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 FOVL 2.38%
8 WBIE 2.37%
9 MVFD 2.36%
10 FDIV 2.01%
11 FTDS 2.01%
12 WBIG 1.99%
13 RDVY 1.94%
14 IAK 1.92%
15 KIE 1.91%
16 SPDV 1.78%
17 LYLD 1.74%
18 QDIV 1.57%
19 SPHD 1.53%
20 RYF 1.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.35M (12.36%) 97.15K
Increased by +0.36%
Jun 30, 25
2 BlackRock Inc 19.59M (8.86%) -267.74K
Decreased by -1.37%
Mar 31, 25
3 Nippon Life Insurance Co. 18.14M (8.20%) 0.00
Increased by 0.00%
Mar 31, 25
4 Bank of America Corp 11.29M (5.10%) 1.48M
Increased by +13.15%
Mar 31, 25
5 State Street Corp 10.77M (4.87%) 1.10M
Increased by +10.19%
Mar 31, 25
6 State Street Corporation 9.66M (4.37%) -64.97K
Decreased by -0.67%
Mar 31, 24
7 Geode Capital Management, LLC 5.48M (2.48%) 14.26K
Increased by +0.26%
Mar 31, 25
8 Capital Research Global Investors 4.98M (2.25%) 15.45K
Increased by +0.31%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 3.76M (1.70%) 101.08K
Increased by +2.68%
Jun 30, 25
10 Victory Capital Management Inc. 3.71M (1.68%) 3.30M
Increased by +88.92%
Mar 31, 25
11 Northern Trust Corp 3.58M (1.62%) -81.72K
Decreased by -2.28%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 2.97M (1.34%) 58.23K
Increased by +1.96%
Mar 31, 25
13 NORGES BANK 2.86M (1.29%) 55.57K
Increased by +1.94%
Jun 30, 25
14 First Trust Advisors L.P. 2.78M (1.26%) 144.26K
Increased by +5.18%
Dec 31, 23
15 Amvescap Plc. 2.60M (1.18%) -153.48K
Decreased by -5.90%
Mar 31, 25
16 UBS Asset Mgmt Americas Inc 2.10M (0.95%) 290.23K
Increased by +13.83%
Jun 30, 25
17 Wellington Management Company LLP 2.07M (0.94%) -2.12M
Decreased by -102.45%
Mar 31, 25
18 Goldman Sachs Group Inc 1.93M (0.87%) -682.92K
Decreased by -35.38%
Jun 30, 25
19 Legal & General Group PLC 1.58M (0.72%) -68.22K
Decreased by -4.31%
Jun 30, 25
20 Deutsche Bank AG 1.48M (0.67%) 627.87K
Increased by +42.36%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.33M (3.32%) -79.45K
Decreased by -1.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.04M (3.18%) -159.93K
Decreased by -2.27%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 5.98M (2.71%) 44.15K
Increased by +0.74%
May 31, 25
4 Vanguard 500 Index Investor 5.11M (2.31%) -747.90K
Decreased by -14.64%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 5.00M (2.26%) 53.90K
Increased by +1.08%
Jul 31, 25
6 American Funds American Mutual A 3.03M (1.37%) -12.68K
Decreased by -0.42%
Mar 31, 25
7 Capital Group American Mutual Comp 3.03M (1.37%) -12.68K
Decreased by -0.42%
Mar 31, 25
8 Victory Sycamore Established Value R 2.97M (1.34%) 419.00K
Increased by +14.11%
Jun 30, 25
9 SPDR® S&P 500 ETF 2.62M (1.18%) -38.44K
Decreased by -1.47%
Mar 31, 25
10 Fidelity 500 Index 2.61M (1.18%) -41.31K
Decreased by -1.58%
Jun 30, 25
11 Fidelity® 500 Index 2.59M (1.17%) 16.49K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500 ETF Trust 2.58M (1.17%) -5.59K
Decreased by -0.22%
Apr 30, 24
13 Sycamore Mid Cap Value Comp 2.55M (1.15%) 2.55M
Increased by +100.00%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 2.55M (1.15%) -13.39K
Decreased by -0.53%
Mar 31, 25
15 iShares Select Dividend ETF 2.54M (1.15%) -1.74K
Decreased by -0.07%
Jul 31, 25
16 SPDR® S&P 500® ETF 2.53M (1.14%) 10.77K
Increased by +0.43%
Jul 31, 25
17 iShares Core S&P 500 ETF 2.46M (1.11%) 11.22K
Increased by +0.46%
Jul 31, 25
18 First Trust Rising Dividend Achiev ETF 2.37M (1.07%) 3.25K
Increased by +0.14%
Jan 31, 24
19 Vanguard Value Index Inv 1.99M (0.90%) -2.77K
Decreased by -0.14%
Jul 31, 25
20 Invesco S&P 500® Equal Weight ETF 1.85M (0.84%) 517.00
Increased by +0.03%
Jul 31, 25