Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLV 7.36%
2 SIXA 6.33%
3 SIXH 6.28%
4 WBIF 5.04%
5 XUDV 5.03%
6 TOKE 5.02%
7 SHRY 4.89%
8 VICE 4.80%
9 DURA 4.65%
10 WBIY 4.59%
11 FDL 4.34%
12 IYK 4.31%
13 XLP 4.30%
14 UTRN 4.18%
15 DHS 4.07%
16 SCHD 3.88%
17 LBAY 3.81%
18 BAMD 3.56%
19 DIVP 3.56%
20 VSDA 3.47%

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 16.27M (0.97%) -162.75K
Decreased by -1.00%
Mar 31, 25
12 Bank of New York Mellon Corp 13.23M (0.79%) -244.91K
Decreased by -1.85%
Mar 31, 25
13 Amvescap Plc. 12.24M (0.73%) 441.08K
Increased by +3.60%
Mar 31, 25
14 Bank of America Corp 12.10M (0.72%) 885.12K
Increased by +7.31%
Mar 31, 25
15 Capital Research Global Investors 12.08M (0.72%) 23.48K
Increased by +0.19%
Mar 31, 25
16 JPMorgan Chase & Co 11.96M (0.71%) 3.42M
Increased by +28.55%
Mar 31, 25
17 Capital Research & Mgmt Co - Division 3 11.89M (0.71%) -2.31M
Decreased by -19.41%
Sep 30, 23
18 UBS Group AG 11.82M (0.70%) 2.57M
Increased by +21.70%
Mar 31, 25
19 FMR Inc 11.66M (0.69%) -7.89M
Decreased by -67.64%
Jun 30, 24
20 Harris Associates L.P. 11.44M (0.68%) 502.73K
Increased by +4.39%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 54.29M (3.23%) 59.30K
Increased by +0.11%
May 31, 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™ 48.42M (2.88%) 33.48K
Increased by +0.07%
May 31, 25
4 Vanguard Institutional 500 Index Trust 48.20M (2.87%) 333.62K
Increased by +0.69%
May 31, 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 21.29M (1.27%) 26.27K
Increased by +0.12%
Apr 30, 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 20.27M (1.21%) -90.55K
Decreased by -0.45%
May 31, 25
13 iShares Core S&P 500 ETF 19.63M (1.17%) 0.00
Increased by 0.00%
May 31, 25
14 Vanguard Value Index Inv 14.87M (0.88%) 35.71K
Increased by +0.24%
May 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 12.39M (0.74%) 179.39K
Increased by +1.45%
May 31, 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 10.41M (0.62%) 2.71K
Increased by +0.03%
May 31, 25
20 American Funds Fundamental Invs A 10.02M (0.60%) -376.02K
Decreased by -3.75%
Mar 31, 25