Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHRY 4.83%
2 UTRN 3.98%
3 DIVY 3.29%
4 SDEI 3.21%
5 RNLC 3.03%
6 TPMN 2.60%
7 WBIE 2.37%
8 MVFD 2.32%
9 FOVL 2.24%
10 FDIV 2.01%
11 FTDS 2.00%
12 WBIG 1.99%
13 RDVY 1.94%
14 SPDV 1.86%
15 IAK 1.86%
16 KIE 1.82%
17 LYLD 1.78%
18 QDIV 1.57%
19 RYF 1.37%
20 DVYL 1.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.25M (12.24%) -182.61K
Decreased by -0.67%
Mar 31, 25
2 BlackRock Inc 19.59M (8.80%) -267.74K
Decreased by -1.37%
Mar 31, 25
3 Nippon Life Insurance Co. 18.14M (8.14%) 0.00
Increased by 0.00%
Mar 31, 25
4 Bank of America Corp 11.29M (5.07%) 1.48M
Increased by +13.15%
Mar 31, 25
5 State Street Corp 10.77M (4.83%) 1.10M
Increased by +10.19%
Mar 31, 25
6 State Street Corporation 9.66M (4.34%) -64.97K
Decreased by -0.67%
Mar 31, 24
7 Geode Capital Management, LLC 5.48M (2.46%) 14.26K
Increased by +0.26%
Mar 31, 25
8 Capital Research Global Investors 4.98M (2.24%) 15.45K
Increased by +0.31%
Mar 31, 25
9 Victory Capital Management Inc. 3.71M (1.66%) 3.30M
Increased by +88.92%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 3.66M (1.65%) -249.41K
Decreased by -6.81%
Mar 31, 25
11 Northern Trust Corp 3.58M (1.61%) -81.72K
Decreased by -2.28%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 2.97M (1.33%) 58.23K
Increased by +1.96%
Mar 31, 25
13 NORGES BANK 2.80M (1.26%) -448.14K
Decreased by -15.98%
Dec 31, 24
14 First Trust Advisors L.P. 2.78M (1.25%) 144.26K
Increased by +5.18%
Dec 31, 23
15 Goldman Sachs Group Inc 2.61M (1.17%) 1.39M
Increased by +53.31%
Mar 31, 25
16 Amvescap Plc. 2.60M (1.17%) -153.48K
Decreased by -5.90%
Mar 31, 25
17 Wellington Management Company LLP 2.07M (0.93%) -2.12M
Decreased by -102.45%
Mar 31, 25
18 JPMorgan Chase & Co 1.98M (0.89%) -2.91M
Decreased by -146.89%
Dec 31, 24
19 UBS Asset Mgmt Americas Inc 1.81M (0.81%) -68.76K
Decreased by -3.80%
Mar 31, 25
20 Legal & General Group PLC 1.65M (0.74%) 23.23K
Increased by +1.41%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.33M (3.29%) -79.45K
Decreased by -1.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.23M (3.25%) 100.33K
Increased by +1.39%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 5.94M (2.67%) 95.14K
Increased by +1.60%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 4.90M (2.20%) 47.01K
Increased by +0.96%
Apr 30, 25
5 American Funds American Mutual A 3.03M (1.36%) -12.68K
Decreased by -0.42%
Mar 31, 25
6 Capital Group American Mutual Comp 3.03M (1.36%) -12.68K
Decreased by -0.42%
Mar 31, 25
7 Fidelity 500 Index 2.64M (1.19%) 3.26K
Increased by +0.12%
Apr 30, 25
8 SPDR® S&P 500 ETF 2.62M (1.18%) -38.44K
Decreased by -1.47%
Mar 31, 25
9 Fidelity® 500 Index 2.59M (1.16%) 16.49K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 2.58M (1.16%) -5.59K
Decreased by -0.22%
Apr 30, 24
11 iShares Select Dividend ETF 2.56M (1.15%) 0.00
Increased by 0.00%
May 31, 25
12 Sycamore Mid Cap Value Comp 2.55M (1.15%) 2.55M
Increased by +100.00%
Mar 31, 25
13 Victory Sycamore Established Value R 2.55M (1.15%) 2.55M
Increased by +100.00%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 2.55M (1.14%) -13.39K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 2.52M (1.13%) -11.19K
Decreased by -0.44%
May 31, 25
16 iShares Core S&P 500 ETF 2.44M (1.09%) 0.00
Increased by 0.00%
May 31, 25
17 First Trust Rising Dividend Achiev ETF 2.37M (1.06%) 3.25K
Increased by +0.14%
Jan 31, 24
18 Vanguard Value Index Inv 1.98M (0.89%) 9.20K
Increased by +0.46%
Apr 30, 25
19 American Funds Capital Income Bldr A 1.83M (0.82%) 0.00
Increased by 0.00%
Mar 31, 25
20 Invesco S&P 500® Equal Weight ETF 1.68M (0.76%) 5.71K
Increased by +0.34%
May 30, 25