Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHRY 4.83%
2 UTRN 3.98%
3 DIVY 3.39%
4 ERNZ 3.33%
5 SDEI 3.21%
6 NEWZ 3.11%
7 RNLC 3.03%
8 TPMN 2.60%
9 FOVL 2.38%
10 WBIE 2.37%
11 MVFD 2.36%
12 FDIV 2.01%
13 IAK 2.01%
14 RDVY 1.94%
15 FTDS 1.90%
16 KIE 1.88%
17 LYLD 1.85%
18 SPDV 1.76%
19 QDIV 1.71%
20 MBOX 1.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.97M (12.52%) -162.25K
Decreased by -0.60%
Dec 31, 25
2 BlackRock Inc 20.03M (9.30%) -176.64K
Decreased by -0.88%
Sep 30, 25
3 Nippon Life Insurance Co. 18.14M (8.42%) 0.00
Increased by 0.00%
Sep 30, 25
4 State Street Corp 10.56M (4.90%) -132.45K
Decreased by -1.25%
Sep 30, 25
5 State Street Corporation 9.66M (4.48%) -64.97K
Decreased by -0.67%
Mar 31, 24
6 Bank of America Corp 8.43M (3.91%) -3.94M
Decreased by -46.80%
Sep 30, 25
7 Geode Capital Management, LLC 5.62M (2.61%) 130.76K
Increased by +2.33%
Sep 30, 25
8 Capital Research Global Investors 4.98M (2.31%) 15.45K
Increased by +0.31%
Mar 31, 25
9 Victory Capital Management Inc. 3.91M (1.81%) -387.94K
Decreased by -9.93%
Sep 30, 25
10 Dimensional Fund Advisors, Inc. 3.77M (1.75%) 820.00
Increased by +0.02%
Dec 31, 25
11 Northern Trust Corp 3.47M (1.61%) -16.30K
Decreased by -0.47%
Sep 30, 25
12 Amvescap Plc. 3.38M (1.57%) 636.33K
Increased by +18.84%
Sep 30, 25
13 NORGES BANK 3.10M (1.44%) 238.91K
Increased by +7.71%
Dec 31, 25
14 Morgan Stanley - Brokerage Accounts 3.02M (1.40%) -148.65K
Decreased by -4.92%
Sep 30, 25
15 First Trust Advisors L.P. 2.78M (1.29%) 144.26K
Increased by +5.18%
Dec 31, 23
16 The Goldman Sachs Group Inc 2.36M (1.10%) 432.91K
Increased by +18.32%
Sep 30, 25
17 Wellington Management Company LLP 2.07M (0.96%) -2.12M
Decreased by -102.45%
Mar 31, 25
18 UBS Group AG 2.02M (0.94%) 777.00K
Increased by +38.39%
Sep 30, 25
19 JPMorgan Chase & Co 1.96M (0.91%) 931.40K
Increased by +47.64%
Sep 30, 25
20 Goldman Sachs Group Inc 1.93M (0.90%) -682.92K
Decreased by -35.38%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.33M (3.40%) -79.45K
Decreased by -1.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.88M (3.20%) 13.59K
Increased by +0.20%
Jan 31, 26
3 Vanguard 500 Index Investor 5.10M (2.37%) 31.97K
Increased by +0.63%
Jan 31, 26
4 Vanguard Mid Cap Index Institutional 4.76M (2.21%) -24.46K
Decreased by -0.51%
Jan 31, 26
5 American Funds American Mutual A 3.03M (1.41%) -12.68K
Decreased by -0.42%
Mar 31, 25
6 Capital Group American Mutual Comp 3.03M (1.41%) -12.68K
Decreased by -0.42%
Mar 31, 25
7 Victory Sycamore Established Value R 2.97M (1.38%) 419.00K
Increased by +14.11%
Jun 30, 25
8 SPDR® S&P 500 ETF 2.62M (1.22%) -38.44K
Decreased by -1.47%
Mar 31, 25
9 Fidelity® 500 Index 2.59M (1.20%) 16.49K
Increased by +0.64%
Nov 30, 23
10 iShares Select Dividend ETF 2.59M (1.20%) 0.00
Increased by 0.00%
Feb 28, 26
11 SPDR® S&P 500 ETF Trust 2.58M (1.20%) -5.59K
Decreased by -0.22%
Apr 30, 24
12 Sycamore Mid Cap Value Comp 2.55M (1.18%) 2.55M
Increased by +100.00%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 2.55M (1.18%) -13.39K
Decreased by -0.53%
Mar 31, 25
14 iShares Core S&P 500 ETF 2.55M (1.18%) 0.00
Increased by 0.00%
Feb 28, 26
15 Fidelity 500 Index 2.54M (1.18%) 11.78K
Increased by +0.46%
Jan 31, 26
16 SPDR® S&P 500® ETF 2.50M (1.16%) 30.61K
Increased by +1.23%
Aug 31, 25
17 State Street® SPDR® S&P 500® ETF 2.37M (1.10%) 9.95K
Increased by +0.42%
Feb 27, 26
18 First Trust Rising Dividend Achiev ETF 2.37M (1.10%) 3.25K
Increased by +0.14%
Jan 31, 24
19 Vanguard Value Index Inv 2.02M (0.94%) 220.00
Increased by +0.01%
Jan 31, 26
20 Invesco S&P 500® Equal Weight ETF 1.89M (0.88%) -817.00
Decreased by -0.04%
Feb 27, 26