIY 4.85%
9 VICE 4.63%
10 IYK 4.59%
11 XLP 4.51%
12 SCHD 4.31%
13 DHS 4.25%
14 UTRN 4.18%
15 LBAY 3.93%
16 DIVP 3.85%
17 PEY 3.70%
18 ZIG 3.67%
19 VSDA 3.66%
20 SPHD 3.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 158.12M (9.41%) 1.30M
Increased by +0.82%
Mar 31, 25
2 BlackRock Inc 125.08M (7.44%) -8.32M
Decreased by -6.65%
Mar 31, 25
3 State Street Corp 71.48M (4.25%) -860.85K
Decreased by -1.20%
Mar 31, 25
4 State Street Corporation 67.81M (4.03%) -954.64K
Decreased by -1.41%
Mar 31, 24
5 Capital World Investors 65.20M (3.88%) 2.66M
Increased by +4.08%
Mar 31, 25
6 Charles Schwab Investment Management Inc 63.29M (3.76%) 3.48M
Increased by +5.50%
Mar 31, 25
7 Geode Capital Management, LLC 43.96M (2.61%) 2.02M
Increased by +4.60%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 25.06M (1.49%) 4.18M
Increased by +16.69%
Mar 31, 25
9 Arrowstreet Capital Limited Partnership 19.47M (1.16%) -2.80M
Decreased by -14.37%
Mar 31, 25
10 GQG Partners LLC 18.70M (1.11%) 18.47M
Increased by +98.79%
Mar 31, 25
11 Northern Trust Corp 16.43M (0.98%) 1.44M
Increased by +8.79%
Dec 31, 24
12 Bank of New York Mellon Corp 13.23M (0.79%) -244.91K
Decreased by -1.85%
Mar 31, 25
13 Bank of America Corp 12.10M (0.72%) 885.12K
Increased by +7.31%
Mar 31, 25
14 Capital Research Global Investors 12.08M (0.72%) 23.48K
Increased by +0.19%
Mar 31, 25
15 JPMorgan Chase & Co 11.96M (0.71%) 3.42M
Increased by +28.55%
Mar 31, 25
16 Capital Research & Mgmt Co - Division 3 11.89M (0.71%) -2.31M
Decreased by -19.41%
Sep 30, 23
17 Amvescap Plc. 11.80M (0.70%) 983.33K
Increased by +8.33%
Dec 31, 24
18 FMR Inc 11.66M (0.69%) -7.89M
Decreased by -67.64%
Jun 30, 24
19 Harris Associates L.P. 11.44M (0.68%) 502.73K
Increased by +4.39%
Jun 30, 24
20 Pacer Advisors, INC. 10.26M (0.61%) 262.48K
Increased by +2.56%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 54.23M (3.23%) 812.52K
Increased by +1.50%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 54.03M (3.21%) -416.98K
Decreased by -0.77%
Sep 30, 24
3 Schwab US Dividend Equity ETF™ 48.03M (2.86%) 8.34K
Increased by +0.02%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 47.87M (2.85%) 764.62K
Increased by +1.60%
Apr 30, 25
5 American Funds Washington Mutual A 28.71M (1.71%) 7.81M
Increased by +27.21%
Mar 31, 25
6 Capital Group Wash Mutual Invtrs Comp 28.71M (1.71%) 7.81M
Increased by +27.21%
Mar 31, 25
7 Fidelity 500 Index 21.26M (1.26%) 36.68K
Increased by +0.17%
Mar 31, 25
8 SPDR® S&P 500 ETF 21.07M (1.25%) -308.76K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 20.91M (1.24%) 47.12K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 20.68M (1.23%) 131.60K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500® ETF Trust 20.51M (1.22%) -107.57K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 20.41M (1.21%) -122.51K
Decreased by -0.60%
Apr 30, 25
13 iShares Core S&P 500 ETF 20.08M (1.19%) -20.96K
Decreased by -0.10%
Apr 30, 25
14 Vanguard Value Index Inv 14.83M (0.88%) -848.00
Decreased by -0.01%
Apr 30, 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 12.00M (0.71%) -120.82K
Decreased by -1.01%
Apr 30, 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 (0.64%) -3.70M
Decreased by -34.19%
Sep 30, 23
19 Vanguard Institutional Index I 10.40M (0.62%) -26.40K
Decreased by -0.25%
Apr 30, 25
20 American Funds Fundamental Invs A 10.02M (0.60%) -376.02K
Decreased by -3.75%
Mar 31, 25